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
|
Sage Rhino Capital LLC
|
SELL
|
- |
-2- 0.01% |
$67.8 - $73.2
|
18.3K
$635K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-6- 0.02% |
$204 - $220
|
27.8K
$963K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-9- 0.01% |
$305 - $329
|
60.5K
$2.1M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-19- 0.17% |
$644 - $695
|
11.1K
$386K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-20- 0.02% |
$678 - $732
|
93.8K
$3.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-37- 0.12% |
$1.26K - $1.35K
|
31K
$1.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-39- 0.27% |
$1.32K - $1.43K
|
14.7K
$509K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-44- 0.06% |
$1.49K - $1.61K
|
68.8K
$2.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-57- 0.05% |
$1.93K - $2.09K
|
124K
$4.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-60- 50.0% |
$2.04K - $2.2K
|
60
$2.08K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-60- 50.0% |
$2.04K - $2.2K
|
60
$2.08K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-65- 20.31% |
$2.2K - $2.38K
|
255
$8.84K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-68- 0.07% |
$2.31K - $2.49K
|
92K
$3.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-76- 0.85% |
$2.58K - $2.78K
|
8.84K
$306K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-83- 0.31% |
$2.82K - $3.04K
|
26.9K
$932K
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-94- 0.14% |
$3.19K - $3.44K
|
66.4K
$2.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-95- 0.83% |
$3.22K - $3.48K
|
11.3K
$392K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-100- 0.28% |
$3.39K - $3.66K
|
35.1K
$1.22M
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-105- 0.94% |
$3.56K - $3.84K
|
11K
$382K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-123- 0.44% |
$4.17K - $4.5K
|
28.1K
$973K
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-123- 0.29% |
$4.17K - $4.5K
|
41.7K
$1.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-138- 2.1% |
$4.68K - $5.05K
|
6.45K
$223K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-145- 1.09% |
$4.92K - $5.31K
|
13.1K
$455K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-150- 2.6% |
$5.09K - $5.49K
|
5.62K
$195K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-159- 0.08% |
$5.39K - $5.82K
|
209K
$7.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-171- 1.47% |
$5.8K - $6.26K
|
11.5K
$397K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-189- 1.05% |
$6.41K - $6.92K
|
17.9K
$620K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-190- 0.05% |
$6.44K - $6.95K
|
375K
$13M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-199- 4.32% |
$6.75K - $7.28K
|
4.41K
$153K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-208- 0.19% |
$7.06K - $7.61K
|
111K
$3.83M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-233- 0.77% |
$7.9K - $8.53K
|
29.9K
$1.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-276- 0.29% |
$9.36K - $10.1K
|
95.1K
$3.3M
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-289- 2.16% |
$9.8K - $10.6K
|
13.1K
$454K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-296- 1.26% |
$10K - $10.8K
|
23.1K
$802K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-296- 1.21% |
$10K - $10.8K
|
24.1K
$835K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-299- 15.29% |
$10.1K - $10.9K
|
1.66K
$57.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-320- 2.72% |
$10.9K - $11.7K
|
11.4K
$397K
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-375- 4.22% |
$12.7K - $13.7K
|
8.51K
$295K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-396- 0.33% |
$13.4K - $14.5K
|
118K
$4.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-400- 4.78% |
$13.6K - $14.6K
|
7.97K
$276K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-412- 2.98% |
$14K - $15.1K
|
13.4K
$464K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-415- 0.46% |
$14.1K - $15.2K
|
89.2K
$3.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-419- 0.15% |
$14.2K - $15.3K
|
281K
$9.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-422- 3.06% |
$14.3K - $15.4K
|
13.4K
$463K
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-429- 0.03% |
$14.6K - $15.7K
|
1.69M
$58.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-450- 6.17% |
$15.3K - $16.5K
|
6.84K
$237K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-467- 5.32% |
$15.8K - $17.1K
|
8.31K
$288K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-475- 0.49% |
$16.1K - $17.4K
|
95.9K
$3.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-484- 1.92% |
$16.4K - $17.7K
|
24.7K
$855K
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-486- 1.99% |
$16.5K - $17.8K
|
23.9K
$830K
|