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 1,066 institutions that hold shares in the stock, with a total of 799 Million shares, which have been reported (via 13F filing form) to have a value of $26.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
638,752
shares
|
$21 Million
3.09% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
629,278
shares
|
$20.6 Million
1.21% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Kraft Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
621,110
shares
|
$20.4 Million
17.89% of portfolio
|
Q4 2024
Reduced 8.03%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
618,349
shares
|
$20.3 Million
2.07% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
609,152
shares
|
$20 Million
0.22% of portfolio
|
Q4 2024
Added 10.69%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
599,856
shares
|
$19.7 Million
4.48% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
588,261
shares
|
$19.3 Million
6.55% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Feb 10, 2025 Q4 2024 |
585,726
shares
|
$19.2 Million
18.51% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
581,516
shares
|
$19.1 Million
0.08% of portfolio
|
Q4 2024
Reduced 6.13%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
579,947
shares
|
$19 Million
12.47% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
572,251
shares
|
$18.8 Million
0.72% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
565,622
shares
|
$18.6 Million
0.71% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
560,569
shares
|
$18.4 Million
6.66% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Feb 04, 2025 Q4 2024 |
556,793
shares
|
$18.3 Million
5.58% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
553,361
shares
|
$18.2 Million
1.72% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Feb 13, 2025 Q4 2024 |
551,845
shares
|
$18.1 Million
9.74% of portfolio
|
Q4 2024
Added 7.5%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Jan 22, 2025 Q4 2024 |
547,067
shares
|
$17.9 Million
16.59% of portfolio
|
Q4 2024
New holding
|
|
|
Life Guide Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
544,716
shares
|
$17.9 Million
8.12% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
532,854
shares
|
$17.5 Million
1.43% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Feb 03, 2025 Q4 2024 |
528,275
shares
|
$17.3 Million
15.42% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
526,619
shares
|
$17.3 Million
0.5% of portfolio
|
Q3 2022
Reduced 0.29%
|
|
|
Pinnacle Financial Group, LLC
|
Feb 14, 2025 Q4 2024 |
518,642
shares
|
$17 Million
7.14% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
507,031
shares
|
$16.6 Million
13.38% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
499,693
shares
|
$16.4 Million
1.05% of portfolio
|
Q4 2024
Added 8.15%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
498,051
shares
|
$16.3 Million
9.75% of portfolio
|
Q3 2023
Added 1.69%
|