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 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 |
|---|---|---|---|---|---|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 27, 2025 Q3 2025 |
314,426
shares
|
$12.1 Million
7.11% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
309,936
shares
|
$12 Million
3.16% of portfolio
|
Q3 2025
Reduced 15.07%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Nov 12, 2025 Q3 2025 |
309,118
shares
|
$11.9 Million
1.3% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
302,298
shares
|
$11.7 Million
3.65% of portfolio
|
Q1 2023
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
300,785
shares
|
$11.6 Million
0.4% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 14, 2025 Q3 2025 |
299,232
shares
|
$11.6 Million
1.36% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
298,470
shares
|
$11.5 Million
0.05% of portfolio
|
Q2 2023
Added 4.44%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
296,568
shares
|
$11.5 Million
2.49% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 13, 2025 Q3 2025 |
296,170
shares
|
$11.4 Million
2.41% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
292,070
shares
|
$11.3 Million
1.08% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
291,394
shares
|
$11.3 Million
2.41% of portfolio
|
Q3 2025
Reduced 2.87%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Nov 04, 2025 Q3 2025 |
287,754
shares
|
$11.1 Million
7.91% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
287,155
shares
|
$11.1 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.32%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Oct 08, 2025 Q3 2025 |
286,245
shares
|
$11.1 Million
6.48% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
276,722
shares
|
$10.7 Million
1.77% of portfolio
|
Q3 2025
Added 3.91%
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
Oct 27, 2025 Q3 2025 |
276,252
shares
|
$10.7 Million
5.13% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
270,541
shares
|
$10.5 Million
0.87% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 17, 2025 Q3 2025 |
265,944
shares
|
$10.3 Million
3.11% of portfolio
|
Q3 2025
Reduced 4.28%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Oct 28, 2025 Q3 2025 |
264,468
shares
|
$10.2 Million
3.64% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
259,367
shares
|
$10 Million
5.26% of portfolio
|
Q2 2024
Added 27.81%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
256,986
shares
|
$9.93 Million
1.25% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
255,182
shares
|
$9.86 Million
2.19% of portfolio
|
Q3 2025
Added 3.98%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
253,507
shares
|
$9.79 Million
0.73% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
252,601
shares
|
$9.76 Million
0.19% of portfolio
|
Q3 2025
Added 6.6%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
250,185
shares
|
$9.66 Million
3.3% of portfolio
|
Q3 2025
Added 45.71%
|
|