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 |
|---|---|---|---|---|---|
|
Midwest Heritage Bank, Fsb
|
Jul 16, 2025 Q2 2025 |
1,241,932
shares
|
$45.5 Million
18.0% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Rs Crum Inc.
|
Apr 17, 2025 Q1 2025 |
1,238,291
shares
|
$45.4 Million
11.59% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
1,229,852
shares
|
$45.1 Million
24.92% of portfolio
|
Q1 2025
Added 10.77%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
1,214,514
shares
|
$44.5 Million
16.09% of portfolio
|
Q2 2025
Reduced 6.53%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Jul 15, 2025 Q2 2025 |
1,191,249
shares
|
$43.7 Million
29.51% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
1,186,959
shares
|
$43.5 Million
1.62% of portfolio
|
Q2 2025
New holding
|
|
|
Aspen Capital Management, LLC
Boise, ID |
May 05, 2025 Q1 2025 |
1,179,209
shares
|
$43.2 Million
12.44% of portfolio
|
Q1 2025
New holding
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
1,176,085
shares
|
$43.1 Million
11.68% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Cherrydale Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
1,170,032
shares
|
$42.9 Million
14.87% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
1,166,312
shares
|
$42.8 Million
12.19% of portfolio
|
Q1 2025
Added 15.28%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
May 15, 2025 Q1 2025 |
1,164,953
shares
|
$42.7 Million
9.2% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Jul 15, 2025 Q2 2025 |
1,160,868
shares
|
$42.6 Million
31.92% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Bayshore Asset Management, LLC
|
Apr 17, 2025 Q1 2025 |
1,151,594
shares
|
$42.2 Million
19.19% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
1,135,804
shares
|
$41.6 Million
18.3% of portfolio
|
Q2 2025
Added 38.48%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
1,124,306
shares
|
$41.2 Million
1.28% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
1,104,569
shares
|
$40.5 Million
7.34% of portfolio
|
Q2 2025
Added 10.68%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
1,097,481
shares
|
$40.2 Million
14.29% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
1,094,462
shares
|
$40.1 Million
4.5% of portfolio
|
Q1 2025
Reduced 9.12%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
1,092,444
shares
|
$40.1 Million
24.08% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
1,083,355
shares
|
$39.7 Million
6.95% of portfolio
|
Q1 2025
Reduced 7.83%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
1,077,520
shares
|
$39.5 Million
0.35% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
1,069,610
shares
|
$39.2 Million
12.43% of portfolio
|
Q1 2024
Added 0.12%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
May 14, 2025 Q1 2025 |
1,030,437
shares
|
$37.8 Million
4.67% of portfolio
|
Q1 2025
Reduced 79.21%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 21, 2025 Q2 2025 |
1,021,231
shares
|
$37.4 Million
15.93% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Jul 15, 2025 Q2 2025 |
1,004,773
shares
|
$36.8 Million
23.04% of portfolio
|
Q2 2025
Added 3.11%
|