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 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.93K+ 30.39% |
$167K - $180K
|
21.1K
$825K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
4.93K+ 3.64% |
$167K - $180K
|
140K
$5.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
4.91K+ 0.7% |
$167K - $180K
|
710K
$27.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
4.87K+ 0.42% |
$165K - $178K
|
1.16M
$45.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
4.56K+ 0.08% |
$155K - $167K
|
5.55M
$217M
|
|
|
Feb 06, 2025
Q4 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
4.54K+ 21.17% |
$154K - $166K
|
26K
$1.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
4.46K+ 3.12% |
$151K - $163K
|
148K
$5.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.68K+ 8.59% |
$125K - $135K
|
46.5K
$1.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
3.6K+ 0.67% |
$122K - $132K
|
545K
$21.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3.6KNew |
$122K - $132K
|
3.6K
$140K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
3.47K+ 15.77% |
$118K - $127K
|
25.4K
$993K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
3.36KNew |
$114K - $123K
|
3.36K
$131K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.3K+ 17.39% |
$112K - $121K
|
22.3K
$870K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
3.25K+ 0.97% |
$110K - $119K
|
340K
$13.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.08K+ 1.68% |
$105K - $113K
|
186K
$7.27M
|
|
|
Feb 18, 2025
Q4 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
3.06KNew |
$104K - $112K
|
3.06K
$119K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.88K+ 83.52% |
$97.8K - $106K
|
6.34K
$247K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.66K+ 10.73% |
$90.4K - $97.5K
|
27.5K
$1.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
2.65K+ 8.6% |
$89.7K - $96.8K
|
33.4K
$1.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
2.62K+ 0.84% |
$88.8K - $95.8K
|
313K
$12.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.6K+ 1.04% |
$88.3K - $95.2K
|
254K
$9.89M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
2.56K+ 0.37% |
$86.9K - $93.7K
|
686K
$26.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2.34K+ 0.89% |
$79.3K - $85.6K
|
266K
$10.4M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2.33K+ 232.97% |
$79.1K - $85.4K
|
3.33K
$130K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
2.31K+ 1.9% |
$78.4K - $84.6K
|
124K
$4.84M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
1.98K+ 0.26% |
$67.1K - $72.4K
|
773K
$30.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.93K+ 6.8% |
$65.6K - $70.8K
|
30.4K
$1.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
1.91K+ 14.64% |
$64.9K - $70K
|
15K
$584K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.75K+ 10.04% |
$59.5K - $64.2K
|
19.2K
$750K
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
1.75K+ 0.1% |
$59.3K - $64K
|
1.84M
$71.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.71K+ 1.45% |
$58K - $62.6K
|
120K
$4.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.7K+ 17.62% |
$57.7K - $62.2K
|
11.3K
$443K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
1.67KNew |
$56.7K - $61.2K
|
1.67K
$65.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.65K+ 11.46% |
$56.1K - $60.5K
|
16.1K
$628K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
1.59K+ 17.2% |
$54K - $58.2K
|
10.8K
$423K
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1.56K+ 1.02% |
$53K - $57.2K
|
156K
$6.07M
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
1.54K+ 1.78% |
$52.3K - $56.4K
|
88.2K
$3.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1.51K+ 1.38% |
$51.2K - $55.2K
|
111K
$4.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.42K+ 1.52% |
$48.1K - $51.9K
|
94.4K
$3.68M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.31K+ 3.27% |
$44.5K - $48K
|
41.5K
$1.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.31K+ 0.23% |
$44.4K - $47.9K
|
561K
$21.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.15K+ 2.07% |
$38.9K - $42K
|
56.6K
$2.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.14K+ 644.89% |
$38.5K - $41.5K
|
1.31K
$51.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.06K+ 2.95% |
$36.1K - $38.9K
|
37.1K
$1.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.01K+ 0.66% |
$34.4K - $37.1K
|
155K
$6.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
962+ 4.41% |
$32.6K - $35.2K
|
22.8K
$889K
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
909+ 2.4% |
$30.8K - $33.3K
|
38.8K
$1.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
883+ 0.64% |
$30K - $32.3K
|
139K
$5.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
874+ 2.71% |
$29.6K - $32K
|
33.1K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
801+ 0.53% |
$27.2K - $29.3K
|
152K
$5.91M
|