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 09, 2025
                  Q1 2025
                 
               |   
            
              
   
      Graves Light Lenhart Wealth, Inc.
       
           
            Harrisonburg, VA  | 
            
               BUY                   
             | 
            - | 
              15+ 0.22% | 
            
                                   
                  $486 - $542
                 
             |    
            
                                 
                6.82K
                $266K
                
             |               
            |
| 
               
                  May 09, 2025
                  Q1 2025
                 
               |   
            
              
   
      Wealth Shield Partners, LLC
       
           
            Cary, NC  | 
            
               BUY                   
             | 
            - | 
              14+ 0.14% | 
            
                                   
                  $454 - $506
                 
             |    
            
                                 
                10.4K
                $404K
                
             |               
            |
| 
               
                  Apr 25, 2025
                  Q1 2025
                 
               |   
            
              
   
      New Millennium Group LLC
       
           
            Sandy, UT  | 
            
               BUY                   
             | 
            - | 
              13+ 0.25% | 
            
                                   
                  $421 - $470
                 
             |    
            
                                 
                5.2K
                $203K
                
             |               
            |
| 
               
                  Apr 22, 2025
                  Q1 2025
                 
               |   
            
              
   
      Citrine Capital LLC
       
           
            San Francisco, CA  | 
            
               BUY                   
             | 
            - | 
              11+ 0.05% | 
            
                                   
                  $357 - $397
                 
             |    
            
                                 
                23.7K
                $924K
                
             |               
            |
| 
               
                  Apr 28, 2025
                  Q1 2025
                 
               |   
            
              
   
      Fsm Wealth Advisors, LLC
       
           
            Cleveland, OH  | 
            
               BUY                   
             | 
            - | 
              11+ 0.04% | 
            
                                   
                  $357 - $397
                 
             |    
            
                                 
                30.3K
                $1.18M
                
             |               
            |
| 
               
                  Apr 29, 2025
                  Q1 2025
                 
               |   
            
              
   
      Horst & Graben Wealth Management LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              10+ 0.14% | 
            
                                   
                  $324 - $361
                 
             |    
            
                                 
                7.31K
                $285K
                
             |               
            |
| 
               
                  May 14, 2025
                  Q1 2025
                 
               |   
            
              
   
      Reap Financial Group, LLC
       
           
            Austin, TX  | 
            
               BUY                   
             | 
            - | 
              9+ 0.25% | 
            
                                   
                  $292 - $325
                 
             |    
            
                                 
                3.66K
                $143K
                
             |               
            |
| 
               
                  Apr 23, 2025
                  Q1 2025
                 
               |   
            
              
   
      Intelligent Financial Strategies
       
           
            Excelsior, MN  | 
            
               BUY                   
             | 
            - | 
              9+ 0.01% | 
            
                                   
                  $292 - $325
                 
             |    
            
                                 
                77.2K
                $3.01M
                
             |               
            |
| 
               
                  May 15, 2025
                  Q1 2025
                 
               |   
            
              
   
      Iht Wealth Management, LLC
       
           
            Chicago, IL  | 
            
               BUY                   
             | 
            - | 
              5+ 0.01% | 
            
                                   
                  $162 - $181
                 
             |    
            
                                 
                43.9K
                $1.71M
                
             |               
            |
| 
               
                  May 14, 2025
                  Q1 2025
                 
               |   
            
              
   
      Truvestments Capital LLC
       
           
            Sarasota, FL  | 
            
               BUY                   
             | 
            - | 
              5+ 0.24% | 
            
                                   
                  $162 - $181
                 
             |    
            
                                 
                2.07K
                $80.6K
                
             |               
            |
| 
               
                  May 15, 2025
                  Q1 2025
                 
               |   
            
              
   
      Wiley Bros. Aintree Capital, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              5+ 0.07% | 
            
                                   
                  $162 - $181
                 
             |    
            
                                 
                6.86K
                $268K
                
             |               
            |
| 
               
                  May 15, 2025
                  Q1 2025
                 
               |   
            
              
   
      Mai Capital Management
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              5+ 0.0% | 
            
                                   
                  $162 - $181
                 
             |    
            
                                 
                131K
                $5.11M
                
             |               
            |
| 
               
                  May 15, 2025
                  Q1 2025
                 
               |   
            
              
   
