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 921 institutions that hold shares in the stock, with a total of 741 Million shares, which have been reported (via 13F filing form) to have a value of $26.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
282,026
shares
|
$9.95 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
281,401
shares
|
$9.93 Million
3.6% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Nov 13, 2024 Q3 2024 |
273,933
shares
|
$9.66 Million
3.63% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
271,384
shares
|
$9.57 Million
2.33% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Dec 09, 2024 Q3 2024 |
266,323
shares
|
$9.4 Million
6.24% of portfolio
|
Q3 2024
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
263,815
shares
|
$9.31 Million
1.13% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
259,367
shares
|
$9.15 Million
5.26% of portfolio
|
Q2 2024
Added 27.81%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Nov 04, 2024 Q3 2024 |
252,281
shares
|
$8.9 Million
8.14% of portfolio
|
Q3 2024
Added 9.95%
|
|
|
Gemmer Asset Management LLC
|
Oct 24, 2024 Q3 2024 |
250,909
shares
|
$8.85 Million
0.89% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Oct 09, 2024 Q3 2024 |
250,622
shares
|
$8.84 Million
2.28% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
248,524
shares
|
$8.77 Million
0.01% of portfolio
|
Q3 2024
Added 11.02%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
238,982
shares
|
$8.43 Million
0.31% of portfolio
|
Q3 2024
Added 253.93%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
238,363
shares
|
$8.41 Million
0.89% of portfolio
|
Q3 2024
New holding
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 24, 2024 Q3 2024 |
236,761
shares
|
$8.35 Million
5.06% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
236,351
shares
|
$8.34 Million
2.68% of portfolio
|
Q3 2024
Reduced 15.27%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
235,758
shares
|
$8.32 Million
4.01% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Oct 30, 2024 Q3 2024 |
235,647
shares
|
$8.31 Million
1.94% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
234,966
shares
|
$8.29 Million
0.02% of portfolio
|
Q3 2023
Reduced 20.68%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
234,458
shares
|
$8.27 Million
0.31% of portfolio
|
Q3 2024
Reduced 9.78%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
233,219
shares
|
$8.23 Million
0.87% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
220,524
shares
|
$7.78 Million
0.84% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
216,949
shares
|
$7.65 Million
0.23% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
215,986
shares
|
$7.62 Million
11.7% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 31, 2024 Q3 2024 |
215,012
shares
|
$7.59 Million
3.71% of portfolio
|
Q3 2024
Added 215.84%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
211,850
shares
|
$7.47 Million
0.15% of portfolio
|
Q3 2024
Added 41.56%
|