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 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
31.3K+ 9.28% |
$1.01M - $1.13M
|
369K
$12.8M
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
31.3KNew |
$1.01M - $1.13M
|
31.3K
$1.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Chico Wealth Ria
|
BUY
|
- |
30.9K+ 1.94% |
$1M - $1.12M
|
1.62M
$56.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
30.1K+ 162.07% |
$977K - $1.09M
|
48.7K
$1.69M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
29.5K+ 14.82% |
$958K - $1.07M
|
229K
$7.93M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
29.5K+ 6.27% |
$955K - $1.06M
|
499K
$17.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Applied Capital LLC
|
BUY
|
- |
29.1K+ 2.36% |
$942K - $1.05M
|
1.26M
$43.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
28.6K+ 87.84% |
$928K - $1.03M
|
61.2K
$2.12M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
28.1KNew |
$911K - $1.02M
|
28.1K
$974K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
28K+ 26.95% |
$909K - $1.01M
|
132K
$4.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
27.9K+ 0.78% |
$905K - $1.01M
|
3.59M
$124M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
27.7K+ 3.35% |
$897K - $999K
|
854K
$29.6M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
27.6KNew |
$895K - $998K
|
27.6K
$957K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
27K+ 4.78% |
$876K - $976K
|
593K
$20.5M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
25.8K+ 4.04% |
$836K - $932K
|
665K
$23M
|
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
25.4KNew |
$823K - $918K
|
25.4K
$880K
|
|
|
Apr 29, 2025
Q1 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
25.4K+ 3.57% |
$822K - $916K
|
735K
$25.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
24.7K+ 1.52% |
$801K - $893K
|
1.65M
$57.2M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
24.3K+ 48.29% |
$788K - $878K
|
74.6K
$2.59M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
24.3K+ 8.22% |
$788K - $878K
|
320K
$11.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
24.3K+ 49.81% |
$788K - $878K
|
73.1K
$2.53M
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
24.1K+ 7.08% |
$781K - $870K
|
364K
$12.6M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
23.6K+ 337.7% |
$766K - $854K
|
30.6K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
23.1K+ 6.2% |
$749K - $834K
|
396K
$13.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
22.4KNew |
$726K - $809K
|
22.4K
$776K
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
22.3K+ 18.87% |
$724K - $806K
|
141K
$4.87M
|
|
|
May 12, 2025
Q1 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
21.4K+ 2.41% |
$695K - $774K
|
910K
$31.5M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
21.3K+ 2.27% |
$689K - $768K
|
959K
$33.2M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
20.9K+ 3.6% |
$678K - $756K
|
602K
$20.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
20.8K+ 2.18% |
$674K - $751K
|
974K
$33.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
20.6K+ 4.2% |
$666K - $743K
|
510K
$17.7M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
20.5K+ 3.01% |
$666K - $742K
|
702K
$24.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
20.4K+ 1.37% |
$660K - $735K
|
1.51M
$52.3M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
20K+ 0.87% |
$649K - $723K
|
2.32M
$80.3M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
19.6K+ 20.1% |
$634K - $707K
|
117K
$4.05M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
19.5K+ 2.09% |
$633K - $705K
|
956K
$33.1M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
19.3K+ 3.12% |
$626K - $698K
|
638K
$22.1M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
19K+ 117.93% |
$615K - $685K
|
35.1K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.8K+ 4.23% |
$609K - $678K
|
463K
$16M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
18.6K+ 1.32% |
$604K - $673K
|
1.43M
$49.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
18.5K+ 254.96% |
$598K - $667K
|
25.7K
$890K
|
|
|
May 13, 2025
Q1 2025
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
18.3K+ 40.77% |
$593K - $661K
|
63.2K
$2.19M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
17.8K+ 3.91% |
$577K - $643K
|
473K
$16.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
17.6K+ 65.56% |
$571K - $636K
|
44.4K
$1.54M
|
|
|
Apr 18, 2025
Q1 2025
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
17.3K+ 2.06% |
$560K - $624K
|
856K
$29.7M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
17.1KNew |
$555K - $619K
|
17.1K
$593K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
16.9K+ 25.45% |
$549K - $612K
|
83.5K
$2.89M
|
|
|
May 14, 2025
Q1 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
16.9K+ 4.51% |
$549K - $611K
|
392K
$13.6M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
16.7K+ 31.48% |
$542K - $604K
|
69.9K
$2.42M
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
16.5K+ 2.4% |
$535K - $596K
|
703K
$24.4M
|