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 1,067 institutions that hold shares in the stock, with a total of 804 Million shares, which have been reported (via 13F filing form) to have a value of $25.2 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 |
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Mar 19, 2025 Q4 2024 |
103,799
shares
|
$3.25 Million
3.72% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
102,377
shares
|
$3.21 Million
2.87% of portfolio
|
Q4 2024
New holding
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
102,064
shares
|
$3.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.28%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
101,662
shares
|
$3.19 Million
0.17% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
100,387
shares
|
$3.15 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
99,802
shares
|
$3.13 Million
0.24% of portfolio
|
Q4 2022
Added 3.18%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
99,175
shares
|
$3.11 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
98,800
shares
|
$3.1 Million
2.11% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Davis R M Inc
Portland, ME |
Feb 07, 2025 Q4 2024 |
98,554
shares
|
$3.09 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
98,530
shares
|
$3.09 Million
0.24% of portfolio
|
Q2 2024
Reduced 7.56%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
98,209
shares
|
$3.08 Million
6.61% of portfolio
|
Q4 2024
Reduced 54.53%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
97,917
shares
|
$3.07 Million
0.04% of portfolio
|
Q4 2024
Added 53.42%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
97,537
shares
|
$3.06 Million
0.54% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
97,525
shares
|
$3.06 Million
0.03% of portfolio
|
Q3 2024
Added 371.09%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
97,312
shares
|
$3.05 Million
0.79% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
95,882
shares
|
$3 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
95,870
shares
|
$3 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
95,510
shares
|
$2.99 Million
0.55% of portfolio
|
Q4 2022
New holding
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Jan 27, 2025 Q4 2024 |
95,127
shares
|
$2.98 Million
2.1% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jan 22, 2025 Q4 2024 |
95,110
shares
|
$2.98 Million
1.49% of portfolio
|
Q4 2024
Reduced 7.23%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
94,373
shares
|
$2.96 Million
1.11% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
94,276
shares
|
$2.95 Million
2.45% of portfolio
|
Q3 2024
Reduced 8.21%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
93,820
shares
|
$2.94 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Prosperity Planning, Inc.
|
Apr 10, 2025 Q1 2025 |
93,487
shares
|
$2.93 Million
1.0% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Feb 14, 2025 Q4 2024 |
92,395
shares
|
$2.89 Million
2.83% of portfolio
|
Q4 2024
New holding
|