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 |
|---|---|---|---|---|---|
|
Squire Investment Management Company, LLC
Orem, UT |
Jul 16, 2025 Q2 2025 |
992,552
shares
|
$36.4 Million
13.11% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
974,085
shares
|
$35.7 Million
16.14% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jul 17, 2025 Q2 2025 |
972,075
shares
|
$35.6 Million
20.81% of portfolio
|
Q2 2025
Added 13.72%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
970,048
shares
|
$35.6 Million
21.08% of portfolio
|
Q2 2025
Reduced 6.96%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
958,702
shares
|
$35.2 Million
0.77% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Jul 07, 2025 Q2 2025 |
958,576
shares
|
$35.2 Million
13.95% of portfolio
|
Q2 2025
Added 5.54%
|
|
|
Vested Financial Planning, LLC
San Carlos, CA |
Jul 21, 2025 Q2 2025 |
957,555
shares
|
$35.1 Million
30.53% of portfolio
|
Q2 2025
Reduced 7.98%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
955,580
shares
|
$35 Million
1.8% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
952,005
shares
|
$34.9 Million
0.06% of portfolio
|
Q1 2025
Reduced 53.08%
|
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
946,921
shares
|
$34.7 Million
15.9% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jul 14, 2025 Q2 2025 |
940,232
shares
|
$34.5 Million
6.82% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
923,974
shares
|
$33.9 Million
1.07% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
923,973
shares
|
$33.9 Million
11.25% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
920,871
shares
|
$33.8 Million
5.02% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
May 12, 2025 Q1 2025 |
910,085
shares
|
$33.4 Million
23.41% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
896,019
shares
|
$32.9 Million
5.86% of portfolio
|
Q1 2025
Reduced 67.01%
|
|
|
Watchman Group, Inc.
Plano, TX |
May 13, 2025 Q1 2025 |
881,758
shares
|
$32.3 Million
9.78% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
865,618
shares
|
$31.7 Million
13.61% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
858,629
shares
|
$31.5 Million
0.05% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
851,416
shares
|
$31.2 Million
1.35% of portfolio
|
Q2 2025
Added 54.65%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
851,168
shares
|
$31.2 Million
0.07% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Parker Financial LLC
Silverdale, WA |
Apr 24, 2025 Q1 2025 |
849,597
shares
|
$31.2 Million
13.48% of portfolio
|
Q1 2025
Added 7.03%
|
|
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
Jul 22, 2025 Q2 2025 |
843,018
shares
|
$30.9 Million
22.6% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
842,968
shares
|
$30.9 Million
2.56% of portfolio
|
Q1 2025
Added 10.89%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
840,299
shares
|
$30.8 Million
15.12% of portfolio
|
Q2 2024
Reduced 0.3%
|