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 01, 2025
Q2 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
SELL
|
- |
-18.2K- 2.68% |
$530K - $652K
|
660K
$25.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-18.3K- 0.73% |
$532K - $654K
|
2.5M
$96.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-19.2K- 1.2% |
$559K - $689K
|
1.58M
$61M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-19.6K- 3.45% |
$571K - $703K
|
550K
$21.2M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-21.7K- 2.8% |
$632K - $778K
|
753K
$29.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-21.7K- 6.6% |
$633K - $779K
|
308K
$11.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-22.7K- 3.76% |
$660K - $812K
|
580K
$22.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-22.8K- 2.08% |
$664K - $817K
|
1.07M
$41.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-22.9K- 0.46% |
$666K - $819K
|
4.94M
$191M
|
|
|
Jul 16, 2025
Q2 2025
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-23.1K- 74.19% |
$673K - $829K
|
8.04K
$311K
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-23.5K- 4.64% |
$685K - $843K
|
484K
$18.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-23.7K- 22.1% |
$689K - $848K
|
83.4K
$3.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-24.1K- 17.01% |
$703K - $865K
|
118K
$4.55M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-24.2K- 4.57% |
$704K - $867K
|
505K
$19.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-24.9K- 5.62% |
$727K - $894K
|
419K
$16.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-25K- 1.91% |
$729K - $897K
|
1.28M
$49.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-25.5K- 1.6% |
$742K - $913K
|
1.57M
$60.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
SELL
|
- |
-25.9K- 6.19% |
$754K - $928K
|
393K
$15.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-27K- 6.19% |
$785K - $966K
|
408K
$15.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-27.9K- 1.56% |
$813K - $1M
|
1.77M
$68.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-29.3K- 67.72% |
$853K - $1.05M
|
14K
$539K
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-29.4K- 68.74% |
$857K - $1.05M
|
13.4K
$517K
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-30.4K- 44.34% |
$885K - $1.09M
|
38.2K
$1.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-30.8K- 18.77% |
$897K - $1.1M
|
133K
$5.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-31.2K- 1.02% |
$909K - $1.12M
|
3.01M
$116M
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-32.4K- 22.32% |
$944K - $1.16M
|
113K
$4.36M
|
|
|
Aug 07, 2025
Q2 2025
|
Tfo Tdc, LLC
|
SELL
|
- |
-33.4K- 0.82% |
$972K - $1.2M
|
4.04M
$156M
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
SELL
|
- |
-33.9K- 2.84% |
$987K - $1.22M
|
1.16M
$44.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-34.1K- 9.4% |
$992K - $1.22M
|
328K
$12.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-35.8K- 2.55% |
$1.04M - $1.28M
|
1.37M
$52.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-38.8K- 33.54% |
$1.13M - $1.39M
|
76.8K
$2.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
SELL
|
- |
-39.2K- 7.73% |
$1.14M - $1.4M
|
468K
$18.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-39.2K- 10.13% |
$1.14M - $1.41M
|
348K
$13.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-40.6K- 4.87% |
$1.18M - $1.45M
|
792K
$30.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-40.8K- 7.6% |
$1.19M - $1.46M
|
496K
$19.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-41K- 1.89% |
$1.19M - $1.47M
|
2.13M
$82.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-41.4K- 15.71% |
$1.21M - $1.48M
|
222K
$8.58M
|
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-43.1K- 2.26% |
$1.26M - $1.55M
|
1.86M
$71.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-44.1K- 0.97% |
$1.28M - $1.58M
|
4.51M
$174M
|
|
|
Aug 05, 2025
Q2 2025
|
Cloud Capital Management, LLC
Seattle, WA |
SELL
|
- |
-45.3K- 6.59% |
$1.32M - $1.62M
|
642K
$24.8M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-45.7K- 7.17% |
$1.33M - $1.64M
|
592K
$22.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-45.8K- 20.29% |
$1.33M - $1.64M
|
180K
$6.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-46.1K- 1.68% |
$1.34M - $1.65M
|
2.7M
$104M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-48K- 5.36% |
$1.4M - $1.72M
|
848K
$32.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-49.9K- 0.97% |
$1.45M - $1.79M
|
5.07M
$196M
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-50.9K- 83.49% |
$1.48M - $1.82M
|
10.1K
$389K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-51K- 4.15% |
$1.48M - $1.83M
|
1.18M
$45.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-51.2K- 14.53% |
$1.49M - $1.84M
|
301K
$11.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-52.6K- 11.66% |
$1.53M - $1.89M
|
399K
$15.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-52.6K- 32.74% |
$1.53M - $1.89M
|
108K
$4.18M
|