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 17, 2025
Q3 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-4.62K- 7.79% |
$166K - $179K
|
54.7K
$2.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-4.67K- 1.6% |
$168K - $181K
|
288K
$11.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-4.89K- 30.33% |
$176K - $190K
|
11.2K
$434K
|
|
|
Oct 27, 2025
Q3 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
SELL
|
- |
-5.02K- 1.78% |
$181K - $195K
|
276K
$10.7M
|
|
|
Oct 08, 2025
Q3 2025
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-5.39K- 0.29% |
$194K - $209K
|
1.86M
$71.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-5.44K- 5.38% |
$196K - $211K
|
95.7K
$3.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-5.64K- 1.3% |
$203K - $219K
|
429K
$16.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-5.96K- 5.06% |
$215K - $231K
|
112K
$4.32M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-6.05K- 0.15% |
$218K - $234K
|
3.99M
$154M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-6.1K- 53.53% |
$220K - $236K
|
5.29K
$204K
|
|
|
Oct 31, 2025
Q3 2025
|
Conquis Financial LLC
Milbrae, CA |
SELL
|
- |
-6.2K- 2.96% |
$223K - $240K
|
203K
$7.83M
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-6.48K- 25.21% |
$233K - $251K
|
19.2K
$742K
|
|
|
Nov 03, 2025
Q3 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-6.7K- 1.19% |
$241K - $260K
|
556K
$21.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-6.87K- 0.85% |
$247K - $266K
|
801K
$30.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-7.04K- 6.35% |
$254K - $273K
|
104K
$4.01M
|
|
|
Nov 04, 2025
Q3 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
SELL
|
- |
-7.1K- 0.95% |
$256K - $275K
|
737K
$28.5M
|
|
|
Oct 21, 2025
Q3 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-7.29K- 5.45% |
$263K - $283K
|
126K
$4.88M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-7.4K- 4.86% |
$267K - $287K
|
145K
$5.59M
|
|
|
Oct 14, 2025
Q3 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-8.22K- 0.7% |
$296K - $319K
|
1.16M
$44.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-8.26K- 34.88% |
$298K - $320K
|
15.4K
$596K
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-8.27K- 2.69% |
$298K - $321K
|
299K
$11.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-8.38K- 0.34% |
$302K - $325K
|
2.44M
$94.1M
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-8.39K- 1.11% |
$302K - $325K
|
745K
$28.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-8.6K- 2.87% |
$310K - $334K
|
291K
$11.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
SELL
|
- |
-8.71K- 2.08% |
$314K - $338K
|
410K
$15.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-9.55K- 7.58% |
$344K - $370K
|
116K
$4.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-9.91K- 0.55% |
$357K - $384K
|
1.8M
$69.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-9.98K- 0.59% |
$360K - $387K
|
1.69M
$65.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-10.5K- 5.77% |
$377K - $405K
|
171K
$6.59M
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
SELL
|
- |
-10.5K- 5.7% |
$379K - $408K
|
174K
$6.71M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-10.8K- 6.58% |
$388K - $417K
|
153K
$5.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-10.9K- 28.06% |
$394K - $424K
|
28.1K
$1.08M
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-11.4K- 0.89% |
$410K - $441K
|
1.27M
$49.1M
|
|
|
Oct 06, 2025
Q3 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-11.5K- 1.4% |
$416K - $448K
|
816K
$31.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Verisail Partners, LLC
Chamblee, GA |
SELL
|
- |
-12K- 0.55% |
$434K - $467K
|
2.18M
$84.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-13.4K- 0.73% |
$484K - $521K
|
1.84M
$70.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-13.5K- 5.64% |
$485K - $522K
|
225K
$8.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Capstone Capital Wealth Advisors
Henderson, NV |
SELL
|
- |
-14K- 0.8% |
$504K - $542K
|
1.72M
$66.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-14K- 50.9% |
$505K - $543K
|
13.5K
$522K
|
|
|
Oct 15, 2025
Q3 2025
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
SELL
|
- |
-14.6K- 1.73% |
$525K - $565K
|
828K
$32M
|
|
|
Oct 31, 2025
Q3 2025
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-15.2K- 1.29% |
$550K - $591K
|
1.16M
$44.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-16.3K- 0.68% |
$589K - $633K
|
2.38M
$92M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-17K- 1.08% |
$614K - $661K
|
1.56M
$60.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-17.4K- 0.85% |
$626K - $673K
|
2.03M
$78.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-17.4K- 39.8% |
$627K - $675K
|
26.3K
$1.02M
|
|
|
Oct 21, 2025
Q3 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-18.1K- 1.52% |
$652K - $701K
|
1.17M
$45.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-21.2K- 1.2% |
$763K - $821K
|
1.74M
$67.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-21.6K- 2.3% |
$779K - $838K
|
919K
$35.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-21.8K- 99.56% |
$784K - $843K
|
96
$3.71K
|
|
|
Oct 20, 2025
Q3 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-22K- 6.34% |
$795K - $855K
|
326K
$12.6M
|