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 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
2.34K+ 5.18% |
$68.2K - $83.9K
|
47.6K
$1.86M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.33K+ 7.59% |
$67.8K - $83.4K
|
33K
$1.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
2.32K+ 5.2% |
$67.5K - $83.1K
|
46.9K
$1.83M
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
2.21KNew |
$64.4K - $79.2K
|
2.21K
$86.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
2.17K+ 1.54% |
$63.2K - $77.8K
|
143K
$5.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
2.14K+ 9.16% |
$62.3K - $76.7K
|
25.5K
$995K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.04K+ 2.06% |
$59.4K - $73.1K
|
101K
$3.95M
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
1.78K+ 0.62% |
$51.9K - $63.9K
|
288K
$11.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.78K+ 0.54% |
$51.7K - $63.7K
|
332K
$13M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.76K+ 0.53% |
$51.3K - $63.1K
|
336K
$13.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1.74K+ 276.27% |
$50.5K - $62.2K
|
2.36K
$92.2K
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.68K+ 2.25% |
$48.9K - $60.2K
|
76.3K
$2.98M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
1.61K+ 1.95% |
$46.8K - $57.6K
|
84.1K
$3.28M
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
1.43K+ 1.89% |
$41.6K - $51.2K
|
76.8K
$3M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.41K+ 11.13% |
$41.2K - $50.7K
|
14.1K
$551K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.38K+ 41.49% |
$40.3K - $49.6K
|
4.72K
$184K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.36K+ 4.03% |
$39.6K - $48.7K
|
35.1K
$1.37M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.3K+ 0.14% |
$37.8K - $46.6K
|
925K
$36.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.27K+ 10.17% |
$36.9K - $45.4K
|
13.7K
$535K
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
1.25K+ 1.91% |
$36.5K - $44.9K
|
67K
$2.61M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.22K+ 11.26% |
$35.6K - $43.8K
|
12.1K
$471K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
1.13K+ 7.8% |
$32.9K - $40.5K
|
15.6K
$609K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1.07K+ 50.73% |
$31.2K - $38.5K
|
3.19K
$124K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.07KNew |
$31.2K - $38.4K
|
1.07K
$41.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
975New |
$28.4K - $34.9K
|
975
$38K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
963+ 0.99% |
$28K - $34.5K
|
98.5K
$3.84M
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
853+ 0.47% |
$24.8K - $30.6K
|
183K
$7.14M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
837+ 1.48% |
$24.4K - $30K
|
57.4K
$2.24M
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
836New |
$24.3K - $30K
|
836
$32.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
796+ 2.62% |
$23.2K - $28.5K
|
31.1K
$1.21M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
784+ 12.85% |
$22.8K - $28.1K
|
6.89K
$269K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
768+ 1.1% |
$22.4K - $27.5K
|
70.6K
$2.76M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
706New |
$20.6K - $25.3K
|
706
$27.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
673+ 5.03% |
$19.6K - $24.1K
|
14.1K
$548K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
668+ 0.29% |
$19.5K - $23.9K
|
227K
$8.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
650+ 10.63% |
$18.9K - $23.3K
|
6.76K
$264K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
635+ 8.09% |
$18.5K - $22.8K
|
8.48K
$331K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
629+ 1.86% |
$18.3K - $22.5K
|
34.5K
$1.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
615+ 3.28% |
$17.9K - $22K
|
19.4K
$756K
|
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
BUY
|
- |
597+ 3.89% |
$17.4K - $21.4K
|
15.9K
$621K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
576+ 3.84% |
$16.8K - $20.6K
|
15.6K
$608K
|
|
|
Jul 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
565+ 6.19% |
$16.5K - $20.2K
|
9.69K
$378K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
505+ 1.17% |
$14.7K - $18.1K
|
43.7K
$1.71M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
502+ 0.96% |
$14.6K - $18K
|
52.6K
$2.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
502+ 3.0% |
$14.6K - $18K
|
17.3K
$673K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
446+ 0.3% |
$13K - $16K
|
150K
$5.87M
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
410+ 4.22% |
$11.9K - $14.7K
|
10.1K
$395K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
406+ 4.51% |
$11.8K - $14.6K
|
9.41K
$367K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
371+ 0.61% |
$10.8K - $13.3K
|
61.5K
$2.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
335+ 2.11% |
$9.76K - $12K
|
16.2K
$633K
|