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 |
|---|---|---|---|---|---|
|
Parker Financial LLC
Silverdale, WA |
Nov 04, 2024 Q3 2024 |
631,417
shares
|
$22.3 Million
10.83% of portfolio
|
Q3 2024
Added 47.79%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
619,483
shares
|
$21.9 Million
0.09% of portfolio
|
Q3 2024
Added 9.38%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
618,905
shares
|
$21.8 Million
2.1% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
610,322
shares
|
$21.5 Million
14.72% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
598,355
shares
|
$21.1 Million
6.92% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
596,013
shares
|
$21 Million
6.12% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
582,067
shares
|
$20.5 Million
4.57% of portfolio
|
Q3 2024
Added 10.99%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
579,863
shares
|
$20.5 Million
0.72% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
578,988
shares
|
$20.4 Million
1.67% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
565,441
shares
|
$19.9 Million
3.2% of portfolio
|
Q3 2024
Added 13.42%
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
559,259
shares
|
$19.7 Million
6.79% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
557,699
shares
|
$19.7 Million
0.74% of portfolio
|
Q3 2024
Added 31.22%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Oct 15, 2024 Q3 2024 |
553,835
shares
|
$19.5 Million
11.74% of portfolio
|
Q3 2024
Added 59.74%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
550,310
shares
|
$19.4 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Life Guide Financial Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
541,117
shares
|
$19.1 Million
7.96% of portfolio
|
Q3 2024
Added 8.35%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Nov 08, 2024 Q3 2024 |
535,078
shares
|
$18.9 Million
5.29% of portfolio
|
Q3 2024
Reduced 58.2%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
526,619
shares
|
$18.6 Million
0.5% of portfolio
|
Q3 2022
Reduced 0.29%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
526,246
shares
|
$18.6 Million
1.74% of portfolio
|
Q3 2024
Reduced 49.51%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Nov 01, 2024 Q3 2024 |
513,335
shares
|
$18.1 Million
9.09% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
511,146
shares
|
$18 Million
6.95% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
508,872
shares
|
$18 Million
1.69% of portfolio
|
Q3 2024
Reduced 54.98%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
498,051
shares
|
$17.6 Million
9.75% of portfolio
|
Q3 2023
Added 1.69%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
479,298
shares
|
$16.9 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 16, 2024 Q3 2024 |
469,510
shares
|
$16.6 Million
8.55% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Nov 05, 2024 Q3 2024 |
468,167
shares
|
$16.5 Million
6.67% of portfolio
|
Q3 2024
Reduced 1.45%
|