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 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
10+ 0.14% |
$324 - $361
|
7.31K
$253K
|
|
|
Apr 23, 2025
Q1 2025
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
9+ 0.01% |
$292 - $325
|
77.2K
$2.67M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
9+ 0.25% |
$292 - $325
|
3.66K
$127K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5+ 0.01% |
$162 - $181
|
56.9K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5+ 0.07% |
$162 - $181
|
6.86K
$238K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5+ 0.01% |
$162 - $181
|
43.9K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
5+ 0.0% |
$162 - $181
|
131K
$4.54M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
5+ 0.24% |
$162 - $181
|
2.07K
$71.6K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4+ 0.02% |
$130 - $145
|
21.1K
$733K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
3+ 0.01% |
$97.3 - $108
|
21.3K
$737K
|
|
|
Apr 28, 2025
Q1 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
3+ 0.01% |
$97.3 - $108
|
52K
$1.8M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.43% |
$64.8 - $72.3
|
471
$16.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
1+ 0.01% |
$32.4 - $36.1
|
16.7K
$580K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1+ 0.01% |
$32.4 - $36.1
|
16.2K
$560K
|
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-1- -0.0% |
$32.4 - $36.1
|
341K
$11.8M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-2- 0.01% |
$64.8 - $72.3
|
14.5K
$502K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-18- 0.02% |
$584 - $650
|
82.5K
$2.86M
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
SELL
|
- |
-20- 0.23% |
$648 - $723
|
8.65K
$300K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-27- 0.37% |
$875 - $976
|
7.23K
$251K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-28- 0.1% |
$908 - $1.01K
|
28.1K
$973K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-30- 0.48% |
$973 - $1.08K
|
6.2K
$215K
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-36- 0.15% |
$1.17K - $1.3K
|
23.3K
$808K
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-38- 1.71% |
$1.23K - $1.37K
|
2.18K
$75.6K
|
|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-39- 0.13% |
$1.26K - $1.41K
|
30.9K
$1.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-48- 0.36% |
$1.56K - $1.73K
|
13.4K
$466K
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-49- 0.61% |
$1.59K - $1.77K
|
7.96K
$276K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-53- 0.09% |
$1.72K - $1.91K
|
56.5K
$1.96M
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
SELL
|
- |
-65- -0.0% |
$2.11K - $2.35K
|
2.02M
$70.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-65- 1.77% |
$2.11K - $2.35K
|
3.61K
$125K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-74- 0.75% |
$2.4K - $2.67K
|
9.78K
$339K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-74- 29.02% |
$2.4K - $2.67K
|
181
$6.27K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-98- 13.5% |
$3.18K - $3.54K
|
628
$21.8K
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-103- 1.1% |
$3.34K - $3.72K
|
9.24K
$320K
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-113- 0.38% |
$3.66K - $4.08K
|
29.3K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-115- 1.02% |
$3.73K - $4.15K
|
11.2K
$388K
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-117- 0.13% |
$3.79K - $4.23K
|
90.1K
$3.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-145- 0.68% |
$4.7K - $5.24K
|
21.2K
$736K
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-149- 0.14% |
$4.83K - $5.38K
|
108K
$3.74M
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-167- 0.58% |
$5.41K - $6.03K
|
28.6K
$992K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-170- 7.44% |
$5.51K - $6.14K
|
2.12K
$73.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-174- 2.01% |
$5.64K - $6.29K
|
8.49K
$294K
|
|
|
Apr 08, 2025
Q1 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-193- 0.46% |
$6.26K - $6.97K
|
41.5K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-215- 2.59% |
$6.97K - $7.77K
|
8.09K
$280K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-215- 1.03% |
$6.97K - $7.77K
|
20.6K
$715K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-216- 0.65% |
$7K - $7.8K
|
32.9K
$1.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-225- 0.14% |
$7.29K - $8.13K
|
158K
$5.48M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-240- 0.57% |
$7.78K - $8.67K
|
42K
$1.46M
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-252- 3.2% |
$8.17K - $9.1K
|
7.63K
$264K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-263- 1.66% |
$8.53K - $9.5K
|
15.6K
$540K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-270- 2.01% |
$8.75K - $9.76K
|
13.1K
$455K
|