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 1,110 institutions that hold shares in the stock, with a total of 820 Million shares, which have been reported (via 13F filing form) to have a value of $30.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
1,581,833
shares
|
$58 Million
29.75% of portfolio
|
Q4 2022
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
1,580,725
shares
|
$58 Million
1.36% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
1,578,298
shares
|
$57.9 Million
3.31% of portfolio
|
Q3 2022
Added 15.1%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,551,020
shares
|
$56.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Apr 28, 2025 Q1 2025 |
1,510,819
shares
|
$55.4 Million
25.38% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
1,502,359
shares
|
$55.1 Million
28.79% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
1,476,824
shares
|
$54.2 Million
22.03% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
1,469,214
shares
|
$53.9 Million
0.41% of portfolio
|
Q1 2025
Added 24.19%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
1,458,834
shares
|
$53.5 Million
18.33% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
1,448,051
shares
|
$53.1 Million
12.24% of portfolio
|
Q4 2023
New holding
|
|
|
Efficient Advisors, LLC
|
May 06, 2025 Q1 2025 |
1,430,630
shares
|
$52.5 Million
3.07% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
1,428,736
shares
|
$52.4 Million
1.22% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
1,411,916
shares
|
$51.8 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Apr 24, 2025 Q1 2025 |
1,406,225
shares
|
$51.6 Million
22.53% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
1,383,743
shares
|
$50.7 Million
7.66% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
1,368,320
shares
|
$50.2 Million
0.15% of portfolio
|
Q1 2025
Reduced 5.64%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jul 23, 2025 Q2 2025 |
1,352,041
shares
|
$49.6 Million
8.59% of portfolio
|
Q2 2025
Added 7.88%
|
|
|
One Degree Advisors Inc
San Diego, CA |
May 09, 2025 Q1 2025 |
1,348,788
shares
|
$49.5 Million
18.32% of portfolio
|
Q1 2025
Added 6.15%
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
1,326,055
shares
|
$48.6 Million
20.06% of portfolio
|
Q1 2025
Added 6.56%
|
|
|
Applied Capital LLC
|
Jul 17, 2025 Q2 2025 |
1,317,429
shares
|
$48.3 Million
21.94% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jul 03, 2025 Q2 2025 |
1,310,513
shares
|
$48.1 Million
8.34% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jul 23, 2025 Q2 2025 |
1,307,267
shares
|
$47.9 Million
24.69% of portfolio
|
Q2 2025
Added 8.54%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,283,341
shares
|
$47.1 Million
8.45% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,267,977
shares
|
$46.5 Million
26.13% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
1,250,893
shares
|
$45.9 Million
0.47% of portfolio
|
Q1 2025
Reduced 1.51%
|