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 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
SELL
|
- |
-33.9K- 2.84% |
$987K - $1.22M
|
1.16M
$42.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-40.6K- 4.87% |
$1.18M - $1.45M
|
792K
$29.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-41K- 1.89% |
$1.19M - $1.47M
|
2.13M
$78M
|
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-43.1K- 2.26% |
$1.26M - $1.55M
|
1.86M
$68.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-44.1K- 0.97% |
$1.28M - $1.58M
|
4.51M
$166M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-51K- 4.15% |
$1.48M - $1.83M
|
1.18M
$43.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-52.6K- 32.74% |
$1.53M - $1.89M
|
108K
$3.96M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-54K- 2.62% |
$1.57M - $1.93M
|
2M
$73.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-72.5K- 6.96% |
$2.11M - $2.6M
|
970K
$35.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-80.1K- 4.0% |
$2.33M - $2.87M
|
1.92M
$70.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
SELL
|
- |
-83.1K- 7.98% |
$2.42M - $2.98M
|
958K
$35.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-84.9K- 6.53% |
$2.47M - $3.04M
|
1.21M
$44.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-93.7K- 3.69% |
$2.73M - $3.36M
|
2.45M
$89.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-137K- 5.83% |
$3.99M - $4.91M
|
2.21M
$81.1M
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
SELL
|
- |
-144K- 5.16% |
$4.19M - $5.16M
|
2.65M
$97M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
SELL
|
- |
-158K- 5.83% |
$4.61M - $5.67M
|
2.56M
$93.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-204K- 35.89% |
$5.95M - $7.32M
|
365K
$13.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-210K- 37.2% |
$6.11M - $7.52M
|
354K
$13M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-211K- 23.05% |
$6.13M - $7.55M
|
703K
$25.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-294K- 3.19% |
$8.57M - $10.5M
|
8.92M
$327M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-358K- 17.66% |
$10.4M - $12.8M
|
1.67M
$61.3M
|
|
|
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
|