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 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
597+ 3.18% |
$20.3K - $21.9K
|
19.3K
$598K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
553+ 2.46% |
$18.8K - $20.2K
|
23K
$712K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
551New |
$18.7K - $20.2K
|
551
$17K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
500New |
$17K - $18.3K
|
500
$15.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
491+ 0.29% |
$16.7K - $18K
|
171K
$5.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
469New |
$15.9K - $17.2K
|
469
$14.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
460+ 4.87% |
$15.6K - $16.8K
|
9.9K
$306K
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
458+ 0.75% |
$15.5K - $16.8K
|
61.2K
$1.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
427+ 2.12% |
$14.5K - $15.6K
|
20.6K
$636K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
400+ 3.23% |
$13.6K - $14.6K
|
12.8K
$396K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
399+ 0.13% |
$13.5K - $14.6K
|
319K
$9.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
396+ 0.28% |
$13.4K - $14.5K
|
139K
$4.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
354+ 4.66% |
$12K - $13K
|
7.95K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
252New |
$8.55K - $9.22K
|
252
$7.79K
|
|
|
Jan 15, 2025
Q4 2024
|
Atwater Malick LLC
|
BUY
|
- |
222+ 0.28% |
$7.53K - $8.13K
|
78.9K
$2.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
222+ 0.23% |
$7.53K - $8.13K
|
97.3K
$3.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
210+ 161.54% |
$7.12K - $7.69K
|
340
$10.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
192+ 0.29% |
$6.51K - $7.03K
|
66.6K
$2.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
190+ 3.21% |
$6.44K - $6.95K
|
6.11K
$189K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
189+ 1.42% |
$6.41K - $6.92K
|
13.5K
$417K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
181+ 0.21% |
$6.14K - $6.62K
|
85.4K
$2.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
181+ 1.41% |
$6.14K - $6.62K
|
13K
$403K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
151+ 0.68% |
$5.12K - $5.53K
|
22.4K
$692K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
149New |
$5.05K - $5.45K
|
149
$4.61K
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
126+ 1.08% |
$4.27K - $4.61K
|
11.8K
$365K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
124+ 0.28% |
$4.21K - $4.54K
|
43.9K
$1.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
124+ 0.59% |
$4.21K - $4.54K
|
21.3K
$658K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
121+ 0.29% |
$4.1K - $4.43K
|
42K
$1.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
111+ 0.29% |
$3.77K - $4.06K
|
38.8K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
109+ 0.09% |
$3.7K - $3.99K
|
126K
$3.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
102+ 0.19% |
$3.46K - $3.73K
|
52.7K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
100New |
$3.39K - $3.66K
|
100
$3.09K
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
100+ 0.32% |
$3.39K - $3.66K
|
30.9K
$956K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$3.39K - $3.66K
|
100
$3.09K
|
|
|
Feb 14, 2025
Q4 2024
|
Jentner Corp
|
BUY
|
- |
97+ 1.46% |
$3.29K - $3.55K
|
6.74K
$208K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
93+ 0.28% |
$3.15K - $3.4K
|
33.2K
$1.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
91+ 0.29% |
$3.09K - $3.33K
|
31.7K
$981K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
91+ 0.28% |
$3.09K - $3.33K
|
32.5K
$1M
|
|
|
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
$40.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
87+ 0.36% |
$2.95K - $3.18K
|
24.2K
$747K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
86+ 0.27% |
$2.92K - $3.15K
|
32.4K
$1M
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
80+ 0.39% |
$2.71K - $2.93K
|
20.4K
$632K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
76+ 0.14% |
$2.58K - $2.78K
|
54.6K
$1.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
68+ 0.23% |
$2.31K - $2.49K
|
30K
$928K
|
|
|
Jan 22, 2025
Q4 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
68+ 0.29% |
$2.31K - $2.49K
|
23.7K
$733K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
64+ 0.25% |
$2.17K - $2.34K
|
25.9K
$801K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
61+ 1.98% |
$2.07K - $2.23K
|
3.14K
$97.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
59+ 0.29% |
$2K - $2.16K
|
20.4K
$629K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
55+ 0.04% |
$1.87K - $2.01K
|
148K
$4.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
54+ 0.29% |
$1.83K - $1.98K
|
18.8K
$582K
|