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 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-14- 0.08% |
$408 - $502
|
16.5K
$642K
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
SELL
|
- |
-26- 0.28% |
$757 - $932
|
9.1K
$355K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-29- 0.18% |
$844 - $1.04K
|
16.1K
$630K
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-31- 0.22% |
$903 - $1.11K
|
14.1K
$549K
|
|
|
Aug 13, 2025
Q2 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-33- 0.14% |
$961 - $1.18K
|
23.9K
$933K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-36- 0.11% |
$1.05K - $1.29K
|
32.3K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-44- 0.35% |
$1.28K - $1.58K
|
12.6K
$491K
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-49- 0.16% |
$1.43K - $1.76K
|
30.8K
$1.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-61- 0.04% |
$1.78K - $2.19K
|
153K
$5.97M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-68- 0.04% |
$1.98K - $2.44K
|
160K
$6.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-78- 3.57% |
$2.27K - $2.8K
|
2.1K
$82.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-94- 0.84% |
$2.74K - $3.37K
|
11.1K
$433K
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-109- 0.06% |
$3.17K - $3.91K
|
184K
$7.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-130- 0.97% |
$3.79K - $4.66K
|
13.3K
$520K
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-155- 1.3% |
$4.51K - $5.56K
|
11.7K
$458K
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
SELL
|
- |
-161- 1.67% |
$4.69K - $5.77K
|
9.49K
$370K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-175- 0.16% |
$5.1K - $6.27K
|
111K
$4.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-176- 13.42% |
$5.13K - $6.31K
|
1.14K
$44.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-189- 1.87% |
$5.5K - $6.77K
|
9.94K
$388K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-198- 2.7% |
$5.77K - $7.1K
|
7.13K
$278K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-200- 2.11% |
$5.82K - $7.17K
|
9.29K
$363K
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-200- 1.68% |
$5.82K - $7.17K
|
11.7K
$458K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-205- 0.17% |
$5.97K - $7.35K
|
120K
$4.68M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-216- 0.42% |
$6.29K - $7.74K
|
50.8K
$1.98M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-218- 1.14% |
$6.35K - $7.81K
|
18.9K
$738K
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-224- 0.76% |
$6.52K - $8.03K
|
29.1K
$1.13M
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-230- 2.47% |
$6.7K - $8.24K
|
9.09K
$355K
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-258- 1.23% |
$7.51K - $9.25K
|
20.7K
$806K
|
|
|
Jul 15, 2025
Q2 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-300- 0.36% |
$8.74K - $10.8K
|
82.9K
$3.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-329- 0.26% |
$9.58K - $11.8K
|
126K
$4.92M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-338- 2.32% |
$9.84K - $12.1K
|
14.2K
$555K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-355- 0.4% |
$10.3K - $12.7K
|
89K
$3.47M
|
|
|
Aug 06, 2025
Q2 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-375- 0.63% |
$10.9K - $13.4K
|
59.2K
$2.31M
|
|
|
Aug 04, 2025
Q2 2025
|
Avant Financial Advisors LLC
Austin, TX |
SELL
|
- |
-377- 0.95% |
$11K - $13.5K
|
39.4K
$1.54M
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-415- 0.04% |
$12.1K - $14.9K
|
947K
$36.9M
|
|
|
Oct 28, 2025
Q2 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-420- 2.29% |
$12.2K - $15.1K
|
17.9K
$698K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-422- 1.88% |
$12.3K - $15.1K
|
22K
$860K
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-429- 5.3% |
$12.5K - $15.4K
|
7.66K
$299K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
SELL
|
- |
-436- 0.9% |
$12.7K - $15.6K
|
47.9K
$1.87M
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-455- 2.24% |
$13.2K - $16.3K
|
19.9K
$777K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-463- 2.97% |
$13.5K - $16.6K
|
15.1K
$590K
|
|
|
Jul 30, 2025
Q2 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-484- 6.35% |
$14.1K - $17.3K
|
7.14K
$279K
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-511- 0.16% |
$14.9K - $18.3K
|
320K
$12.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-534- 0.17% |
$15.6K - $19.1K
|
314K
$12.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-575- 0.7% |
$16.7K - $20.6K
|
81.4K
$3.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
SELL
|
- |
-588- 3.18% |
$17.1K - $21.1K
|
17.9K
$699K
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-590- 4.1% |
$17.2K - $21.1K
|
13.8K
$538K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-598- 0.06% |
$17.4K - $21.4K
|
923K
$36M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-606- 1.58% |
$17.6K - $21.7K
|
37.8K
$1.48M
|
|
|
Jul 28, 2025
Q2 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
SELL
|
- |
-617- 0.91% |
$18K - $22.1K
|
67.2K
$2.62M
|