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 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
8.3KNew |
$281K - $304K
|
8.3K
$257K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
8.21K+ 100.0% |
$278K - $300K
|
16.4K
$508K
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
8K+ 0.45% |
$271K - $293K
|
1.78M
$54.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.92K+ 1.42% |
$269K - $290K
|
566K
$17.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
7.88KNew |
$267K - $288K
|
7.88K
$244K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
7.84KNew |
$266K - $287K
|
7.84K
$242K
|
|
|
Feb 14, 2025
Q4 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
7.57K+ 2.27% |
$257K - $277K
|
341K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
7.5K+ 1.47% |
$254K - $274K
|
519K
$16M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.44KNew |
$252K - $272K
|
7.44K
$230K
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
7.4KNew |
$251K - $271K
|
7.4K
$229K
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
7.24KNew |
$245K - $265K
|
7.24K
$224K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
7.19K+ 7.13% |
$244K - $263K
|
108K
$3.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
7.11KNew |
$241K - $260K
|
7.11K
$220K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.11K+ 1.84% |
$241K - $260K
|
392K
$12.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
7.07KNew |
$240K - $259K
|
7.07K
$219K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
6.95K+ 18.05% |
$236K - $254K
|
45.4K
$1.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
6.77K+ 3.2% |
$230K - $248K
|
219K
$6.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
6.74KNew |
$229K - $247K
|
6.74K
$208K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
6.59KNew |
$224K - $241K
|
6.59K
$204K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
6.34KNew |
$215K - $232K
|
6.34K
$196K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
6.33KNew |
$215K - $231K
|
6.33K
$196K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.3K+ 905.75% |
$214K - $231K
|
7K
$216K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
6.29KNew |
$213K - $230K
|
6.29K
$194K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
6.23KNew |
$211K - $228K
|
6.23K
$193K
|
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
6.03KNew |
$204K - $221K
|
6.03K
$186K
|
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
BUY
|
- |
6.01K+ 1.49% |
$204K - $220K
|
408K
$12.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.99KNew |
$203K - $219K
|
5.99K
$185K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
5.98K+ 3.02% |
$203K - $219K
|
204K
$6.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
5.94K+ 16.51% |
$201K - $217K
|
41.9K
$1.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
5.82KNew |
$197K - $213K
|
5.82K
$180K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
5.82K+ 29.15% |
$197K - $213K
|
25.8K
$797K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
5.81KNew |
$197K - $213K
|
5.81K
$180K
|
|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
5.81KNew |
$197K - $213K
|
5.81K
$180K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
5.79K+ 13.5% |
$196K - $212K
|
48.6K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
5.62K+ 1.52% |
$191K - $206K
|
376K
$11.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
5.48K+ 0.6% |
$186K - $200K
|
919K
$28.4M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
5.35K+ 11.9% |
$182K - $196K
|
50.3K
$1.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.26KNew |
$179K - $193K
|
5.26K
$163K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
5.23K+ 19.79% |
$178K - $192K
|
31.7K
$979K
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
5.08K+ 59.47% |
$172K - $186K
|
13.6K
$421K
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
5.07K+ 0.45% |
$172K - $186K
|
1.13M
$35M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
4.93K+ 3.64% |
$167K - $180K
|
140K
$4.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.93K+ 30.39% |
$167K - $180K
|
21.1K
$654K
|
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
4.91K+ 0.7% |
$167K - $180K
|
710K
$21.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
4.87K+ 0.42% |
$165K - $178K
|
1.16M
$35.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
4.56K+ 0.08% |
$155K - $167K
|
5.55M
$172M
|
|
|
Feb 06, 2025
Q4 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
4.54K+ 21.17% |
$154K - $166K
|
26K
$803K
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
4.46K+ 3.12% |
$151K - $163K
|
148K
$4.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.68K+ 8.59% |
$125K - $135K
|
46.5K
$1.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
3.6K+ 0.67% |
$122K - $132K
|
545K
$16.8M
|