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 1,120 institutions that hold shares in the stock, with a total of 827 Million shares, which have been reported (via 13F filing form) to have a value of $31 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 |
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Jul 29, 2025 Q2 2025 |
1,975,570
shares
|
$74.1 Million
44.58% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
1,920,574
shares
|
$72.1 Million
1.16% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
1,901,625
shares
|
$71.3 Million
1.95% of portfolio
|
Q2 2025
Added 4.78%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
1,888,686
shares
|
$70.9 Million
25.66% of portfolio
|
Q2 2025
Added 4.81%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
1,871,794
shares
|
$70.2 Million
0.31% of portfolio
|
Q1 2025
Reduced 11.89%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Jul 11, 2025 Q2 2025 |
1,860,710
shares
|
$69.8 Million
43.45% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,850,414
shares
|
$69.4 Million
0.54% of portfolio
|
Q2 2025
Added 101.3%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
1,849,535
shares
|
$69.4 Million
7.67% of portfolio
|
Q2 2025
Added 68.99%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
1,848,757
shares
|
$69.4 Million
1.5% of portfolio
|
Q2 2025
Reduced 10.24%
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
1,812,543
shares
|
$68 Million
14.79% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
Baker Boyer National Bank
|
Jul 25, 2025 Q2 2025 |
1,811,981
shares
|
$68 Million
22.43% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Aug 07, 2025 Q2 2025 |
1,768,165
shares
|
$66.3 Million
17.92% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
1,765,259
shares
|
$66.2 Million
27.25% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Master'S Wealth Management Inc.
Lancaster, PA |
Jul 29, 2025 Q2 2025 |
1,760,277
shares
|
$66 Million
29.44% of portfolio
|
Q2 2025
Added 6.65%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 13, 2025 Q2 2025 |
1,747,982
shares
|
$65.6 Million
21.86% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Jul 15, 2025 Q2 2025 |
1,736,307
shares
|
$65.1 Million
45.17% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
1,735,187
shares
|
$65.1 Million
17.03% of portfolio
|
Q3 2023
Added 5.72%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
1,732,376
shares
|
$65 Million
30.35% of portfolio
|
Q2 2025
Added 20.72%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,726,135
shares
|
$64.8 Million
0.0% of portfolio
|
Q1 2025
Added 11.67%
|
|
|
Shearwater Capital LLC
|
Jul 14, 2025 Q2 2025 |
1,704,261
shares
|
$63.9 Million
38.8% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
1,695,991
shares
|
$63.6 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,671,031
shares
|
$62.7 Million
22.93% of portfolio
|
Q2 2025
Reduced 17.66%
|
|
|
Chico Wealth Ria
|
Jul 14, 2025 Q2 2025 |
1,639,124
shares
|
$61.5 Million
46.85% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
1,623,446
shares
|
$60.9 Million
3.65% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
1,581,833
shares
|
$59.4 Million
29.75% of portfolio
|
Q4 2022
New holding
|