Purchases and Sales Made in Q1 2025 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 Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Retirement Solution Inc.
|
BUY
|
- |
69.8K+ 16.28% |
$2.26M - $2.52M
|
499K
$18.3M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
69KNew |
$2.24M - $2.49M
|
69K
$2.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
66.4K+ 3.22% |
$2.15M - $2.4M
|
2.13M
$78M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
66K+ 146.44% |
$2.14M - $2.38M
|
111K
$4.07M
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
65.9K+ 2.44% |
$2.14M - $2.38M
|
2.77M
$102M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
65.1K+ 3.72% |
$2.11M - $2.35M
|
1.81M
$66.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
64.9K+ 4.01% |
$2.1M - $2.34M
|
1.68M
$61.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
64.3K+ 11.81% |
$2.08M - $2.32M
|
609K
$22.3M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
63.5K+ 12.7% |
$2.06M - $2.29M
|
563K
$20.7M
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
62.9K+ 6.88% |
$2.04M - $2.27M
|
977K
$35.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
59.9K+ 8.35% |
$1.94M - $2.16M
|
777K
$28.5M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
58.1K+ 13.49% |
$1.88M - $2.1M
|
489K
$17.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
57.5K+ 8.11% |
$1.86M - $2.08M
|
766K
$28.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
56.4K+ 2.82% |
$1.83M - $2.04M
|
2.06M
$75.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
55.8K+ 7.03% |
$1.81M - $2.02M
|
850K
$31.2M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
55.8K+ 4.63% |
$1.81M - $2.01M
|
1.26M
$46.2M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
54.1KNew |
$1.75M - $1.95M
|
54.1K
$1.98M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
53.7K+ 26.19% |
$1.74M - $1.94M
|
259K
$9.48M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
53KNew |
$1.72M - $1.91M
|
53K
$1.94M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
52KNew |
$1.68M - $1.88M
|
52K
$1.91M
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
51.1K+ 6.36% |
$1.66M - $1.85M
|
855K
$31.3M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
50.9K+ 23.26% |
$1.65M - $1.84M
|
270K
$9.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
49.6K+ 10.36% |
$1.61M - $1.79M
|
529K
$19.4M
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
49.2K+ 3.02% |
$1.6M - $1.78M
|
1.68M
$61.6M
|
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
48.3KNew |
$1.57M - $1.75M
|
48.3K
$1.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
47.6K+ 1.14% |
$1.54M - $1.72M
|
4.22M
$155M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
45.1K+ 46.27% |
$1.46M - $1.63M
|
143K
$5.23M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
44K+ 3.28% |
$1.43M - $1.59M
|
1.38M
$50.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
43.4K+ 1.88% |
$1.41M - $1.57M
|
2.35M
$86.1M
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
42.9K+ 1.25% |
$1.39M - $1.55M
|
3.48M
$128M
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
42.2K+ 4.53% |
$1.37M - $1.52M
|
974K
$35.7M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
42KNew |
$1.36M - $1.52M
|
42K
$1.54M
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
41.1K+ 3.91% |
$1.33M - $1.49M
|
1.09M
$40.1M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
40K+ 21.49% |
$1.3M - $1.45M
|
226K
$8.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
39.4K+ 3.1% |
$1.28M - $1.42M
|
1.31M
$48M
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
38.8K+ 56.86% |
$1.26M - $1.4M
|
107K
$3.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
38.6K+ 3.55% |
$1.25M - $1.39M
|
1.13M
$41.3M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
37.1K+ 305.57% |
$1.2M - $1.34M
|
49.3K
$1.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
36.7K+ 13.12% |
$1.19M - $1.33M
|
316K
$11.6M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
35.3K+ 443.76% |
$1.14M - $1.27M
|
43.2K
$1.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
35.2K+ 2.89% |
$1.14M - $1.27M
|
1.25M
$46M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
34.9K+ 5.82% |
$1.13M - $1.26M
|
635K
$23.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
34.1K+ 39.25% |
$1.1M - $1.23M
|
121K
$4.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
33.9KNew |
$1.1M - $1.22M
|
33.9K
$1.24M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
33.3K+ 4.31% |
$1.08M - $1.2M
|
807K
$29.6M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
33.3K+ 7.26% |
$1.08M - $1.2M
|
491K
$18M
|
|
|
Apr 29, 2025
Q1 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
33.2K+ 3.8% |
$1.08M - $1.2M
|
908K
$33.3M
|
|
|
May 13, 2025
Q1 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
32.6K+ 1.41% |
$1.06M - $1.18M
|
2.34M
$85.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
32.2K+ 42.32% |
$1.05M - $1.16M
|
108K
$3.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
32.1K+ 11.37% |
$1.04M - $1.16M
|
314K
$11.5M
|