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 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
180K+ 11.67% |
$5.85M - $6.52M
|
1.73M
$59.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
162K+ 693.17% |
$5.25M - $5.85M
|
185K
$6.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
161K+ 4.78% |
$5.22M - $5.82M
|
3.53M
$122M
|
|
|
May 01, 2025
Q1 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
158K+ 10.58% |
$5.13M - $5.71M
|
1.65M
$57.3M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
157K+ 38.63% |
$5.09M - $5.67M
|
564K
$19.5M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
155K+ 374.8% |
$5.04M - $5.61M
|
197K
$6.82M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
155K+ 15.28% |
$5.01M - $5.58M
|
1.17M
$40.4M
|
|
|
May 12, 2025
Q1 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
148K+ 353.08% |
$4.8M - $5.35M
|
190K
$6.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
145KNew |
$4.71M - $5.25M
|
145K
$5.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
142KNew |
$4.6M - $5.13M
|
142K
$4.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
139K+ 7.85% |
$4.52M - $5.04M
|
1.92M
$66.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
BUY
|
- |
136K+ 42.96% |
$4.4M - $4.91M
|
452K
$15.7M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
133K+ 30.57% |
$4.32M - $4.81M
|
569K
$19.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
125K+ 46.62% |
$4.06M - $4.52M
|
394K
$13.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
124K+ 1365.45% |
$4.02M - $4.48M
|
133K
$4.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
122K+ 3.84% |
$3.95M - $4.4M
|
3.29M
$114M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
120K+ 10.77% |
$3.88M - $4.32M
|
1.23M
$42.6M
|
|
|
May 02, 2025
Q1 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
114K+ 19.52% |
$3.71M - $4.13M
|
700K
$24.3M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
112K+ 9.95% |
$3.65M - $4.06M
|
1.24M
$43.1M
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
110K+ 2.31% |
$3.58M - $3.99M
|
4.89M
$170M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
110K+ 92.89% |
$3.56M - $3.97M
|
228K
$7.91M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
108K+ 6.66% |
$3.52M - $3.92M
|
1.74M
$60.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
105K+ 9.35% |
$3.4M - $3.79M
|
1.23M
$42.5M
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
104K+ 1.56% |
$3.37M - $3.75M
|
6.75M
$234M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
103K+ 4.97% |
$3.33M - $3.71M
|
2.17M
$75.1M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
102K+ 16.79% |
$3.32M - $3.7M
|
711K
$24.7M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
99.7K+ 369.78% |
$3.23M - $3.6M
|
127K
$4.39M
|
|
|
Apr 24, 2025
Q1 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
96.5K+ 5.17% |
$3.13M - $3.49M
|
1.96M
$68M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
93.9K+ 2.26% |
$3.04M - $3.39M
|
4.25M
$147M
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
92.1KNew |
$2.98M - $3.33M
|
92.1K
$3.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
90.8K+ 29.41% |
$2.95M - $3.28M
|
400K
$13.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
90.3K+ 0.99% |
$2.93M - $3.26M
|
9.22M
$319M
|
|
|
Apr 16, 2025
Q1 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
89.7K+ 26.14% |
$2.91M - $3.24M
|
433K
$15M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
89.7KNew |
$2.91M - $3.24M
|
89.7K
$3.11M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
86.5KNew |
$2.8M - $3.12M
|
86.5K
$3M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
83.8K+ 7.48% |
$2.72M - $3.03M
|
1.2M
$41.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
83.2KNew |
$2.7M - $3.01M
|
83.2K
$2.88M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
82.8K+ 10.89% |
$2.68M - $2.99M
|
843K
$29.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
81.7K+ 6.56% |
$2.65M - $2.95M
|
1.33M
$45.9M
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
BUY
|
- |
79.9KNew |
$2.59M - $2.89M
|
79.9K
$2.77M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
79.9K+ 28.52% |
$2.59M - $2.89M
|
360K
$12.5M
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
79K+ 14.31% |
$2.56M - $2.85M
|
631K
$21.9M
|
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
78.2K+ 6.15% |
$2.53M - $2.82M
|
1.35M
$46.7M
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
78K+ 4.52% |
$2.53M - $2.82M
|
1.8M
$62.4M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
76.1K+ 130.09% |
$2.47M - $2.75M
|
135K
$4.66M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
75.8K+ 0.72% |
$2.46M - $2.74M
|
10.6M
$366M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
73.6K+ 16.05% |
$2.39M - $2.66M
|
532K
$18.4M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
73.1K+ 1.85% |
$2.37M - $2.64M
|
4.02M
$139M
|
|
|
May 08, 2025
Q1 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
72.1K+ 9.81% |
$2.34M - $2.6M
|
807K
$28M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
71.1K+ 9.39% |
$2.31M - $2.57M
|
828K
$28.7M
|