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 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
16.2KNew |
$524K - $584K
|
16.2K
$560K
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
16K+ 0.53% |
$520K - $580K
|
3.05M
$106M
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
16K+ 0.29% |
$520K - $579K
|
5.57M
$193M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
15.2K+ 0.49% |
$492K - $549K
|
3.09M
$107M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.2K+ 3.52% |
$492K - $548K
|
447K
$15.5M
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
15.1K+ 14.74% |
$489K - $545K
|
117K
$4.07M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
14.9KNew |
$482K - $537K
|
14.9K
$515K
|
|
|
Apr 28, 2025
Q1 2025
|
Baker Boyer National Bank
|
BUY
|
- |
14.7K+ 0.82% |
$476K - $531K
|
1.81M
$62.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
14.7K+ 1.03% |
$475K - $529K
|
1.44M
$49.9M
|
|
|
May 07, 2025
Q1 2025
|
Schubert & CO
|
BUY
|
- |
14.2K+ 3.47% |
$460K - $512K
|
422K
$14.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
14.1KNew |
$457K - $509K
|
14.1K
$488K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
14.1K+ 11.71% |
$456K - $509K
|
134K
$4.65M
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
14K+ 58.0% |
$452K - $504K
|
38K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
13.9KNew |
$451K - $503K
|
13.9K
$482K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
13.9K+ 220.24% |
$449K - $500K
|
20.1K
$698K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
13.8K+ 8.21% |
$446K - $497K
|
181K
$6.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
13.7K+ 1.56% |
$444K - $494K
|
894K
$31M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
13.7KNew |
$443K - $493K
|
13.7K
$473K
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
13.6K+ 101.98% |
$442K - $492K
|
27K
$935K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13.6K+ 1.62% |
$441K - $491K
|
851K
$29.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
13.1K+ 1.13% |
$425K - $473K
|
1.17M
$40.5M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
13.1K+ 154.14% |
$425K - $473K
|
21.6K
$748K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
13K+ 13.36% |
$422K - $471K
|
111K
$3.83M
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
12.8K+ 0.65% |
$416K - $464K
|
1.98M
$68.6M
|
|
|
May 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
12.8K+ 1.72% |
$414K - $461K
|
754K
$26.1M
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
11.9K+ 3.39% |
$385K - $429K
|
362K
$12.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
11.8K+ 189.58% |
$384K - $428K
|
18.1K
$627K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
11.7K+ 1.13% |
$379K - $422K
|
1.04M
$36.1M
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
11.6K+ 13.23% |
$377K - $421K
|
99.7K
$3.45M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
11.6K+ 19.2% |
$377K - $420K
|
72.1K
$2.5M
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
11.5K+ 15.65% |
$373K - $416K
|
85K
$2.94M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.4KNew |
$368K - $410K
|
11.4K
$393K
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
11.2K+ 17.16% |
$364K - $406K
|
76.6K
$2.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
11.1K+ 0.98% |
$361K - $402K
|
1.15M
$39.9M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
11KNew |
$358K - $399K
|
11K
$383K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
11KNew |
$357K - $398K
|
11K
$381K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
11KNew |
$357K - $398K
|
11K
$381K
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
BUY
|
- |
11K+ 65.56% |
$356K - $396K
|
27.7K
$960K
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
10.9KNew |
$354K - $394K
|
10.9K
$378K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.9K+ 0.37% |
$354K - $394K
|
2.98M
$103M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
10.9K+ 5.11% |
$353K - $393K
|
224K
$7.76M
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
10.8K+ 7.33% |
$351K - $391K
|
159K
$5.49M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
10.5KNew |
$341K - $380K
|
10.5K
$364K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
10.3K+ 0.94% |
$333K - $371K
|
1.1M
$38M
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
10.3KNew |
$333K - $371K
|
10.3K
$355K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
10.2KNew |
$330K - $368K
|
10.2K
$353K
|
|
|
Apr 15, 2025
Q1 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
10K+ 0.85% |
$325K - $363K
|
1.19M
$41.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
9.79K+ 3.6% |
$317K - $354K
|
282K
$9.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.54KNew |
$309K - $345K
|
9.54K
$331K
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
9.42KNew |
$306K - $340K
|
9.42K
$327K
|