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 809 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 |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
3,497,417
shares
|
$135 Million
0.05% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
3,451,406
shares
|
$133 Million
7.86% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Nov 13, 2025 Q3 2025 |
3,411,659
shares
|
$132 Million
20.48% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
3,384,879
shares
|
$131 Million
12.89% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
3,354,038
shares
|
$130 Million
1.01% of portfolio
|
Q3 2025
Added 8.41%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
3,290,591
shares
|
$127 Million
5.24% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Dec 01, 2025 Q3 2025 |
3,255,533
shares
|
$126 Million
31.83% of portfolio
|
Q3 2025
Reduced 6.83%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
3,173,224
shares
|
$123 Million
0.23% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
3,166,372
shares
|
$122 Million
0.24% of portfolio
|
Q3 2025
Added 6.92%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
3,146,024
shares
|
$122 Million
0.02% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
3,114,637
shares
|
$120 Million
0.59% of portfolio
|
Q3 2025
Reduced 8.41%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Oct 16, 2025 Q3 2025 |
3,063,588
shares
|
$118 Million
24.82% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
3,062,464
shares
|
$118 Million
1.16% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Oct 23, 2025 Q3 2025 |
3,040,835
shares
|
$117 Million
37.77% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 05, 2025 Q3 2025 |
2,964,605
shares
|
$115 Million
20.92% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Millburn Ridgefield Corp
|
Oct 30, 2025 Q3 2025 |
2,939,529
shares
|
$114 Million
2.71% of portfolio
|
Q3 2025
Reduced 6.86%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
2,939,529
shares
|
$114 Million
2.32% of portfolio
|
Q3 2025
Reduced 6.86%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
2,926,718
shares
|
$113 Million
24.32% of portfolio
|
Q3 2023
Added 2.3%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,874,138
shares
|
$111 Million
0.13% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Oct 15, 2025 Q3 2025 |
2,819,398
shares
|
$109 Million
43.99% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
Better Wealth, LLC
|
Oct 21, 2025 Q3 2025 |
2,777,126
shares
|
$107 Million
28.17% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
2,750,596
shares
|
$106 Million
9.01% of portfolio
|
Q4 2023
Reduced 0.18%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
2,723,687
shares
|
$105 Million
19.71% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
New Capital Management LP
|
Oct 08, 2025 Q3 2025 |
2,651,875
shares
|
$102 Million
30.81% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 13, 2025 Q3 2025 |
2,650,924
shares
|
$102 Million
14.19% of portfolio
|
Q3 2025
Reduced 1.9%
|
|