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 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16.4KNew |
$478K - $588K
|
16.4K
$641K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
16.2K+ 40.21% |
$470K - $579K
|
56.3K
$2.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
15.9K+ 30.06% |
$464K - $571K
|
68.9K
$2.69M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
15.6K+ 6.83% |
$454K - $558K
|
244K
$9.51M
|
|
|
Aug 18, 2025
Q2 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
15.2KNew |
$443K - $545K
|
15.2K
$594K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
15.1K+ 108.58% |
$440K - $542K
|
29K
$1.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
14.8KNew |
$432K - $532K
|
14.8K
$579K
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
14.8K+ 0.42% |
$430K - $529K
|
3.49M
$136M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14.7K+ 1.37% |
$429K - $528K
|
1.09M
$42.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14.7K+ 6.36% |
$427K - $526K
|
245K
$9.58M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
14.6K+ 6.57% |
$426K - $524K
|
237K
$9.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Chico Wealth Ria
|
BUY
|
- |
14.6K+ 0.9% |
$425K - $523K
|
1.64M
$64M
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
14.5KNew |
$421K - $518K
|
14.5K
$564K
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
14.2K+ 1.76% |
$414K - $510K
|
821K
$32M
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
14.2KNew |
$413K - $508K
|
14.2K
$553K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
14K+ 156.12% |
$409K - $503K
|
23K
$899K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
14K+ 46.48% |
$408K - $502K
|
44.1K
$1.72M
|
|
|
Jul 08, 2025
Q2 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
13.9K+ 0.61% |
$404K - $497K
|
2.3M
$89.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
13.7KNew |
$400K - $492K
|
13.7K
$536K
|
|
|
Aug 05, 2025
Q2 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
13.6K+ 53.6% |
$396K - $488K
|
39K
$1.52M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
13.5K+ 2.98% |
$392K - $482K
|
465K
$18.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
13.4KNew |
$391K - $481K
|
13.4K
$524K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
13.4K+ 7.37% |
$390K - $479K
|
195K
$7.6M
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
13.3K+ 1.21% |
$386K - $475K
|
1.11M
$43.1M
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
13.1K+ 8.97% |
$380K - $468K
|
159K
$6.19M
|
|
|
Jul 29, 2025
Q2 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
12.9K+ 0.66% |
$377K - $464K
|
1.98M
$77.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
12.6K+ 123.22% |
$368K - $453K
|
22.9K
$893K
|
|
|
Aug 08, 2025
Q2 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
12.4KNew |
$361K - $444K
|
12.4K
$483K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
12.4K+ 2.18% |
$360K - $444K
|
580K
$22.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
12.2K+ 1.53% |
$355K - $437K
|
808K
$31.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
12K+ 14.41% |
$350K - $431K
|
95.5K
$3.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12KNew |
$350K - $430K
|
12K
$469K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11.9KNew |
$346K - $425K
|
11.9K
$463K
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
11.8K+ 69.18% |
$345K - $424K
|
29K
$1.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
11.7K+ 94.62% |
$340K - $418K
|
24K
$936K
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
11.5K+ 9.82% |
$334K - $411K
|
128K
$5.01M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
11.4KNew |
$332K - $408K
|
11.4K
$444K
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
11.4K+ 9.55% |
$331K - $408K
|
131K
$5.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
11.3KNew |
$329K - $405K
|
11.3K
$441K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
11.3KNew |
$329K - $405K
|
11.3K
$441K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
11.2K+ 5.3% |
$326K - $401K
|
222K
$8.68M
|
|
|
Aug 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
11.1K+ 10.34% |
$325K - $400K
|
119K
$4.64M
|
|
|
Sep 23, 2025
Q2 2025
|
Rs Crum Inc.
|
BUY
|
- |
11.1K+ 0.89% |
$323K - $397K
|
1.25M
$48.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
11KNew |
$321K - $395K
|
11K
$430K
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
10.7K+ 4.21% |
$311K - $383K
|
264K
$10.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
10.3K+ 3.29% |
$301K - $370K
|
324K
$12.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
10.3KNew |
$300K - $369K
|
10.3K
$402K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
10.3KNew |
$299K - $369K
|
10.3K
$401K
|
|
|
Aug 14, 2025
Q2 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
10.3K+ 100.0% |
$299K - $368K
|
20.5K
$800K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
10.2K+ 88.55% |
$297K - $365K
|
21.7K
$847K
|