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 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-499- 17.92% |
$16.9K - $18.3K
|
2.29K
$79.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-500- 2.37% |
$17K - $18.3K
|
20.6K
$715K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-511- 0.97% |
$17.3K - $18.7K
|
52K
$1.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-520- 0.04% |
$17.6K - $19K
|
1.45M
$50.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-525- 6.7% |
$17.8K - $19.2K
|
7.31K
$253K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-530- 1.0% |
$18K - $19.4K
|
52.3K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-531- 1.81% |
$18K - $19.4K
|
28.7K
$996K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-531- 3.24% |
$18K - $19.4K
|
15.8K
$549K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-534- 0.06% |
$18.1K - $19.5K
|
896K
$31M
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-540- 4.92% |
$18.3K - $19.8K
|
10.4K
$362K
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
SELL
|
- |
-548- 0.02% |
$18.6K - $20.1K
|
2.96M
$102M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-556- 0.09% |
$18.9K - $20.3K
|
618K
$21.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-582- 4.33% |
$19.7K - $21.3K
|
12.9K
$446K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-588- 0.37% |
$19.9K - $21.5K
|
158K
$5.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-629- 3.39% |
$21.3K - $23K
|
17.9K
$622K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-670- 3.53% |
$22.7K - $24.5K
|
18.3K
$635K
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-688- 0.25% |
$23.3K - $25.2K
|
273K
$9.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-700- 0.82% |
$23.7K - $25.6K
|
84.7K
$2.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-744- 6.71% |
$25.2K - $27.2K
|
10.3K
$358K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-762- 1.32% |
$25.8K - $27.9K
|
56.9K
$1.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-769- 3.19% |
$26.1K - $28.1K
|
23.4K
$810K
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-812- 0.32% |
$27.5K - $29.7K
|
250K
$8.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-852- 1.4% |
$28.9K - $31.2K
|
60K
$2.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-874- 3.96% |
$29.6K - $32K
|
21.2K
$734K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-875- 0.3% |
$29.7K - $32K
|
289K
$10M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-877- 1.2% |
$29.7K - $32.1K
|
72.4K
$2.51M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-891- 7.05% |
$30.2K - $32.6K
|
11.7K
$407K
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-891- 7.05% |
$30.2K - $32.6K
|
11.7K
$407K
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-954- 4.48% |
$32.4K - $34.9K
|
20.4K
$705K
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-979- 0.07% |
$33.2K - $35.8K
|
1.41M
$48.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-991- 0.54% |
$33.6K - $36.3K
|
182K
$6.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-1.03K- 0.48% |
$35K - $37.8K
|
214K
$7.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-1.04K- 0.11% |
$35.2K - $38K
|
914K
$31.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.05K- 1.07% |
$35.8K - $38.6K
|
97.5K
$3.38M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.07K- 4.31% |
$36.4K - $39.3K
|
23.8K
$826K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1.09K- 17.34% |
$36.9K - $39.8K
|
5.18K
$180K
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-1.1K- 0.73% |
$37.3K - $40.2K
|
150K
$5.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-1.13K- 11.53% |
$38.3K - $41.3K
|
8.66K
$300K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-1.14K- 6.47% |
$38.8K - $41.8K
|
16.5K
$572K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.18K- 1.85% |
$40K - $43.1K
|
62.4K
$2.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.23K- 2.89% |
$41.7K - $45K
|
41.4K
$1.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.24K- 1.0% |
$42K - $45.3K
|
123K
$4.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-1.28K- 1.71% |
$43.3K - $46.7K
|
73.5K
$2.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.28K- 12.55% |
$43.4K - $46.8K
|
8.92K
$309K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.31K- 3.64% |
$44.5K - $48K
|
34.7K
$1.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.31K- 12.14% |
$44.6K - $48.1K
|
9.51K
$329K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.34K- 8.15% |
$45.3K - $48.9K
|
15.1K
$522K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-1.37K- 4.21% |
$46.4K - $50.1K
|
31.1K
$1.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-1.42K- 1.15% |
$48K - $51.8K
|
122K
$4.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.43K- 15.14% |
$48.4K - $52.3K
|
8.01K
$277K
|