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 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-25.5K- 9.32% |
$826K - $920K
|
248K
$8.59M
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
SELL
|
- |
-26.2K- 10.46% |
$850K - $947K
|
224K
$7.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-27.8K- 2.74% |
$902K - $1M
|
987K
$34.2M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-28.3K- 2.98% |
$919K - $1.02M
|
924K
$32M
|
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
SELL
|
- |
-29.2K- 2.3% |
$946K - $1.05M
|
1.24M
$42.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-31.9K- 77.07% |
$1.03M - $1.15M
|
9.49K
$329K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-32.9K- 4.23% |
$1.07M - $1.19M
|
745K
$25.8M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-33K- 33.44% |
$1.07M - $1.19M
|
65.6K
$2.27M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-35K- 2.21% |
$1.14M - $1.27M
|
1.55M
$53.7M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-37.6K- 38.38% |
$1.22M - $1.36M
|
60.3K
$2.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-37.7K- 19.0% |
$1.22M - $1.36M
|
161K
$5.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-40.8K- 5.12% |
$1.32M - $1.48M
|
757K
$26.2M
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-42.4K- 2.31% |
$1.37M - $1.53M
|
1.8M
$62.2M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-43.5K- 20.95% |
$1.41M - $1.57M
|
164K
$5.68M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-43.7K- 0.85% |
$1.42M - $1.58M
|
5.12M
$178M
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-44.3K- 1.68% |
$1.44M - $1.6M
|
2.6M
$90M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-46K- 39.16% |
$1.49M - $1.66M
|
71.5K
$2.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-46.2K- 3.18% |
$1.5M - $1.67M
|
1.41M
$48.7M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-46.9K- 1.01% |
$1.52M - $1.69M
|
4.59M
$159M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-46.9K- 2.29% |
$1.52M - $1.7M
|
2M
$69.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-47K- 2.81% |
$1.52M - $1.7M
|
1.62M
$56.3M
|
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
SELL
|
- |
-48.8K- 1.18% |
$1.58M - $1.76M
|
4.08M
$141M
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-49.1K- 1.91% |
$1.59M - $1.77M
|
2.52M
$87.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-49.1K- 11.26% |
$1.59M - $1.78M
|
387K
$13.4M
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-51.7K- 9.29% |
$1.68M - $1.87M
|
505K
$17.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-55.1K- 1.1% |
$1.79M - $1.99M
|
4.97M
$172M
|
|
|
Apr 29, 2025
Q1 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
SELL
|
- |
-59.4K- 5.4% |
$1.92M - $2.14M
|
1.04M
$36.1M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-60.4K- 47.68% |
$1.96M - $2.18M
|
66.2K
$2.3M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-61.4K- 21.21% |
$1.99M - $2.22M
|
228K
$7.9M
|
|
|
May 23, 2025
Q1 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-61.8K- 1.66% |
$2M - $2.23M
|
3.65M
$127M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-62.7K- 15.28% |
$2.03M - $2.26M
|
348K
$12M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-65.5K- 1.62% |
$2.12M - $2.37M
|
3.97M
$138M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-65.5K- 52.84% |
$2.12M - $2.37M
|
58.5K
$2.03M
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-69.8K- 3.2% |
$2.26M - $2.52M
|
2.11M
$73.2M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-70.5K- 86.4% |
$2.29M - $2.55M
|
11.1K
$385K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-73.2K- 6.83% |
$2.37M - $2.64M
|
998K
$34.6M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-73.7K- 2.97% |
$2.39M - $2.66M
|
2.41M
$83.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-77.3K- 64.37% |
$2.51M - $2.79M
|
42.8K
$1.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-81.4K- 15.27% |
$2.64M - $2.94M
|
451K
$15.6M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-81.8K- 5.64% |
$2.65M - $2.96M
|
1.37M
$47.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-84.9K- 18.55% |
$2.75M - $3.07M
|
373K
$12.9M
|
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
SELL
|
- |
-85.3K- 82.15% |
$2.76M - $3.08M
|
18.5K
$642K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-87.5K- 66.83% |
$2.84M - $3.16M
|
43.4K
$1.51M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-91.2K- 1.7% |
$2.96M - $3.29M
|
5.27M
$183M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-92K- 7.83% |
$2.98M - $3.32M
|
1.08M
$37.5M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-94K- 49.08% |
$3.05M - $3.39M
|
97.5K
$3.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-94.9K- 68.7% |
$3.08M - $3.43M
|
43.2K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-98K- 1.85% |
$3.18M - $3.54M
|
5.2M
$180M
|
|
|
Apr 25, 2025
Q1 2025
|
Better Wealth, LLC
|
SELL
|
- |
-110K- 3.85% |
$3.55M - $3.96M
|
2.74M
$94.9M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-110K- 9.12% |
$3.56M - $3.97M
|
1.09M
$37.9M
|