Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.14M+ 2.94% |
$41.2M - $44.3M
|
40M
$1.56B
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
914K+ 13.65% |
$32.9M - $35.4M
|
7.61M
$297M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
739K+ 5.78% |
$26.6M - $28.7M
|
13.5M
$528M
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
BUY
|
- |
625K+ 15.31% |
$22.5M - $24.2M
|
4.7M
$184M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
479K+ 218.31% |
$17.3M - $18.6M
|
699K
$27.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
456KNew |
$16.4M - $17.7M
|
456K
$17.8M
|
|
|
Oct 24, 2025
Q3 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
384K+ 27.3% |
$13.8M - $14.9M
|
1.79M
$69.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
360K+ 3.37% |
$13M - $14M
|
11M
$430M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
338K+ 1458.22% |
$12.2M - $13.1M
|
361K
$14.1M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
326KNew |
$11.7M - $12.6M
|
326K
$12.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
313K+ 146.99% |
$11.3M - $12.1M
|
525K
$20.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
260K+ 8.41% |
$9.38M - $10.1M
|
3.35M
$131M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
203K+ 65.76% |
$7.31M - $7.86M
|
511K
$19.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
170K+ 39.02% |
$6.13M - $6.6M
|
606K
$23.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
164K+ 17.15% |
$5.92M - $6.37M
|
1.12M
$43.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Straight Path Wealth Management
|
BUY
|
- |
150K+ 10.24% |
$5.4M - $5.81M
|
1.61M
$62.9M
|
|
|
Oct 23, 2025
Q3 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
130K+ 17.65% |
$4.7M - $5.06M
|
870K
$33.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
117K+ 4.34% |
$4.22M - $4.54M
|
2.82M
$110M
|
|
|
Oct 15, 2025
Q3 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
110K+ 11.3% |
$3.96M - $4.26M
|
1.08M
$42.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
97.5K+ 2.5% |
$3.51M - $3.78M
|
4M
$156M
|
|
|
Oct 23, 2025
Q3 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
88.4K+ 5.99% |
$3.19M - $3.43M
|
1.57M
$61.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
88.3K+ 4.4% |
$3.18M - $3.42M
|
2.09M
$81.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
87.2K+ 7.42% |
$3.14M - $3.38M
|
1.26M
$49.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
85.3K+ 11.75% |
$3.07M - $3.31M
|
811K
$31.7M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
79.3K+ 2.01% |
$2.86M - $3.07M
|
4.03M
$157M
|
|
|
Oct 17, 2025
Q3 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
79.2K+ 9.95% |
$2.85M - $3.07M
|
875K
$34.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
78.5K+ 45.71% |
$2.83M - $3.04M
|
250K
$9.76M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens & Northern Corp
|
BUY
|
- |
71.2K+ 44.16% |
$2.57M - $2.76M
|
232K
$9.07M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
70.7K+ 6.4% |
$2.55M - $2.74M
|
1.18M
$45.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
69.8K+ 1.95% |
$2.52M - $2.71M
|
3.66M
$143M
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
66.3K+ 18.59% |
$2.39M - $2.57M
|
423K
$16.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
65.1K+ 0.73% |
$2.35M - $2.52M
|
8.99M
$351M
|
|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
63.8KNew |
$2.3M - $2.47M
|
63.8K
$2.49M
|
|
|
Oct 20, 2025
Q3 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
60.8K+ 1.5% |
$2.19M - $2.36M
|
4.1M
$160M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
59.2K+ 61.14% |
$2.13M - $2.3M
|
156K
$6.09M
|
|
|
Oct 14, 2025
Q3 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
54.8K+ 9.95% |
$1.97M - $2.12M
|
605K
$23.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
48.8K+ 5.64% |
$1.76M - $1.89M
|
914K
$35.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
48.8K+ 1.63% |
$1.76M - $1.89M
|
3.04M
$119M
|
|
|
Oct 27, 2025
Q3 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
48.1K+ 6.78% |
$1.73M - $1.87M
|
758K
$29.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
47.3K+ 9.06% |
$1.7M - $1.83M
|
569K
$22.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
46.6K+ 27.63% |
$1.68M - $1.81M
|
215K
$8.41M
|
|
|
Oct 17, 2025
Q3 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
45.8K+ 2.31% |
$1.65M - $1.78M
|
2.03M
$79.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
44.9K+ 1.23% |
$1.62M - $1.74M
|
3.71M
$145M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
44.7K+ 3.98% |
$1.61M - $1.73M
|
1.17M
$45.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
42.9K+ 38.53% |
$1.55M - $1.66M
|
154K
$6.02M
|
|
|
Oct 06, 2025
Q3 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
41.3K+ 2.06% |
$1.49M - $1.6M
|
2.05M
$80M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
40.4K+ 6.11% |
$1.45M - $1.56M
|
701K
$27.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
37.6KNew |
$1.35M - $1.46M
|
37.6K
$1.47M
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
37K+ 3.73% |
$1.33M - $1.44M
|
1.03M
$40.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
36.7K+ 5.42% |
$1.32M - $1.42M
|
713K
$27.8M
|