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
Feb 14, 2025 Q4 2024
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
761
+ 6.05%
$25.8K - $27.9K
13.3K $521K
Feb 06, 2025 Q4 2024
Steward Partners Investment Advisory, LLC

BUY
 -
719
+ 0.9%
$24.4K - $26.3K
80.7K $3.15M
Jan 24, 2025 Q4 2024
Sym Financial Corp

BUY
 -
704
+ 6.09%
$23.9K - $25.8K
12.3K $479K
Feb 28, 2025 Q4 2024
Park Square Financial Group, LLC

Roswell, GA
BUY
 -
687
New
$23.3K - $25.1K
687 $26.8K
Jan 16, 2025 Q4 2024
Onyx Financial Advisors, LLC

Idaho Falls, ID
BUY
 -
663
+ 0.02%
$22.5K - $24.3K
3.37M $132M
Jan 30, 2025 Q4 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
647
+ 3.38%
$21.9K - $23.7K
19.8K $772K
Jan 29, 2025 Q4 2024
Essex Financial Services, Inc.

BUY
 -
628
+ 8.7%
$21.3K - $23K
7.85K $306K
Jan 16, 2025 Q4 2024
Leonard Rickey Investment Advisors P.L.L.C.

BUY
 -
627
+ 8.05%
$21.3K - $22.9K
8.41K $328K
Feb 03, 2025 Q4 2024
Waterfront Wealth Inc.

BUY
 -
599
+ 0.22%
$20.3K - $21.9K
272K $10.6M
Jan 29, 2025 Q4 2024
Tfb Advisors LLC

Overland Park, KS
BUY
 -
597
+ 3.18%
$20.3K - $21.9K
19.3K $755K
Mar 06, 2025 Q4 2024
Wood Tarver Financial Group, LLC

Boise, ID
BUY
 -
551
New
$18.7K - $20.2K
551 $21.5K
Feb 14, 2025 Q4 2024
Parvin Asset Management, LLC

Sioux Falls, SD
BUY
 -
500
New
$17K - $18.3K
500 $19.5K
Feb 13, 2025 Q4 2024
Fiducient Advisors LLC

BUY
 -
491
+ 0.29%
$16.7K - $18K
171K $6.65M
Jan 14, 2025 Q4 2024
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
469
New
$15.9K - $17.2K
469 $18.3K
Jan 22, 2025 Q4 2024
Bwm Planning, LLC

The Woodlands, TX
BUY
 -
460
+ 4.87%
$15.6K - $16.8K
9.9K $386K
Feb 14, 2025 Q4 2024
Rb Capital Management, LLC

BUY
 -
458
+ 0.75%
$15.5K - $16.8K
61.2K $2.39M
Jan 24, 2025 Q4 2024
Kpp Advisory Services LLC

Louisville, KY
BUY
 -
427
+ 2.12%
$14.5K - $15.6K
20.6K $802K
Feb 10, 2025 Q4 2024
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
400
+ 3.23%
$13.6K - $14.6K
12.8K $499K
Jan 17, 2025 Q4 2024
Melfa Wealth Management, LLC

Westborough, MA
BUY
 -
399
+ 0.13%
$13.5K - $14.6K
319K $12.4M
Jan 29, 2025 Q4 2024
Gem Asset Management, LLC

Plymouth, MI
BUY
 -
396
+ 0.28%
$13.4K - $14.5K
139K $5.44M
Feb 05, 2025 Q4 2024
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
354
+ 4.66%
$12K - $13K
7.95K $310K
Feb 14, 2025 Q4 2024
Spurstone Advisory Services, LLC

Higganum, CT
BUY
 -
252
New
$8.55K - $9.22K
252 $9.83K
Jan 31, 2025 Q4 2024
Werba Rubin Papier Wealth Management

San Jose, CA
BUY
 -
222
+ 0.23%
$7.53K - $8.13K
97.3K $3.8M
Jan 15, 2025 Q4 2024
Atwater Malick LLC

BUY
 -
222
+ 0.28%
$7.53K - $8.13K
78.9K $3.08M
Jan 13, 2025 Q4 2024
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
210
+ 161.54%
$7.12K - $7.69K
340 $13.3K
Feb 04, 2025 Q4 2024
Km Capital Management Ltd.

