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 1,064 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 $26.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
2,001,392
shares
|
$66.5 Million
6.13% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Feb 07, 2025 Q4 2024 |
1,984,798
shares
|
$66 Million
22.78% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
1,967,119
shares
|
$65.4 Million
23.64% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
1,956,335
shares
|
$65 Million
5.38% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Jan 15, 2025 Q4 2024 |
1,906,971
shares
|
$63.4 Million
44.79% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
1,904,283
shares
|
$63.3 Million
0.38% of portfolio
|
Q4 2024
Added 19.1%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Jan 15, 2025 Q4 2024 |
1,866,160
shares
|
$62 Million
45.7% of portfolio
|
Q4 2024
Reduced 17.49%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Feb 10, 2025 Q4 2024 |
1,838,497
shares
|
$61.1 Million
18.27% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Baker Boyer National Bank
|
Jan 22, 2025 Q4 2024 |
1,793,251
shares
|
$59.6 Million
21.49% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 14, 2025 Q4 2024 |
1,776,952
shares
|
$59 Million
25.41% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
1,749,670
shares
|
$58.1 Million
1.82% of portfolio
|
Q4 2024
Added 14.8%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
1,735,187
shares
|
$57.7 Million
17.03% of portfolio
|
Q3 2023
Added 5.72%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
1,724,030
shares
|
$57.3 Million
26.14% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
1,721,618
shares
|
$57.2 Million
0.24% of portfolio
|
Q4 2024
Reduced 3.93%
|
|
|
Shearwater Capital LLC
|
Jan 08, 2025 Q4 2024 |
1,693,407
shares
|
$56.3 Million
39.98% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
1,670,455
shares
|
$55.5 Million
3.88% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Feb 13, 2025 Q4 2024 |
1,631,220
shares
|
$54.2 Million
21.92% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
1,628,444
shares
|
$54.1 Million
13.34% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Master'S Wealth Management Inc.
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
1,625,844
shares
|
$54 Million
30.03% of portfolio
|
Q4 2024
New holding
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Jan 23, 2025 Q4 2024 |
1,618,711
shares
|
$53.8 Million
45.8% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
1,601,553
shares
|
$53.2 Million
1.39% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Chico Wealth Ria
|
Jan 22, 2025 Q4 2024 |
1,593,574
shares
|
$53 Million
48.6% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
1,586,370
shares
|
$52.7 Million
17.7% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,586,050
shares
|
$52.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 51.18%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
1,581,833
shares
|
$52.6 Million
29.75% of portfolio
|
Q4 2022
New holding
|