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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
50+ 0.56% |
$1.7K - $1.83K
|
9.06K
$280K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
49+ 0.29% |
$1.66K - $1.79K
|
17K
$526K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
46+ 0.29% |
$1.56K - $1.68K
|
15.8K
$488K
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
45+ 0.32% |
$1.53K - $1.65K
|
14.3K
$442K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
32+ 0.29% |
$1.09K - $1.17K
|
11.1K
$344K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
31+ 0.29% |
$1.05K - $1.13K
|
10.8K
$333K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
31+ 0.3% |
$1.05K - $1.13K
|
10.5K
$326K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
30+ 0.18% |
$1.02K - $1.1K
|
17K
$525K
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
27+ 0.05% |
$916 - $988
|
51.6K
$1.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
27+ 0.15% |
$916 - $988
|
17.9K
$554K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
27+ 0.05% |
$916 - $988
|
51.6K
$1.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
BUY
|
- |
27+ 0.29% |
$916 - $988
|
9.38K
$290K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
26+ 0.27% |
$882 - $952
|
9.55K
$295K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
26+ 0.03% |
$882 - $952
|
76.2K
$2.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
26+ 0.29% |
$882 - $952
|
9.04K
$280K
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
25+ 0.29% |
$848 - $915
|
8.67K
$268K
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
25+ 0.04% |
$848 - $915
|
59.5K
$1.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
24+ 0.2% |
$814 - $878
|
12.2K
$377K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
23+ 0.29% |
$780 - $842
|
8.06K
$249K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
23+ 0.28% |
$780 - $842
|
8.12K
$251K
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
21+ 0.29% |
$712 - $769
|
7.34K
$227K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
21+ 0.02% |
$712 - $769
|
101K
$3.11M
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
20+ 0.12% |
$678 - $732
|
17.1K
$529K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
20+ 0.29% |
$678 - $732
|
6.89K
$213K
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
18+ 0.29% |
$611 - $659
|
6.25K
$193K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
18+ 0.26% |
$611 - $659
|
6.85K
$212K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
16+ 0.24% |
$543 - $586
|
6.8K
$210K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
16+ 0.06% |
$543 - $586
|
26.8K
$828K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
16+ 0.29% |
$543 - $586
|
5.55K
$172K
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
BUY
|
- |
15+ 0.09% |
$509 - $549
|
16.7K
$517K
|
|
|
Feb 13, 2025
Q4 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
13+ 0.01% |
$441 - $476
|
236K
$7.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
12+ 0.16% |
$407 - $439
|
7.3K
$226K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.04% |
$407 - $439
|
30.3K
$937K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
10+ 0.27% |
$339 - $366
|
3.65K
$113K
|
|
|
Jan 30, 2025
Q4 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
10+ 0.01% |
$339 - $366
|
77.1K
$2.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
10+ 0.0% |
$339 - $366
|
282K
$8.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
7+ 0.04% |
$237 - $256
|
15.7K
$485K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
7+ 0.02% |
$237 - $256
|
35.3K
$1.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
6+ 0.29% |
$204 - $220
|
2.06K
$63.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
6+ 0.3% |
$204 - $220
|
1.98K
$61.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4+ 0.06% |
$136 - $146
|
6.85K
$212K
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
3+ 0.01% |
$102 - $110
|
33.9K
$1.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3+ 0.05% |
$102 - $110
|
5.88K
$182K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.03% |
$67.8 - $73.2
|
7.26K
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
2+ 0.05% |
$67.8 - $73.2
|
3.64K
$113K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1New |
$33.9 - $36.6
|
1
$30.9
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1+ 0.01% |
$33.9 - $36.6
|
13.8K
$427K
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-2- 0.01% |
$67.8 - $73.2
|
18.3K
$567K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-6- 0.02% |
$204 - $220
|
27.8K
$859K
|