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 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-5.27K- 8.14% |
$153K - $189K
|
59.4K
$2.32M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-5.33K- 1.75% |
$155K - $191K
|
300K
$11.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.62K- 0.66% |
$164K - $201K
|
846K
$33M
|
|
|
Aug 12, 2025
Q2 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-5.75K- 0.99% |
$167K - $206K
|
574K
$22.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-5.84K- 6.48% |
$170K - $209K
|
84.3K
$3.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-5.9K- 4.04% |
$172K - $212K
|
140K
$5.47M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-5.98K- 3.83% |
$174K - $214K
|
150K
$5.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-6.12K- 0.84% |
$178K - $219K
|
720K
$28.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-6.2K- 3.31% |
$181K - $222K
|
181K
$7.07M
|
|
|
Aug 05, 2025
Q2 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-6.38K- 33.72% |
$186K - $228K
|
12.5K
$489K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-6.39K- 31.68% |
$186K - $229K
|
13.8K
$538K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-6.55K- 1.65% |
$191K - $235K
|
389K
$15.2M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-6.6K- 8.11% |
$192K - $237K
|
74.8K
$2.92M
|
|
|
Jul 23, 2025
Q2 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-7.2K- 21.63% |
$210K - $258K
|
26.1K
$1.02M
|
|
|
Aug 06, 2025
Q2 2025
|
Keystone Financial Services
|
SELL
|
- |
-7.31K- 25.07% |
$213K - $262K
|
21.9K
$853K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-7.36K- 6.21% |
$214K - $264K
|
111K
$4.34M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-7.93K- 58.66% |
$231K - $284K
|
5.59K
$218K
|
|
|
Aug 11, 2025
Q2 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-7.96K- 5.62% |
$232K - $285K
|
134K
$5.21M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.99K- 1.04% |
$233K - $286K
|
762K
$29.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-8.06K- 18.67% |
$235K - $289K
|
35.1K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-8.28K- 46.16% |
$241K - $297K
|
9.66K
$377K
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-8.31K- 27.76% |
$242K - $298K
|
21.6K
$843K
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-8.44K- 46.32% |
$246K - $303K
|
9.78K
$382K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-8.77K- 2.71% |
$255K - $314K
|
315K
$12.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.15K- 1.98% |
$267K - $328K
|
454K
$17.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-9.19K- 0.79% |
$268K - $329K
|
1.16M
$45.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-9.6K- 1.31% |
$280K - $344K
|
725K
$28.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
SELL
|
- |
-9.77K- 62.56% |
$285K - $350K
|
5.85K
$228K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-9.93K- 0.22% |
$289K - $356K
|
4.58M
$179M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-9.97K- 20.48% |
$290K - $357K
|
38.7K
$1.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-10K- 1.89% |
$293K - $360K
|
522K
$20.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-10.5K- 17.18% |
$306K - $377K
|
50.7K
$1.98M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-10.8K- 45.95% |
$313K - $385K
|
12.6K
$494K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-10.8K- 15.75% |
$315K - $387K
|
57.8K
$2.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-10.9K- 3.2% |
$318K - $391K
|
330K
$12.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-11.1K- 30.08% |
$323K - $398K
|
25.8K
$1.01M
|
|
|
Jul 28, 2025
Q2 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-11.1K- 7.65% |
$324K - $399K
|
134K
$5.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-11.2K- 3.0% |
$327K - $402K
|
364K
$14.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-11.3K- 1.96% |
$328K - $403K
|
563K
$22M
|
|
|
Aug 11, 2025
Q2 2025
|
Conquis Financial LLC
Milbrae, CA |
SELL
|
- |
-11.9K- 5.39% |
$347K - $427K
|
209K
$8.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-12.3K- 16.95% |
$358K - $441K
|
60.3K
$2.35M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-12.4K- 0.52% |
$362K - $446K
|
2.4M
$93.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-12.6K- 1.5% |
$367K - $452K
|
828K
$32.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-13K- 19.59% |
$378K - $465K
|
53.3K
$2.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-13.1K- 0.76% |
$380K - $468K
|
1.7M
$66.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
SELL
|
- |
-13.2K- 1.54% |
$383K - $471K
|
843K
$32.9M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-14K- 21.21% |
$409K - $503K
|
52.2K
$2.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-14.4K- 11.89% |
$419K - $515K
|
107K
$4.16M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-15.2K- 49.7% |
$443K - $546K
|
15.4K
$601K
|
|
|
Jul 25, 2025
Q2 2025
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-16.5K- 4.44% |
$482K - $593K
|
356K
$13.9M
|