Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.79M+ 20.32% |
$60.7M - $65.5M
|
10.6M
$381M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.69M+ 53.94% |
$57.3M - $61.8M
|
4.82M
$173M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
1.12MNew |
$38M - $41M
|
1.12M
$40.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
1.1MNew |
$37.3M - $40.3M
|
1.1M
$39.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
839KNew |
$28.5M - $30.7M
|
839K
$30.2M
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
820KNew |
$27.8M - $30M
|
820K
$29.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
789K+ 28.5% |
$26.8M - $28.9M
|
3.56M
$128M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
757KNew |
$25.7M - $27.7M
|
757K
$27.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
724KNew |
$24.6M - $26.5M
|
724K
$26M
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
692KNew |
$23.5M - $25.3M
|
692K
$24.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
547KNew |
$18.6M - $20M
|
547K
$19.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
458K+ 134.83% |
$15.5M - $16.8M
|
797K
$28.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
425KNew |
$14.4M - $15.6M
|
425K
$15.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
373K+ 3.99% |
$12.7M - $13.7M
|
9.72M
$349M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
350K+ 14.07% |
$11.9M - $12.8M
|
2.83M
$102M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
276K+ 12.14% |
$9.37M - $10.1M
|
2.55M
$91.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
226K+ 14.8% |
$7.65M - $8.25M
|
1.75M
$62.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
210K+ 5.24% |
$7.11M - $7.67M
|
4.21M
$151M
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
188KNew |
$6.38M - $6.88M
|
188K
$6.76M
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
149KNew |
$5.05M - $5.45M
|
149K
$5.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
139K+ 4.86% |
$4.72M - $5.09M
|
3M
$108M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
118KNew |
$4.01M - $4.33M
|
118K
$4.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
118KNew |
$4.01M - $4.33M
|
118K
$4.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
109K+ 2.79% |
$3.71M - $4.01M
|
4.03M
$145M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
104K+ 1.15% |
$3.53M - $3.81M
|
9.13M
$328M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
102KNew |
$3.47M - $3.75M
|
102K
$3.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
99.4K+ 9.72% |
$3.37M - $3.64M
|
1.12M
$40.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
71.5K+ 3.7% |
$2.42M - $2.62M
|
2M
$72M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
69.3K+ 2.69% |
$2.35M - $2.54M
|
2.64M
$95M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
68.7K+ 3.44% |
$2.33M - $2.51M
|
2.06M
$74.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
68.1K+ 9.26% |
$2.31M - $2.49M
|
804K
$28.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
67.8K+ 4.35% |
$2.3M - $2.48M
|
1.63M
$58.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
65.9K+ 0.9% |
$2.24M - $2.41M
|
7.38M
$265M
|
|
|
Jan 23, 2025
Q4 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
59.8K+ 3.84% |
$2.03M - $2.19M
|
1.62M
$58.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
55.7KNew |
$1.89M - $2.04M
|
55.7K
$2M
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
52KNew |
$1.77M - $1.9M
|
52K
$1.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
47.2K+ 12.51% |
$1.6M - $1.73M
|
424K
$15.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
46.9K+ 64.04% |
$1.59M - $1.72M
|
120K
$4.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
45.6K+ 15.63% |
$1.55M - $1.67M
|
337K
$12.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
45.2K+ 6.32% |
$1.53M - $1.65M
|
760K
$27.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Chico Wealth Ria
|
BUY
|
- |
43.4K+ 2.8% |
$1.47M - $1.59M
|
1.59M
$57.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
41K+ 6.15% |
$1.39M - $1.5M
|
707K
$25.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
40.6K+ 6.02% |
$1.38M - $1.48M
|
715K
$25.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
38.1K+ 155.12% |
$1.29M - $1.39M
|
62.6K
$2.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
37.8KNew |
$1.28M - $1.38M
|
37.8K
$1.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
33K+ 7.75% |
$1.12M - $1.21M
|
458K
$16.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
32.6KNew |
$1.11M - $1.19M
|
32.6K
$1.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
31.2K+ 0.78% |
$1.06M - $1.14M
|
4.04M
$145M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
30.4KNew |
$1.03M - $1.11M
|
30.4K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
30.2KNew |
$1.03M - $1.11M
|
30.2K
$1.09M
|