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
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.42K+ 0.45% |
$46.1K - $51.4K
|
315K
$10.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
1.38K+ 2.28% |
$44.8K - $49.9K
|
62K
$2.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.37K+ 0.86% |
$44.5K - $49.6K
|
161K
$5.59M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.17K+ 10.17% |
$37.8K - $42.1K
|
12.6K
$438K
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
1.16K+ 4.23% |
$37.5K - $41.8K
|
28.5K
$988K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.14K+ 0.51% |
$37.1K - $41.3K
|
227K
$7.85M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.06K+ 0.68% |
$34.3K - $38.2K
|
156K
$5.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
889+ 6.23% |
$28.8K - $32.1K
|
15.2K
$525K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
780+ 1.48% |
$25.3K - $28.2K
|
53.3K
$1.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
726+ 2.13% |
$23.5K - $26.2K
|
34.7K
$1.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
708+ 3.75% |
$23K - $25.6K
|
19.6K
$678K
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
688+ 5.25% |
$22.3K - $24.9K
|
13.8K
$478K
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
679+ 0.42% |
$22K - $24.5K
|
163K
$5.64M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
652+ 3.34% |
$21.1K - $23.6K
|
20.2K
$699K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
624+ 1.97% |
$20.2K - $22.5K
|
32.3K
$1.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
623+ 2.18% |
$20.2K - $22.5K
|
29.2K
$1.01M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
622+ 6.08% |
$20.2K - $22.5K
|
10.8K
$376K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
611+ 10.88% |
$19.8K - $22.1K
|
6.23K
$216K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
583+ 10.04% |
$18.9K - $21.1K
|
6.39K
$221K
|
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
492+ 2.73% |
$16K - $17.8K
|
18.5K
$642K
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
458+ 2.81% |
$14.8K - $16.5K
|
16.8K
$580K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
431+ 2.35% |
$14K - $15.6K
|
18.8K
$650K
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
422+ 0.25% |
$13.7K - $15.2K
|
171K
$5.92M
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
341+ 1.48% |
$11.1K - $12.3K
|
23.4K
$809K
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
324+ 1.81% |
$10.5K - $11.7K
|
18.3K
$633K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
313New |
$10.1K - $11.3K
|
313
$10.8K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
305+ 5.5% |
$9.89K - $11K
|
5.85K
$203K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
292+ 0.12% |
$9.47K - $10.5K
|
254K
$8.79M
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
279+ 4.79% |
$9.05K - $10.1K
|
6.1K
$211K
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
275+ 0.01% |
$8.92K - $9.94K
|
1.99M
$68.8M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
268+ 4.04% |
$8.69K - $9.68K
|
6.91K
$239K
|
|
|
May 01, 2025
Q1 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
252+ 0.03% |
$8.17K - $9.1K
|
840K
$29.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
229+ 1.77% |
$7.42K - $8.27K
|
13.2K
$457K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
216+ 0.42% |
$7K - $7.8K
|
51K
$1.77M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
197+ 1.25% |
$6.39K - $7.12K
|
16K
$553K
|
|
|
Apr 14, 2025
Q1 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
180+ 0.5% |
$5.84K - $6.5K
|
36.1K
$1.25M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
180+ 0.85% |
$5.84K - $6.5K
|
21.4K
$742K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
175+ 0.25% |
$5.67K - $6.32K
|
71.1K
$2.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
169New |
$5.48K - $6.11K
|
169
$5.86K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
159+ 9.6% |
$5.15K - $5.74K
|
1.82K
$62.9K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
158+ 0.16% |
$5.12K - $5.71K
|
98.4K
$3.41M
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
147+ 0.25% |
$4.77K - $5.31K
|
59.6K
$2.07M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
133+ 2.02% |
$4.31K - $4.81K
|
6.73K
$233K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
128+ 0.35% |
$4.15K - $4.62K
|
37.2K
$1.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
128+ 0.08% |
$4.15K - $4.62K
|
152K
$5.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
114+ 0.09% |
$3.7K - $4.12K
|
124K
$4.31M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
110+ 3.5% |
$3.57K - $3.97K
|
3.25K
$113K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
108+ 0.25% |
$3.5K - $3.9K
|
44.1K
$1.53M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
102+ 0.17% |
$3.31K - $3.69K
|
60.1K
$2.08M
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
96+ 0.25% |
$3.11K - $3.47K
|
38.9K
$1.35M
|