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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.22M+ 11.48% |
$39.4M - $43.9M
|
11.8M
$365M
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
924K+ 10981.89% |
$29.9M - $33.4M
|
932K
$28.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
682K+ 96.46% |
$22.1M - $24.6M
|
1.39M
$42.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
534K+ 3279.4% |
$17.3M - $19.3M
|
551K
$17M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
447K+ 4.6% |
$14.5M - $16.1M
|
10.2M
$314M
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
380K+ 17.52% |
$12.3M - $13.7M
|
2.55M
$78.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
315K+ 11.1% |
$10.2M - $11.4M
|
3.15M
$97.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
264K+ 10.33% |
$8.55M - $9.52M
|
2.81M
$86.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
215K+ 10.38% |
$6.97M - $7.77M
|
2.29M
$70.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
196K+ 46.14% |
$6.35M - $7.07M
|
620K
$19.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Millburn Ridgefield Corp
|
BUY
|
- |
183K+ 5.81% |
$5.92M - $6.6M
|
3.32M
$103M
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
139K+ 7.85% |
$4.52M - $5.04M
|
1.92M
$59.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
105K+ 9.35% |
$3.4M - $3.79M
|
1.23M
$37.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
90.8K+ 29.41% |
$2.95M - $3.28M
|
400K
$12.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
90.3K+ 0.99% |
$2.93M - $3.26M
|
9.22M
$284M
|
|
|
Apr 16, 2025
Q1 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
89.7K+ 26.14% |
$2.91M - $3.24M
|
433K
$13.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
83.8K+ 7.48% |
$2.72M - $3.03M
|
1.2M
$37.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
79.9K+ 28.52% |
$2.59M - $2.89M
|
360K
$11.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
73.6K+ 16.05% |
$2.39M - $2.66M
|
532K
$16.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Retirement Solution Inc.
|
BUY
|
- |
69.8K+ 16.28% |
$2.26M - $2.52M
|
499K
$15.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
66.4K+ 3.22% |
$2.15M - $2.4M
|
2.13M
$65.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
65.1K+ 3.72% |
$2.11M - $2.35M
|
1.81M
$56M
|
|
|
Apr 11, 2025
Q1 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
64.3K+ 11.81% |
$2.08M - $2.32M
|
609K
$18.8M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
55.8K+ 4.63% |
$1.81M - $2.01M
|
1.26M
$38.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
51.1K+ 6.36% |
$1.66M - $1.85M
|
855K
$26.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
49.6K+ 10.36% |
$1.61M - $1.79M
|
529K
$16.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
38.8K+ 56.86% |
$1.26M - $1.4M
|
107K
$3.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
38.6K+ 3.55% |
$1.25M - $1.39M
|
1.13M
$34.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
35.2K+ 2.89% |
$1.14M - $1.27M
|
1.25M
$38.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
34.9K+ 5.82% |
$1.13M - $1.26M
|
635K
$19.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
32.2K+ 42.32% |
$1.05M - $1.16M
|
108K
$3.35M
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
31.3KNew |
$1.01M - $1.13M
|
31.3K
$965K
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
28.6K+ 87.84% |
$928K - $1.03M
|
61.2K
$1.89M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
24.3K+ 48.29% |
$788K - $878K
|
74.6K
$2.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
24.3K+ 8.22% |
$788K - $878K
|
320K
$9.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
24.3K+ 49.81% |
$788K - $878K
|
73.1K
$2.25M
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
24.1K+ 7.08% |
$781K - $870K
|
364K
$11.2M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
22.3K+ 18.87% |
$724K - $806K
|
141K
$4.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
20.8K+ 2.18% |
$674K - $751K
|
974K
$30.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
20.6K+ 4.2% |
$666K - $743K
|
510K
$15.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
17.3K+ 2.06% |
$560K - $624K
|
856K
$26.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
14.7K+ 1.03% |
$475K - $529K
|
1.44M
$44.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
11.8K+ 189.58% |
$384K - $428K
|
18.1K
$558K
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
11.1K+ 0.98% |
$361K - $402K
|
1.15M
$35.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
11KNew |
$357K - $398K
|
11K
$340K
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
BUY
|
- |
11K+ 65.56% |
$356K - $396K
|
27.7K
$855K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
10.9K+ 5.11% |
$353K - $393K
|
224K
$6.91M
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
10.8K+ 7.33% |
$351K - $391K
|
159K
$4.89M
|
|
|
Apr 15, 2025
Q1 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
10K+ 0.85% |
$325K - $363K
|
1.19M
$36.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
8.83KNew |
$286K - $319K
|
8.83K
$273K
|