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 1,065 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 |
|---|---|---|---|---|---|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
245,212
shares
|
$8.04 Million
8.6% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
238,363
shares
|
$7.82 Million
0.84% of portfolio
|
Q3 2024
New holding
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Feb 13, 2025 Q4 2024 |
235,660
shares
|
$7.73 Million
1.95% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
234,966
shares
|
$7.71 Million
0.02% of portfolio
|
Q3 2023
Reduced 20.68%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
232,785
shares
|
$7.64 Million
4.77% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Conquis Financial LLC
Milbrae, CA |
Feb 12, 2025 Q4 2024 |
231,997
shares
|
$7.61 Million
8.21% of portfolio
|
Q4 2024
New holding
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
231,536
shares
|
$7.59 Million
2.66% of portfolio
|
Q4 2024
New holding
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Feb 12, 2025 Q4 2024 |
228,508
shares
|
$7.5 Million
3.81% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
225,853
shares
|
$7.41 Million
0.23% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
225,487
shares
|
$7.4 Million
0.8% of portfolio
|
Q4 2024
Added 6.8%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
224,092
shares
|
$7.35 Million
1.51% of portfolio
|
Q4 2024
New holding
|
|
|
Kg&L Capital Management,Llc
|
Jan 23, 2025 Q4 2024 |
221,554
shares
|
$7.27 Million
2.53% of portfolio
|
Q4 2024
Reduced 26.15%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
219,055
shares
|
$7.19 Million
0.85% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
218,620
shares
|
$7.17 Million
0.16% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Feb 06, 2025 Q4 2024 |
213,980
shares
|
$7.02 Million
3.71% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
212,953
shares
|
$6.98 Million
0.78% of portfolio
|
Q4 2024
Reduced 8.69%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
209,878
shares
|
$6.88 Million
0.33% of portfolio
|
Q3 2022
Added 3.31%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
208,720
shares
|
$6.85 Million
3.15% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
208,000
shares
|
$6.82 Million
0.2% of portfolio
|
Q2 2021
Reduced 24.43%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
207,478
shares
|
$6.81 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
206,535
shares
|
$6.77 Million
0.74% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
204,931
shares
|
$6.72 Million
0.83% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
204,135
shares
|
$6.7 Million
0.44% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
199,338
shares
|
$6.54 Million
0.08% of portfolio
|
Q4 2024
Added 8.55%
|
|
|
Financial Insights, Inc.
|
Mar 05, 2025 Q4 2024 |
198,474
shares
|
$6.51 Million
2.69% of portfolio
|
Q4 2024
Reduced 16.03%
|