      Lido Advisors, LLC
       
           
            Los Angeles, CA  | 
            
               BUY                   
             | 
            - | 
              5+ 0.01% | 
            
                                   
                  $162 - $181
                 
             |    
            
                                 
                56.9K
                $2.22M
                
             |               
            |
| 
               
                  May 01, 2025
                  Q1 2025
                 
               |   
            
              
   
      Signaturefd, LLC
       
           
            Atlanta, GA  | 
            
               BUY                   
             | 
            - | 
              4+ 0.02% | 
            
                                   
                  $130 - $145
                 
             |    
            
                                 
                21.1K
                $825K
                
             |               
            |
| 
               
                  Apr 28, 2025
                  Q1 2025
                 
               |   
            
              
   
      Level Wealth Management LLC
       
           
            Greensboro, NC  | 
            
               BUY                   
             | 
            - | 
              3+ 0.01% | 
            
                                   
                  $97.3 - $108
                 
             |    
            
                                 
                52K
                $2.03M
                
             |               
            |
| 
               
                  May 13, 2025
                  Q1 2025
                 
               |   
            
              
   
      Eldridge Investment Advisors, Inc.
       
           
            Manchester, NH  | 
            
               BUY                   
             | 
            - | 
              3+ 0.01% | 
            
                                   
                  $97.3 - $108
                 
             |    
            
                                 
                21.3K
                $830K
                
             |               
            |
| 
               
                  May 05, 2025
                  Q1 2025
                 
               |   
            
              
   
      Winch Advisory Services, LLC
       
           
            Appleton, WI  | 
            
               BUY                   
             | 
            - | 
              2+ 0.43% | 
            
                                   
                  $64.8 - $72.3
                 
             |    
            
                                 
                471
                $18.4K
                
             |               
            |
| 
               
                  May 15, 2025
                  Q1 2025
                 
               |   
            
              
   
      Mpwm Advisory Solutions, LLC
       
           
            Alpharetta, GA  | 
            
               BUY                   
             | 
            - | 
              1+ 0.01% | 
            
                                   
                  $32.4 - $36.1
                 
             |    
            
                                 
                16.2K
                $631K
                
             |               
            |
| 
               
                  Apr 16, 2025
                  Q1 2025
                 
               |   
            
              
   
      Cogent Blue Wealth Advisors, LLC
       
           
            Knoxville, TN  | 
            
               BUY                   
             | 
            - | 
              1+ 0.01% | 
            
                                   
                  $32.4 - $36.1
                 
             |    
            
                                 
                16.7K
                $653K
                
             |               
            |
| 
               
                  May 16, 2025
                  Q1 2025
                 
               |   
            
              
   
      Knightsbridge Asset Management, LLC
       
           
            Newport Beach, CA  | 
            
               SELL                   
             | 
            - | 
              -1- -0.0% | 
            
                                   
                  $32.4 - $36.1
                 
             |    
            
                                 
                341K
                $13.3M
                
             |               
            |
| 
               
                  May 06, 2025
                  Q1 2025
                 
               |   
            
              
   
      Morling Financial Advisors, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -2- 0.01% | 
            
                                   
                  $64.8 - $72.3
                 
             |    
            
                                 
                14.5K
                $565K
                
             |               
            |
| 
               
                  Jul 25, 2025
                  Q1 2025
                 
               |   
            
              
   
      Kingswood Wealth Advisors, LLC
       
           
            San Diego, CA  | 
            
               SELL                   
             | 
            - | 
              -7- 0.07% | 
            
                                   
                  $227 - $253
                 
             |    
            
                                 
                9.55K
                $373K
                
             |               
            |
| 
               
                  Apr 28, 2025
                  Q1 2025
                 
               |   
            
              
   
      Financial Advocates Investment Management
       
           
            Olympia, WA  | 
            
               SELL                   
             | 
            - | 
              -18- 0.02% | 
            
                                   
                  $584 - $650
                 
             |    
            
                                 
                82.5K
                $3.22M
                
             |               
            |
| 
               
                  May 06, 2025
                  Q1 2025
                 
               |   
            
              
   
      Holistic Financial Partners
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -20- 0.23% | 
            
                                   
                  $648 - $723
                 
             |    
            
                                 
                8.65K
                $337K
                
             |               
            |
| 
               
                  Apr 10, 2025
                  Q1 2025
                 
               |   
            
              
   
      Accel Wealth Management
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -27- 0.37% | 
            
