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 |
|---|---|---|---|---|---|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
1,079,989
shares
|
$38.1 Million
4.48% of portfolio
|
Q3 2024
Added 23.66%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Oct 23, 2024 Q3 2024 |
1,073,502
shares
|
$37.9 Million
25.03% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
1,069,610
shares
|
$37.7 Million
12.43% of portfolio
|
Q1 2024
Added 0.12%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
1,063,040
shares
|
$37.5 Million
0.37% of portfolio
|
Q3 2024
Added 5.19%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
1,062,169
shares
|
$37.5 Million
1.11% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
1,058,009
shares
|
$37.3 Million
7.65% of portfolio
|
Q3 2024
Reduced 22.51%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Oct 21, 2024 Q3 2024 |
1,045,199
shares
|
$36.9 Million
25.04% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
1,022,812
shares
|
$36.1 Million
15.36% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 21, 2024 Q3 2024 |
1,000,470
shares
|
$35.3 Million
17.17% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 15, 2024 Q3 2024 |
982,300
shares
|
$34.7 Million
11.76% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
976,787
shares
|
$34.5 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
954,374
shares
|
$33.7 Million
1.16% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
921,505
shares
|
$32.5 Million
4.98% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Watchman Group, Inc.
Plano, TX |
Nov 12, 2024 Q3 2024 |
914,821
shares
|
$32.3 Million
9.48% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 15, 2024 Q3 2024 |
914,723
shares
|
$32.3 Million
20.53% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
913,589
shares
|
$32.2 Million
12.37% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
912,994
shares
|
$32.2 Million
2.03% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
911,954
shares
|
$32.2 Million
5.49% of portfolio
|
Q3 2024
Reduced 46.08%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
910,663
shares
|
$32.1 Million
0.05% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Nov 06, 2024 Q3 2024 |
904,555
shares
|
$31.9 Million
14.75% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
896,129
shares
|
$31.6 Million
1.81% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
874,620
shares
|
$30.9 Million
0.39% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Dopkins Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
873,123
shares
|
$30.8 Million
24.93% of portfolio
|
Q3 2024
Reduced 12.46%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Oct 09, 2024 Q3 2024 |
859,344
shares
|
$30.3 Million
14.79% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
840,299
shares
|
$29.6 Million
15.12% of portfolio
|
Q2 2024
Reduced 0.3%
|