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 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
118KNew |
$4.01M - $4.33M
|
118K
$4.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
118KNew |
$4.01M - $4.33M
|
118K
$4.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
114KNew |
$3.87M - $4.17M
|
114K
$3.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
113K+ 3.7% |
$3.84M - $4.14M
|
3.17M
$110M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
110KNew |
$3.73M - $4.03M
|
110K
$3.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
109K+ 2.79% |
$3.71M - $4.01M
|
4.03M
$140M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
109K+ 43.66% |
$3.68M - $3.97M
|
357K
$12.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
104K+ 1.15% |
$3.53M - $3.81M
|
9.13M
$316M
|
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
104KNew |
$3.52M - $3.8M
|
104K
$3.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
102KNew |
$3.47M - $3.75M
|
102K
$3.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
99.4K+ 9.72% |
$3.37M - $3.64M
|
1.12M
$38.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
98.6KNew |
$3.34M - $3.61M
|
98.6K
$3.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
95.9KNew |
$3.25M - $3.51M
|
95.9K
$3.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
92.4KNew |
$3.13M - $3.38M
|
92.4K
$3.2M
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
88KNew |
$2.99M - $3.22M
|
88K
$3.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
86.5KNew |
$2.93M - $3.16M
|
86.5K
$3M
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
86.4K+ 10.96% |
$2.93M - $3.16M
|
875K
$30.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
81.6KNew |
$2.77M - $2.99M
|
81.6K
$2.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
77.5K+ 8.87% |
$2.63M - $2.84M
|
951K
$32.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
76.5KNew |
$2.59M - $2.8M
|
76.5K
$2.65M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
75.2K+ 0.95% |
$2.55M - $2.75M
|
7.98M
$276M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
72.5K+ 3.79% |
$2.46M - $2.66M
|
1.98M
$68.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
71.5K+ 3.7% |
$2.42M - $2.62M
|
2M
$69.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
69.9K+ 29.26% |
$2.37M - $2.56M
|
309K
$10.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
69.3K+ 2.69% |
$2.35M - $2.54M
|
2.64M
$91.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
68.7K+ 3.44% |
$2.33M - $2.51M
|
2.06M
$71.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
68.1K+ 9.26% |
$2.31M - $2.49M
|
804K
$27.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
67.8K+ 4.35% |
$2.3M - $2.48M
|
1.63M
$56.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
66.3KNew |
$2.25M - $2.42M
|
66.3K
$2.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
65.9K+ 0.9% |
$2.24M - $2.41M
|
7.38M
$256M
|
|
|
Feb 04, 2025
Q4 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
65.1K+ 6.22% |
$2.21M - $2.38M
|
1.11M
$38.5M
|
|
|
May 01, 2025
Q4 2024
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
62.6KNew |
$2.12M - $2.29M
|
62.6K
$2.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
61K+ 87.28% |
$2.07M - $2.23M
|
131K
$4.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
59.8K+ 3.84% |
$2.03M - $2.19M
|
1.62M
$56.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
59K+ 131.05% |
$2M - $2.16M
|
104K
$3.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
58.8K+ 10.69% |
$2M - $2.15M
|
609K
$21.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
56K+ 2.63% |
$1.9M - $2.05M
|
2.18M
$75.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
55.7KNew |
$1.89M - $2.04M
|
55.7K
$1.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
53K+ 4.12% |
$1.8M - $1.94M
|
1.34M
$46.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
52.9K+ 27.34% |
$1.79M - $1.94M
|
246K
$8.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
52.7KNew |
$1.79M - $1.93M
|
52.7K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
52.2K+ 13.77% |
$1.77M - $1.91M
|
431K
$14.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
52KNew |
$1.77M - $1.9M
|
52K
$1.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
48.8KNew |
$1.65M - $1.78M
|
48.8K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
48KNew |
$1.63M - $1.76M
|
48K
$1.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
47.2K+ 12.51% |
$1.6M - $1.73M
|
424K
$14.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
46.9K+ 64.04% |
$1.59M - $1.72M
|
120K
$4.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
45.8K+ 14.03% |
$1.55M - $1.68M
|
373K
$12.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
45.6K+ 15.63% |
$1.55M - $1.67M
|
337K
$11.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
45.2K+ 6.32% |
$1.53M - $1.65M
|
760K
$26.3M
|