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 800 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 |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
150,040
shares
|
$4.92 Million
1.79% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Black Point Wealth Management
Naples, FL |
Jan 17, 2025 Q4 2024 |
149,798
shares
|
$4.91 Million
5.99% of portfolio
|
Q4 2024
Added 10.69%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Jan 23, 2025 Q4 2024 |
148,814
shares
|
$4.88 Million
4.7% of portfolio
|
Q4 2024
New holding
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
148,330
shares
|
$4.87 Million
2.87% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Feb 11, 2025 Q4 2024 |
147,850
shares
|
$4.85 Million
3.68% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Financial Council Asset Management Inc
|
Feb 06, 2025 Q4 2024 |
147,695
shares
|
$4.84 Million
2.64% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
146,892
shares
|
$4.82 Million
1.9% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Feb 10, 2025 Q4 2024 |
144,562
shares
|
$4.74 Million
1.04% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
140,768
shares
|
$4.62 Million
2.16% of portfolio
|
Q4 2024
Added 1081.04%
|
|
|
Baring Financial LLC
Bellingham, WA |
Apr 04, 2025 Q1 2025 |
140,583
shares
|
$4.61 Million
3.89% of portfolio
|
Q1 2025
Added 18.87%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Jan 30, 2025 Q4 2024 |
140,459
shares
|
$4.61 Million
3.97% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
First Financial Group Corp
Raleigh, NC |
Feb 10, 2025 Q4 2024 |
139,800
shares
|
$4.59 Million
5.35% of portfolio
|
Q4 2024
New holding
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 29, 2025 Q4 2024 |
139,350
shares
|
$4.57 Million
2.69% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
138,684
shares
|
$4.55 Million
0.07% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
138,127
shares
|
$4.53 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.03%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
136,305
shares
|
$4.47 Million
0.96% of portfolio
|
Q4 2024
Added 20.74%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Feb 11, 2025 Q4 2024 |
131,932
shares
|
$4.33 Million
5.61% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
130,960
shares
|
$4.3 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
130,944
shares
|
$4.29 Million
0.01% of portfolio
|
Q4 2024
Added 87.28%
|
|
|
Vista Capital Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
129,190
shares
|
$4.24 Million
0.08% of portfolio
|
Q4 2024
Reduced 26.49%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
128,860
shares
|
$4.23 Million
0.1% of portfolio
|
Q3 2024
Reduced 26.77%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
127,560
shares
|
$4.18 Million
0.18% of portfolio
|
Q3 2022
Added 2.36%
|
|
|
Caerus Investment Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
126,370
shares
|
$4.14 Million
4.14% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
125,363
shares
|
$4.11 Million
0.46% of portfolio
|
Q4 2024
Reduced 9.33%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
125,120
shares
|
$4.1 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.49%
|