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 |
|---|---|---|---|---|---|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
825,711
shares
|
$29.1 Million
2.26% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
821,558
shares
|
$29 Million
0.45% of portfolio
|
Q1 2024
Reduced 0.2%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
819,891
shares
|
$28.9 Million
1.8% of portfolio
|
Q3 2023
Reduced 3.77%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
806,952
shares
|
$28.5 Million
4.43% of portfolio
|
Q3 2024
Added 8.1%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
798,987
shares
|
$28.2 Million
0.08% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Nov 19, 2024 Q3 2024 |
788,628
shares
|
$27.8 Million
14.86% of portfolio
|
Q3 2024
Added 14.43%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
782,481
shares
|
$27.6 Million
0.99% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
771,353
shares
|
$27.2 Million
2.15% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
745,674
shares
|
$26.3 Million
0.72% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
738,468
shares
|
$26.1 Million
7.72% of portfolio
|
Q1 2023
Added 0.74%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Nov 01, 2024 Q3 2024 |
735,620
shares
|
$26 Million
14.26% of portfolio
|
Q3 2024
Added 7.26%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
732,268
shares
|
$25.8 Million
9.69% of portfolio
|
Q2 2022
New holding
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Nov 04, 2024 Q3 2024 |
720,221
shares
|
$25.4 Million
11.65% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Oct 07, 2024 Q3 2024 |
715,013
shares
|
$25.2 Million
4.09% of portfolio
|
Q3 2024
Added 8.91%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 25, 2024 Q3 2024 |
704,834
shares
|
$24.9 Million
18.69% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
687,969
shares
|
$24.3 Million
5.05% of portfolio
|
Q1 2024
Reduced 18.59%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
685,588
shares
|
$24.2 Million
3.32% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
683,740
shares
|
$24.1 Million
5.44% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 21, 2024 Q3 2024 |
679,942
shares
|
$24 Million
16.05% of portfolio
|
Q3 2024
Added 7.12%
|
|
|
Kraft Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
675,372
shares
|
$23.8 Million
19.18% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Oct 22, 2024 Q3 2024 |
674,210
shares
|
$23.8 Million
12.84% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 24, 2024 Q3 2024 |
671,043
shares
|
$23.7 Million
15.41% of portfolio
|
Q3 2024
Reduced 11.85%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
665,976
shares
|
$23.5 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
652,779
shares
|
$23 Million
12.98% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Oct 25, 2024 Q3 2024 |
651,543
shares
|
$23 Million
1.32% of portfolio
|
Q3 2024
Reduced 1.72%
|