Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
37K+ 3.73% |
$1.33M - $1.44M
|
1.03M
$40.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
36.7K+ 5.42% |
$1.32M - $1.42M
|
713K
$27.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
35.5K+ 7.03% |
$1.28M - $1.37M
|
540K
$21.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
33.5K+ 4.7% |
$1.21M - $1.3M
|
747K
$29.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
30.1K+ 1.48% |
$1.09M - $1.17M
|
2.06M
$80.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
30.1K+ 4.68% |
$1.08M - $1.17M
|
673K
$26.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
26.9K+ 29.24% |
$970K - $1.04M
|
119K
$4.64M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
26.7K+ 1.4% |
$963K - $1.04M
|
1.93M
$75.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
25.7KNew |
$927K - $997K
|
25.7K
$1M
|
|
|
Oct 14, 2025
Q3 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
25.1K+ 3.16% |
$904K - $973K
|
820K
$32M
|
|
|
Nov 03, 2025
Q3 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
24.5K+ 0.91% |
$885K - $952K
|
2.72M
$106M
|
|
|
Oct 06, 2025
Q3 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
23.5K+ 2.07% |
$849K - $913K
|
1.16M
$45.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
20.7KNew |
$747K - $804K
|
20.7K
$809K
|
|
|
Oct 14, 2025
Q3 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
20K+ 3.37% |
$721K - $776K
|
613K
$23.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
19.5K+ 4.23% |
$702K - $756K
|
480K
$18.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
19KNew |
$685K - $737K
|
19K
$741K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
18.8K+ 2.68% |
$676K - $728K
|
719K
$28.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
18.4K+ 1.92% |
$663K - $713K
|
976K
$38.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
18K+ 1.96% |
$647K - $696K
|
934K
$36.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
17.5K+ 32.81% |
$630K - $678K
|
70.7K
$2.76M
|
|
|
Oct 28, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
17.2K+ 1.49% |
$622K - $669K
|
1.17M
$45.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
17.2KNew |
$621K - $668K
|
17.2K
$672K
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
16.6K+ 149.36% |
$598K - $643K
|
27.7K
$1.08M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
16.4K+ 200.0% |
$592K - $637K
|
24.6K
$961K
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
15.8K+ 5.21% |
$570K - $613K
|
319K
$12.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
15.4K+ 9.87% |
$557K - $599K
|
172K
$6.71M
|
|
|
Nov 03, 2025
Q3 2025
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
15.3K+ 1.63% |
$552K - $593K
|
956K
$37.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Chico Wealth Ria
|
BUY
|
- |
14.7K+ 0.9% |
$530K - $570K
|
1.65M
$64.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
14.4K+ 0.96% |
$521K - $560K
|
1.52M
$59.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
12.9K+ 13.84% |
$464K - $500K
|
106K
$4.13M
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
12.4K+ 125.08% |
$448K - $482K
|
22.4K
$873K
|
|
|
Nov 04, 2025
Q3 2025
|
Retirement Solution Inc.
|
BUY
|
- |
12.3K+ 2.19% |
$445K - $479K
|
576K
$22.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
11K+ 38.0% |
$398K - $428K
|
40.1K
$1.56M
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
10.7K+ 0.48% |
$384K - $414K
|
2.22M
$86.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
10.4K+ 3.91% |
$376K - $404K
|
277K
$10.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
10.1KNew |
$365K - $393K
|
10.1K
$395K
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
BUY
|
- |
9.99K+ 2.75% |
$360K - $387K
|
374K
$14.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
9.89K+ 4.06% |
$357K - $384K
|
254K
$9.89M
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
9.83KNew |
$354K - $381K
|
9.83K
$384K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.77K+ 3.98% |
$352K - $379K
|
255K
$9.96M
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
9.63KNew |
$347K - $373K
|
9.63K
$376K
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
9.26KNew |
$334K - $359K
|
9.26K
$361K
|
|
|
Oct 21, 2025
Q3 2025
|
Applied Capital LLC
|
BUY
|
- |
9.01K+ 0.68% |
$325K - $350K
|
1.33M
$51.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
8.95K+ 8.19% |
$322K - $347K
|
118K
$4.61M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.51K+ 28.35% |
$307K - $330K
|
38.5K
$1.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
8.37K+ 0.27% |
$302K - $324K
|
3.06M
$120M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
8.03KNew |
$289K - $311K
|
8.03K
$313K
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
7.58K+ 0.56% |
$273K - $294K
|
1.36M
$53.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
7.49KNew |
$270K - $291K
|
7.49K
$292K
|
|
|
Oct 17, 2025
Q3 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
7.49KNew |
$270K - $290K
|
7.49K
$292K
|