                                   
                  $875 - $976
                 
             |    
            
                                 
                7.23K
                $282K
                
             |               
            |
| 
               
                  May 15, 2025
                  Q1 2025
                 
               |   
            
              
   
      Perennial Investment Advisors, LLC
       
           
            Los Angeles, CA  | 
            
               SELL                   
             | 
            - | 
              -28- 0.1% | 
            
                                   
                  $908 - $1.01K
                 
             |    
            
                                 
                28.1K
                $1.1M
                
             |               
            |
| 
               
                  May 06, 2025
                  Q1 2025
                 
               |   
            
              
   
      Wmg Financial Advisors, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -30- 0.48% | 
            
                                   
                  $973 - $1.08K
                 
             |    
            
                                 
                6.2K
                $242K
                
             |               
            |
| 
               
                  May 14, 2025
                  Q1 2025
                 
               |   
            
              
   
      Elevate Wealth Advisory, Inc
       
           
            Athens, GA  | 
            
               SELL                   
             | 
            - | 
              -36- 0.15% | 
            
                                   
                  $1.17K - $1.3K
                 
             |    
            
                                 
                23.3K
                $910K
                
             |               
            |
| 
               
                  May 06, 2025
                  Q1 2025
                 
               |   
            
              
   
      Maryland Capital Advisors Inc.
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -38- 1.71% | 
            
                                   
                  $1.23K - $1.37K
                 
             |    
            
                                 
                2.18K
                $85.1K
                
             |               
            |
| 
               
                  Apr 16, 2025
                  Q1 2025
                 
               |   
            
              
   
      High Probability Advisors, LLC
       
           
            Pittsford, NY  | 
            
               SELL                   
             | 
            - | 
              -39- 0.13% | 
            
                                   
                  $1.26K - $1.41K
                 
             |    
            
                                 
                30.9K
                $1.2M
                
             |               
            |
| 
               
                  Apr 22, 2025
                  Q1 2025
                 
               |   
            
              
   
      Moisand Fitzgerald Tamayo, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -48- 0.36% | 
            
                                   
                  $1.56K - $1.73K
                 
             |    
            
                                 
                13.4K
                $525K
                
             |               
            |
| 
               
                  May 14, 2025
                  Q1 2025
                 
               |   
            
              
   
      Full Sail Capital, LLC
       
           
            Oklahoma City, OK  | 
            
               SELL                   
             | 
            - | 
              -49- 0.61% | 
            
                                   
                  $1.59K - $1.77K
                 
             |    
            
                                 
                7.96K
                $310K
                
             |               
            |
| 
               
                  May 14, 2025
                  Q1 2025
                 
               |   
            
              
   
      Eqis Capital Management, Inc.
       
           
            San Rafael, CA  | 
            
               SELL                   
             | 
            - | 
              -53- 0.09% | 
            
                                   
                  $1.72K - $1.91K
                 
             |    
            
                                 
                56.5K
                $2.21M
                
             |               
            |
| 
               
                  Apr 18, 2025
                  Q1 2025
                 
               |   
            
              
   
      Planning Center, Inc.
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -65- -0.0% | 
            
                                   
                  $2.11K - $2.35K
                 
             |    
            
                                 
                2.02M
                $78.9M
                
             |               
            |
| 
               
                  Apr 23, 2025
                  Q1 2025
                 
               |   
            
              
   
      Pinnacle Bancorp, Inc.
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -65- 1.77% | 
            
                                   
                  $2.11K - $2.35K
                 
             |    
            
                                 
                3.61K
                $141K
                
             |               
            |
| 
               
                  Apr 04, 2025
                  Q1 2025
                 
               |   
            
              
   
      Quent Capital, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -74- 29.02% | 
            
                                   
                  $2.4K - $2.67K
                 
             |    
            
                                 
                181
                $7.06K
                
             |               
            |
| 
               
                  Apr 25, 2025
                  Q1 2025
                 
               |   
            
              
   
      Ameritas Advisory Services, LLC
       
           
            Lincoln, NE  | 
            
               SELL                   
             | 
            - | 
              -74- 0.75% | 
            
                                   
                  $2.4K - $2.67K
                 
             |    
            
                                 
                9.78K
                $382K
                
             |               
            |
| 
               
                  Apr 25, 2025
                  Q1 2025
                 
               |   
            
              
   
      Jnba Financial Advisors
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -98- 13.5% | 
            
                                   
                  $3.18K - $3.54K
                 
             |    
            
                                 
                628
                $24.5K
                
             |               
            |
| 
               
                  May 12, 2025
                  Q1 2025
                 
               |   
            
              
   
      Summit Financial Strategies, Inc.
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -103- 1.1% | 
            
                                   
                  $3.34K - $3.72K
                 
             |    
            
                                 
                9.24K
                $361K
                
             |               
            |
| 
               
                  May 12, 2025
                  Q1 2025
                 
               |   
            
              
   
      Northeast Financial Group, Inc.
       
