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 |
|---|---|---|---|---|---|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,044,028
shares
|
$79 Million
3.08% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
Oct 10, 2025 Q3 2025 |
2,035,282
shares
|
$78.6 Million
47.36% of portfolio
|
Q3 2025
Reduced 11.87%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Oct 31, 2025 Q3 2025 |
2,027,760
shares
|
$78.3 Million
40.95% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Oct 17, 2025 Q3 2025 |
2,027,258
shares
|
$78.3 Million
25.33% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
2,006,133
shares
|
$77.5 Million
8.03% of portfolio
|
Q3 2025
Added 8.47%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
1,974,877
shares
|
$76.3 Million
25.89% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
1,946,012
shares
|
$75.2 Million
0.12% of portfolio
|
Q3 2025
Reduced 59.43%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Oct 24, 2025 Q3 2025 |
1,942,510
shares
|
$75 Million
44.11% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
1,928,340
shares
|
$74.5 Million
1.89% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Oct 08, 2025 Q3 2025 |
1,855,317
shares
|
$71.7 Million
43.23% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
1,843,913
shares
|
$71.2 Million
1.13% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
1,836,971
shares
|
$71 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Nov 13, 2025 Q3 2025 |
1,832,199
shares
|
$70.8 Million
28.8% of portfolio
|
Q3 2025
Added 5.76%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 14, 2025 Q3 2025 |
1,820,822
shares
|
$70.3 Million
22.53% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Baker Boyer National Bank
|
Nov 04, 2025 Q3 2025 |
1,809,457
shares
|
$69.9 Million
23.22% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Mattern Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
1,802,629
shares
|
$69.6 Million
15.24% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 24, 2025 Q3 2025 |
1,788,499
shares
|
$69.1 Million
21.16% of portfolio
|
Q3 2025
Added 27.3%
|
|
|
Master'S Wealth Management Inc.
Lancaster, PA |
Nov 03, 2025 Q3 2025 |
1,765,959
shares
|
$68.2 Million
29.56% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
1,744,096
shares
|
$67.4 Million
26.02% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
1,735,461
shares
|
$67 Million
0.0% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
1,735,187
shares
|
$67 Million
17.03% of portfolio
|
Q3 2023
Added 5.72%
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Oct 22, 2025 Q3 2025 |
1,722,332
shares
|
$66.5 Million
44.4% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
1,705,395
shares
|
$65.9 Million
1.38% of portfolio
|
Q3 2025
Reduced 7.75%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 12, 2025 Q3 2025 |
1,700,087
shares
|
$65.7 Million
16.97% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Shearwater Capital LLC
|
Oct 16, 2025 Q3 2025 |
1,694,279
shares
|
$65.4 Million
39.18% of portfolio
|
Q3 2025
Reduced 0.59%
|
|