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 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
9.99K+ 3.55% |
$291K - $358K
|
292K
$11.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
9.98K+ 31.9% |
$290K - $358K
|
41.2K
$1.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.89K+ 28.31% |
$288K - $355K
|
44.8K
$1.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
9.83K+ 9.89% |
$286K - $352K
|
109K
$4.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
9.7K+ 10.26% |
$282K - $348K
|
104K
$4.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
9.58K+ 1.0% |
$279K - $343K
|
965K
$37.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.22K+ 4.07% |
$268K - $330K
|
236K
$9.19M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
9.19K+ 12.85% |
$268K - $329K
|
80.7K
$3.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
8.99K+ 4.57% |
$262K - $322K
|
206K
$8.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
8.92K+ 1.97% |
$260K - $320K
|
461K
$18M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
8.83KNew |
$257K - $316K
|
8.83K
$344K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
8.82KNew |
$257K - $316K
|
8.82K
$344K
|
|
|
Jul 28, 2025
Q2 2025
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
8.73KNew |
$254K - $313K
|
8.73K
$340K
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
8.64K+ 45.86% |
$252K - $310K
|
27.5K
$1.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
8.52KNew |
$248K - $305K
|
8.52K
$332K
|
|
|
Aug 12, 2025
Q2 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
8.35K+ 2.13% |
$243K - $299K
|
401K
$15.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
8.3KNew |
$242K - $298K
|
8.3K
$324K
|
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
8.17K+ 2.1% |
$238K - $293K
|
398K
$15.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
8.1K+ 1.51% |
$236K - $290K
|
544K
$21.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
8.09K+ 30.77% |
$236K - $290K
|
34.4K
$1.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
8.02K+ 0.86% |
$234K - $288K
|
940K
$36.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
8.02K+ 1.32% |
$233K - $287K
|
617K
$24.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
7.98K+ 1.06% |
$232K - $286K
|
762K
$29.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
7.82K+ 9.2% |
$228K - $280K
|
92.8K
$3.62M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
7.7K+ 27.73% |
$224K - $276K
|
35.5K
$1.38M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
7.69K+ 38.73% |
$224K - $275K
|
27.5K
$1.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
7.31K+ 0.63% |
$213K - $262K
|
1.17M
$45.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
7.3K+ 1.43% |
$213K - $262K
|
517K
$20.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
7.3K+ 1.63% |
$213K - $262K
|
455K
$17.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
7.26K+ 54.56% |
$211K - $260K
|
20.6K
$802K
|
|
|
Jul 23, 2025
Q2 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
7K+ 1.0% |
$204K - $251K
|
710K
$27.7M
|
|
|
Sep 02, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
6.91KNew |
$201K - $248K
|
6.91K
$270K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
6.87K+ 102.2% |
$200K - $246K
|
13.6K
$531K
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
6.81KNew |
$198K - $244K
|
6.81K
$266K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
6.8K+ 76.97% |
$198K - $244K
|
15.6K
$610K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.75K+ 38.52% |
$196K - $242K
|
24.3K
$947K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
6.66KNew |
$194K - $239K
|
6.66K
$260K
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
6.27K+ 4.46% |
$182K - $225K
|
147K
$5.73M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
6.21K+ 6.58% |
$181K - $222K
|
101K
$3.92M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
6.18K+ 4.59% |
$180K - $221K
|
141K
$5.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
6.12KNew |
$178K - $219K
|
6.12K
$239K
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
6.07KNew |
$177K - $217K
|
6.07K
$237K
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
6.01KNew |
$175K - $215K
|
6.01K
$234K
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
6KNew |
$175K - $215K
|
6K
$234K
|
|
|
Jul 17, 2025
Q2 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
5.95KNew |
$173K - $213K
|
5.95K
$232K
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
5.95K+ 1.85% |
$173K - $213K
|
328K
$12.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
5.87KNew |
$171K - $210K
|
5.87K
$229K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
5.85KNew |
$170K - $210K
|
5.85K
$228K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
5.82KNew |
$169K - $208K
|
5.82K
$227K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
5.8KNew |
$169K - $208K
|
5.8K
$226K
|