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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.59M+ 108.94% |
$134M - $165M
|
8.81M
$339M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.79M+ 5.18% |
$81.1M - $99.8M
|
56.6M
$2.18B
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.62M+ 5.02% |
$76.4M - $94M
|
54.8M
$2.11B
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.21M+ 209.6% |
$64.4M - $79.2M
|
3.26M
$126M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.41M+ 1500.09% |
$41M - $50.5M
|
1.5M
$57.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
BUY
|
- |
1.31M+ 47.14% |
$38.1M - $46.8M
|
4.08M
$157M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.19MNew |
$34.6M - $42.5M
|
1.19M
$45.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.1M+ 2.91% |
$32M - $39.4M
|
38.9M
$1.5B
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
969K+ 8.21% |
$28.2M - $34.7M
|
12.8M
$492M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
969K+ 21.19% |
$28.2M - $34.7M
|
5.54M
$213M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
931K+ 101.3% |
$27.1M - $33.4M
|
1.85M
$71.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
755K+ 68.99% |
$22M - $27.1M
|
1.85M
$71.1M
|
|
|
Aug 13, 2025
Q2 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
739KNew |
$21.5M - $26.5M
|
739K
$28.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
593KNew |
$17.3M - $21.2M
|
593K
$22.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
497K+ 4.89% |
$14.5M - $17.8M
|
10.7M
$410M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
408K+ 16.0% |
$11.9M - $14.6M
|
2.96M
$114M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
321K+ 7.12% |
$9.35M - $11.5M
|
4.83M
$186M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
316K+ 38.48% |
$9.19M - $11.3M
|
1.14M
$43.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
312K+ 10.26% |
$9.08M - $11.2M
|
3.35M
$129M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
301K+ 54.65% |
$8.76M - $10.8M
|
851K
$32.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
297K+ 20.72% |
$8.66M - $10.7M
|
1.73M
$66.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
280K+ 9.95% |
$8.15M - $10M
|
3.09M
$119M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
277K+ 1517.07% |
$8.07M - $9.93M
|
295K
$11.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
273K+ 3.51% |
$7.94M - $9.77M
|
8.04M
$309M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
272K+ 11.59% |
$7.93M - $9.76M
|
2.62M
$101M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
266K+ 53.9% |
$7.73M - $9.52M
|
758K
$29.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
243K+ 6.65% |
$7.09M - $8.72M
|
3.9M
$150M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
232K+ 63.48% |
$6.76M - $8.32M
|
598K
$23M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
222K+ 6.7% |
$6.47M - $7.96M
|
3.54M
$136M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
218K+ 5.48% |
$6.34M - $7.8M
|
4.19M
$161M
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
214K+ 6.96% |
$6.23M - $7.67M
|
3.29M
$127M
|
|
|
Aug 14, 2025
Q2 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
203K+ 8.75% |
$5.9M - $7.26M
|
2.52M
$96.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
196K+ 5.52% |
$5.71M - $7.02M
|
3.74M
$144M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
190K+ 15.48% |
$5.55M - $6.82M
|
1.42M
$54.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
188K+ 4.7% |
$5.48M - $6.74M
|
4.19M
$161M
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
182KNew |
$5.3M - $6.53M
|
182K
$7.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
181K+ 9.35% |
$5.28M - $6.5M
|
2.12M
$81.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
174K+ 1.64% |
$5.06M - $6.22M
|
10.7M
$413M
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
168K+ 5.27% |
$4.9M - $6.03M
|
3.36M
$129M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
164K+ 17.18% |
$4.76M - $5.86M
|
1.12M
$42.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
158KNew |
$4.6M - $5.66M
|
158K
$6.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
155K+ 6.08% |
$4.51M - $5.55M
|
2.7M
$104M
|
|
|
Jul 30, 2025
Q2 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
150K+ 19.51% |
$4.35M - $5.36M
|
916K
$35.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
144KNew |
$4.2M - $5.17M
|
144K
$5.55M
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
137K+ 10.34% |
$3.99M - $4.91M
|
1.46M
$56.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
134K+ 9.38% |
$3.91M - $4.81M
|
1.56M
$60.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
133K+ 23.62% |
$3.87M - $4.77M
|
696K
$26.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
131KNew |
$3.83M - $4.71M
|
131K
$5.05M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
130K+ 2.19% |
$3.77M - $4.64M
|
6.04M
$232M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
128KNew |
$3.72M - $4.58M
|
128K
$4.92M
|