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 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.73K+ 5.16% |
$167K - $205K
|
117K
$4.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
5.7KNew |
$166K - $204K
|
5.7K
$222K
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
5.66KNew |
$165K - $203K
|
5.66K
$221K
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
5.62KNew |
$164K - $202K
|
5.62K
$219K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
5.62KNew |
$164K - $201K
|
5.62K
$219K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
5.6K+ 4.24% |
$163K - $201K
|
138K
$5.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
5.56K+ 7.33% |
$162K - $199K
|
81.4K
$3.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
5.52K+ 69.33% |
$161K - $198K
|
13.5K
$526K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
5.21K+ 1.45% |
$152K - $187K
|
365K
$14.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
5.18K+ 1.09% |
$151K - $186K
|
482K
$18.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
5.18K+ 1.51% |
$151K - $186K
|
348K
$13.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
4.96K+ 3.13% |
$145K - $178K
|
163K
$6.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
4.88K+ 3.82% |
$142K - $175K
|
133K
$5.17M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
4.87KNew |
$142K - $175K
|
4.87K
$190K
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
4.83K+ 0.79% |
$141K - $173K
|
620K
$24.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4.75K+ 2.56% |
$138K - $170K
|
190K
$7.42M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
4.71K+ 8.84% |
$137K - $169K
|
58K
$2.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
4.69K+ 0.91% |
$136K - $168K
|
520K
$20.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.66K+ 1.04% |
$136K - $167K
|
451K
$17.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
4.65K+ 1.78% |
$135K - $167K
|
266K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
4.38KNew |
$128K - $157K
|
4.38K
$171K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
4.36K+ 0.58% |
$127K - $156K
|
761K
$29.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
4.31K+ 41.26% |
$126K - $154K
|
14.8K
$576K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
4.21K+ 0.49% |
$123K - $151K
|
859K
$33.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.18K+ 4.66% |
$122K - $150K
|
93.9K
$3.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.05K+ 1.09% |
$118K - $145K
|
375K
$14.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Baker Boyer National Bank
|
BUY
|
- |
4.04K+ 0.22% |
$118K - $145K
|
1.81M
$70.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
3.72K+ 8.37% |
$108K - $133K
|
48.2K
$1.88M
|
|
|
Aug 11, 2025
Q2 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
3.7K+ 2.71% |
$108K - $132K
|
140K
$5.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.68K+ 1.99% |
$107K - $132K
|
188K
$7.34M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.62K+ 0.62% |
$105K - $130K
|
590K
$23M
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
3.61K+ 56.99% |
$105K - $129K
|
9.95K
$388K
|
|
|
Aug 12, 2025
Q2 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
3.57K+ 8.41% |
$104K - $128K
|
46.1K
$1.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.45KNew |
$100K - $124K
|
3.45K
$135K
|
|
|
Aug 25, 2025
Q2 2025
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
3.24K+ 3.89% |
$94.3K - $116K
|
86.5K
$3.38M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.24K+ 30.07% |
$94.3K - $116K
|
14K
$547K
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
3.23K+ 2.5% |
$94.1K - $116K
|
133K
$5.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
3.02K+ 2.06% |
$88K - $108K
|
150K
$5.84M
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
3KNew |
$87.4K - $108K
|
3K
$117K
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
2.82K+ 19.99% |
$82K - $101K
|
16.9K
$659K
|
|
|
Jul 28, 2025
Q2 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
2.78K+ 2.82% |
$80.9K - $99.6K
|
101K
$3.95M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.78K+ 0.06% |
$80.9K - $99.6K
|
4.34M
$169M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.67K+ 1.19% |
$77.8K - $95.8K
|
227K
$8.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.62K+ 50.0% |
$76.3K - $93.9K
|
7.86K
$307K
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
2.6K+ 1.12% |
$75.8K - $93.3K
|
234K
$9.14M
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
2.58K+ 14.1% |
$75.2K - $92.6K
|
20.9K
$816K
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
2.55K+ 2.17% |
$74.1K - $91.2K
|
120K
$4.68M
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
2.54K+ 2.46% |
$74.1K - $91.2K
|
106K
$4.13M
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
2.5K+ 3.88% |
$72.8K - $89.6K
|
66.9K
$2.61M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
2.49K+ 13.78% |
$72.6K - $89.3K
|
20.6K
$803K
|