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 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-20.7K- 1.38% |
$704K - $759K
|
1.48M
$48.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-21.5K- 1.18% |
$729K - $787K
|
1.79M
$58.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-21.7K- 15.56% |
$735K - $793K
|
118K
$3.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-22.3K- 3.42% |
$755K - $815K
|
629K
$20.6M
|
|
|
Feb 26, 2025
Q4 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-23.1K- 1.52% |
$782K - $844K
|
1.49M
$48.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-23.4K- 1.18% |
$794K - $857K
|
1.96M
$64.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-23.5K- 80.19% |
$796K - $859K
|
5.8K
$190K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-24.6K- 5.12% |
$833K - $899K
|
455K
$14.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-25.6K- 4.43% |
$869K - $938K
|
553K
$18.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-26.7K- 5.68% |
$905K - $976K
|
443K
$14.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-27.2K- 3.11% |
$922K - $994K
|
847K
$27.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-27.8K- 3.37% |
$943K - $1.02M
|
798K
$26.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-28.1K- 19.89% |
$953K - $1.03M
|
113K
$3.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-28.7K- 2.43% |
$974K - $1.05M
|
1.15M
$37.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-29K- 1.0% |
$982K - $1.06M
|
2.87M
$94.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-29.4K- 3.64% |
$996K - $1.07M
|
778K
$25.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-30K- 1.1% |
$1.02M - $1.1M
|
2.71M
$88.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-31.2K- 29.02% |
$1.06M - $1.14M
|
76.4K
$2.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-33.1K- 9.54% |
$1.12M - $1.21M
|
314K
$10.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-33.5K- 1.0% |
$1.14M - $1.23M
|
3.3M
$108M
|
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-37.9K- 16.03% |
$1.28M - $1.39M
|
198K
$6.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-38K- 6.13% |
$1.29M - $1.39M
|
582K
$19.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-38.2K- 2.29% |
$1.3M - $1.4M
|
1.63M
$53.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-41.6K- 4.52% |
$1.41M - $1.52M
|
880K
$28.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-43.8K- 10.97% |
$1.49M - $1.6M
|
356K
$11.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-45.4K- 46.75% |
$1.54M - $1.66M
|
51.8K
$1.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-46.6K- 26.49% |
$1.58M - $1.7M
|
129K
$4.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-46.8K- 6.83% |
$1.59M - $1.71M
|
639K
$21M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-47.1K- 2.28% |
$1.6M - $1.72M
|
2.02M
$66.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-48.9K- 2.29% |
$1.66M - $1.79M
|
2.08M
$68.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-50.2K- 2.14% |
$1.7M - $1.84M
|
2.3M
$75.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-54.3K- 8.03% |
$1.84M - $1.99M
|
621K
$20.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-58.4K- 1.38% |
$1.98M - $2.14M
|
4.16M
$136M
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-59.4K- 0.89% |
$2.01M - $2.17M
|
6.64M
$218M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-65.4K- 1.22% |
$2.22M - $2.39M
|
5.3M
$174M
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-67.1K- 5.4% |
$2.28M - $2.46M
|
1.18M
$38.6M
|
|
|
Jan 06, 2025
Q4 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-68.7K- 3.21% |
$2.33M - $2.51M
|
2.07M
$68M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-70.5K- 3.93% |
$2.39M - $2.58M
|
1.72M
$56.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-74.5K- 3.52% |
$2.53M - $2.73M
|
2.04M
$67.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-76.5K- 1.82% |
$2.59M - $2.8M
|
4.11M
$135M
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
SELL
|
- |
-77K- 2.63% |
$2.61M - $2.82M
|
2.85M
$93.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-77.6K- 39.22% |
$2.63M - $2.84M
|
120K
$3.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-78.4K- 26.15% |
$2.66M - $2.87M
|
222K
$7.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-79.8K- 2.53% |
$2.71M - $2.92M
|
3.08M
$101M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-80K- 1.26% |
$2.71M - $2.93M
|
6.28M
$206M
|
|
|
Jan 23, 2025
Q4 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-80.1K- 2.64% |
$2.72M - $2.93M
|
2.95M
$96.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-83K- 2.67% |
$2.81M - $3.04M
|
3.03M
$99.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-83.9K- 9.21% |
$2.85M - $3.07M
|
827K
$27.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-85.5K- 1.69% |
$2.9M - $3.13M
|
4.96M
$163M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-92.9K- 4.34% |
$3.15M - $3.4M
|
2.05M
$67.2M
|