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 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-8.21K- 50.0% |
$266K - $297K
|
8.21K
$284K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-8.6K- 9.56% |
$279K - $311K
|
81.4K
$2.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-8.76K- 20.83% |
$284K - $316K
|
33.3K
$1.15M
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-8.8K- 5.66% |
$285K - $318K
|
147K
$5.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-8.86K- 1.24% |
$287K - $320K
|
706K
$24.5M
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-8.93K- 1.52% |
$289K - $323K
|
579K
$20.1M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-8.96K- 57.13% |
$291K - $324K
|
6.73K
$233K
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-9.39K- 0.8% |
$304K - $339K
|
1.16M
$40.4M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-9.55K- 42.38% |
$309K - $345K
|
13K
$450K
|
|
|
May 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-10K- 1.83% |
$324K - $361K
|
537K
$18.6M
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-10K- 7.77% |
$325K - $363K
|
119K
$4.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-10.2K- 0.5% |
$330K - $367K
|
2.03M
$70.3M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-10.2K- 5.24% |
$331K - $368K
|
184K
$6.39M
|
|
|
May 09, 2025
Q1 2025
|
Conquis Financial LLC
Milbrae, CA |
SELL
|
- |
-11.1K- 4.77% |
$359K - $400K
|
221K
$7.66M
|
|
|
May 13, 2025
Q1 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-11.3K- 0.49% |
$366K - $408K
|
2.31M
$80.2M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-11.3K- 95.83% |
$366K - $408K
|
491
$17K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-11.3K- 24.42% |
$366K - $408K
|
35K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.4KClosed |
$371K - $413K
|
0
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-11.8K- 37.35% |
$384K - $427K
|
19.8K
$688K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-11.8K- 38.57% |
$384K - $428K
|
18.8K
$653K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-12.4K- 6.31% |
$403K - $449K
|
184K
$6.39M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-12.4K- 0.48% |
$403K - $449K
|
2.56M
$88.8M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-12.6K- 0.73% |
$408K - $454K
|
1.71M
$59.2M
|
|
|
May 09, 2025
Q1 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
SELL
|
- |
-12.6K- 0.56% |
$408K - $455K
|
2.25M
$78M
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
SELL
|
- |
-12.8K- 14.52% |
$415K - $463K
|
75.4K
$2.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-13K- 0.61% |
$421K - $469K
|
2.13M
$73.8M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-13.3K- 31.98% |
$430K - $479K
|
28.2K
$977K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-13.3K- 2.92% |
$432K - $482K
|
444K
$15.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-13.8K- 0.46% |
$447K - $499K
|
3.02M
$105M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-14.5K- 1.71% |
$471K - $525K
|
833K
$28.9M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-15.9K- 0.81% |
$517K - $576K
|
1.94M
$67.2M
|
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-16K- 1.25% |
$519K - $579K
|
1.27M
$43.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-16.6K- 4.8% |
$538K - $600K
|
329K
$11.4M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-17.2K- 3.11% |
$557K - $621K
|
536K
$18.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-17.3K- 1.04% |
$562K - $626K
|
1.65M
$57.3M
|
|
|
May 06, 2025
Q1 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-17.4K- 8.12% |
$563K - $628K
|
197K
$6.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-17.5K- 12.75% |
$569K - $634K
|
120K
$4.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-18K- 1.26% |
$583K - $650K
|
1.41M
$48.9M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-19.1K- 1.51% |
$620K - $691K
|
1.25M
$43.3M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-19.7K- 2.61% |
$639K - $712K
|
735K
$25.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
SELL
|
- |
-19.8K- 2.84% |
$644K - $717K
|
679K
$23.5M
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-20.2K- 1.53% |
$655K - $730K
|
1.3M
$45M
|
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-21.5K- 1.27% |
$695K - $775K
|
1.67M
$57.9M
|
|
|
May 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-21.5K- 2.38% |
$696K - $776K
|
882K
$30.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-21.8K- 5.55% |
$707K - $787K
|
371K
$12.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-22.3K- 50.25% |
$722K - $805K
|
22.1K
$764K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-22.8K- 1.54% |
$739K - $824K
|
1.46M
$50.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-23.7K- 77.97% |
$769K - $857K
|
6.71K
$232K
|
|
|
May 02, 2025
Q1 2025
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-24K- 3.76% |
$779K - $868K
|
615K
$21.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-25.3K- 51.96% |
$821K - $915K
|
23.4K
$811K
|