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
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.18K- 1.85% |
$40K - $43.1K
|
62.4K
$2.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.23K- 2.89% |
$41.7K - $45K
|
41.4K
$1.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.24K- 1.0% |
$42K - $45.3K
|
123K
$4.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-1.28K- 1.71% |
$43.3K - $46.7K
|
73.5K
$2.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.28K- 12.55% |
$43.4K - $46.8K
|
8.92K
$348K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.31K- 3.64% |
$44.5K - $48K
|
34.7K
$1.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.31K- 12.14% |
$44.6K - $48.1K
|
9.51K
$371K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.34K- 8.15% |
$45.3K - $48.9K
|
15.1K
$588K
|
|
|
Oct 27, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-1.37K- 4.21% |
$46.4K - $50.1K
|
31.1K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-1.37K- 4.21% |
$46.4K - $50.1K
|
31.1K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-1.42K- 1.15% |
$48K - $51.8K
|
122K
$4.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.43K- 15.14% |
$48.4K - $52.3K
|
8.01K
$312K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.45K- 6.19% |
$49.1K - $53K
|
21.9K
$856K
|
|
|
Aug 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.47K- 0.67% |
$49.8K - $53.8K
|
219K
$8.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.47K- 0.67% |
$49.8K - $53.8K
|
219K
$8.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-1.51K- 5.02% |
$51.1K - $55.2K
|
28.5K
$1.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.58K- 2.92% |
$53.6K - $57.9K
|
52.5K
$2.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.59K- 5.31% |
$54.1K - $58.3K
|
28.4K
$1.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.68K- 0.87% |
$57.1K - $61.6K
|
191K
$7.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-1.69K- 6.91% |
$57.2K - $61.7K
|
22.7K
$886K
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-1.69K- 0.81% |
$57.3K - $61.8K
|
207K
$8.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.71K- 6.32% |
$57.9K - $62.4K
|
25.3K
$986K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.71K- 1.35% |
$57.9K - $62.5K
|
125K
$4.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.71K- 2.09% |
$58.1K - $62.7K
|
80.4K
$3.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-1.72K- 0.42% |
$58.3K - $62.9K
|
410K
$16M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.74K- 0.84% |
$58.9K - $63.5K
|
205K
$8M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.8K- 12.41% |
$61K - $65.8K
|
12.7K
$496K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.8K- 0.11% |
$61.1K - $65.9K
|
1.6M
$62.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.81K- 6.2% |
$61.2K - $66.1K
|
27.3K
$1.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-1.85K- 21.46% |
$62.7K - $67.6K
|
6.76K
$264K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.86K- 6.2% |
$63.1K - $68.1K
|
28.1K
$1.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1.88K- 10.27% |
$63.7K - $68.8K
|
16.4K
$641K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.89K- 1.49% |
$64.1K - $69.1K
|
125K
$4.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-1.93K- 8.27% |
$65.4K - $70.6K
|
21.4K
$834K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.98K- 4.89% |
$67.2K - $72.5K
|
38.5K
$1.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-2.02K- 1.27% |
$68.6K - $74K
|
157K
$6.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-2.04K- 6.5% |
$69.3K - $74.8K
|
29.4K
$1.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.06K- 0.22% |
$69.8K - $75.3K
|
952K
$37.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-2.07K- 4.67% |
$70.3K - $75.9K
|
42.3K
$1.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.37K- 48.19% |
$80.2K - $86.6K
|
2.54K
$99.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-2.37K- 0.7% |
$80.3K - $86.6K
|
338K
$13.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-2.57K- 2.5% |
$87.1K - $94K
|
100K
$3.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.68K- 2.56% |
$90.8K - $97.9K
|
102K
$3.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.76K- 7.62% |
$93.7K - $101K
|
33.5K
$1.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-2.8K- 6.16% |
$95K - $102K
|
42.6K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-2.9K- 3.73% |
$98.4K - $106K
|
74.8K
$2.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-2.92K- 3.07% |
$98.9K - $107K
|
91.9K
$3.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2.95K- 29.32% |
$100K - $108K
|
7.12K
$278K
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-3.17K- 4.26% |
$107K - $116K
|
71.2K
$2.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.4K- 6.26% |
$115K - $124K
|
50.9K
$1.99M
|