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 |
|---|---|---|---|---|---|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jul 07, 2025 Q2 2025 |
827,618
shares
|
$30.3 Million
13.15% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
819,891
shares
|
$30.1 Million
1.8% of portfolio
|
Q3 2023
Reduced 3.77%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
809,620
shares
|
$29.7 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
May 08, 2025 Q1 2025 |
806,724
shares
|
$29.6 Million
18.84% of portfolio
|
Q1 2025
Added 9.81%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
806,677
shares
|
$29.6 Million
2.18% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Jul 07, 2025 Q2 2025 |
795,734
shares
|
$29.2 Million
21.32% of portfolio
|
Q2 2025
Added 8.25%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
May 01, 2025 Q1 2025 |
795,438
shares
|
$29.2 Million
7.23% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Jul 18, 2025 Q2 2025 |
794,892
shares
|
$29.1 Million
20.32% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
792,365
shares
|
$29.1 Million
0.31% of portfolio
|
Q2 2025
Reduced 4.87%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Apr 29, 2025 Q1 2025 |
766,235
shares
|
$28.1 Million
13.43% of portfolio
|
Q1 2025
Added 8.11%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
761,910
shares
|
$27.9 Million
0.89% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jul 23, 2025 Q2 2025 |
761,703
shares
|
$27.9 Million
10.15% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
757,053
shares
|
$27.8 Million
2.02% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
|
Helen Stephens Group, LLC
|
Jul 02, 2025 Q2 2025 |
752,894
shares
|
$27.6 Million
6.72% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
744,697
shares
|
$27.3 Million
2.62% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jul 22, 2025 Q2 2025 |
741,701
shares
|
$27.2 Million
19.79% of portfolio
|
Q2 2025
Added 6.4%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
738,468
shares
|
$27.1 Million
7.72% of portfolio
|
Q1 2023
Added 0.74%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
732,268
shares
|
$26.9 Million
9.69% of portfolio
|
Q2 2022
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
725,156
shares
|
$26.6 Million
0.59% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jul 09, 2025 Q2 2025 |
719,629
shares
|
$26.4 Million
12.19% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
713,091
shares
|
$26.1 Million
4.01% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
711,456
shares
|
$26.1 Million
0.25% of portfolio
|
Q1 2025
Added 16.79%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jul 23, 2025 Q2 2025 |
710,019
shares
|
$26 Million
14.81% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Apr 24, 2025 Q1 2025 |
705,923
shares
|
$25.9 Million
12.29% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
703,176
shares
|
$25.8 Million
6.08% of portfolio
|
Q2 2025
Reduced 23.05%
|