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 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
7.28K+ 1.34% |
$262K - $282K
|
552K
$21.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
7.22KNew |
$260K - $280K
|
7.22K
$279K
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
7.02K+ 0.92% |
$253K - $272K
|
769K
$29.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
6.69KNew |
$241K - $260K
|
6.69K
$258K
|
|
|
Oct 08, 2025
Q3 2025
|
New Capital Management LP
|
BUY
|
- |
6.57K+ 0.25% |
$237K - $255K
|
2.65M
$102M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.42KNew |
$231K - $249K
|
6.42K
$248K
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
6.25KNew |
$225K - $242K
|
6.25K
$241K
|
|
|
Oct 31, 2025
Q3 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
6.19K+ 0.58% |
$223K - $240K
|
1.08M
$41.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
6.05K+ 2.29% |
$218K - $235K
|
271K
$10.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
5.89KNew |
$212K - $228K
|
5.89K
$227K
|
|
|
Nov 03, 2025
Q3 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
5.68K+ 0.32% |
$205K - $220K
|
1.77M
$68.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
5.52KNew |
$199K - $214K
|
5.52K
$213K
|
|
|
Oct 08, 2025
Q3 2025
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
5.51KNew |
$199K - $214K
|
5.51K
$213K
|
|
|
Nov 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
5.5KNew |
$198K - $213K
|
5.5K
$212K
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
BUY
|
- |
5.44KNew |
$196K - $211K
|
5.44K
$210K
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
5.43KNew |
$196K - $211K
|
5.43K
$210K
|
|
|
Oct 06, 2025
Q3 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
5.43K+ 3.7% |
$196K - $210K
|
152K
$5.88M
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
5.4KNew |
$194K - $209K
|
5.4K
$208K
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
5.35KNew |
$193K - $207K
|
5.35K
$207K
|
|
|
Oct 10, 2025
Q3 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
5.29KNew |
$191K - $205K
|
5.29K
$204K
|
|
|
Oct 17, 2025
Q3 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
5.25KNew |
$189K - $204K
|
5.25K
$203K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
5.09K+ 10.85% |
$184K - $198K
|
52K
$2.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.47K+ 0.76% |
$161K - $173K
|
594K
$23M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
4K+ 4.07% |
$144K - $155K
|
102K
$3.95M
|
|
|
Oct 16, 2025
Q3 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
3.93K+ 0.39% |
$142K - $152K
|
1.01M
$39M
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
3.92K+ 0.67% |
$141K - $152K
|
584K
$22.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
3.91K+ 176.9% |
$141K - $152K
|
6.13K
$237K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.81K+ 17.27% |
$137K - $148K
|
25.8K
$998K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.68K+ 0.71% |
$133K - $143K
|
521K
$20.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.62K+ 6.27% |
$131K - $140K
|
61.4K
$2.37M
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
3.49K+ 0.38% |
$126K - $135K
|
929K
$35.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.37K+ 9.5% |
$121K - $131K
|
38.9K
$1.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
3.25K+ 11.84% |
$117K - $126K
|
30.7K
$1.19M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3.25K+ 0.35% |
$117K - $126K
|
924K
$35.7M
|
|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
3.18K+ 2.0% |
$115K - $123K
|
162K
$6.25M
|
|
|
Nov 04, 2025
Q3 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
3.12K+ 6.76% |
$112K - $121K
|
49.2K
$1.9M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3.1K+ 0.52% |
$112K - $120K
|
595K
$23M
|
|
|
Oct 20, 2025
Q3 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
3.04K+ 0.49% |
$110K - $118K
|
620K
$23.9M
|
|
|
Oct 16, 2025
Q3 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
2.88K+ 3.75% |
$104K - $112K
|
79.7K
$3.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
2.8K+ 2.64% |
$101K - $109K
|
109K
$4.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
2.78K+ 0.48% |
$100K - $108K
|
583K
$22.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
2.75K+ 2.97% |
$99.2K - $107K
|
95.6K
$3.69M
|
|
|
Oct 23, 2025
Q3 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
2.69K+ 7.93% |
$96.9K - $104K
|
36.6K
$1.41M
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.66K+ 39.11% |
$95.9K - $103K
|
9.47K
$366K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.57K+ 3.05% |
$92.7K - $99.8K
|
86.9K
$3.36M
|
|
|
Oct 29, 2025
Q3 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
2.42K+ 0.6% |
$87K - $93.7K
|
403K
$15.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.41K+ 1.27% |
$86.7K - $93.3K
|
192K
$7.43M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2.38K+ 209.78% |
$85.8K - $92.3K
|
3.52K
$136K
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
2.23K+ 1.97% |
$80.2K - $86.3K
|
115K
$4.45M
|
|
|
Nov 04, 2025
Q3 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
2.13K+ 0.65% |
$76.8K - $82.6K
|
330K
$12.8M
|