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 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-272- 2.77% |
$8.82K - $9.83K
|
9.55K
$331K
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-280- 0.32% |
$9.08K - $10.1K
|
86.8K
$3.01M
|
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-285- 3.22% |
$9.24K - $10.3K
|
8.56K
$297K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-288- 2.66% |
$9.34K - $10.4K
|
10.6K
$366K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-300- 2.57% |
$9.73K - $10.8K
|
11.4K
$395K
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-304- 2.07% |
$9.86K - $11K
|
14.4K
$498K
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-308- 36.41% |
$9.99K - $11.1K
|
538
$18.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-317- 2.6% |
$10.3K - $11.5K
|
11.9K
$412K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-319- 1.93% |
$10.3K - $11.5K
|
16.2K
$561K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-354- 0.08% |
$11.5K - $12.8K
|
452K
$15.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-390- 0.31% |
$12.6K - $14.1K
|
124K
$4.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-451- 0.93% |
$14.6K - $16.3K
|
48.2K
$1.67M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-490- 3.81% |
$15.9K - $17.7K
|
12.4K
$429K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
SELL
|
- |
-509- 3.38% |
$16.5K - $18.4K
|
14.6K
$504K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-524- 0.64% |
$17K - $18.9K
|
82K
$2.84M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-528- 0.72% |
$17.1K - $19.1K
|
72.6K
$2.52M
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-554- 2.97% |
$18K - $20K
|
18.1K
$627K
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-585- 47.48% |
$19K - $21.1K
|
647
$22.4K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-588- 0.59% |
$19.1K - $21.2K
|
99.8K
$3.46M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-606- 1.6% |
$19.6K - $21.9K
|
37.3K
$1.29M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-609- 6.56% |
$19.7K - $22K
|
8.67K
$301K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-647- 0.17% |
$21K - $23.4K
|
375K
$13M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-671- 2.0% |
$21.8K - $24.2K
|
32.8K
$1.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-680- 0.09% |
$22K - $24.6K
|
770K
$26.7M
|
|
|
May 02, 2025
Q1 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-683- 1.03% |
$22.1K - $24.7K
|
65.7K
$2.28M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-689- 5.24% |
$22.3K - $24.9K
|
12.5K
$432K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-709- 2.15% |
$23K - $25.6K
|
32.3K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-712- 0.38% |
$23.1K - $25.7K
|
187K
$6.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-733- 8.72% |
$23.8K - $26.5K
|
7.67K
$266K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-792- 3.21% |
$25.7K - $28.6K
|
23.9K
$827K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-800- 7.92% |
$25.9K - $28.9K
|
9.3K
$322K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-823- 1.72% |
$26.7K - $29.7K
|
46.9K
$1.62M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-830- 11.23% |
$26.9K - $30K
|
6.56K
$227K
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-838- 2.16% |
$27.2K - $30.3K
|
38K
$1.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
SELL
|
- |
-860- 9.97% |
$27.9K - $31.1K
|
7.77K
$269K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-870- 0.33% |
$28.2K - $31.4K
|
263K
$9.13M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-918- 2.02% |
$29.8K - $33.2K
|
44.5K
$1.54M
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-940- 7.96% |
$30.5K - $34K
|
10.9K
$377K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-974- 8.31% |
$31.6K - $35.2K
|
10.8K
$373K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-985- 2.84% |
$31.9K - $35.6K
|
33.7K
$1.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-995- 4.84% |
$32.3K - $35.9K
|
19.6K
$678K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1K- 0.36% |
$32.5K - $36.2K
|
277K
$9.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
SELL
|
- |
-1.01K- 3.37% |
$32.8K - $36.5K
|
29K
$1M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.02K- 3.57% |
$32.9K - $36.7K
|
27.4K
$950K
|
|
|
May 14, 2025
Q1 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-1.07K- 0.45% |
$34.5K - $38.5K
|
235K
$8.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-1.09K- 0.43% |
$35.2K - $39.2K
|
249K
$8.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1.1K- 2.07% |
$35.7K - $39.7K
|
52K
$1.8M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.14K- 1.41% |
$37K - $41.2K
|
79.6K
$2.76M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-1.17K- 0.72% |
$37.8K - $42.2K
|
161K
$5.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-1.17K- 3.09% |
$37.9K - $42.2K
|
36.7K
$1.27M
|