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 1,065 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 |
|---|---|---|---|---|---|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
1,578,298
shares
|
$52.4 Million
3.31% of portfolio
|
Q3 2022
Added 15.1%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,545,685
shares
|
$51.4 Million
0.0% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Feb 12, 2025 Q4 2024 |
1,502,359
shares
|
$49.9 Million
28.76% of portfolio
|
Q4 2024
New holding
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
Feb 12, 2025 Q4 2024 |
1,494,873
shares
|
$49.7 Million
35.94% of portfolio
|
Q4 2024
New holding
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Feb 26, 2025 Q4 2024 |
1,490,466
shares
|
$49.5 Million
26.83% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
1,481,642
shares
|
$49.2 Million
19.89% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Jan 24, 2025 Q4 2024 |
1,452,400
shares
|
$48.3 Million
24.26% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
1,450,113
shares
|
$48.2 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
1,448,051
shares
|
$48.1 Million
12.24% of portfolio
|
Q4 2023
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
1,429,914
shares
|
$47.5 Million
0.17% of portfolio
|
Q4 2024
Reduced 25.95%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
1,424,681
shares
|
$47.3 Million
22.34% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Efficient Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,412,002
shares
|
$46.9 Million
3.15% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
1,339,754
shares
|
$44.5 Million
7.81% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
1,319,628
shares
|
$43.9 Million
17.83% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Lauterbach Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,283,881
shares
|
$42.7 Million
28.32% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Feb 13, 2025 Q4 2024 |
1,270,603
shares
|
$42.2 Million
18.48% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
1,270,028
shares
|
$42.2 Million
0.49% of portfolio
|
Q4 2024
Reduced 12.25%
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
1,269,004
shares
|
$42.2 Million
9.44% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Rs Crum Inc.
|
Feb 10, 2025 Q4 2024 |
1,267,474
shares
|
$42.1 Million
11.44% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Feb 14, 2025 Q4 2024 |
1,245,998
shares
|
$41.4 Million
25.92% of portfolio
|
Q4 2024
New holding
|
|
|
Straight Path Wealth Management
|
Feb 06, 2025 Q4 2024 |
1,244,368
shares
|
$41.4 Million
18.91% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Applied Capital LLC
|
Jan 23, 2025 Q4 2024 |
1,229,513
shares
|
$40.9 Million
23.11% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jan 14, 2025 Q4 2024 |
1,218,070
shares
|
$40.5 Million
7.94% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
1,204,351
shares
|
$40 Million
5.39% of portfolio
|
Q4 2024
Added 11.52%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
1,203,586
shares
|
$40 Million
8.48% of portfolio
|
Q4 2024
Added 1.68%
|