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 |
|---|---|---|---|---|---|
|
Claris Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
1,671,031
shares
|
$64.6 Million
22.99% of portfolio
|
Q2 2025
Reduced 17.66%
|
|
|
Chico Wealth Ria
|
Oct 20, 2025 Q3 2025 |
1,653,832
shares
|
$63.9 Million
43.82% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
1,634,047
shares
|
$63.1 Million
0.24% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
1,623,446
shares
|
$62.7 Million
3.65% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
1,612,930
shares
|
$62.3 Million
16.66% of portfolio
|
Q3 2025
Added 10.24%
|
|
|
Efficient Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,601,452
shares
|
$61.9 Million
3.48% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
1,581,833
shares
|
$61.1 Million
29.75% of portfolio
|
Q4 2022
New holding
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
1,578,298
shares
|
$61 Million
3.31% of portfolio
|
Q3 2022
Added 15.1%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
1,565,240
shares
|
$60.5 Million
22.43% of portfolio
|
Q3 2025
Added 5.99%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
1,563,677
shares
|
$60.4 Million
1.28% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
1,561,351
shares
|
$60.3 Million
0.53% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Dec 17, 2025 Q3 2025 |
1,521,812
shares
|
$58.8 Million
26.32% of portfolio
|
Q3 2025
Added 7.15%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Oct 21, 2025 Q3 2025 |
1,521,781
shares
|
$58.8 Million
26.03% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
1,519,111
shares
|
$58.7 Million
1.28% of portfolio
|
Q3 2025
Added 6.33%
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
1,506,028
shares
|
$58.2 Million
8.2% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
1,503,256
shares
|
$58.1 Million
0.16% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
1,499,464
shares
|
$57.9 Million
9.68% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Nov 05, 2025 Q3 2025 |
1,498,636
shares
|
$57.9 Million
28.78% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Maseco LLP
London, |
Nov 12, 2025 Q3 2025 |
1,483,117
shares
|
$57.3 Million
2.77% of portfolio
|
Q3 2025
Added 24.95%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
1,464,400
shares
|
$56.6 Million
0.1% of portfolio
|
Q3 2025
Added 4219.76%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
1,448,051
shares
|
$55.9 Million
12.24% of portfolio
|
Q4 2023
New holding
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Nov 03, 2025 Q3 2025 |
1,415,438
shares
|
$54.7 Million
22.19% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
1,398,685
shares
|
$54 Million
0.07% of portfolio
|
Q3 2025
Added 25.38%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
1,383,479
shares
|
$53.4 Million
16.31% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,383,426
shares
|
$53.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.42%
|
|