Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
2.6K+ 1.12% |
$75.8K - $93.3K
|
234K
$8.55M
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
2.55K+ 2.17% |
$74.1K - $91.2K
|
120K
$4.38M
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
2.5K+ 3.88% |
$72.8K - $89.6K
|
66.9K
$2.44M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
2.49K+ 13.78% |
$72.6K - $89.3K
|
20.6K
$752K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.33K+ 7.59% |
$67.8K - $83.4K
|
33K
$1.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
2.32K+ 5.2% |
$67.5K - $83.1K
|
46.9K
$1.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
2.17K+ 1.54% |
$63.2K - $77.8K
|
143K
$5.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
2.14K+ 9.16% |
$62.3K - $76.7K
|
25.5K
$931K
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
1.78K+ 0.62% |
$51.9K - $63.9K
|
288K
$10.5M
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
1.43K+ 1.89% |
$41.6K - $51.2K
|
76.8K
$2.81M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.38K+ 41.49% |
$40.3K - $49.6K
|
4.72K
$172K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.27K+ 10.17% |
$36.9K - $45.4K
|
13.7K
$501K
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
1.25K+ 1.91% |
$36.5K - $44.9K
|
67K
$2.45M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1.07K+ 50.73% |
$31.2K - $38.5K
|
3.19K
$116K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
975New |
$28.4K - $34.9K
|
975
$35.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
963+ 0.99% |
$28K - $34.5K
|
98.5K
$3.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
635+ 8.09% |
$18.5K - $22.8K
|
8.48K
$310K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
629+ 1.86% |
$18.3K - $22.5K
|
34.5K
$1.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
615+ 3.28% |
$17.9K - $22K
|
19.4K
$708K
|
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
BUY
|
- |
597+ 3.89% |
$17.4K - $21.4K
|
15.9K
$582K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
576+ 3.84% |
$16.8K - $20.6K
|
15.6K
$569K
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
502+ 3.0% |
$14.6K - $18K
|
17.3K
$630K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
406+ 4.51% |
$11.8K - $14.6K
|
9.41K
$344K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
325+ 1.41% |
$9.46K - $11.6K
|
23.4K
$854K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
324New |
$9.43K - $11.6K
|
324
$11.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
295+ 3.76% |
$8.59K - $10.6K
|
8.13K
$297K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
278+ 0.18% |
$8.1K - $9.96K
|
152K
$5.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Exeter Financial, LLC
|
BUY
|
- |
235+ 0.85% |
$6.84K - $8.42K
|
27.9K
$1.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
153+ 1.41% |
$4.46K - $5.48K
|
11K
$403K
|
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
142+ 0.99% |
$4.14K - $5.09K
|
14.5K
$529K
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
113+ 0.01% |
$3.29K - $4.05K
|
1.27M
$46.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
108+ 0.09% |
$3.14K - $3.87K
|
125K
$4.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
105+ 0.74% |
$3.06K - $3.76K
|
14.4K
$524K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
98+ 0.3% |
$2.85K - $3.51K
|
32.7K
$1.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
97+ 0.26% |
$2.82K - $3.48K
|
37.9K
$1.39M
|
|
|
Jul 02, 2025
Q2 2025
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
71+ 0.3% |
$2.07K - $2.54K
|
23.8K
$870K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
69+ 0.3% |
$2.01K - $2.47K
|
23.2K
$847K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
63+ 0.29% |
$1.83K - $2.26K
|
21.5K
$784K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
62+ 0.17% |
$1.81K - $2.22K
|
36.7K
$1.34M
|
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
61+ 0.3% |
$1.78K - $2.19K
|
20.5K
$748K
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
51+ 0.3% |
$1.49K - $1.83K
|
16.9K
$618K
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
51+ 0.3% |
$1.49K - $1.83K
|
17.1K
$625K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
47+ 0.29% |
$1.37K - $1.68K
|
16K
$585K
|
|
|
Jul 15, 2025
Q2 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
46+ 0.3% |
$1.34K - $1.65K
|
15.2K
$555K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
44+ 0.25% |
$1.28K - $1.58K
|
18K
$656K
|
|
|
Jul 17, 2025
Q2 2025
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
33+ 0.14% |
$961 - $1.18K
|
23.7K
$866K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
32+ 0.3% |
$932 - $1.15K
|
10.8K
$396K
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
BUY
|
- |
31+ 0.3% |
$903 - $1.11K
|
10.2K
$373K
|
|
|
Jul 17, 2025
Q2 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
26+ 0.3% |
$757 - $932
|
8.56K
$313K
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
24+ 0.29% |
$699 - $860
|
8.16K
$298K
|