           
            Tannersville, PA  | 
            
               SELL                   
             | 
            - | 
              -113- 0.38% | 
            
                                   
                  $3.66K - $4.08K
                 
             |    
            
                                 
                29.3K
                $1.14M
                
             |               
            |
| 
               
                  Apr 22, 2025
                  Q1 2025
                 
               |   
            
              
   
      Elwood & Goetz Wealth Advisory Group, LLC
       
           
            Athens, GA  | 
            
               SELL                   
             | 
            - | 
              -115- 1.02% | 
            
                                   
                  $3.73K - $4.15K
                 
             |    
            
                                 
                11.2K
                $437K
                
             |               
            |
| 
               
                  Apr 21, 2025
                  Q1 2025
                 
               |   
            
              
   
      Wealthspan Partners, LLC
       
           
            Davenport, IA  | 
            
               SELL                   
             | 
            - | 
              -117- 0.13% | 
            
                                   
                  $3.79K - $4.23K
                 
             |    
            
                                 
                90.1K
                $3.52M
                
             |               
            |
| 
               
                  Apr 22, 2025
                  Q1 2025
                 
               |   
            
              
   
      Acorn Creek Capital LLC
       
           
            Fort Collins, CO  | 
            
               SELL                   
             | 
            - | 
              -145- 0.68% | 
            
                                   
                  $4.7K - $5.24K
                 
             |    
            
                                 
                21.2K
                $829K
                
             |               
            |
| 
               
                  May 05, 2025
                  Q1 2025
                 
               |   
            
              
   
      Beckerman Institutional, LLC
       
           
            Ocean Grove, NJ  | 
            
               SELL                   
             | 
            - | 
              -149- 0.14% | 
            
                                   
                  $4.83K - $5.38K
                 
             |    
            
                                 
                108K
                $4.21M
                
             |               
            |
| 
               
                  May 09, 2025
                  Q1 2025
                 
               |   
            
              
   
      Renasant Bank
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -167- 0.58% | 
            
                                   
                  $5.41K - $6.03K
                 
             |    
            
                                 
                28.6K
                $1.12M
                
             |               
            |
| 
               
                  Apr 02, 2025
                  Q1 2025
                 
               |   
            
              
   
      Global Wealth Strategies & Associates
       
           
            Denver, CO  | 
            
               SELL                   
             | 
            - | 
              -170- 7.44% | 
            
                                   
                  $5.51K - $6.14K
                 
             |    
            
                                 
                2.12K
                $82.5K
                
             |               
            |
| 
               
                  Apr 10, 2025
                  Q1 2025
                 
               |   
            
              
   
      Foster Group, Inc.
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -174- 2.01% | 
            
                                   
                  $5.64K - $6.29K
                 
             |    
            
                                 
                8.49K
                $331K
                
             |               
            |
| 
               
                  Apr 08, 2025
                  Q1 2025
                 
               |   
            
              
   
      Shotwell Rutter Baer Inc
       
           
            Lansing, MI  | 
            
               SELL                   
             | 
            - | 
              -193- 0.46% | 
            
                                   
                  $6.26K - $6.97K
                 
             |    
            
                                 
                41.5K
                $1.62M
                
             |               
            |
| 
               
                  May 14, 2025
                  Q1 2025
                 
               |   
            
              
   
      Strategies Wealth Advisors, LLC
       
           
            Grand Rapids, MI  | 
            
               SELL                   
             | 
            - | 
              -215- 2.59% | 
            
                                   
                  $6.97K - $7.77K
                 
             |    
            
                                 
                8.09K
                $316K
                
             |               
            |
| 
               
                  May 06, 2025
                  Q1 2025
                 
               |   
            
              
   
      Kovack Advisors, Inc.
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -215- 1.03% | 
            
                                   
                  $6.97K - $7.77K
                 
             |    
            
                                 
                20.6K
                $805K
                
             |