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 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.54KNew |
$309K - $345K
|
9.54K
$372K
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
9.42KNew |
$306K - $340K
|
9.42K
$368K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
9.26KNew |
$300K - $335K
|
9.26K
$361K
|
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
9.24KNew |
$300K - $334K
|
9.24K
$361K
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
9.13KNew |
$296K - $330K
|
9.13K
$356K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
8.83KNew |
$286K - $319K
|
8.83K
$345K
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
8.69KNew |
$282K - $314K
|
8.69K
$339K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.69K+ 2.43% |
$282K - $314K
|
366K
$14.3M
|
|
|
May 15, 2025
Q1 2025
|
Jentner Corp
|
BUY
|
- |
8.59K+ 127.47% |
$278K - $310K
|
15.3K
$598K
|
|
|
Apr 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
8.54K+ 2.73% |
$277K - $309K
|
322K
$12.6M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
8.37K+ 29.1% |
$271K - $302K
|
37.1K
$1.45M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
8.29KNew |
$269K - $299K
|
8.29K
$323K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
8.25KNew |
$267K - $298K
|
8.25K
$322K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
8.06K+ 22.95% |
$261K - $291K
|
43.2K
$1.69M
|
|
|
May 12, 2025
Q1 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
7.81K+ 104.85% |
$253K - $282K
|
15.3K
$595K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
7.7K+ 0.49% |
$250K - $278K
|
1.59M
$62.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.69K+ 6.43% |
$249K - $278K
|
127K
$4.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
7.53K+ 125.61% |
$244K - $272K
|
13.5K
$528K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.33KNew |
$238K - $265K
|
7.33K
$286K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7.29K+ 11.88% |
$236K - $263K
|
68.6K
$2.68M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
7.11K+ 3.48% |
$231K - $257K
|
211K
$8.24M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
7.08K+ 36.85% |
$230K - $256K
|
26.3K
$1.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
7.07K+ 1.26% |
$229K - $256K
|
568K
$22.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
6.86K+ 2.34% |
$222K - $248K
|
300K
$11.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.64K+ 2.96% |
$215K - $240K
|
231K
$9M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
6.64KNew |
$215K - $240K
|
6.64K
$259K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
6.61K+ 5.38% |
$214K - $239K
|
129K
$5.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
6.53K+ 17.14% |
$212K - $236K
|
44.6K
$1.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
6.26KNew |
$203K - $226K
|
6.26K
$244K
|
|
|
Apr 30, 2025
Q1 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
6.21K+ 2.15% |
$201K - $224K
|
294K
$11.5M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
6.09K+ 0.89% |
$197K - $220K
|
692K
$27M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.01K+ 0.56% |
$195K - $217K
|
1.08M
$42M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
6K+ 4.93% |
$194K - $217K
|
128K
$4.98M
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
5.84K+ 4.18% |
$189K - $211K
|
146K
$5.68M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
5.73K+ 4.07% |
$186K - $207K
|
146K
$5.72M
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
5.69K+ 1.48% |
$184K - $205K
|
389K
$15.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.58K+ 12.0% |
$181K - $202K
|
52.1K
$2.03M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.58K+ 3.39% |
$181K - $202K
|
170K
$6.64M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
5.53K+ 43.17% |
$179K - $200K
|
18.3K
$715K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
5.22KNew |
$169K - $189K
|
5.22K
$204K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
5.21K+ 20.47% |
$169K - $188K
|
30.7K
$1.2M
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
5.12K+ 1.61% |
$166K - $185K
|
324K
$12.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
5.08K+ 56.26% |
$165K - $184K
|
14.1K
$551K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
5.07K+ 4.58% |
$164K - $183K
|
116K
$4.51M
|
|
|
Apr 16, 2025
Q1 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
5.05K+ 0.73% |
$164K - $182K
|
697K
$27.2M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5KNew |
$162K - $181K
|
5K
$195K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
4.91K+ 0.53% |
$159K - $177K
|
924K
$36.1M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
4.33K+ 9.47% |
$140K - $156K
|
50.1K
$1.95M
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
4.26K+ 4.48% |
$138K - $154K
|
99.4K
$3.88M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
4.2K+ 2.05% |
$136K - $152K
|
209K
$8.15M
|