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 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
24.9K+ 2.34% |
$843K - $910K
|
1.09M
$37.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
24.4KNew |
$826K - $892K
|
24.4K
$844K
|
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
24.1KNew |
$816K - $880K
|
24.1K
$833K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
24K+ 268.04% |
$814K - $879K
|
33K
$1.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
24K+ 4.71% |
$813K - $878K
|
533K
$18.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
23.7KNew |
$803K - $866K
|
23.7K
$820K
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
23.4K+ 20.74% |
$794K - $857K
|
136K
$4.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
23.4KNew |
$793K - $855K
|
23.4K
$810K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
23.2K+ 1.79% |
$786K - $848K
|
1.32M
$45.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
23.1K+ 2.53% |
$782K - $844K
|
936K
$32.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
22.7KNew |
$771K - $832K
|
22.7K
$788K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
22.4KNew |
$759K - $819K
|
22.4K
$775K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.1K+ 5.25% |
$751K - $810K
|
444K
$15.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
22.1K+ 99.0% |
$748K - $807K
|
44.3K
$1.54M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
21.9K+ 0.49% |
$744K - $803K
|
4.52M
$157M
|
|
|
Mar 03, 2025
Q4 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
21.8K+ 8.19% |
$740K - $798K
|
288K
$9.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
21.8K+ 4.66% |
$739K - $797K
|
489K
$17M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
21.7K+ 4.06% |
$737K - $795K
|
557K
$19.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
21.6K+ 1.51% |
$732K - $790K
|
1.45M
$50.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
21.6KNew |
$731K - $789K
|
21.6K
$747K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
20.9KNew |
$710K - $766K
|
20.9K
$725K
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
20.7K+ 2.88% |
$704K - $759K
|
741K
$25.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
20.6KNew |
$700K - $755K
|
20.6K
$715K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
20.6K+ 81.56% |
$697K - $752K
|
45.7K
$1.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
20.1K+ 1785.35% |
$682K - $736K
|
21.2K
$736K
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
19.9K+ 1.68% |
$674K - $727K
|
1.2M
$41.7M
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
19.8KNew |
$671K - $724K
|
19.8K
$686K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
19.3KNew |
$655K - $706K
|
19.3K
$669K
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
19.2KNew |
$653K - $704K
|
19.2K
$667K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
18.9KNew |
$643K - $693K
|
18.9K
$657K
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
18.9KNew |
$641K - $692K
|
18.9K
$655K
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
18.9KNew |
$640K - $690K
|
18.9K
$654K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
18.6KNew |
$631K - $680K
|
18.6K
$644K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
18.2K+ 1.29% |
$616K - $664K
|
1.42M
$49.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
18KNew |
$612K - $660K
|
18K
$625K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
17.8K+ 3.06% |
$603K - $651K
|
600K
$20.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
17.7KNew |
$601K - $649K
|
17.7K
$614K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.7K+ 1.16% |
$599K - $646K
|
1.55M
$53.6M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
17.3K+ 2789.05% |
$587K - $634K
|
17.9K
$622K
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
17.1KNew |
$581K - $627K
|
17.1K
$594K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
16.9KNew |
$575K - $620K
|
16.9K
$587K
|
|
|
May 08, 2025
Q4 2024
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
16.9KNew |
$573K - $618K
|
16.9K
$586K
|
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
16.7KNew |
$568K - $613K
|
16.7K
$580K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
16.7K+ 1.33% |
$565K - $610K
|
1.27M
$44M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
16.5K+ 66.4% |
$561K - $605K
|
41.4K
$1.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
16.3KNew |
$553K - $596K
|
16.3K
$565K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
16.2KNew |
$548K - $592K
|
16.2K
$560K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
16.2K+ 43.67% |
$548K - $591K
|
53.1K
$1.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
15.9KNew |
$541K - $584K
|
15.9K
$552K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.8K+ 3.81% |
$536K - $579K
|
431K
$15M
|