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 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-59.5K- 6.2% |
$1.73M - $2.13M
|
899K
$35.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-60.9K- 12.21% |
$1.77M - $2.18M
|
438K
$17.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-65.5K- 1.79% |
$1.91M - $2.35M
|
3.59M
$140M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-66K- 13.07% |
$1.92M - $2.37M
|
439K
$17.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-66.4K- 3.15% |
$1.93M - $2.38M
|
2.05M
$79.8M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-70.2K- 1.75% |
$2.05M - $2.52M
|
3.95M
$154M
|
|
|
Jul 17, 2025
Q2 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-72.5K- 6.96% |
$2.11M - $2.6M
|
970K
$37.9M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-73.1K- 5.01% |
$2.13M - $2.62M
|
1.39M
$54.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-75.5K- 2.95% |
$2.2M - $2.7M
|
2.49M
$97M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-80.1K- 4.0% |
$2.33M - $2.87M
|
1.92M
$74.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
SELL
|
- |
-83.1K- 7.98% |
$2.42M - $2.98M
|
958K
$37.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-84.9K- 6.53% |
$2.47M - $3.04M
|
1.21M
$47.4M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-87.1K- 2.16% |
$2.54M - $3.12M
|
3.94M
$154M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-87.7K- 2.43% |
$2.55M - $3.14M
|
3.52M
$137M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-87.9K- 37.44% |
$2.56M - $3.15M
|
147K
$5.73M
|
|
|
Aug 05, 2025
Q2 2025
|
Entrewealth, LLC
Austin, TX |
SELL
|
- |
-90.5K- 40.35% |
$2.64M - $3.24M
|
134K
$5.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-93.7K- 3.69% |
$2.73M - $3.36M
|
2.45M
$95.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-95.1K- 15.14% |
$2.77M - $3.41M
|
533K
$20.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-103K- 60.31% |
$3M - $3.69M
|
67.7K
$2.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-129K- 3.06% |
$3.77M - $4.64M
|
4.09M
$160M
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-137K- 5.83% |
$3.99M - $4.91M
|
2.21M
$86.3M
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
SELL
|
- |
-144K- 5.16% |
$4.19M - $5.16M
|
2.65M
$103M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-151K- 12.1% |
$4.41M - $5.43M
|
1.1M
$42.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
SELL
|
- |
-158K- 5.83% |
$4.61M - $5.67M
|
2.56M
$99.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-162K- 10.43% |
$4.71M - $5.8M
|
1.39M
$54.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Millburn Ridgefield Corp
|
SELL
|
- |
-166K- 5.0% |
$4.84M - $5.95M
|
3.16M
$123M
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-166K- 5.0% |
$4.84M - $5.95M
|
3.16M
$123M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-169K- 11.54% |
$4.94M - $6.07M
|
1.3M
$50.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-187K- 81.6% |
$5.44M - $6.69M
|
42.1K
$1.64M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-204K- 35.89% |
$5.95M - $7.32M
|
365K
$14.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-210K- 37.2% |
$6.11M - $7.52M
|
354K
$13.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-210K- 3.78% |
$6.12M - $7.54M
|
5.36M
$209M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-211K- 23.05% |
$6.13M - $7.55M
|
703K
$27.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-211K- 10.24% |
$6.14M - $7.56M
|
1.85M
$72.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-230K- 96.42% |
$6.69M - $8.24M
|
8.54K
$333K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-294K- 3.19% |
$8.57M - $10.5M
|
8.92M
$348M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-311K- 4.04% |
$9.05M - $11.1M
|
7.38M
$288M
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-350K- 5.19% |
$10.2M - $12.6M
|
6.39M
$250M
|
|
|
Aug 12, 2025
Q2 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-352K- 34.13% |
$10.2M - $12.6M
|
679K
$26.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-358K- 17.66% |
$10.4M - $12.8M
|
1.67M
$65.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Wolfstich Capital, LLC
Medfield, MA |
SELL
|
- |
-404K- 50.15% |
$11.8M - $14.5M
|
402K
$15.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-407K- 7.82% |
$11.8M - $14.6M
|
4.8M
$187M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-436K- 58.6% |
$12.7M - $15.6M
|
308K
$12M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-453K- 5.45% |
$13.2M - $16.2M
|
7.87M
$307M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-459K- 8.71% |
$13.4M - $16.5M
|
4.81M
$188M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-490K- 12.59% |
$14.3M - $17.6M
|
3.4M
$133M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-618K- 86.8% |
$18M - $22.1M
|
93.9K
$3.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-702K- 64.77% |
$20.4M - $25.1M
|
382K
$14.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-738K- 23.87% |
$21.5M - $26.5M
|
2.36M
$91.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-814K- 4.97% |
$23.7M - $29.2M
|
15.6M
$607M
|