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 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-499- 17.92% |
$16.9K - $18.3K
|
2.29K
$81.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-511- 0.97% |
$17.3K - $18.7K
|
52K
$1.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-540- 4.92% |
$18.3K - $19.8K
|
10.4K
$374K
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
SELL
|
- |
-548- 0.02% |
$18.6K - $20.1K
|
2.96M
$106M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-556- 0.09% |
$18.9K - $20.3K
|
618K
$22.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-582- 4.33% |
$19.7K - $21.3K
|
12.9K
$461K
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-688- 0.25% |
$23.3K - $25.2K
|
273K
$9.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-700- 0.82% |
$23.7K - $25.6K
|
84.7K
$3.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-744- 6.71% |
$25.2K - $27.2K
|
10.3K
$371K
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-812- 0.32% |
$27.5K - $29.7K
|
250K
$8.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-852- 1.4% |
$28.9K - $31.2K
|
60K
$2.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-874- 3.96% |
$29.6K - $32K
|
21.2K
$759K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-875- 0.3% |
$29.7K - $32K
|
289K
$10.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-877- 1.2% |
$29.7K - $32.1K
|
72.4K
$2.59M
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-954- 4.48% |
$32.4K - $34.9K
|
20.4K
$729K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-991- 0.54% |
$33.6K - $36.3K
|
182K
$6.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-1.03K- 0.48% |
$35K - $37.8K
|
214K
$7.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-1.04K- 0.11% |
$35.2K - $38K
|
914K
$32.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.05K- 1.07% |
$35.8K - $38.6K
|
97.5K
$3.49M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.07K- 4.31% |
$36.4K - $39.3K
|
23.8K
$854K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1.09K- 17.34% |
$36.9K - $39.8K
|
5.18K
$186K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-1.13K- 11.53% |
$38.3K - $41.3K
|
8.66K
$310K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.23K- 2.89% |
$41.7K - $45K
|
41.4K
$1.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.24K- 1.0% |
$42K - $45.3K
|
123K
$4.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.28K- 12.55% |
$43.4K - $46.8K
|
8.92K
$320K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.31K- 3.64% |
$44.5K - $48K
|
34.7K
$1.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.31K- 12.14% |
$44.6K - $48.1K
|
9.51K
$341K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-1.51K- 5.02% |
$51.1K - $55.2K
|
28.5K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.58K- 2.92% |
$53.6K - $57.9K
|
52.5K
$1.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.68K- 0.87% |
$57.1K - $61.6K
|
191K
$6.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-1.69K- 6.91% |
$57.2K - $61.7K
|
22.7K
$813K
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-1.69K- 0.81% |
$57.3K - $61.8K
|
207K
$7.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.71K- 1.35% |
$57.9K - $62.5K
|
125K
$4.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-1.72K- 0.42% |
$58.3K - $62.9K
|
410K
$14.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.74K- 0.84% |
$58.9K - $63.5K
|
205K
$7.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.8K- 0.11% |
$61.1K - $65.9K
|
1.6M
$57.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.81K- 6.2% |
$61.2K - $66.1K
|
27.3K
$978K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-1.85K- 21.46% |
$62.7K - $67.6K
|
6.76K
$242K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1.88K- 10.27% |
$63.7K - $68.8K
|
16.4K
$588K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.89K- 1.49% |
$64.1K - $69.1K
|
125K
$4.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-1.93K- 8.27% |
$65.4K - $70.6K
|
21.4K
$766K
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-2.02K- 1.27% |
$68.6K - $74K
|
157K
$5.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-2.04K- 6.5% |
$69.3K - $74.8K
|
29.4K
$1.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.06K- 0.22% |
$69.8K - $75.3K
|
952K
$34.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-2.07K- 4.67% |
$70.3K - $75.9K
|
42.3K
$1.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-2.37K- 0.7% |
$80.3K - $86.6K
|
338K
$12.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-2.57K- 2.5% |
$87.1K - $94K
|
100K
$3.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.68K- 2.56% |
$90.8K - $97.9K
|
102K
$3.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.76K- 7.62% |
$93.7K - $101K
|
33.5K
$1.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-2.8K- 6.16% |
$95K - $102K
|
42.6K
$1.53M
|