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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-2.88K- 1.08% |
$93.5K - $104K
|
263K
$9.12M
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-2.91K- 4.36% |
$94.3K - $105K
|
63.7K
$2.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.92K- 0.51% |
$94.7K - $106K
|
569K
$19.7M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-2.96K- 3.96% |
$96.1K - $107K
|
71.9K
$2.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-3.02K- 1.32% |
$97.9K - $109K
|
225K
$7.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-3.06K- 1.25% |
$99K - $110K
|
242K
$8.39M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-3.07K- 7.96% |
$99.4K - $111K
|
35.4K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-3.12K- 1.87% |
$101K - $113K
|
164K
$5.67M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-3.13K- 0.69% |
$101K - $113K
|
448K
$15.5M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-3.14K- 86.24% |
$102K - $113K
|
501
$17.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-3.15K- 0.17% |
$102K - $114K
|
1.9M
$66M
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-3.27K- 0.34% |
$106K - $118K
|
947K
$32.8M
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-3.32K- 21.2% |
$108K - $120K
|
12.3K
$427K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-3.42K- 0.66% |
$111K - $124K
|
515K
$17.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
SELL
|
- |
-3.51K- 4.46% |
$114K - $127K
|
75.3K
$2.61M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.56K- 15.97% |
$115K - $129K
|
18.7K
$649K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-3.58K- 4.46% |
$116K - $129K
|
76.8K
$2.66M
|
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-3.71K- 1.36% |
$120K - $134K
|
270K
$9.34M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-3.75K- 1.81% |
$121K - $135K
|
203K
$7.03M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.87K- 12.49% |
$126K - $140K
|
27.1K
$940K
|
|
|
May 08, 2025
Q1 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-3.95K- 2.51% |
$128K - $143K
|
153K
$5.3M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-3.96K- 36.3% |
$128K - $143K
|
6.95K
$241K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-3.97K- 0.13% |
$129K - $143K
|
2.95M
$102M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.06K- 7.84% |
$132K - $147K
|
47.7K
$1.65M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-4.15K- 2.37% |
$135K - $150K
|
171K
$5.91M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-4.24K- 2.26% |
$137K - $153K
|
184K
$6.36M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.29K- 5.62% |
$139K - $155K
|
72.1K
$2.5M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.42K- 4.71% |
$143K - $160K
|
89.4K
$3.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-4.47K- 5.57% |
$145K - $162K
|
75.9K
$2.63M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-5.36K- 11.16% |
$174K - $194K
|
42.7K
$1.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Shore Point Advisors, LLC
|
SELL
|
- |
-5.53K- 29.35% |
$179K - $200K
|
13.3K
$461K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-5.86K- 1.01% |
$190K - $212K
|
574K
$19.9M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-6.18K- 4.45% |
$200K - $223K
|
133K
$4.59M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.21K- 36.59% |
$201K - $224K
|
10.8K
$373K
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-6.23K- 0.8% |
$202K - $225K
|
775K
$26.8M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.31K- 1.06% |
$205K - $228K
|
586K
$20.3M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-6.4K- 2.06% |
$208K - $231K
|
304K
$10.5M
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-6.61K- 19.16% |
$214K - $239K
|
27.9K
$967K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6.8K- 65.07% |
$220K - $246K
|
3.65K
$126K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-6.81K- 37.16% |
$221K - $246K
|
11.5K
$399K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-6.84K- 5.46% |
$222K - $247K
|
119K
$4.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-6.85K- 7.2% |
$222K - $247K
|
88.3K
$3.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
SELL
|
- |
-7.06K- 1.66% |
$229K - $255K
|
418K
$14.5M
|
|
|
May 14, 2025
Q1 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-7.24K- 4.87% |
$235K - $262K
|
142K
$4.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-7.28K- 6.58% |
$236K - $263K
|
103K
$3.58M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-7.42K- 1.68% |
$241K - $268K
|
435K
$15.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-7.54K- 2.23% |
$245K - $272K
|
330K
$11.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-7.64K- 10.56% |
$248K - $276K
|
64.7K
$2.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-7.66K- 6.5% |
$248K - $277K
|
110K
$3.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-8.1K- 86.96% |
$263K - $293K
|
1.22K
$42.1K
|