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
|
Private Trust CO Na
|
SELL
|
- |
-6.84K- 5.46% |
$222K - $247K
|
119K
$4.62M
|
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-6.85K- 7.2% |
$222K - $247K
|
88.3K
$3.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
SELL
|
- |
-7.06K- 1.66% |
$229K - $255K
|
418K
$16.3M
|
|
|
May 14, 2025
Q1 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-7.24K- 4.87% |
$235K - $262K
|
142K
$5.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-7.28K- 6.58% |
$236K - $263K
|
103K
$4.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-7.42K- 1.68% |
$241K - $268K
|
435K
$17M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-7.54K- 2.23% |
$245K - $272K
|
330K
$12.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-7.64K- 10.56% |
$248K - $276K
|
64.7K
$2.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-7.66K- 6.5% |
$248K - $277K
|
110K
$4.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-8.1K- 86.96% |
$263K - $293K
|
1.22K
$47.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-8.21K- 50.0% |
$266K - $297K
|
8.21K
$320K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-8.6K- 9.56% |
$279K - $311K
|
81.4K
$3.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-8.76K- 20.83% |
$284K - $316K
|
33.3K
$1.3M
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-8.8K- 5.66% |
$285K - $318K
|
147K
$5.73M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-8.86K- 1.24% |
$287K - $320K
|
706K
$27.5M
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-8.93K- 1.52% |
$289K - $323K
|
579K
$22.6M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-8.96K- 57.13% |
$291K - $324K
|
6.73K
$262K
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-9.39K- 0.8% |
$304K - $339K
|
1.16M
$45.5M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-9.55K- 42.38% |
$309K - $345K
|
13K
$506K
|
|
|
May 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-10K- 1.83% |
$324K - $361K
|
537K
$21M
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-10K- 7.77% |
$325K - $363K
|
119K
$4.65M
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-10.2K- 0.5% |
$330K - $367K
|
2.03M
$79.2M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-10.2K- 5.24% |
$331K - $368K
|
184K
$7.2M
|
|
|
May 09, 2025
Q1 2025
|
Conquis Financial LLC
Milbrae, CA |
SELL
|
- |
-11.1K- 4.77% |
$359K - $400K
|
221K
$8.62M
|
|
|
May 13, 2025
Q1 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-11.3K- 0.49% |
$366K - $408K
|
2.31M
$90.3M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-11.3K- 95.83% |
$366K - $408K
|
491
$19.2K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-11.3K- 24.42% |
$366K - $408K
|
35K
$1.36M
|
|
|
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
$774K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-11.8K- 38.57% |
$384K - $428K
|
18.8K
$735K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-12.4K- 6.31% |
$403K - $449K
|
184K
$7.2M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-12.4K- 0.48% |
$403K - $449K
|
2.56M
$100M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-12.6K- 0.73% |
$408K - $454K
|
1.71M
$66.7M
|
|
|
May 09, 2025
Q1 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
SELL
|
- |
-12.6K- 0.56% |
$408K - $455K
|
2.25M
$87.8M
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
SELL
|
- |
-12.8K- 14.52% |
$415K - $463K
|
75.4K
$2.94M
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-13K- 0.61% |
$421K - $469K
|
2.13M
$83.1M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-13.3K- 31.98% |
$430K - $479K
|
28.2K
$1.1M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-13.3K- 2.92% |
$432K - $482K
|
444K
$17.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-13.8K- 0.46% |
$447K - $499K
|
3.02M
$118M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-14.5K- 1.71% |
$471K - $525K
|
833K
$32.5M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-15.9K- 0.81% |
$517K - $576K
|
1.94M
$75.7M
|
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-16K- 1.25% |
$519K - $579K
|
1.27M
$49.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-16.6K- 4.8% |
$538K - $600K
|
329K
$12.8M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-17.2K- 3.11% |
$557K - $621K
|
536K
$20.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-17.3K- 1.04% |
$562K - $626K
|
1.65M
$64.6M
|
|
|
May 06, 2025
Q1 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-17.4K- 8.12% |
$563K - $628K
|
197K
$7.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-17.5K- 12.75% |
$569K - $634K
|
120K
$4.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-18K- 1.26% |
$583K - $650K
|
1.41M
$55.1M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-19.1K- 1.51% |
$620K - $691K
|
1.25M
$48.8M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-19.7K- 2.61% |
$639K - $712K
|
735K
$28.7M
|