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 |
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
974,085
shares
|
$36.5 Million
16.14% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jul 17, 2025 Q2 2025 |
972,075
shares
|
$36.5 Million
20.81% of portfolio
|
Q2 2025
Added 13.72%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
970,048
shares
|
$36.4 Million
21.08% of portfolio
|
Q2 2025
Reduced 6.96%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
965,159
shares
|
$36.2 Million
1.81% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Jul 07, 2025 Q2 2025 |
958,576
shares
|
$36 Million
13.95% of portfolio
|
Q2 2025
Added 5.54%
|
|
|
Vested Financial Planning, LLC
San Carlos, CA |
Jul 21, 2025 Q2 2025 |
957,555
shares
|
$35.9 Million
30.53% of portfolio
|
Q2 2025
Reduced 7.98%
|
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
946,921
shares
|
$35.5 Million
15.9% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Parker Financial LLC
Silverdale, WA |
Jul 25, 2025 Q2 2025 |
940,536
shares
|
$35.3 Million
14.56% of portfolio
|
Q2 2025
Added 10.7%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jul 14, 2025 Q2 2025 |
940,232
shares
|
$35.3 Million
6.82% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
Aug 04, 2025 Q2 2025 |
938,746
shares
|
$35.2 Million
22.92% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
925,272
shares
|
$34.7 Million
11.02% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Watchman Group, Inc.
Plano, TX |
Aug 12, 2025 Q2 2025 |
923,746
shares
|
$34.7 Million
10.36% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
923,376
shares
|
$34.6 Million
1.05% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
920,871
shares
|
$34.6 Million
5.02% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Jul 30, 2025 Q2 2025 |
915,763
shares
|
$34.4 Million
15.05% of portfolio
|
Q2 2025
Added 19.51%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
899,236
shares
|
$33.7 Million
0.79% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
880,460
shares
|
$33 Million
2.5% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
865,618
shares
|
$32.5 Million
13.61% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
858,629
shares
|
$32.2 Million
0.05% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
851,416
shares
|
$31.9 Million
1.35% of portfolio
|
Q2 2025
Added 54.65%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
851,168
shares
|
$31.9 Million
0.07% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
848,007
shares
|
$31.8 Million
4.98% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
Jul 22, 2025 Q2 2025 |
843,018
shares
|
$31.6 Million
22.6% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
840,299
shares
|
$31.5 Million
15.12% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
Aug 13, 2025 Q2 2025 |
840,212
shares
|
$31.5 Million
19.46% of portfolio
|
Q2 2025
Added 4.15%
|