Purchases and Sales Made in Q1 2025 in 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) during Q1 2025. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR U S CORE EQ.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.28M+ 15.65% |
$236M - $263M
|
53.8M
$1.86B
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2.72MNew |
$88.1M - $98.2M
|
2.72M
$94.1M
|
|
|
May 30, 2025
Q1 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
2.54MNew |
$82.3M - $91.7M
|
2.54M
$88M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
2.17M+ 12866.71% |
$70.5M - $78.6M
|
2.19M
$75.9M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.85M+ 86.86% |
$60.1M - $66.9M
|
3.99M
$138M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.81M+ 199.43% |
$58.6M - $65.4M
|
2.72M
$94.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.22M+ 11.48% |
$39.4M - $43.9M
|
11.8M
$409M
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
1.18MNew |
$38.2M - $42.6M
|
1.18M
$40.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
924K+ 10981.89% |
$29.9M - $33.4M
|
932K
$32.3M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
915K+ 42.36% |
$29.7M - $33.1M
|
3.08M
$107M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
914KNew |
$29.6M - $33M
|
914K
$31.7M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
893K+ 3392.4% |
$28.9M - $32.3M
|
919K
$31.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
761K+ 33.4% |
$24.7M - $27.5M
|
3.04M
$105M
|
|
|
May 15, 2025
Q1 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
700KNew |
$22.7M - $25.3M
|
700K
$24.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
688KNew |
$22.3M - $24.8M
|
688K
$23.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
682K+ 96.46% |
$22.1M - $24.6M
|
1.39M
$48.1M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
573K+ 15.72% |
$18.6M - $20.7M
|
4.22M
$146M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
534K+ 3279.4% |
$17.3M - $19.3M
|
551K
$19.1M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
463KNew |
$15M - $16.7M
|
463K
$16M
|
|
|
May 14, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
453K+ 12596.66% |
$14.7M - $16.4M
|
457K
$15.8M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
448K+ 16.68% |
$14.5M - $16.2M
|
3.14M
$109M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
447K+ 4.6% |
$14.5M - $16.1M
|
10.2M
$352M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
446K+ 23.41% |
$14.5M - $16.1M
|
2.35M
$81.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
380K+ 17.52% |
$12.3M - $13.7M
|
2.55M
$88.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
361K+ 8.58% |
$11.7M - $13M
|
4.57M
$158M
|
|
|
Jun 02, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
349K+ 76.37% |
$11.3M - $12.6M
|
805K
$27.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
348K+ 10.67% |
$11.3M - $12.6M
|
3.61M
$125M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
343K+ 4.3% |
$11.1M - $12.4M
|
8.32M
$288M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
315K+ 11.1% |
$10.2M - $11.4M
|
3.15M
$109M
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
297K+ 3199.0% |
$9.64M - $10.7M
|
307K
$10.6M
|
|
|
May 01, 2025
Q1 2025
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
294K+ 9.37% |
$9.54M - $10.6M
|
3.44M
$119M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
286K+ 24.19% |
$9.28M - $10.3M
|
1.47M
$50.9M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
284K+ 1.76% |
$9.2M - $10.3M
|
16.4M
$567M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
283K+ 12.45% |
$9.16M - $10.2M
|
2.55M
$88.5M
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
265K+ 3.54% |
$8.61M - $9.59M
|
7.76M
$269M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
264K+ 10.33% |
$8.55M - $9.52M
|
2.81M
$97.5M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
257K+ 267.84% |
$8.33M - $9.28M
|
353K
$12.2M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
251K+ 2305.1% |
$8.13M - $9.06M
|
262K
$9.07M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
248K+ 7.52% |
$8.05M - $8.97M
|
3.55M
$123M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
246K+ 99.97% |
$7.99M - $8.9M
|
493K
$17.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
224K+ 6.52% |
$7.25M - $8.08M
|
3.66M
$127M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
221K+ 0.59% |
$7.15M - $7.97M
|
37.8M
$1.31B
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
217KNew |
$7.03M - $7.84M
|
217K
$7.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
215K+ 10.38% |
$6.97M - $7.77M
|
2.29M
$79.2M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
196K+ 46.14% |
$6.35M - $7.07M
|
620K
$21.5M
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
195K+ 6.51% |
$6.33M - $7.06M
|
3.19M
$111M
|
|
|
May 29, 2025
Q1 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
189K+ 15.17% |
$6.13M - $6.83M
|
1.44M
$49.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Millburn Ridgefield Corp
|
BUY
|
- |
183K+ 5.81% |
$5.92M - $6.6M
|
3.32M
$115M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
183K+ 5.81% |
$5.92M - $6.6M
|
3.32M
$115M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
182KNew |
$5.91M - $6.58M
|
182K
$6.32M
|