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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
841,977
shares
|
$32.5 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
Nov 13, 2025 Q3 2025 |
840,885
shares
|
$32.5 Million
20.57% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
840,299
shares
|
$32.5 Million
15.12% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
|
Lutz Financial Services LLC
|
Nov 10, 2025 Q3 2025 |
836,465
shares
|
$32.3 Million
2.34% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
836,345
shares
|
$32.3 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
Oct 15, 2025 Q3 2025 |
828,444
shares
|
$32 Million
21.5% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Oct 14, 2025 Q3 2025 |
819,982
shares
|
$31.7 Million
20.87% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
819,891
shares
|
$31.7 Million
1.8% of portfolio
|
Q3 2023
Reduced 3.77%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Oct 06, 2025 Q3 2025 |
816,072
shares
|
$31.5 Million
13.08% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
811,232
shares
|
$31.3 Million
3.72% of portfolio
|
Q3 2025
Added 11.75%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Nov 07, 2025 Q3 2025 |
810,180
shares
|
$31.3 Million
10.51% of portfolio
|
Q3 2025
Added 6.36%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
809,165
shares
|
$31.3 Million
0.47% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Nov 03, 2025 Q3 2025 |
800,764
shares
|
$30.9 Million
7.53% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Beacon Financial Strategies Corp
Raleigh, NC |
Oct 06, 2025 Q3 2025 |
790,195
shares
|
$30.5 Million
17.98% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Oct 28, 2025 Q3 2025 |
769,280
shares
|
$29.7 Million
21.82% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Nov 06, 2025 Q3 2025 |
763,696
shares
|
$29.5 Million
19.56% of portfolio
|
Q3 2025
Reduced 21.27%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
758,644
shares
|
$29.3 Million
2.02% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 27, 2025 Q3 2025 |
758,138
shares
|
$29.3 Million
15.0% of portfolio
|
Q3 2025
Added 6.78%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
746,636
shares
|
$28.8 Million
4.06% of portfolio
|
Q3 2025
Added 4.7%
|
|
|
Helen Stephens Group, LLC
|
Oct 02, 2025 Q3 2025 |
744,508
shares
|
$28.8 Million
6.46% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Nov 04, 2025 Q3 2025 |
743,613
shares
|
$28.7 Million
12.7% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jul 22, 2025 Q2 2025 |
741,701
shares
|
$28.7 Million
19.79% of portfolio
|
Q2 2025
Added 6.4%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
738,468
shares
|
$28.5 Million
7.72% of portfolio
|
Q1 2023
Added 0.74%
|
|
|
New Dimensions Wealth Management, LLC
Allen, TX |
Nov 04, 2025 Q3 2025 |
737,493
shares
|
$28.5 Million
24.92% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
Nov 10, 2025 Q3 2025 |
736,271
shares
|
$28.4 Million
18.46% of portfolio
|
Q3 2025
Added 5.16%
|
|