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
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.5K- 20.84% |
$392K - $423K
|
43.9K
$1.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-11.6K- 1.27% |
$393K - $424K
|
903K
$35.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.9K- 1.52% |
$404K - $436K
|
771K
$30.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-12K- 0.56% |
$406K - $438K
|
2.14M
$83.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-12.9K- 9.33% |
$438K - $472K
|
125K
$4.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-13K- 1.09% |
$439K - $474K
|
1.17M
$45.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-13.1K- 17.01% |
$444K - $480K
|
63.9K
$2.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-13.2K- 0.69% |
$447K - $482K
|
1.91M
$74.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-13.9K- 0.33% |
$471K - $508K
|
4.18M
$163M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-14K- 18.54% |
$474K - $511K
|
61.4K
$2.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-14K- 7.96% |
$475K - $512K
|
162K
$6.32M
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-14.5K- 66.67% |
$491K - $530K
|
7.24K
$283K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-14.7K- 0.92% |
$499K - $538K
|
1.59M
$61.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-15.4K- 1.19% |
$523K - $564K
|
1.28M
$50.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-16.6K- 1.44% |
$563K - $608K
|
1.14M
$44.5M
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-17.3K- 96.54% |
$587K - $634K
|
621
$24.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-17.6K- 5.36% |
$596K - $643K
|
310K
$12.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-18.2K- 4.53% |
$618K - $667K
|
384K
$15M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-18.5K- 1.1% |
$629K - $679K
|
1.67M
$65.2M
|
|
|
Jan 02, 2025
Q4 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-19.4K- 2.25% |
$657K - $709K
|
840K
$32.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-19.8K- 21.81% |
$672K - $725K
|
71K
$2.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-19.9K- 40.84% |
$673K - $727K
|
28.8K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-20K- 10.69% |
$677K - $730K
|
167K
$6.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-20.3K- 8.69% |
$687K - $742K
|
213K
$8.31M
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-20.7K- 1.38% |
$704K - $759K
|
1.48M
$57.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-21.5K- 1.18% |
$729K - $787K
|
1.79M
$70M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-21.7K- 15.56% |
$735K - $793K
|
118K
$4.59M
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-22.2K- 2.07% |
$753K - $812K
|
1.05M
$41M
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-22.3K- 3.42% |
$755K - $815K
|
629K
$24.6M
|
|
|
Feb 26, 2025
Q4 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-23.1K- 1.52% |
$782K - $844K
|
1.49M
$58.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-23.4K- 1.18% |
$794K - $857K
|
1.96M
$76.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-23.5K- 80.19% |
$796K - $859K
|
5.8K
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-24.6K- 5.12% |
$833K - $899K
|
455K
$17.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-25.6K- 4.43% |
$869K - $938K
|
553K
$21.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-26.7K- 5.68% |
$905K - $976K
|
443K
$17.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-27.2K- 3.11% |
$922K - $994K
|
847K
$33.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-27.8K- 3.37% |
$943K - $1.02M
|
798K
$31.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-28.1K- 19.89% |
$953K - $1.03M
|
113K
$4.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-28.7K- 2.43% |
$974K - $1.05M
|
1.15M
$45.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-29K- 1.0% |
$982K - $1.06M
|
2.87M
$112M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-29.4K- 3.64% |
$996K - $1.07M
|
778K
$30.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-30K- 1.1% |
$1.02M - $1.1M
|
2.71M
$106M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-31.2K- 29.02% |
$1.06M - $1.14M
|
76.4K
$2.98M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-33.1K- 9.54% |
$1.12M - $1.21M
|
314K
$12.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-33.5K- 1.0% |
$1.14M - $1.23M
|
3.3M
$129M
|
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-37.9K- 16.03% |
$1.28M - $1.39M
|
198K
$7.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-38K- 6.13% |
$1.29M - $1.39M
|
582K
$22.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-38.2K- 2.29% |
$1.3M - $1.4M
|
1.63M
$63.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-41.6K- 4.52% |
$1.41M - $1.52M
|
880K
$34.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-43.8K- 10.97% |
$1.49M - $1.6M
|
356K
$13.9M
|