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 1,175 institutions that hold shares in the stock, with a total of 809 Million shares, which have been reported (via 13F filing form) to have a value of $31.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
61,231,926
shares
|
$2.37 Billion
4.02% of portfolio
|
Q3 2025
Added 8.26%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
40,038,710
shares
|
$1.55 Billion
23.99% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
37,304,289
shares
|
$1.44 Billion
13.39% of portfolio
|
Q2 2024
Reduced 1.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
17,499,479
shares
|
$676 Million
0.21% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
13,520,639
shares
|
$522 Million
12.2% of portfolio
|
Q3 2025
Added 5.78%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
12,841,790
shares
|
$496 Million
0.15% of portfolio
|
Q3 2025
Reduced 76.58%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
11,163,173
shares
|
$431 Million
5.22% of portfolio
|
Q3 2025
Reduced 28.25%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
11,022,086
shares
|
$426 Million
33.97% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
10,603,980
shares
|
$410 Million
13.17% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
8,989,552
shares
|
$347 Million
53.61% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
8,634,946
shares
|
$334 Million
0.43% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Geometric Wealth Advisors
|
Nov 10, 2025 Q3 2025 |
8,504,587
shares
|
$329 Million
47.69% of portfolio
|
Q3 2025
Added 5.82%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
8,363,509
shares
|
$323 Million
1.81% of portfolio
|
Q3 2025
Added 13.27%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
7,678,851
shares
|
$297 Million
1.57% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Greenspring Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
7,605,462
shares
|
$294 Million
53.47% of portfolio
|
Q3 2025
Added 13.65%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
7,537,403
shares
|
$291 Million
22.57% of portfolio
|
Q2 2024
Added 7.94%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
6,578,647
shares
|
$254 Million
27.07% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
5,939,615
shares
|
$229 Million
0.27% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
5,823,133
shares
|
$225 Million
1.02% of portfolio
|
Q3 2025
Added 5.14%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
5,620,346
shares
|
$217 Million
1.91% of portfolio
|
Q3 2025
Added 411.18%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2025 Q3 2025 |
5,381,765
shares
|
$208 Million
11.28% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
5,084,210
shares
|
$196 Million
31.36% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
4,996,437
shares
|
$193 Million
2.29% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
4,960,159
shares
|
$192 Million
0.01% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
4,835,558
shares
|
$187 Million
19.2% of portfolio
|
Q3 2025
Reduced 2.16%
|
|