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 21, 2025
Q2 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
22+ 0.3% |
$641 - $788
|
7.38K
$269K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
17+ 0.25% |
$495 - $609
|
6.83K
$250K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
14+ 0.03% |
$408 - $502
|
44.5K
$1.63M
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
9+ 0.02% |
$262 - $323
|
54.7K
$2M
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
6+ 0.02% |
$175 - $215
|
33.9K
$1.24M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
5+ 0.07% |
$146 - $179
|
7.24K
$264K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4+ 0.05% |
$116 - $143
|
8.68K
$317K
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
2+ 0.01% |
$58.2 - $71.7
|
32.9K
$1.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
BUY
|
- |
2+ 0.31% |
$58.2 - $71.7
|
649
$23.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
1+ 0.0% |
$29.1 - $35.8
|
41.5K
$1.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-2- 0.01% |
$58.2 - $71.7
|
34.7K
$1.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4- 0.02% |
$116 - $143
|
21.1K
$772K
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-31- 0.22% |
$903 - $1.11K
|
14.1K
$514K
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-49- 0.16% |
$1.43K - $1.76K
|
30.8K
$1.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-61- 0.04% |
$1.78K - $2.19K
|
153K
$5.59M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-68- 0.04% |
$1.98K - $2.44K
|
160K
$5.85M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-78- 3.57% |
$2.27K - $2.8K
|
2.1K
$76.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-94- 0.84% |
$2.74K - $3.37K
|
11.1K
$405K
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-109- 0.06% |
$3.17K - $3.91K
|
184K
$6.73M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-130- 0.97% |
$3.79K - $4.66K
|
13.3K
$486K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-176- 13.42% |
$5.13K - $6.31K
|
1.14K
$41.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-189- 1.87% |
$5.5K - $6.77K
|
9.94K
$363K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-198- 2.7% |
$5.77K - $7.1K
|
7.13K
$260K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-200- 2.11% |
$5.82K - $7.17K
|
9.29K
$339K
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-224- 0.76% |
$6.52K - $8.03K
|
29.1K
$1.06M
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-230- 2.47% |
$6.7K - $8.24K
|
9.09K
$332K
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-258- 1.23% |
$7.51K - $9.25K
|
20.7K
$755K
|
|
|
Jul 15, 2025
Q2 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-300- 0.36% |
$8.74K - $10.8K
|
82.9K
$3.03M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-338- 2.32% |
$9.84K - $12.1K
|
14.2K
$519K
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-415- 0.04% |
$12.1K - $14.9K
|
947K
$34.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
SELL
|
- |
-588- 3.18% |
$17.1K - $21.1K
|
17.9K
$654K
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-590- 4.1% |
$17.2K - $21.1K
|
13.8K
$503K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-621- 9.04% |
$18.1K - $22.3K
|
6.25K
$228K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-651- 0.7% |
$19K - $23.3K
|
92.8K
$3.39M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-695- 8.19% |
$20.2K - $24.9K
|
7.79K
$285K
|
|
|
Jul 15, 2025
Q2 2025
|
Brewster Financial Planning LLC
|
SELL
|
- |
-749- 2.01% |
$21.8K - $26.8K
|
36.5K
$1.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
SELL
|
- |
-842- 0.23% |
$24.5K - $30.2K
|
364K
$13.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-997- 0.08% |
$29K - $35.7K
|
1.24M
$45.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-1.06K- 0.43% |
$30.8K - $37.9K
|
247K
$9.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-1.06K- 32.4% |
$30.9K - $38K
|
2.21K
$80.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.26K- 0.16% |
$36.8K - $45.3K
|
810K
$29.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.28K- 1.87% |
$37.2K - $45.7K
|
67.1K
$2.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.31K- 0.12% |
$38K - $46.8K
|
1.12M
$41.1M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-1.44K- 4.82% |
$41.9K - $51.6K
|
28.4K
$1.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2K- 1.24% |
$58.2K - $71.7K
|
159K
$5.82M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
SELL
|
- |
-2.06K- 10.5% |
$59.8K - $73.7K
|
17.5K
$640K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-2.55K- 4.9% |
$74.2K - $91.3K
|
49.4K
$1.81M
|
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
SELL
|
- |
-2.62K- 3.48% |
$76.4K - $94K
|
72.7K
$2.66M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-2.75K- 1.31% |
$79.9K - $98.4K
|
206K
$7.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-2.8K- 10.39% |
$81.7K - $100K
|
24.2K
$884K
|