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 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-6.09K- 4.91% |
$207K - $223K
|
118K
$3.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-6.39K- 22.07% |
$217K - $234K
|
22.6K
$740K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-6.59K- 2.08% |
$223K - $241K
|
310K
$10.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-6.69K- 84.45% |
$227K - $245K
|
1.23K
$40.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-6.82K- 13.15% |
$231K - $250K
|
45K
$1.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-7K- 15.94% |
$237K - $256K
|
36.9K
$1.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-7.16K- 1.54% |
$243K - $262K
|
457K
$15M
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-7.42K- 7.23% |
$252K - $271K
|
95.1K
$3.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-7.6K- 4.53% |
$258K - $278K
|
160K
$5.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-7.61K- 1.31% |
$258K - $279K
|
572K
$18.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-7.81K- 9.64% |
$265K - $286K
|
73.2K
$2.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-8.24K- 0.16% |
$279K - $302K
|
5.17M
$170M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-8.33K- 14.96% |
$282K - $305K
|
47.3K
$1.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-8.63K- 0.79% |
$293K - $316K
|
1.09M
$35.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-9.27K- 3.06% |
$314K - $339K
|
293K
$9.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-9.46K- 6.01% |
$321K - $346K
|
148K
$4.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-9.85K- 3.48% |
$334K - $361K
|
273K
$8.97M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-10K- 10.01% |
$340K - $366K
|
90K
$2.95M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-10.1K- 36.33% |
$342K - $369K
|
17.7K
$579K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-10.1K- 1.69% |
$342K - $369K
|
588K
$19.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-10.4K- 7.03% |
$354K - $382K
|
138K
$4.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-10.6K- 2.25% |
$358K - $386K
|
458K
$15M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-10.7K- 1.3% |
$362K - $391K
|
811K
$26.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-10.7K- 34.77% |
$362K - $391K
|
20K
$657K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-11.4K- 3.3% |
$385K - $416K
|
333K
$10.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-11.5K- 3.99% |
$391K - $422K
|
278K
$9.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.5K- 20.84% |
$392K - $423K
|
43.9K
$1.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-11.6K- 1.27% |
$393K - $424K
|
903K
$29.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.9K- 1.52% |
$404K - $436K
|
771K
$25.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-12K- 0.56% |
$406K - $438K
|
2.14M
$70.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-12.9K- 9.33% |
$438K - $472K
|
125K
$4.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-13K- 1.09% |
$439K - $474K
|
1.17M
$38.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-13.1K- 17.01% |
$444K - $480K
|
63.9K
$2.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-13.2K- 0.69% |
$447K - $482K
|
1.91M
$62.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-13.9K- 0.33% |
$471K - $508K
|
4.18M
$137M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-14K- 18.54% |
$474K - $511K
|
61.4K
$2.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-14K- 7.96% |
$475K - $512K
|
162K
$5.31M
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-14.5K- 66.67% |
$491K - $530K
|
7.24K
$238K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-14.7K- 0.92% |
$499K - $538K
|
1.59M
$52M
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-15.4K- 1.19% |
$523K - $564K
|
1.28M
$42.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-16.6K- 1.44% |
$563K - $608K
|
1.14M
$37.4M
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-17.3K- 96.54% |
$587K - $634K
|
621
$20.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-17.6K- 5.36% |
$596K - $643K
|
310K
$10.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-18.2K- 4.53% |
$618K - $667K
|
384K
$12.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-18.5K- 1.1% |
$629K - $679K
|
1.67M
$54.8M
|
|
|
Jan 02, 2025
Q4 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-19.4K- 2.25% |
$657K - $709K
|
840K
$27.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-19.8K- 21.81% |
$672K - $725K
|
71K
$2.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-19.9K- 40.84% |
$673K - $727K
|
28.8K
$944K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-20K- 10.69% |
$677K - $730K
|
167K
$5.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-20.3K- 8.69% |
$687K - $742K
|
213K
$6.99M
|