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 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.93K- 10.94% |
$85.4K - $105K
|
23.9K
$872K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-2.94K- 23.79% |
$85.5K - $105K
|
9.41K
$344K
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-3.1K- 16.11% |
$90.2K - $111K
|
16.1K
$589K
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-3.37K- 1.39% |
$98.1K - $121K
|
239K
$8.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-4.63K- 7.25% |
$135K - $166K
|
59.3K
$2.17M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.72K- 48.3% |
$138K - $169K
|
5.06K
$185K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-5.27K- 8.14% |
$153K - $189K
|
59.4K
$2.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-6.12K- 0.84% |
$178K - $219K
|
720K
$26.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-6.2K- 3.31% |
$181K - $222K
|
181K
$6.62M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-6.6K- 8.11% |
$192K - $237K
|
74.8K
$2.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-8.77K- 2.71% |
$255K - $314K
|
315K
$11.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-9.6K- 1.31% |
$280K - $344K
|
725K
$26.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-10.5K- 17.18% |
$306K - $377K
|
50.7K
$1.85M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-12.6K- 1.5% |
$367K - $452K
|
828K
$30.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
SELL
|
- |
-13.2K- 1.54% |
$383K - $471K
|
843K
$30.8M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-14K- 21.21% |
$409K - $503K
|
52.2K
$1.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-18.3K- 0.73% |
$532K - $654K
|
2.5M
$91.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-19.2K- 1.2% |
$559K - $689K
|
1.58M
$57.7M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-21.7K- 2.8% |
$632K - $778K
|
753K
$27.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-21.7K- 6.6% |
$633K - $779K
|
308K
$11.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-23.1K- 74.19% |
$673K - $829K
|
8.04K
$294K
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-23.5K- 4.64% |
$685K - $843K
|
484K
$17.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-23.7K- 22.1% |
$689K - $848K
|
83.4K
$3.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-25K- 1.91% |
$729K - $897K
|
1.28M
$46.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
SELL
|
- |
-25.9K- 6.19% |
$754K - $928K
|
393K
$14.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-27K- 6.19% |
$785K - $966K
|
408K
$14.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-32.4K- 22.32% |
$944K - $1.16M
|
113K
$4.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
SELL
|
- |
-33.9K- 2.84% |
$987K - $1.22M
|
1.16M
$42.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-40.6K- 4.87% |
$1.18M - $1.45M
|
792K
$28.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-41K- 1.89% |
$1.19M - $1.47M
|
2.13M
$77.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-43.1K- 2.26% |
$1.26M - $1.55M
|
1.86M
$68M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-44.1K- 0.97% |
$1.28M - $1.58M
|
4.51M
$165M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-51K- 4.15% |
$1.48M - $1.83M
|
1.18M
$43M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-52.6K- 32.74% |
$1.53M - $1.89M
|
108K
$3.95M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-54K- 2.62% |
$1.57M - $1.93M
|
2M
$73.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-72.5K- 6.96% |
$2.11M - $2.6M
|
970K
$35.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-80.1K- 4.0% |
$2.33M - $2.87M
|
1.92M
$70.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
SELL
|
- |
-83.1K- 7.98% |
$2.42M - $2.98M
|
958K
$35M
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-84.9K- 6.53% |
$2.47M - $3.04M
|
1.21M
$44.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-93.7K- 3.69% |
$2.73M - $3.36M
|
2.45M
$89.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-137K- 5.83% |
$3.99M - $4.91M
|
2.21M
$80.8M
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
SELL
|
- |
-144K- 5.16% |
$4.19M - $5.16M
|
2.65M
$96.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
SELL
|
- |
-158K- 5.83% |
$4.61M - $5.67M
|
2.56M
$93.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-204K- 35.89% |
$5.95M - $7.32M
|
365K
$13.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-211K- 23.05% |
$6.13M - $7.55M
|
703K
$25.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-294K- 3.19% |
$8.57M - $10.5M
|
8.92M
$326M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-358K- 17.66% |
$10.4M - $12.8M
|
1.67M
$61M
|
|
|
Jul 11, 2025
Q2 2025
|
Wolfstich Capital, LLC
Medfield, MA |
SELL
|
- |
-404K- 50.15% |
$11.8M - $14.5M
|
402K
$14.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-940K- 16.74% |
$27.4M - $33.7M
|
4.67M
$171M
|
|
|
Jul 15, 2025
Q2 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
SELL
|
- |
-1.37M- 82.98% |
$39.9M - $49.2M
|
281K
$10.3M
|