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 |
|---|---|---|---|---|---|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
1,448,051
shares
|
$51.1 Million
12.24% of portfolio
|
Q4 2023
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
1,447,288
shares
|
$51.1 Million
0.58% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Oct 08, 2024 Q3 2024 |
1,430,823
shares
|
$50.5 Million
24.09% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Efficient Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
1,412,981
shares
|
$49.8 Million
3.04% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
1,406,527
shares
|
$49.6 Million
21.97% of portfolio
|
Q3 2024
Added 11.67%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,340,242
shares
|
$47.3 Million
0.01% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
1,299,285
shares
|
$45.8 Million
28.45% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Aug 08, 2024 Q2 2024 |
1,296,470
shares
|
$45.7 Million
18.18% of portfolio
|
Q2 2024
Added 1.56%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
1,286,798
shares
|
$45.4 Million
7.54% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
1,252,338
shares
|
$44.2 Million
10.19% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
1,242,442
shares
|
$43.8 Million
9.25% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Rs Crum Inc.
|
Nov 13, 2024 Q3 2024 |
1,238,672
shares
|
$43.7 Million
10.54% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 18, 2024 Q3 2024 |
1,237,047
shares
|
$43.6 Million
17.83% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Applied Capital LLC
|
Oct 18, 2024 Q3 2024 |
1,220,625
shares
|
$43.1 Million
22.59% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
1,209,837
shares
|
$42.7 Million
19.93% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 08, 2024 Q3 2024 |
1,191,678
shares
|
$42 Million
8.04% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Nov 01, 2024 Q3 2024 |
1,187,293
shares
|
$41.9 Million
10.77% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Trust CO Of The South
Greensboro, NC |
Oct 02, 2024 Q3 2024 |
1,183,716
shares
|
$41.8 Million
8.59% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Oct 18, 2024 Q3 2024 |
1,183,392
shares
|
$41.8 Million
29.51% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Bayshore Asset Management, LLC
|
Oct 21, 2024 Q3 2024 |
1,157,074
shares
|
$40.8 Million
18.12% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Cherrydale Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
1,156,088
shares
|
$40.8 Million
16.23% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
1,144,870
shares
|
$40.4 Million
1.87% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 18, 2024 Q3 2024 |
1,125,387
shares
|
$39.7 Million
18.18% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
1,114,258
shares
|
$39.3 Million
0.99% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
1,095,851
shares
|
$38.7 Million
14.69% of portfolio
|
Q3 2024
Reduced 0.13%
|