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 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-2.22K- 0.32% |
$64.6K - $79.6K
|
700K
$27M
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-2.35K- 0.06% |
$68.4K - $84.2K
|
4.25M
$164M
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.37K- 4.97% |
$69K - $84.9K
|
45.3K
$1.75M
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-2.45K- 0.25% |
$71.4K - $87.9K
|
974K
$37.6M
|
|
|
Jul 25, 2025
Q2 2025
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-2.55K- 24.3% |
$74.2K - $91.3K
|
7.94K
$306K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-2.55K- 4.9% |
$74.2K - $91.3K
|
49.4K
$1.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
SELL
|
- |
-2.57K- 3.25% |
$74.8K - $92K
|
76.5K
$2.95M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.57K- 79.22% |
$75K - $92.3K
|
675
$26.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-2.61K- 2.63% |
$76.1K - $93.6K
|
96.7K
$3.74M
|
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
SELL
|
- |
-2.62K- 3.48% |
$76.4K - $94K
|
72.7K
$2.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.64K- 2.0% |
$77K - $94.8K
|
130K
$5.02M
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-2.65K- 1.28% |
$77.3K - $95.1K
|
204K
$7.88M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.67K- 2.17% |
$77.9K - $95.8K
|
120K
$4.65M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-2.73K- 8.92% |
$79.5K - $97.8K
|
27.9K
$1.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-2.75K- 1.31% |
$79.9K - $98.4K
|
206K
$7.96M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-2.8K- 10.39% |
$81.7K - $100K
|
24.2K
$934K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.93K- 10.94% |
$85.4K - $105K
|
23.9K
$922K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-2.94K- 23.79% |
$85.5K - $105K
|
9.41K
$363K
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-3.07K- 3.5% |
$89.3K - $110K
|
84.5K
$3.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Prudent Man Investment Management, Inc.
Louisville, CO |
SELL
|
- |
-3.08K- 0.2% |
$89.6K - $110K
|
1.5M
$57.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-3.1K- 16.11% |
$90.2K - $111K
|
16.1K
$623K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-3.11K- 4.05% |
$90.5K - $111K
|
73.7K
$2.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-3.14K- 1.12% |
$91.5K - $113K
|
278K
$10.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-3.26K- 1.21% |
$95K - $117K
|
266K
$10.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-3.26K- 17.79% |
$95K - $117K
|
15.1K
$582K
|
|
|
Aug 08, 2025
Q2 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-3.27K- 5.13% |
$95.2K - $117K
|
60.5K
$2.34M
|
|
|
Jul 25, 2025
Q2 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-3.33K- 15.67% |
$96.9K - $119K
|
17.9K
$692K
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-3.37K- 1.39% |
$98.1K - $121K
|
239K
$9.22M
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
SELL
|
- |
-3.4K- 28.41% |
$99K - $122K
|
8.57K
$331K
|
|
|
Aug 14, 2025
Q2 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-3.45K- 1.53% |
$100K - $124K
|
222K
$8.58M
|
|
|
Sep 03, 2025
Q2 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-3.48K- 0.23% |
$101K - $125K
|
1.51M
$58.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Goepper Burkhardt LLC
|
SELL
|
- |
-3.73K- 39.6% |
$109K - $134K
|
5.69K
$220K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-3.76K- 3.27% |
$110K - $135K
|
111K
$4.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.8K- 6.29% |
$111K - $136K
|
56.5K
$2.18M
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-3.8K- 2.36% |
$111K - $136K
|
157K
$6.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.86K- 0.79% |
$112K - $138K
|
485K
$18.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-3.91K- 2.39% |
$114K - $140K
|
160K
$6.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
SELL
|
- |
-4.33K- 8.39% |
$126K - $155K
|
47.3K
$1.83M
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
SELL
|
- |
-4.33K- 8.39% |
$126K - $155K
|
47.3K
$1.83M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.4K- 3.03% |
$128K - $158K
|
141K
$5.44M
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-4.56K- 4.71% |
$133K - $163K
|
92.2K
$3.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-4.63K- 7.25% |
$135K - $166K
|
59.3K
$2.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.71K- 13.57% |
$137K - $169K
|
30K
$1.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.72K- 48.3% |
$138K - $169K
|
5.06K
$195K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.77K- 7.28% |
$139K - $171K
|
60.8K
$2.35M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-4.87K- 17.75% |
$142K - $174K
|
22.6K
$871K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-4.92K- 22.78% |
$143K - $176K
|
16.7K
$644K
|
|
|
Jul 24, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-4.92K- 1.59% |
$143K - $176K
|
305K
$11.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-4.94K- 5.37% |
$144K - $177K
|
87K
$3.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-4.97K- 1.89% |
$145K - $178K
|
258K
$9.98M
|