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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
325+ 1.41% |
$9.46K - $11.6K
|
23.4K
$912K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
324New |
$9.43K - $11.6K
|
324
$12.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
316+ 1.53% |
$9.2K - $11.3K
|
21K
$819K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
295+ 3.76% |
$8.59K - $10.6K
|
8.13K
$317K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
294+ 0.7% |
$8.56K - $10.5K
|
42.3K
$1.65M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
278+ 0.18% |
$8.1K - $9.96K
|
152K
$5.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Exeter Financial, LLC
|
BUY
|
- |
235+ 0.85% |
$6.84K - $8.42K
|
27.9K
$1.09M
|
|
|
Jul 28, 2025
Q2 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
230+ 0.64% |
$6.7K - $8.24K
|
36.3K
$1.42M
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
214+ 0.3% |
$6.23K - $7.67K
|
71.4K
$2.78M
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
207+ 0.3% |
$6.03K - $7.42K
|
69.3K
$2.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
200+ 0.57% |
$5.82K - $7.17K
|
35.5K
$1.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
195+ 1.48% |
$5.68K - $6.99K
|
13.4K
$522K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
178+ 0.67% |
$5.18K - $6.38K
|
26.8K
$1.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
153+ 1.41% |
$4.46K - $5.48K
|
11K
$430K
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
148+ 0.06% |
$4.31K - $5.3K
|
230K
$8.97M
|
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
142+ 0.99% |
$4.14K - $5.09K
|
14.5K
$565K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
126+ 0.3% |
$3.67K - $4.52K
|
42.1K
$1.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
124+ 0.11% |
$3.61K - $4.44K
|
109K
$4.24M
|
|
|
Aug 05, 2025
Q2 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
117+ 0.3% |
$3.41K - $4.19K
|
39K
$1.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
113+ 0.01% |
$3.29K - $4.05K
|
1.27M
$49.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
108+ 0.09% |
$3.14K - $3.87K
|
125K
$4.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
105+ 0.74% |
$3.06K - $3.76K
|
14.4K
$560K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
98+ 0.3% |
$2.85K - $3.51K
|
32.7K
$1.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
97+ 0.26% |
$2.82K - $3.48K
|
37.9K
$1.48M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
96+ 0.3% |
$2.8K - $3.44K
|
32.4K
$1.27M
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
82+ 0.3% |
$2.39K - $2.94K
|
27.5K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
75+ 0.3% |
$2.18K - $2.69K
|
24.9K
$970K
|
|
|
Jul 02, 2025
Q2 2025
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
71+ 0.3% |
$2.07K - $2.54K
|
23.8K
$930K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
70+ 0.24% |
$2.04K - $2.51K
|
29.1K
$1.13M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
69+ 0.3% |
$2.01K - $2.47K
|
23.2K
$905K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
69+ 0.27% |
$2.01K - $2.47K
|
26K
$1.02M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
63+ 0.29% |
$1.83K - $2.26K
|
21.5K
$838K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
62+ 0.17% |
$1.81K - $2.22K
|
36.7K
$1.43M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
62+ 0.47% |
$1.81K - $2.22K
|
13.2K
$514K
|
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
61+ 0.3% |
$1.78K - $2.19K
|
20.5K
$799K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
60+ 0.16% |
$1.75K - $2.15K
|
37.3K
$1.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
51+ 0.3% |
$1.49K - $1.83K
|
17.1K
$668K
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
51+ 0.3% |
$1.49K - $1.83K
|
16.9K
$660K
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
50+ 0.18% |
$1.46K - $1.79K
|
28.6K
$1.11M
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
47+ 0.3% |
$1.37K - $1.68K
|
15.8K
$617K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
47+ 0.29% |
$1.37K - $1.68K
|
16K
$625K
|
|
|
Jul 15, 2025
Q2 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
46+ 0.3% |
$1.34K - $1.65K
|
15.2K
$593K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
44+ 0.25% |
$1.28K - $1.58K
|
18K
$701K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
41+ 0.17% |
$1.19K - $1.47K
|
23.9K
$933K
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
34+ 0.3% |
$990 - $1.22K
|
11.2K
$437K
|
|
|
Jul 17, 2025
Q2 2025
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
33+ 0.14% |
$961 - $1.18K
|
23.7K
$925K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
32+ 0.3% |
$932 - $1.15K
|
10.8K
$423K
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
BUY
|
- |
31+ 0.3% |
$903 - $1.11K
|
10.2K
$398K
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
31+ 0.29% |
$903 - $1.11K
|
10.6K
$413K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
31+ 0.17% |
$903 - $1.11K
|
18.8K
$732K
|