Austin, TX
BUY
 -
192
+ 0.29%
$6.51K - $7.03K
66.6K $2.6M
Feb 12, 2025 Q4 2024
Annandale Capital, LLC

Dallas, TX
BUY
 -
190
+ 3.21%
$6.44K - $6.95K
6.11K $238K
Feb 04, 2025 Q4 2024
Moisand Fitzgerald Tamayo, LLC

BUY
 -
189
+ 1.42%
$6.41K - $6.92K
13.5K $527K
Jan 23, 2025 Q4 2024
Concord Wealth Partners

BUY
 -
181
+ 0.21%
$6.14K - $6.62K
85.4K $3.33M
Jan 24, 2025 Q4 2024
Gps Wealth Strategies Group, LLC

BUY
 -
181
+ 1.41%
$6.14K - $6.62K
13K $509K
Jan 13, 2025 Q4 2024
Bka Wealth Consulting, Inc.

BUY
 -
151
+ 0.68%
$5.12K - $5.53K
22.4K $874K
Feb 12, 2025 Q4 2024
Nemes Rush Group LLC

Novi, MI
BUY
 -
149
New
$5.05K - $5.45K
149 $5.81K
Feb 13, 2025 Q4 2024
Bos Asset Management, LLC

Springfield, IL
BUY
 -
126
+ 1.08%
$4.27K - $4.61K
11.8K $461K
Feb 10, 2025 Q4 2024
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
124
+ 0.59%
$4.21K - $4.54K
21.3K $830K
Jan 31, 2025 Q4 2024
Ieq Capital, LLC

BUY
 -
124
+ 0.28%
$4.21K - $4.54K
43.9K $1.71M
Jan 13, 2025 Q4 2024
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
121
+ 0.29%
$4.1K - $4.43K
42K $1.64M
Feb 06, 2025 Q4 2024
Mason Investment Advisory Services, Inc.

Reston, VA
BUY
 -
111
+ 0.29%
$3.77K - $4.06K
38.8K $1.51M
Feb 13, 2025 Q4 2024
Caerus Investment Advisors, LLC

BUY
 -
109
+ 0.09%
$3.7K - $3.99K
126K $4.93M
Feb 07, 2025 Q4 2024
Larson Financial Group LLC

BUY
 -
102
+ 0.19%
$3.46K - $3.73K
52.7K $2.06M
Feb 11, 2025 Q4 2024
Simplex Trading, LLC

BUY
 -
100
New
$3.39K - $3.66K
100 $3.9K
Jan 17, 2025 Q4 2024
High Probability Advisors, LLC

Pittsford, NY
BUY
 -
100
+ 0.32%
$3.39K - $3.66K
30.9K $1.21M
Feb 14, 2025 Q4 2024
Topsail Wealth Management, LLC

Charlotte, NC
BUY
 -
100
New
$3.39K - $3.66K
100 $3.9K
Feb 14, 2025 Q4 2024
Jentner Corp

BUY
 -
97
+ 1.46%
$3.29K - $3.55K
6.74K $263K
Jan 28, 2025 Q4 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
93
+ 0.28%
$3.15K - $3.4K
33.2K $1.29M
Jan 07, 2025 Q4 2024
Rise Advisors, LLC

BUY
 -
91
+ 0.28%
$3.09K - $3.33K
32.5K $1.27M
Jan 27, 2025 Q4 2024
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
91
+ 0.29%
$3.09K - $3.33K
31.7K $1.24M
Jan 30, 2025 Q4 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
87
+ 0.36%
$2.95K - $3.18K
24.2K $943K
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 $51.5K
Jan 24, 2025 Q4 2024
Symphony Financial, Ltd. Co.

BUY
 -
86
+ 0.27%
$2.92K - $3.15K
32.4K $1.27M

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