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 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-415- 0.46% |
$14.1K - $15.2K
|
89.2K
$3.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-419- 0.15% |
$14.2K - $15.3K
|
281K
$11M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-422- 3.06% |
$14.3K - $15.4K
|
13.4K
$521K
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-429- 0.03% |
$14.6K - $15.7K
|
1.69M
$66.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-450- 6.17% |
$15.3K - $16.5K
|
6.84K
$267K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-467- 5.32% |
$15.8K - $17.1K
|
8.31K
$324K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-475- 0.49% |
$16.1K - $17.4K
|
95.9K
$3.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-484- 1.92% |
$16.4K - $17.7K
|
24.7K
$963K
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-486- 1.99% |
$16.5K - $17.8K
|
23.9K
$934K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-499- 17.92% |
$16.9K - $18.3K
|
2.29K
$89.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-500- 2.37% |
$17K - $18.3K
|
20.6K
$805K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-511- 0.97% |
$17.3K - $18.7K
|
52K
$2.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-520- 0.04% |
$17.6K - $19K
|
1.45M
$56.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-525- 6.7% |
$17.8K - $19.2K
|
7.31K
$285K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-530- 1.0% |
$18K - $19.4K
|
52.3K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-531- 1.81% |
$18K - $19.4K
|
28.7K
$1.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-531- 3.24% |
$18K - $19.4K
|
15.8K
$618K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-534- 0.06% |
$18.1K - $19.5K
|
896K
$34.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-540- 4.92% |
$18.3K - $19.8K
|
10.4K
$408K
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
SELL
|
- |
-548- 0.02% |
$18.6K - $20.1K
|
2.96M
$115M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-556- 0.09% |
$18.9K - $20.3K
|
618K
$24.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-582- 4.33% |
$19.7K - $21.3K
|
12.9K
$502K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-588- 0.37% |
$19.9K - $21.5K
|
158K
$6.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-629- 3.39% |
$21.3K - $23K
|
17.9K
$700K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-670- 3.53% |
$22.7K - $24.5K
|
18.3K
$715K
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-688- 0.25% |
$23.3K - $25.2K
|
273K
$10.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-700- 0.82% |
$23.7K - $25.6K
|
84.7K
$3.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-744- 6.71% |
$25.2K - $27.2K
|
10.3K
$404K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-762- 1.32% |
$25.8K - $27.9K
|
56.9K
$2.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-769- 3.19% |
$26.1K - $28.1K
|
23.4K
$912K
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-812- 0.32% |
$27.5K - $29.7K
|
250K
$9.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-852- 1.4% |
$28.9K - $31.2K
|
60K
$2.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-874- 3.96% |
$29.6K - $32K
|
21.2K
$827K
|
|
|
Jul 24, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-874- 3.96% |
$29.6K - $32K
|
21.2K
$827K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-875- 0.3% |
$29.7K - $32K
|
289K
$11.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-877- 1.2% |
$29.7K - $32.1K
|
72.4K
$2.82M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-891- 7.05% |
$30.2K - $32.6K
|
11.7K
$458K
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-891- 7.05% |
$30.2K - $32.6K
|
11.7K
$458K
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-954- 4.48% |
$32.4K - $34.9K
|
20.4K
$794K
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-979- 0.07% |
$33.2K - $35.8K
|
1.41M
$55.1M
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-991- 0.54% |
$33.6K - $36.3K
|
182K
$7.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-991- 0.54% |
$33.6K - $36.3K
|
182K
$7.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-1.03K- 0.48% |
$35K - $37.8K
|
214K
$8.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-1.04K- 0.11% |
$35.2K - $38K
|
914K
$35.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.05K- 1.07% |
$35.8K - $38.6K
|
97.5K
$3.81M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.07K- 4.31% |
$36.4K - $39.3K
|
23.8K
$930K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1.09K- 17.34% |
$36.9K - $39.8K
|
5.18K
$202K
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-1.1K- 0.73% |
$37.3K - $40.2K
|
150K
$5.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-1.13K- 11.53% |
$38.3K - $41.3K
|
8.66K
$338K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-1.14K- 6.47% |
$38.8K - $41.8K
|
16.5K
$644K
|