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 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
29K+ 4.45% |
$985K - $1.06M
|
682K
$24.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
28.9K+ 1.71% |
$980K - $1.06M
|
1.72M
$62M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
28.6KNew |
$969K - $1.05M
|
28.6K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
27.9K+ 0.93% |
$945K - $1.02M
|
3.03M
$109M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
27.3K+ 10.82% |
$926K - $999K
|
280K
$10.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
27K+ 2.98% |
$916K - $988K
|
932K
$33.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
26.4K+ 2.21% |
$895K - $966K
|
1.22M
$43.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
26.1K+ 4.71% |
$886K - $956K
|
580K
$20.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
25.3K+ 1.18% |
$859K - $927K
|
2.17M
$77.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
24.9K+ 2.34% |
$843K - $910K
|
1.09M
$39.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
24.4KNew |
$826K - $892K
|
24.4K
$876K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
24K+ 4.71% |
$813K - $878K
|
533K
$19.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
23.7KNew |
$803K - $866K
|
23.7K
$851K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
23.4KNew |
$793K - $855K
|
23.4K
$840K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
23.2K+ 1.79% |
$786K - $848K
|
1.32M
$47.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
22.7KNew |
$771K - $832K
|
22.7K
$817K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
21.9K+ 0.49% |
$744K - $803K
|
4.52M
$162M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
21.8K+ 4.66% |
$739K - $797K
|
489K
$17.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
21.6K+ 1.51% |
$732K - $790K
|
1.45M
$52.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
20.7K+ 2.88% |
$704K - $759K
|
741K
$26.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
20.1K+ 1785.35% |
$682K - $736K
|
21.2K
$763K
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
19.9K+ 1.68% |
$674K - $727K
|
1.2M
$43.3M
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
19.8KNew |
$671K - $724K
|
19.8K
$711K
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
19.2KNew |
$653K - $704K
|
19.2K
$692K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
18.6KNew |
$631K - $680K
|
18.6K
$668K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
17.8K+ 3.06% |
$603K - $651K
|
600K
$21.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
16.5K+ 66.4% |
$561K - $605K
|
41.4K
$1.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
15.9KNew |
$541K - $584K
|
15.9K
$573K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
15.7KNew |
$533K - $575K
|
15.7K
$565K
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
15.5K+ 2.31% |
$525K - $566K
|
687K
$24.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
15.5K+ 0.67% |
$524K - $566K
|
2.3M
$82.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
14.5K+ 10.69% |
$491K - $529K
|
150K
$5.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
14.3KNew |
$484K - $522K
|
14.3K
$513K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
14.1K+ 14.62% |
$478K - $516K
|
111K
$3.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
13.2K+ 1.25% |
$447K - $483K
|
1.07M
$38.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
13KNew |
$439K - $474K
|
13K
$466K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
12.5KNew |
$424K - $457K
|
12.5K
$449K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
10.2K+ 48.16% |
$345K - $373K
|
31.3K
$1.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.82KNew |
$333K - $359K
|
9.82K
$353K
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
9.53KNew |
$323K - $349K
|
9.53K
$343K
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
9.23KNew |
$313K - $338K
|
9.23K
$332K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
9.03KNew |
$306K - $331K
|
9.03K
$325K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
8.97K+ 3.13% |
$304K - $328K
|
296K
$10.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
BUY
|
- |
8.89K+ 0.73% |
$301K - $325K
|
1.23M
$44.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
8.8K+ 1.18% |
$299K - $322K
|
754K
$27.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
8.6K+ 2.8% |
$292K - $315K
|
316K
$11.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
8.21K+ 100.0% |
$278K - $300K
|
16.4K
$590K
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
8K+ 0.45% |
$271K - $293K
|
1.78M
$63.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.92K+ 1.42% |
$269K - $290K
|
566K
$20.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
7.88KNew |
$267K - $288K
|
7.88K
$283K
|