Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
BUY
|
- |
1.31M+ 47.14% |
$38.1M - $46.8M
|
4.08M
$151M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.19MNew |
$34.6M - $42.5M
|
1.19M
$44M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
969K+ 8.21% |
$28.2M - $34.7M
|
12.8M
$474M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
931K+ 101.3% |
$27.1M - $33.4M
|
1.85M
$68.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
593KNew |
$17.3M - $21.2M
|
593K
$22M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
497K+ 4.89% |
$14.5M - $17.8M
|
10.7M
$395M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
316K+ 38.48% |
$9.19M - $11.3M
|
1.14M
$42.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
301K+ 54.65% |
$8.76M - $10.8M
|
851K
$31.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
297K+ 20.72% |
$8.66M - $10.7M
|
1.73M
$64.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
280K+ 9.95% |
$8.15M - $10M
|
3.09M
$115M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
243K+ 6.65% |
$7.09M - $8.72M
|
3.9M
$145M
|
|
|
Jul 23, 2025
Q2 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
188K+ 4.7% |
$5.48M - $6.74M
|
4.19M
$155M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
181K+ 9.35% |
$5.28M - $6.5M
|
2.12M
$78.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
174K+ 1.64% |
$5.06M - $6.22M
|
10.7M
$398M
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
155K+ 6.08% |
$4.51M - $5.55M
|
2.7M
$100M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
144KNew |
$4.2M - $5.17M
|
144K
$5.34M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
128KNew |
$3.72M - $4.58M
|
128K
$4.74M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
120K+ 242.69% |
$3.48M - $4.28M
|
169K
$6.26M
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
118K+ 27.17% |
$3.43M - $4.22M
|
551K
$20.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
117K+ 13.72% |
$3.41M - $4.2M
|
972K
$36M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
110K+ 2.82% |
$3.19M - $3.92M
|
4M
$148M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
107K+ 10.68% |
$3.1M - $3.82M
|
1.1M
$40.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
106K+ 4.55% |
$3.1M - $3.82M
|
2.44M
$90.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
103K+ 8.54% |
$3M - $3.69M
|
1.31M
$48.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
99.3K+ 3.02% |
$2.89M - $3.56M
|
3.39M
$126M
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
98.7K+ 7.88% |
$2.88M - $3.54M
|
1.35M
$50.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
90.9K+ 10.7% |
$2.65M - $3.26M
|
941K
$34.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
90.2K+ 25.96% |
$2.63M - $3.23M
|
438K
$16.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
84.1KNew |
$2.45M - $3.02M
|
84.1K
$3.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
79.6K+ 2.22% |
$2.32M - $2.85M
|
3.66M
$136M
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
79.5KNew |
$2.32M - $2.85M
|
79.5K
$2.95M
|
|
|
Jul 14, 2025
Q2 2025
|
Better Wealth, LLC
|
BUY
|
- |
77.3K+ 2.82% |
$2.25M - $2.77M
|
2.82M
$104M
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
75.7K+ 4.36% |
$2.2M - $2.71M
|
1.81M
$67.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
66.3K+ 17.96% |
$1.93M - $2.37M
|
435K
$16.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
65K+ 3.39% |
$1.89M - $2.33M
|
1.98M
$73.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
62.8K+ 15.95% |
$1.83M - $2.25M
|
457K
$16.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
60.6K+ 8.25% |
$1.77M - $2.17M
|
796K
$29.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
60K+ 1.7% |
$1.75M - $2.15M
|
3.59M
$133M
|
|
|
Jul 17, 2025
Q2 2025
|
Applied Capital LLC
|
BUY
|
- |
58.9K+ 4.68% |
$1.71M - $2.11M
|
1.32M
$48.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
57.8KNew |
$1.68M - $2.07M
|
57.8K
$2.14M
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
56.2K+ 4.16% |
$1.64M - $2.01M
|
1.4M
$52.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
52.7K+ 3.13% |
$1.53M - $1.89M
|
1.74M
$64.4M
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
51.2K+ 4.06% |
$1.49M - $1.83M
|
1.31M
$48.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
50.3K+ 5.54% |
$1.46M - $1.8M
|
959K
$35.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Shearwater Capital LLC
|
BUY
|
- |
49.6K+ 3.0% |
$1.45M - $1.78M
|
1.7M
$63.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
44.7K+ 292.99% |
$1.3M - $1.6M
|
60K
$2.22M
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
44.6K+ 6.4% |
$1.3M - $1.6M
|
742K
$27.5M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
41.7K+ 6.58% |
$1.22M - $1.5M
|
676K
$25.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
40.7K+ 6.56% |
$1.18M - $1.46M
|
661K
$24.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
40.2K+ 12.7% |
$1.17M - $1.44M
|
356K
$13.2M
|