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 |
|---|---|---|---|---|---|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2025 Q3 2025 |
1,081,919
shares
|
$41.8 Million
21.88% of portfolio
|
Q3 2025
Added 11.3%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
1,080,873
shares
|
$41.8 Million
14.57% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
1,069,610
shares
|
$41.3 Million
12.43% of portfolio
|
Q1 2024
Added 0.12%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 17, 2025 Q3 2025 |
1,034,273
shares
|
$40 Million
16.11% of portfolio
|
Q3 2025
Added 6.18%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
1,029,584
shares
|
$39.8 Million
12.94% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 30, 2025 Q3 2025 |
1,017,104
shares
|
$39.3 Million
15.97% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Oct 16, 2025 Q3 2025 |
1,008,702
shares
|
$39 Million
22.3% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Vested Financial Planning, LLC
San Carlos, CA |
Oct 28, 2025 Q3 2025 |
975,948
shares
|
$37.7 Million
30.53% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
972,771
shares
|
$37.6 Million
1.8% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
956,811
shares
|
$37 Million
0.11% of portfolio
|
Q3 2025
Reduced 33.31%
|
|
|
Parker Financial LLC
Silverdale, WA |
Nov 03, 2025 Q3 2025 |
955,840
shares
|
$36.9 Million
15.12% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Dopkins Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
946,478
shares
|
$36.6 Million
16.1% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
Nov 04, 2025 Q3 2025 |
938,769
shares
|
$36.3 Million
21.99% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
934,099
shares
|
$36.1 Million
2.5% of portfolio
|
Q3 2025
Added 6.09%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 10, 2025 Q3 2025 |
933,719
shares
|
$36.1 Million
14.65% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Watchman Group, Inc.
Plano, TX |
Nov 13, 2025 Q3 2025 |
931,770
shares
|
$36 Million
10.43% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
928,761
shares
|
$35.9 Million
9.86% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
924,122
shares
|
$35.7 Million
5.11% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 14, 2025 Q3 2025 |
918,611
shares
|
$35.5 Million
6.77% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
914,418
shares
|
$35.3 Million
13.67% of portfolio
|
Q3 2025
Added 5.64%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
896,174
shares
|
$34.6 Million
0.77% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
881,293
shares
|
$34 Million
0.97% of portfolio
|
Q3 2025
Reduced 4.56%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 17, 2025 Q3 2025 |
874,911
shares
|
$33.8 Million
22.31% of portfolio
|
Q3 2025
Added 9.95%
|
|
|
B&D White Capital Company, LLC
|
Oct 23, 2025 Q3 2025 |
869,540
shares
|
$33.6 Million
4.85% of portfolio
|
Q3 2025
Added 17.65%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
844,627
shares
|
$32.6 Million
4.81% of portfolio
|
Q3 2025
Reduced 0.4%
|
|