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 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.21K- 1.94% |
$39.3K - $43.8K
|
61.2K
$2.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1.22K- 5.42% |
$39.7K - $44.2K
|
21.3K
$739K
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1.23K- 0.53% |
$39.9K - $44.4K
|
232K
$8.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.25K- 5.11% |
$40.4K - $45K
|
23.1K
$801K
|
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-1.26K- 0.37% |
$40.9K - $45.6K
|
336K
$11.6M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1.35K- 13.51% |
$43.8K - $48.8K
|
8.64K
$299K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.44K- 2.83% |
$46.7K - $52K
|
49.5K
$1.71M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-1.47K- 1.46% |
$47.5K - $53K
|
99.2K
$3.44M
|
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-1.47K- 6.55% |
$47.6K - $53K
|
20.9K
$725K
|
|
|
Apr 14, 2025
Q1 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
SELL
|
- |
-1.48K- 1.26% |
$47.8K - $53.3K
|
116K
$4.01M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-1.48K- 13.29% |
$47.9K - $53.4K
|
9.65K
$334K
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
SELL
|
- |
-1.48K- 3.59% |
$48K - $53.5K
|
39.8K
$1.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
SELL
|
- |
-1.51K- 8.83% |
$49K - $54.6K
|
15.6K
$541K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-1.54K- 7.68% |
$49.9K - $55.6K
|
18.5K
$641K
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-1.55K- 0.25% |
$50.2K - $55.9K
|
628K
$21.8M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.55K- 5.5% |
$50.2K - $55.9K
|
26.6K
$922K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-1.56K- 7.65% |
$50.7K - $56.5K
|
18.9K
$654K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.62K- 0.1% |
$52.4K - $58.4K
|
1.6M
$55.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-1.64K- 1.0% |
$53.2K - $59.3K
|
162K
$5.61M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.67K- 7.6% |
$54K - $60.2K
|
20.3K
$702K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-1.67K- 1.87% |
$54.2K - $60.4K
|
87.6K
$3.03M
|
|
|
May 01, 2025
Q1 2025
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-1.7K- 0.21% |
$55.1K - $61.4K
|
795K
$27.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-1.7K- 0.74% |
$55.2K - $61.5K
|
230K
$7.96M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.71K- 7.09% |
$55.6K - $61.9K
|
22.5K
$778K
|
|
|
Apr 21, 2025
Q1 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-1.72K- 0.6% |
$55.6K - $62K
|
286K
$9.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-1.75K- 8.35% |
$56.7K - $63.2K
|
19.2K
$666K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.79K- 9.25% |
$57.9K - $64.5K
|
17.5K
$607K
|
|
|
May 05, 2025
Q1 2025
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
SELL
|
- |
-1.79K- 0.26% |
$58K - $64.7K
|
681K
$23.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.82K- 38.93% |
$59K - $65.8K
|
2.86K
$98.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.93K- 0.93% |
$62.6K - $69.8K
|
207K
$7.17M
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
SELL
|
- |
-2K- 2.31% |
$64.8K - $72.2K
|
84.5K
$2.93M
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-2.05K- 2.08% |
$66.5K - $74.1K
|
96.7K
$3.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
SELL
|
- |
-2.13K- 12.02% |
$69.1K - $77K
|
15.6K
$540K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.14K- 1.71% |
$69.5K - $77.4K
|
123K
$4.26M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.18K- 1.93% |
$70.7K - $78.8K
|
111K
$3.85M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-2.23K- 1.48% |
$72.1K - $80.4K
|
148K
$5.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-2.39K- 1.62% |
$77.4K - $86.3K
|
145K
$5.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-2.42K- 6.85% |
$78.4K - $87.3K
|
32.9K
$1.14M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-2.49K- 7.64% |
$80.6K - $89.8K
|
30K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.5K- 4.78% |
$81.1K - $90.3K
|
49.8K
$1.73M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.62K- 33.33% |
$84.9K - $94.6K
|
5.24K
$181K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-2.67K- 12.95% |
$86.6K - $96.5K
|
18K
$622K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-2.72K- 10.56% |
$88.2K - $98.3K
|
23.1K
$799K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-2.74K- 2.68% |
$88.8K - $99K
|
99.3K
$3.44M
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-2.8K- 3.93% |
$90.6K - $101K
|
68.4K
$2.37M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-2.82K- 2.54% |
$91.5K - $102K
|
108K
$3.75M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.82K- 14.6% |
$91.6K - $102K
|
16.5K
$573K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.84K- 2.4% |
$91.9K - $102K
|
115K
$3.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-2.86K- 13.47% |
$92.6K - $103K
|
18.3K
$635K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-2.87K- 3.36% |
$93.1K - $104K
|
82.5K
$2.86M
|