Purchases and Sales Made in Q4 2024 in Dimensional ETF Tr U S Core Eq (DFAC)

DFAC Quotes by TradingView

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 29, 2025 Q4 2024
Gem Asset Management, LLC

Plymouth, MI
BUY
 -
396
+ 0.28%
$13.4K - $14.5K
139K $5.01M
Jan 15, 2025 Q4 2024
Atwater Malick LLC

BUY
 -
222
+ 0.28%
$7.53K - $8.13K
78.9K $2.84M
Jan 13, 2025 Q4 2024
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
210
+ 161.54%
$7.12K - $7.69K
340 $12.2K
Jan 24, 2025 Q4 2024
Gps Wealth Strategies Group, LLC

BUY
 -
181
+ 1.41%
$6.14K - $6.62K
13K $469K
Jan 23, 2025 Q4 2024
Concord Wealth Partners

BUY
 -
181
+ 0.21%
$6.14K - $6.62K
85.4K $3.07M
Jan 13, 2025 Q4 2024
Bka Wealth Consulting, Inc.

BUY
 -
151
+ 0.68%
$5.12K - $5.53K
22.4K $805K
Jan 13, 2025 Q4 2024
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
121
+ 0.29%
$4.1K - $4.43K
42K $1.51M
Jan 17, 2025 Q4 2024
High Probability Advisors, LLC

Pittsford, NY
BUY
 -
100
+ 0.32%
$3.39K - $3.66K
30.9K $1.11M
Jan 28, 2025 Q4 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
93
+ 0.28%
$3.15K - $3.4K
33.2K $1.19M
Jan 27, 2025 Q4 2024
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
91
+ 0.29%
$3.09K - $3.33K
31.7K $1.14M
Jan 17, 2025 Q4 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
87
+ 7.06%
$2.95K - $3.18K
1.32K $47.5K
Jan 30, 2025 Q4 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
87
+ 0.36%
$2.95K - $3.18K
24.2K $869K
Jan 24, 2025 Q4 2024
Symphony Financial, Ltd. Co.

BUY
 -
86
+ 0.27%
$2.92K - $3.15K
32.4K $1.17M
Jan 24, 2025 Q4 2024
Better Money Decisions, LLC

BUY
 -
80
+ 0.39%
$2.71K - $2.93K
20.4K $735K
Jan 13, 2025 Q4 2024
Cadent Capital Advisors, LLC

BUY
 -
76
+ 0.14%
$2.58K - $2.78K
54.6K $1.96M
Jan 24, 2025 Q4 2024
Jb Capital LLC

BUY
 -
68
+ 0.23%
$2.31K - $2.49K
30K $1.08M
Jan 22, 2025 Q4 2024
S. R. Schill & Associates

Mercer Island, WA
BUY
 -
68
+ 0.29%
$2.31K - $2.49K
23.7K $852K
Jan 29, 2025 Q4 2024
Tfc Financial Management

BUY
 -
64
+ 0.25%
$2.17K - $2.34K
25.9K $931K
Jan 15, 2025 Q4 2024
Sar Wealth Management Group, LLC

Atlanta, GA
BUY
 -
59
+ 0.29%
$2K - $2.16K
20.4K $732K
Jan 22, 2025 Q4 2024
Integrity Wealth Solutions LLC

Denver, CO
BUY
 -
55
+ 0.04%
$1.87K - $2.01K
148K $5.33M
Jan 16, 2025 Q4 2024
Shore Point Advisors, LLC

BUY
 -
54
+ 0.29%
$1.83K - $1.98K
18.8K $677K
Jan 22, 2025 Q4 2024
Foster Victor Wealth Advisors, LLC

BUY
 -
49
+ 0.29%
$1.66K - $1.79K
17K $612K
Jan 17, 2025 Q4 2024
Magnus Financial Group LLC

New York, NY
BUY
 -
46
+ 0.29%
$1.56K - $1.68K
15.8K $567K
Jan 22, 2025 Q4 2024
Barry Investment Advisors, LLC

BUY
 -
45
+ 0.32%
$1.53K - $1.65K
14.3K $515K
Jan 17, 2025 Q4 2024
Galvin, Gaustad & Stein, LLC

