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 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-4.21K- 0.18% |
$143K - $154K
|
2.32M
$80.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-4.57K- 4.28% |
$155K - $167K
|
102K
$3.54M
|
|
|
Feb 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-4.78K- 6.81% |
$162K - $175K
|
65.4K
$2.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-4.85K- 24.59% |
$165K - $178K
|
14.9K
$515K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-4.85K- 3.1% |
$165K - $178K
|
152K
$5.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-4.86K- 0.53% |
$165K - $178K
|
907K
$31.4M
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-5.06K- 4.87% |
$172K - $185K
|
98.8K
$3.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-5.06K- 1.48% |
$172K - $185K
|
337K
$11.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-5.22K- 11.84% |
$177K - $191K
|
38.9K
$1.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.32K- 35.07% |
$181K - $195K
|
9.86K
$341K
|
|
|
Feb 10, 2025
Q4 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-5.84K- 3.88% |
$198K - $214K
|
145K
$5.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-6.09K- 4.91% |
$207K - $223K
|
118K
$4.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-6.39K- 22.07% |
$217K - $234K
|
22.6K
$782K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-6.59K- 2.08% |
$223K - $241K
|
310K
$10.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-6.69K- 84.45% |
$227K - $245K
|
1.23K
$42.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-6.82K- 13.15% |
$231K - $250K
|
45K
$1.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-7K- 15.94% |
$237K - $256K
|
36.9K
$1.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-7.16K- 1.54% |
$243K - $262K
|
457K
$15.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-7.42K- 7.23% |
$252K - $271K
|
95.1K
$3.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-7.6K- 4.53% |
$258K - $278K
|
160K
$5.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-7.61K- 1.31% |
$258K - $279K
|
572K
$19.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-7.81K- 9.64% |
$265K - $286K
|
73.2K
$2.54M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-8.24K- 0.16% |
$279K - $302K
|
5.17M
$179M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-8.33K- 14.96% |
$282K - $305K
|
47.3K
$1.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-8.63K- 0.79% |
$293K - $316K
|
1.09M
$37.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-9.27K- 3.06% |
$314K - $339K
|
293K
$10.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-9.46K- 6.01% |
$321K - $346K
|
148K
$5.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-9.85K- 3.48% |
$334K - $361K
|
273K
$9.47M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-10K- 10.01% |
$340K - $366K
|
90K
$3.12M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-10.1K- 36.33% |
$342K - $369K
|
17.7K
$612K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-10.1K- 1.69% |
$342K - $369K
|
588K
$20.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-10.4K- 7.03% |
$354K - $382K
|
138K
$4.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-10.6K- 2.25% |
$358K - $386K
|
458K
$15.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-10.7K- 1.3% |
$362K - $391K
|
811K
$28.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-10.7K- 34.77% |
$362K - $391K
|
20K
$694K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-11.4K- 3.3% |
$385K - $416K
|
333K
$11.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-11.5K- 3.99% |
$391K - $422K
|
278K
$9.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.5K- 20.84% |
$392K - $423K
|
43.9K
$1.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-11.6K- 1.27% |
$393K - $424K
|
903K
$31.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.9K- 1.52% |
$404K - $436K
|
771K
$26.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-12K- 0.56% |
$406K - $438K
|
2.14M
$74.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-12.9K- 9.33% |
$438K - $472K
|
125K
$4.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-13K- 1.09% |
$439K - $474K
|
1.17M
$40.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-13.1K- 17.01% |
$444K - $480K
|
63.9K
$2.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-13.2K- 0.69% |
$447K - $482K
|
1.91M
$66.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-13.9K- 0.33% |
$471K - $508K
|
4.18M
$145M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-14K- 18.54% |
$474K - $511K
|
61.4K
$2.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-14K- 7.96% |
$475K - $512K
|
162K
$5.61M
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-14.5K- 66.67% |
$491K - $530K
|
7.24K
$251K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-14.7K- 0.92% |
$499K - $538K
|
1.59M
$55M
|