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
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
4.14K+ 1.22% |
$134K - $150K
|
343K
$13.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4.06K+ 14.38% |
$132K - $147K
|
32.3K
$1.26M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.73K+ 1.71% |
$121K - $135K
|
222K
$8.68M
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
3.71K+ 9.56% |
$120K - $134K
|
42.5K
$1.66M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.66K+ 5.86% |
$119K - $132K
|
66K
$2.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.65K+ 32.14% |
$118K - $132K
|
15K
$585K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.64K+ 7.0% |
$118K - $132K
|
55.6K
$2.17M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
3.4K+ 10.86% |
$110K - $123K
|
34.7K
$1.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
3.39K+ 50.27% |
$110K - $122K
|
10.1K
$395K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
3.27KNew |
$106K - $118K
|
3.27K
$128K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
3.21K+ 15.32% |
$104K - $116K
|
24.1K
$942K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.2K+ 3.34% |
$104K - $116K
|
99.1K
$3.87M
|
|
|
May 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
3.16K+ 5.16% |
$102K - $114K
|
64.4K
$2.51M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.09KNew |
$100K - $112K
|
3.09K
$120K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3KNew |
$97.3K - $108K
|
3K
$117K
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
2.96K+ 43.76% |
$95.9K - $107K
|
9.72K
$379K
|
|
|
May 14, 2025
Q1 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
2.94K+ 12.93% |
$95.2K - $106K
|
25.6K
$1M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.73K+ 9.8% |
$88.5K - $98.6K
|
30.6K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.69K+ 5.1% |
$87.1K - $97.1K
|
55.4K
$2.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
2.67K+ 40.67% |
$86.6K - $96.5K
|
9.24K
$361K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.64K+ 9.61% |
$85.7K - $95.5K
|
30.1K
$1.18M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
2.62K+ 6.14% |
$84.8K - $94.6K
|
45.2K
$1.77M
|
|
|
May 07, 2025
Q1 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
2.58K+ 3.37% |
$83.5K - $93.1K
|
79K
$3.08M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
2.49K+ 39.33% |
$80.8K - $90.1K
|
8.83K
$345K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
2.45K+ 7.32% |
$79.3K - $88.4K
|
35.8K
$1.4M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.42K+ 3.84% |
$78.5K - $87.5K
|
65.5K
$2.56M
|
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
2.28K+ 1.73% |
$73.9K - $82.3K
|
134K
$5.24M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
2.21K+ 18.04% |
$71.8K - $80K
|
14.5K
$565K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.17K+ 9.52% |
$70.3K - $78.4K
|
25K
$974K
|
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
2.11K+ 2.28% |
$68.2K - $76.1K
|
94.5K
$3.69M
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
1.99K+ 20.08% |
$64.5K - $71.8K
|
11.9K
$464K
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1.91K+ 1.37% |
$61.9K - $69K
|
141K
$5.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
1.91K+ 12.73% |
$61.8K - $68.9K
|
16.9K
$659K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.83K+ 7.89% |
$59.2K - $65.9K
|
25K
$974K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1.8K+ 7.15% |
$58.4K - $65.1K
|
27K
$1.05M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.8K+ 10.96% |
$58.4K - $65.1K
|
18.2K
$711K
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
1.77K+ 0.15% |
$57.4K - $63.9K
|
1.16M
$45.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
1.73K+ 0.24% |
$56.1K - $62.5K
|
726K
$28.3M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
1.71K+ 6.74% |
$55.3K - $61.6K
|
27K
$1.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
1.69K+ 1.14% |
$54.9K - $61.2K
|
150K
$5.85M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.63K+ 4.24% |
$53K - $59K
|
40.2K
$1.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
1.62K+ 4.52% |
$52.7K - $58.7K
|
37.6K
$1.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.6K+ 16.37% |
$51.7K - $57.7K
|
11.3K
$443K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.59K+ 23.08% |
$51.5K - $57.4K
|
8.48K
$331K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.58K+ 0.48% |
$51.4K - $57.2K
|
334K
$13M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.58K+ 1.72% |
$51.4K - $57.2K
|
93.5K
$3.65M
|
|
|
Apr 11, 2025
Q1 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
1.57K+ 2.37% |
$50.9K - $56.7K
|
67.8K
$2.65M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1.55KNew |
$50.1K - $55.8K
|
1.55K
$60.3K
|
|
|
May 12, 2025
Q1 2025
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
1.49K+ 1.03% |
$48.2K - $53.7K
|
146K
$5.7M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.48K+ 4.45% |
$47.8K - $53.3K
|
34.6K
$1.35M
|