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 1,176 institutions that hold shares in the stock, with a total of 810 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 |
|---|---|---|---|---|---|
|
Scratch Capital LLC
Boise, ID |
Oct 14, 2025 Q3 2025 |
605,383
shares
|
$23.4 Million
15.4% of portfolio
|
Q3 2025
Added 9.95%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
595,041
shares
|
$23 Million
2.07% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
594,422
shares
|
$23 Million
0.61% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
590,731
shares
|
$22.8 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
Nov 17, 2025 Q3 2025 |
587,745
shares
|
$22.7 Million
11.64% of portfolio
|
Q3 2025
Added 19.63%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
583,935
shares
|
$22.6 Million
6.34% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
582,555
shares
|
$22.5 Million
0.07% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Retirement Solution Inc.
|
Nov 04, 2025 Q3 2025 |
575,923
shares
|
$22.2 Million
13.54% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
569,250
shares
|
$22 Million
0.23% of portfolio
|
Q3 2025
Added 9.06%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 05, 2025 Q3 2025 |
559,201
shares
|
$21.6 Million
5.91% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Nov 03, 2025 Q3 2025 |
556,136
shares
|
$21.5 Million
9.94% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
551,549
shares
|
$21.3 Million
1.72% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
540,067
shares
|
$20.9 Million
0.42% of portfolio
|
Q3 2025
Added 7.03%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
536,053
shares
|
$20.7 Million
6.48% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
533,903
shares
|
$20.6 Million
0.0% of portfolio
|
Q3 2025
Added 17.71%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
526,619
shares
|
$20.3 Million
0.5% of portfolio
|
Q3 2022
Reduced 0.29%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Oct 14, 2025 Q3 2025 |
525,419
shares
|
$20.3 Million
6.91% of portfolio
|
Q3 2025
Added 146.99%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
520,957
shares
|
$20.1 Million
10.99% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
518,191
shares
|
$20 Million
0.04% of portfolio
|
Q3 2025
Added 6.79%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
515,551
shares
|
$19.9 Million
0.86% of portfolio
|
Q3 2025
Reduced 3.22%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
511,049
shares
|
$19.7 Million
1.21% of portfolio
|
Q3 2025
Added 65.76%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
505,019
shares
|
$19.5 Million
11.46% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
498,051
shares
|
$19.2 Million
9.75% of portfolio
|
Q3 2023
Added 1.69%
|
|
|
Schubert & CO
|
Nov 17, 2025 Q3 2025 |
497,143
shares
|
$19.2 Million
15.78% of portfolio
|
Q3 2025
Added 5.95%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Jan 05, 2026 Q4 2025 |
496,744
shares
|
$19.2 Million
13.48% of portfolio
|
Q4 2025
Added 0.03%
|
|