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 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-621- 9.04% |
$18.1K - $22.3K
|
6.25K
$244K
|
|
|
Jul 23, 2025
Q2 2025
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-630- 7.36% |
$18.3K - $22.6K
|
7.93K
$309K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-651- 0.7% |
$19K - $23.3K
|
92.8K
$3.62M
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-668- 3.54% |
$19.5K - $23.9K
|
18.2K
$710K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-695- 8.19% |
$20.2K - $24.9K
|
7.79K
$304K
|
|
|
Jul 30, 2025
Q2 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-701- 0.43% |
$20.4K - $25.1K
|
161K
$6.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-705- 6.68% |
$20.5K - $25.3K
|
9.85K
$384K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-708- 0.39% |
$20.6K - $25.4K
|
183K
$7.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Renasant Bank
|
SELL
|
- |
-717- 2.5% |
$20.9K - $25.7K
|
27.9K
$1.09M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-726- 0.36% |
$21.1K - $26K
|
202K
$7.88M
|
|
|
Jul 15, 2025
Q2 2025
|
Brewster Financial Planning LLC
|
SELL
|
- |
-749- 2.01% |
$21.8K - $26.8K
|
36.5K
$1.43M
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-750- 11.43% |
$21.8K - $26.9K
|
5.81K
$227K
|
|
|
Jul 30, 2025
Q2 2025
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-779- 5.65% |
$22.7K - $27.9K
|
13K
$507K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-815- 1.74% |
$23.7K - $29.2K
|
46.1K
$1.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
SELL
|
- |
-842- 0.23% |
$24.5K - $30.2K
|
364K
$14.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-847- 0.63% |
$24.7K - $30.4K
|
133K
$5.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-850- 7.97% |
$24.8K - $30.5K
|
9.81K
$383K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-858- 0.84% |
$25K - $30.8K
|
101K
$3.93M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-864- 0.87% |
$25.2K - $31K
|
98.3K
$3.84M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-897- 1.61% |
$26.1K - $32.1K
|
54.7K
$2.14M
|
|
|
Jul 31, 2025
Q2 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-991- 10.64% |
$28.9K - $35.5K
|
8.32K
$325K
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-997- 0.08% |
$29K - $35.7K
|
1.24M
$48.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-1K- 11.06% |
$29.1K - $35.8K
|
8.04K
$314K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.02K- 3.77% |
$29.8K - $36.7K
|
26.1K
$1.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.02K- 2.76% |
$29.8K - $36.7K
|
36.1K
$1.41M
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-1.06K- 0.43% |
$30.8K - $37.9K
|
247K
$9.63M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-1.06K- 32.4% |
$30.9K - $38K
|
2.21K
$86.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.12K- 0.9% |
$32.5K - $40K
|
123K
$4.81M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.14K- 6.87% |
$33.1K - $40.7K
|
15.4K
$600K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.23K- 0.97% |
$35.9K - $44.2K
|
126K
$4.92M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.26K- 0.16% |
$36.8K - $45.3K
|
810K
$31.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.28K- 1.87% |
$37.2K - $45.7K
|
67.1K
$2.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.28K- 0.9% |
$37.2K - $45.8K
|
141K
$5.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.31K- 0.12% |
$38K - $46.8K
|
1.12M
$43.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-1.34K- 11.78% |
$38.9K - $47.9K
|
10K
$391K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-1.44K- 4.82% |
$41.9K - $51.6K
|
28.4K
$1.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.45K- 1.76% |
$42.2K - $52K
|
81.1K
$3.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.5K- 82.54% |
$43.7K - $53.7K
|
317
$12.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.71K- 9.52% |
$49.8K - $61.3K
|
16.2K
$634K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.73K- 8.75% |
$50.4K - $62K
|
18K
$704K
|
|
|
Aug 13, 2025
Q2 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-1.91K- 0.65% |
$55.7K - $68.6K
|
292K
$11.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.94K- 14.78% |
$56.5K - $69.6K
|
11.2K
$437K
|
|
|
Jul 24, 2025
Q2 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-1.95K- 7.62% |
$56.9K - $70K
|
23.7K
$924K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-1.96K- 1.81% |
$57.1K - $70.3K
|
106K
$4.15M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.97K- 11.15% |
$57.3K - $70.6K
|
15.7K
$612K
|
|
|
Aug 07, 2025
Q2 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
SELL
|
- |
-2K- 12.8% |
$58.2K - $71.6K
|
13.6K
$531K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2K- 1.24% |
$58.2K - $71.7K
|
159K
$6.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.01K- 0.66% |
$58.5K - $72K
|
302K
$11.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
SELL
|
- |
-2.06K- 10.5% |
$59.8K - $73.7K
|
17.5K
$684K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-2.12K- 4.07% |
$61.6K - $75.9K
|
49.8K
$1.94M
|