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 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
63.2K+ 2.05% |
$1.84M - $2.27M
|
3.15M
$123M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
62.8K+ 15.95% |
$1.83M - $2.25M
|
457K
$17.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
62.2K+ 8.88% |
$1.81M - $2.23M
|
762K
$29.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
62K+ 2.91% |
$1.8M - $2.22M
|
2.19M
$85.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
61.4K+ 9.24% |
$1.79M - $2.2M
|
726K
$28.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
61.2K+ 96.84% |
$1.78M - $2.19M
|
124K
$4.85M
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
60.6K+ 8.25% |
$1.77M - $2.17M
|
796K
$31M
|
|
|
Jul 21, 2025
Q2 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
60K+ 1.7% |
$1.75M - $2.15M
|
3.59M
$140M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
59.9K+ 1.9% |
$1.75M - $2.15M
|
3.21M
$125M
|
|
|
Jul 30, 2025
Q2 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
59.2K+ 2.63% |
$1.72M - $2.12M
|
2.31M
$90.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Applied Capital LLC
|
BUY
|
- |
58.9K+ 4.68% |
$1.71M - $2.11M
|
1.32M
$51.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
57.8KNew |
$1.68M - $2.07M
|
57.8K
$2.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
57.8KNew |
$1.68M - $2.07M
|
57.8K
$2.26M
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
56.2K+ 4.16% |
$1.64M - $2.01M
|
1.4M
$54.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
53.7K+ 483.78% |
$1.56M - $1.92M
|
64.8K
$2.53M
|
|
|
Jul 30, 2025
Q2 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
53.6KNew |
$1.56M - $1.92M
|
53.6K
$2.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
52.8K+ 2.67% |
$1.54M - $1.89M
|
2.03M
$79.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
52.7K+ 3.13% |
$1.53M - $1.89M
|
1.74M
$67.8M
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
51.2K+ 4.06% |
$1.49M - $1.83M
|
1.31M
$51.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
50.3K+ 5.54% |
$1.46M - $1.8M
|
959K
$37.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
50.1K+ 404.81% |
$1.46M - $1.8M
|
62.5K
$2.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
49.7K+ 1.5% |
$1.45M - $1.78M
|
3.38M
$132M
|
|
|
Jul 14, 2025
Q2 2025
|
Shearwater Capital LLC
|
BUY
|
- |
49.6K+ 3.0% |
$1.45M - $1.78M
|
1.7M
$66.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
48.5K+ 179.77% |
$1.41M - $1.74M
|
75.5K
$2.95M
|
|
|
Jul 29, 2025
Q2 2025
|
Schubert & CO
|
BUY
|
- |
46.8K+ 11.08% |
$1.36M - $1.68M
|
469K
$18.3M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
46K+ 63.81% |
$1.34M - $1.65M
|
118K
$4.61M
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
44.7K+ 292.99% |
$1.3M - $1.6M
|
60K
$2.34M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
44.7K+ 178.99% |
$1.3M - $1.6M
|
69.6K
$2.72M
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
44.6K+ 6.4% |
$1.3M - $1.6M
|
742K
$28.9M
|
|
|
Aug 06, 2025
Q2 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
44.5K+ 6.35% |
$1.3M - $1.59M
|
745K
$29.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
43.6K+ 3.7% |
$1.27M - $1.56M
|
1.22M
$47.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
43.6K+ 1.48% |
$1.27M - $1.56M
|
2.99M
$117M
|
|
|
Aug 12, 2025
Q2 2025
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
42K+ 4.76% |
$1.22M - $1.5M
|
924K
$36M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
41.7K+ 6.58% |
$1.22M - $1.5M
|
676K
$26.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
40.7K+ 6.56% |
$1.18M - $1.46M
|
661K
$25.8M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
40.3K+ 142.76% |
$1.17M - $1.44M
|
68.5K
$2.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
40.2K+ 12.7% |
$1.17M - $1.44M
|
356K
$13.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
39.9K+ 2.87% |
$1.16M - $1.43M
|
1.43M
$55.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
39.5KNew |
$1.15M - $1.41M
|
39.5K
$1.54M
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
37.5K+ 4.45% |
$1.09M - $1.34M
|
880K
$34.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
37.5K+ 2.6% |
$1.09M - $1.34M
|
1.48M
$57.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
37.2K+ 4.5% |
$1.08M - $1.33M
|
866K
$33.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
36.9K+ 1.22% |
$1.08M - $1.32M
|
3.06M
$119M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
36.5K+ 9.13% |
$1.06M - $1.31M
|
436K
$17M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
33.9KNew |
$987K - $1.21M
|
33.9K
$1.32M
|
|
|
Jul 21, 2025
Q2 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
33.7K+ 3.42% |
$982K - $1.21M
|
1.02M
$39.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
33.5K+ 4.15% |
$975K - $1.2M
|
840K
$32.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
32.6KNew |
$949K - $1.17M
|
32.6K
$1.27M
|
|
|
Aug 01, 2025
Q2 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
32.3KNew |
$940K - $1.16M
|
32.3K
$1.26M
|
|
|
Jul 24, 2025
Q2 2025
|
Rebel Financial LLC
Groveport, OH |
BUY
|
- |
32.1KNew |
$935K - $1.15M
|
32.1K
$1.25M
|