BUY
 -
32
+ 0.29%
$1.09K - $1.17K
11.1K $401K
Jan 14, 2025 Q4 2024
Smith Anglin Financial, LLC

BUY
 -
31
+ 0.29%
$1.05K - $1.13K
10.8K $388K
Jan 29, 2025 Q4 2024
Fairman Group, LLC

Chesterbrook, PA
BUY
 -
31
+ 0.3%
$1.05K - $1.13K
10.5K $379K
Jan 24, 2025 Q4 2024
Matisse Capital

BUY
 -
27
+ 0.29%
$916 - $988
9.38K $337K
Jan 13, 2025 Q4 2024
Wallace Advisory Group, LLC

Lafayette, CA
BUY
 -
26
+ 0.27%
$882 - $952
9.55K $343K
Jan 22, 2025 Q4 2024
Clarity Capital Advisors, LLC

Lakewood Ranch, FL
BUY
 -
26
+ 0.03%
$882 - $952
76.2K $2.74M
Jan 14, 2025 Q4 2024
Ullmann Wealth Partners Group, LLC

BUY
 -
23
+ 0.28%
$780 - $842
8.12K $292K
Jan 21, 2025 Q4 2024
Silver Lake Advisory, LLC

BUY
 -
21
+ 0.29%
$712 - $769
7.34K $264K
Jan 28, 2025 Q4 2024
Sprinkle Financial Consultants LLC

Littleton, CO
BUY
 -
18
+ 0.29%
$611 - $659
6.25K $225K
Jan 13, 2025 Q4 2024
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
16
+ 0.24%
$543 - $586
6.8K $245K
Jan 23, 2025 Q4 2024
Institute For Wealth Management, Llc.

BUY
 -
16
+ 0.06%
$543 - $586
26.8K $963K
Jan 13, 2025 Q4 2024
Exeter Financial, LLC

BUY
 -
15
+ 0.09%
$509 - $549
16.7K $602K
Jan 24, 2025 Q4 2024
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
12
+ 0.04%
$407 - $439
30.3K $1.09M
Jan 24, 2025 Q4 2024
Horst & Graben Wealth Management LLC

BUY
 -
12
+ 0.16%
$407 - $439
7.3K $263K
Jan 16, 2025 Q4 2024
Aspiriant, LLC

BUY
 -
10
+ 0.0%
$339 - $366
282K $10.1M
Jan 28, 2025 Q4 2024
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
7
+ 0.02%
$237 - $256
35.3K $1.27M
Jan 14, 2025 Q4 2024
Accurate Wealth Management, LLC

BUY
 -
3
+ 0.05%
$102 - $110
5.88K $212K
Jan 16, 2025 Q4 2024
Lam Group, Inc.

Lake Oswego, OR
BUY
 -
3
+ 0.01%
$102 - $110
33.9K $1.22M
Jan 21, 2025 Q4 2024
Accel Wealth Management

BUY
 -
2
+ 0.03%
$67.8 - $73.2
7.26K $261K
Jan 17, 2025 Q4 2024
Advisory Alpha, LLC

BUY
 -
1
+ 0.01%
$33.9 - $36.6
13.8K $497K
Jan 27, 2025 Q4 2024
Iron Horse Wealth Management, LLC

BUY
 -
1
New
$33.9 - $36.6
1 $36
Jan 30, 2025 Q4 2024
Compagnie Lombard Odier S Cm A

1204 Geneva, V8
BUY
 -
0
New
$0 - $0
0 $0
Jan 13, 2025 Q4 2024
Quantum Financial Advisors, LLC

Manhattan Beach, CA
SELL
 -
-6
- 0.02%
$204 - $220
27.8K $999K
Jan 16, 2025 Q4 2024
Diversify Advisory Services, LLC

Sandy, UT
SELL
 -
-37
- 0.12%
$1.26K - $1.35K
31K $1.11M
Jan 14, 2025 Q4 2024
Harbor Group, Inc.

SELL
 -
-39
- 0.27%
$1.32K - $1.43K
14.7K $528K

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