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 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
95+ 9500.0% |
$3.08K - $3.43K
|
96
$3.33K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
87+ 0.17% |
$2.82K - $3.14K
|
52.8K
$1.83M
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
86+ 0.66% |
$2.79K - $3.11K
|
13.1K
$455K
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
86New |
$2.79K - $3.11K
|
86
$2.98K
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
82+ 0.22% |
$2.66K - $2.96K
|
37.8K
$1.31M
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
80+ 0.25% |
$2.59K - $2.89K
|
32.6K
$1.13M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
80+ 0.9% |
$2.59K - $2.89K
|
9K
$312K
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
71+ 0.14% |
$2.3K - $2.57K
|
51.6K
$1.79M
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
71+ 0.14% |
$2.3K - $2.57K
|
51.6K
$1.79M
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
68+ 0.25% |
$2.2K - $2.46K
|
27.4K
$948K
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
67New |
$2.17K - $2.42K
|
67
$2.32K
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
66+ 0.12% |
$2.14K - $2.38K
|
54.7K
$1.89M
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
65+ 0.72% |
$2.11K - $2.35K
|
9.12K
$316K
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
61+ 0.25% |
$1.98K - $2.2K
|
24.8K
$859K
|
|
Apr 18, 2025
Q1 2025
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
59+ 0.25% |
$1.91K - $2.13K
|
23.8K
$823K
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
56+ 0.22% |
$1.82K - $2.02K
|
25.9K
$899K
|
|
Apr 11, 2025
Q1 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
50+ 0.25% |
$1.62K - $1.81K
|
20.4K
$707K
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
43+ 0.21% |
$1.39K - $1.55K
|
20.7K
$717K
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
42+ 0.25% |
$1.36K - $1.52K
|
17.1K
$591K
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
41+ 27.52% |
$1.33K - $1.48K
|
190
$6.58K
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
41+ 0.24% |
$1.33K - $1.48K
|
16.9K
$584K
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
39+ 0.25% |
$1.26K - $1.41K
|
15.8K
$546K
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
35+ 0.2% |
$1.13K - $1.26K
|
17.9K
$621K
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
31+ 0.12% |
$1.01K - $1.12K
|
26.9K
$933K
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
31+ 0.23% |
$1.01K - $1.12K
|
13.4K
$464K
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
28+ 0.29% |
$908 - $1.01K
|
9.58K
$332K
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
27+ 0.25% |
$875 - $976
|
10.8K
$375K
|
|
Apr 30, 2025
Q1 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
27+ 0.19% |
$875 - $976
|
14.3K
$497K
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
27+ 0.24% |
$875 - $976
|
11.2K
$387K
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
26+ 0.25% |
$843 - $939
|
10.6K
$366K
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
24+ 0.13% |
$778 - $867
|
17.9K
$622K
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
BUY
|
- |
23+ 0.25% |
$746 - $831
|
9.4K
$326K
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
22+ 0.24% |
$713 - $795
|
9.06K
$314K
|
|
Apr 22, 2025
Q1 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
21+ 0.25% |
$681 - $759
|
8.53K
$296K
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
20+ 0.25% |
$648 - $723
|
8.14K
$282K
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
20+ 0.25% |
$648 - $723
|
8.08K
$280K
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
20+ 0.24% |
$648 - $723
|
8.38K
$290K
|
|
Apr 23, 2025
Q1 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
18+ 0.25% |
$584 - $650
|
7.36K
$255K
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
18+ 0.26% |
$584 - $650
|
6.87K
$238K
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
18+ 0.14% |
$584 - $650
|
12.5K
$434K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
18+ 0.41% |
$584 - $650
|
4.42K
$153K
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
17+ 0.15% |
$551 - $614
|
11K
$383K
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
17+ 0.1% |
$551 - $614
|
17.1K
$593K
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
16+ 0.03% |
$519 - $578
|
48.7K
$1.69M
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
15+ 0.06% |
$486 - $542
|
26.8K
$929K
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
15+ 0.22% |
$486 - $542
|
6.82K
$236K
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
14+ 0.14% |
$454 - $506
|
10.4K
$359K
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
13+ 0.25% |
$421 - $470
|
5.2K
$180K
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
11+ 0.04% |
$357 - $397
|
30.3K
$1.05M
|
|
Apr 22, 2025
Q1 2025
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
11+ 0.05% |
$357 - $397
|
23.7K
$820K
|