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 1,129 institutions that hold shares in the stock, with a total of 830 Million shares, which have been reported (via 13F filing form) to have a value of $31.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
3,389,273
shares
|
$127 Million
7.78% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
3,375,863
shares
|
$127 Million
0.04% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
3,362,415
shares
|
$126 Million
31.64% of portfolio
|
Q2 2025
Added 5.27%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Aug 11, 2025 Q2 2025 |
3,349,885
shares
|
$126 Million
32.33% of portfolio
|
Q2 2025
Added 10.26%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
3,289,923
shares
|
$123 Million
12.64% of portfolio
|
Q2 2025
Added 6.96%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
3,215,953
shares
|
$121 Million
0.02% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
3,208,908
shares
|
$120 Million
5.39% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Millburn Ridgefield Corp
|
Jul 29, 2025 Q2 2025 |
3,156,100
shares
|
$118 Million
2.72% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
3,156,100
shares
|
$118 Million
2.31% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
3,147,537
shares
|
$118 Million
0.23% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
3,093,882
shares
|
$116 Million
1.02% of portfolio
|
Q2 2025
Added 9.95%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
3,070,746
shares
|
$115 Million
1.19% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jul 14, 2025 Q2 2025 |
3,055,222
shares
|
$115 Million
24.57% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Aug 08, 2025 Q2 2025 |
3,013,823
shares
|
$113 Million
21.1% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Jul 31, 2025 Q2 2025 |
2,992,083
shares
|
$112 Million
37.81% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,961,360
shares
|
$111 Million
0.23% of portfolio
|
Q2 2025
Added 16.0%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
2,926,718
shares
|
$110 Million
24.32% of portfolio
|
Q3 2023
Added 2.3%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,874,138
shares
|
$108 Million
0.13% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Better Wealth, LLC
|
Jul 14, 2025 Q2 2025 |
2,816,105
shares
|
$106 Million
28.39% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
2,750,596
shares
|
$103 Million
9.01% of portfolio
|
Q4 2023
Reduced 0.18%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Aug 13, 2025 Q2 2025 |
2,702,281
shares
|
$101 Million
14.13% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jul 17, 2025 Q2 2025 |
2,702,245
shares
|
$101 Million
43.49% of portfolio
|
Q2 2025
Added 6.08%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
2,699,138
shares
|
$101 Million
20.31% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
New Capital Management LP
|
Jul 07, 2025 Q2 2025 |
2,645,303
shares
|
$99.3 Million
30.49% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
2,622,336
shares
|
$98.4 Million
0.54% of portfolio
|
Q2 2025
Added 11.59%
|