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 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
126K+ 290.45% |
$3.67M - $4.52M
|
170K
$6.62M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
126K+ 290.45% |
$3.67M - $4.52M
|
170K
$6.62M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
123K+ 235794.23% |
$3.57M - $4.39M
|
123K
$4.79M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
120K+ 242.69% |
$3.48M - $4.28M
|
169K
$6.59M
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
118K+ 27.17% |
$3.43M - $4.22M
|
551K
$21.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
117K+ 13.72% |
$3.41M - $4.2M
|
972K
$37.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
112K+ 5.96% |
$3.25M - $4M
|
1.98M
$77.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
110K+ 6.65% |
$3.2M - $3.93M
|
1.76M
$68.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
110K+ 2.82% |
$3.19M - $3.92M
|
4M
$156M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
107K+ 10.68% |
$3.1M - $3.82M
|
1.1M
$43.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
106K+ 4.55% |
$3.1M - $3.82M
|
2.44M
$95.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
106K+ 1146.61% |
$3.09M - $3.81M
|
115K
$4.51M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
103K+ 8.54% |
$3M - $3.69M
|
1.31M
$51M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
101K+ 20631.57% |
$2.95M - $3.63M
|
102K
$3.97M
|
|
|
Aug 08, 2025
Q2 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
101K+ 3.9% |
$2.95M - $3.63M
|
2.7M
$105M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
99.3K+ 3.02% |
$2.89M - $3.56M
|
3.39M
$132M
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
98.7K+ 7.88% |
$2.88M - $3.54M
|
1.35M
$52.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
96.7KNew |
$2.82M - $3.46M
|
96.7K
$3.77M
|
|
|
Jul 25, 2025
Q2 2025
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
90.9K+ 10.7% |
$2.65M - $3.26M
|
941K
$36.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
90.2K+ 25.96% |
$2.63M - $3.23M
|
438K
$17.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
89.3K+ 1053.53% |
$2.6M - $3.2M
|
97.8K
$3.81M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
86.8K+ 4.78% |
$2.53M - $3.11M
|
1.9M
$74.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
86.7K+ 4.81% |
$2.52M - $3.11M
|
1.89M
$73.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
86.2K+ 2.89% |
$2.51M - $3.09M
|
3.07M
$120M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
84.1KNew |
$2.45M - $3.02M
|
84.1K
$3.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
BUY
|
- |
81.7K+ 5.9% |
$2.38M - $2.93M
|
1.47M
$57.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
81.4KNew |
$2.37M - $2.92M
|
81.4K
$3.18M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
81.1K+ 5.74% |
$2.36M - $2.91M
|
1.49M
$58.3M
|
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
79.6K+ 12.38% |
$2.32M - $2.85M
|
723K
$28.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
79.6K+ 2.22% |
$2.32M - $2.85M
|
3.66M
$143M
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
79.5KNew |
$2.32M - $2.85M
|
79.5K
$3.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
78.2K+ 2.49% |
$2.28M - $2.8M
|
3.22M
$125M
|
|
|
Jul 14, 2025
Q2 2025
|
Better Wealth, LLC
|
BUY
|
- |
77.3K+ 2.82% |
$2.25M - $2.77M
|
2.82M
$110M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
76.1K+ 0.44% |
$2.22M - $2.73M
|
17.4M
$680M
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
75.7K+ 4.36% |
$2.2M - $2.71M
|
1.81M
$70.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
75.4K+ 33.01% |
$2.19M - $2.7M
|
304K
$11.8M
|
|
|
Aug 13, 2025
Q2 2025
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
73K+ 2.13% |
$2.13M - $2.62M
|
3.51M
$137M
|
|
|
Jul 30, 2025
Q2 2025
|
Planning Center, Inc.
|
BUY
|
- |
72K+ 3.56% |
$2.1M - $2.58M
|
2.09M
$81.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
71.9K+ 1.47% |
$2.09M - $2.58M
|
4.96M
$194M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
70.8K+ 160.82% |
$2.06M - $2.54M
|
115K
$4.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
67.5K+ 4.02% |
$1.97M - $2.42M
|
1.75M
$68.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
66.5K+ 9.42% |
$1.94M - $2.38M
|
772K
$30.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
66.3K+ 4.85% |
$1.93M - $2.38M
|
1.43M
$56M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
66.3K+ 17.96% |
$1.93M - $2.37M
|
435K
$17M
|
|
|
Aug 07, 2025
Q2 2025
|
Retirement Solution Inc.
|
BUY
|
- |
65K+ 13.04% |
$1.89M - $2.33M
|
564K
$22M
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
65K+ 3.39% |
$1.89M - $2.33M
|
1.98M
$77.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
64.9KNew |
$1.89M - $2.32M
|
64.9K
$2.53M
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
64.3K+ 158.44% |
$1.87M - $2.31M
|
105K
$4.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
64K+ 96.99% |
$1.86M - $2.29M
|
130K
$5.07M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
64K+ 195.12% |
$1.86M - $2.29M
|
96.8K
$3.78M
|