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
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
30.4KNew |
$885K - $1.09M
|
30.4K
$1.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
30.3K+ 3.11% |
$882K - $1.09M
|
1M
$39.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
29.6K+ 17.66% |
$862K - $1.06M
|
197K
$7.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
29.5K+ 37.01% |
$858K - $1.06M
|
109K
$4.26M
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
29KNew |
$846K - $1.04M
|
29K
$1.13M
|
|
|
Aug 04, 2025
Q2 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
28.7K+ 3.15% |
$835K - $1.03M
|
939K
$36.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
28.5K+ 10.55% |
$830K - $1.02M
|
298K
$11.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
28KNew |
$815K - $1M
|
28K
$1.09M
|
|
|
Aug 15, 2025
Q2 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
27.7KNew |
$807K - $993K
|
27.7K
$1.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
27.3K+ 3.05% |
$795K - $978K
|
921K
$35.9M
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
27K+ 5.84% |
$788K - $969K
|
490K
$19.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
26.7K+ 9.64% |
$777K - $956K
|
303K
$11.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
26K+ 2.26% |
$757K - $931K
|
1.18M
$45.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
25.2K+ 17.2% |
$734K - $903K
|
172K
$6.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
24.4K+ 3.6% |
$709K - $873K
|
701K
$27.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
23.6KNew |
$687K - $845K
|
23.6K
$920K
|
|
|
Jul 15, 2025
Q2 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
23.5K+ 2.01% |
$684K - $841K
|
1.19M
$46.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
23.4K+ 17.55% |
$681K - $838K
|
157K
$6.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
23.2K+ 26.23% |
$674K - $830K
|
111K
$4.35M
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
23.1K+ 1.16% |
$673K - $829K
|
2.01M
$78.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
22.9K+ 11.61% |
$665K - $819K
|
220K
$8.57M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
22.8K+ 12.0% |
$664K - $817K
|
213K
$8.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
22.7K+ 43.67% |
$662K - $815K
|
74.8K
$2.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
22.7K+ 20.52% |
$660K - $813K
|
133K
$5.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
22.4K+ 234.36% |
$651K - $801K
|
31.9K
$1.24M
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
22.3K+ 1.28% |
$648K - $798K
|
1.77M
$68.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
22KNew |
$640K - $788K
|
22K
$858K
|
|
|
Jul 25, 2025
Q2 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
21.9K+ 1.03% |
$638K - $786K
|
2.15M
$83.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
21.8KNew |
$636K - $783K
|
21.8K
$852K
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
21.8K+ 15.33% |
$633K - $780K
|
164K
$6.39M
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
21.7K+ 6.46% |
$633K - $779K
|
358K
$14M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.9KNew |
$610K - $750K
|
20.9K
$817K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
20.7K+ 4.39% |
$603K - $743K
|
493K
$19.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
20.7K+ 2.99% |
$603K - $742K
|
713K
$27.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
20.6KNew |
$600K - $738K
|
20.6K
$804K
|
|
|
Aug 12, 2025
Q2 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
20K+ 27.39% |
$583K - $717K
|
93.1K
$3.63M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
19.9K+ 27.61% |
$580K - $713K
|
92K
$3.59M
|
|
|
Jul 30, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
19.6KNew |
$570K - $701K
|
19.6K
$764K
|
|
|
Aug 08, 2025
Q2 2025
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
BUY
|
- |
19.5K+ 2.87% |
$568K - $699K
|
700K
$27.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
19.3K+ 38.45% |
$561K - $690K
|
69.3K
$2.71M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
18.9K+ 53.97% |
$551K - $678K
|
54K
$2.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
18.8K+ 1.93% |
$547K - $674K
|
993K
$38.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
18.7K+ 32.85% |
$545K - $670K
|
75.7K
$2.95M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
17.9K+ 11.09% |
$522K - $643K
|
180K
$7.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
17.9K+ 10.98% |
$520K - $640K
|
181K
$7.05M
|
|
|
Jul 18, 2025
Q2 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
17.8K+ 2.29% |
$517K - $637K
|
795K
$31M
|
|
|
Aug 07, 2025
Q2 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
17.5K+ 13.05% |
$510K - $628K
|
152K
$5.92M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
17.2K+ 0.74% |
$502K - $618K
|
2.34M
$91.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
16.8K+ 0.77% |
$489K - $602K
|
2.21M
$86.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
16.7K+ 21.61% |
$486K - $598K
|
93.8K
$3.66M
|