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 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-110K- 99.95% |
$3.57M - $3.97M
|
52
$1.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-111K- 2.71% |
$3.61M - $4.02M
|
4M
$139M
|
|
|
Apr 21, 2025
Q1 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-114K- 18.31% |
$3.69M - $4.11M
|
507K
$17.6M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-118K- 4.13% |
$3.83M - $4.27M
|
2.75M
$95.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-119K- 79.2% |
$3.85M - $4.29M
|
31.2K
$1.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-121K- 33.97% |
$3.92M - $4.37M
|
235K
$8.14M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-122K- 42.17% |
$3.96M - $4.42M
|
168K
$5.81M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-132K- 2.84% |
$4.27M - $4.76M
|
4.51M
$156M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-155K- 3.84% |
$5.03M - $5.6M
|
3.89M
$135M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-163K- 5.01% |
$5.27M - $5.88M
|
3.08M
$107M
|
|
|
Apr 29, 2025
Q1 2025
|
New Capital Management LP
|
SELL
|
- |
-169K- 5.7% |
$5.47M - $6.09M
|
2.79M
$96.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-176K- 3.89% |
$5.7M - $6.35M
|
4.34M
$150M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-207K- 5.86% |
$6.71M - $7.48M
|
3.33M
$115M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-253K- 11.89% |
$8.19M - $9.13M
|
1.87M
$64.9M
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-265K- 35.69% |
$8.58M - $9.57M
|
477K
$16.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-270K- 5.6% |
$8.76M - $9.77M
|
4.56M
$158M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-297K- 96.97% |
$9.64M - $10.7M
|
9.29K
$322K
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-310K- 68.08% |
$10M - $11.2M
|
145K
$5.03M
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-341K- 16.36% |
$11.1M - $12.3M
|
1.74M
$60.4M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-367K- 5.85% |
$11.9M - $13.3M
|
5.91M
$205M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-397K- 16.14% |
$12.9M - $14.3M
|
2.06M
$71.4M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-456K- 7.51% |
$14.8M - $16.5M
|
5.61M
$194M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-520K- 11.78% |
$16.8M - $18.8M
|
3.89M
$135M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-626K- 6.09% |
$20.3M - $22.6M
|
9.66M
$335M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
SELL
|
- |
-690K- 9.35% |
$22.4M - $24.9M
|
6.69M
$232M
|
|
|
May 05, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
SELL
|
- |
-802K- 99.55% |
$26M - $29M
|
3.6K
$125K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-804K- 4.43% |
$26.1M - $29.1M
|
17.4M
$602M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.08M- 53.08% |
$34.9M - $38.9M
|
952K
$33M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.13M- 12.76% |
$36.5M - $40.7M
|
7.69M
$267M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.5M- 31.21% |
$48.8M - $54.3M
|
3.32M
$115M
|
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.82M- 67.01% |
$59M - $65.8M
|
896K
$31M
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-3.85M- 97.76% |
$125M - $139M
|
88.3K
$3.06M
|
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-3.93M- 79.21% |
$127M - $142M
|
1.03M
$35.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.06M- 8.83% |
$164M - $183M
|
52.2M
$1.81B
|