Institutional Ownership Dimensional ETF Tr U S Core Eq (DFAC)
This table provides information about the institutional ownership of Dimensional ETF Tr U S Core Eq (DFAC). We have compiled data on the 967 institutions that hold shares in the stock, with a total of 754 Million shares, which have been reported (via 13F filing form) to have a value of $26.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
1,448,051
shares
|
$51.7 Million
12.24% of portfolio
|
Q4 2023
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
1,447,288
shares
|
$51.6 Million
0.58% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
1,424,681
shares
|
$50.8 Million
22.34% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Efficient Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
1,412,981
shares
|
$50.4 Million
3.04% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,340,242
shares
|
$47.8 Million
0.01% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
1,319,628
shares
|
$47.1 Million
17.83% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
1,299,285
shares
|
$46.3 Million
28.45% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
1,286,798
shares
|
$45.9 Million
7.54% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
1,252,338
shares
|
$44.7 Million
10.19% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
1,242,442
shares
|
$44.3 Million
9.25% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Rs Crum Inc.
|
Nov 13, 2024 Q3 2024 |
1,238,672
shares
|
$44.2 Million
10.54% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 18, 2024 Q3 2024 |
1,237,047
shares
|
$44.1 Million
17.83% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Applied Capital LLC
|
Jan 23, 2025 Q4 2024 |
1,229,513
shares
|
$43.9 Million
23.11% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jan 14, 2025 Q4 2024 |
1,218,070
shares
|
$43.4 Million
7.94% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
1,209,837
shares
|
$43.2 Million
19.93% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
1,203,586
shares
|
$42.9 Million
8.48% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Jan 31, 2025 Q3 2024 |
1,187,293
shares
|
$42.4 Million
10.77% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Cherrydale Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,160,956
shares
|
$41.4 Million
15.68% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Jan 22, 2025 Q4 2024 |
1,154,674
shares
|
$41.2 Million
29.7% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
1,144,870
shares
|
$40.8 Million
1.87% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Bayshore Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
1,140,463
shares
|
$40.7 Million
18.44% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 18, 2024 Q3 2024 |
1,125,387
shares
|
$40.1 Million
18.18% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
1,122,198
shares
|
$40 Million
13.48% of portfolio
|
Q4 2024
Added 9.72%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jan 29, 2025 Q4 2024 |
1,120,522
shares
|
$40 Million
26.4% of portfolio
|
Q4 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
1,114,258
shares
|
$39.7 Million
0.99% of portfolio
|
Q3 2024
Added 1.09%
|