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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.57K+ 3.05% |
$92.7K - $99.8K
|
86.9K
$3.36M
|
|
|
Oct 29, 2025
Q3 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
2.42K+ 0.6% |
$87K - $93.7K
|
403K
$15.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.41K+ 1.27% |
$86.7K - $93.3K
|
192K
$7.43M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2.38K+ 209.78% |
$85.8K - $92.3K
|
3.52K
$136K
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
2.23K+ 1.97% |
$80.2K - $86.3K
|
115K
$4.45M
|
|
|
Nov 04, 2025
Q3 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
2.13K+ 0.65% |
$76.8K - $82.6K
|
330K
$12.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.1K+ 647.53% |
$75.6K - $81.4K
|
2.42K
$93.5K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.06K+ 8.65% |
$74.3K - $80K
|
25.9K
$1M
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.95K+ 2.55% |
$70.2K - $75.6K
|
78.3K
$3.02M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.94K+ 8.28% |
$69.8K - $75.1K
|
25.3K
$978K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.7K+ 8.04% |
$61.3K - $65.9K
|
22.8K
$882K
|
|
|
Oct 30, 2025
Q3 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1.61K+ 1.13% |
$58.2K - $62.6K
|
145K
$5.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
1.6K+ 4.62% |
$57.8K - $62.2K
|
36.3K
$1.4M
|
|
|
Oct 03, 2025
Q3 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.53K+ 2.27% |
$55K - $59.1K
|
68.7K
$2.65M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1.42K+ 3.72% |
$51.2K - $55.1K
|
39.6K
$1.53M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.34K+ 1.11% |
$48.3K - $51.9K
|
122K
$4.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.33K+ 8.52% |
$47.8K - $51.5K
|
16.9K
$653K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.28K+ 7.9% |
$46.2K - $49.8K
|
17.5K
$677K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.27K+ 8.93% |
$45.8K - $49.3K
|
15.5K
$598K
|
|
|
Oct 14, 2025
Q3 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
1.17K+ 0.57% |
$42K - $45.2K
|
207K
$7.99M
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.09K+ 6.44% |
$39.3K - $42.3K
|
18K
$696K
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.03K+ 1.77% |
$36.9K - $39.7K
|
59.1K
$2.28M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1K+ 3.15% |
$36.2K - $38.9K
|
32.9K
$1.27M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
1K+ 0.22% |
$36.1K - $38.9K
|
466K
$18M
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
935+ 1.4% |
$33.7K - $36.3K
|
67.8K
$2.62M
|
|
|
Oct 07, 2025
Q3 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
798+ 0.98% |
$28.8K - $30.9K
|
82.2K
$3.18M
|
|
|
Oct 09, 2025
Q3 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
752+ 3.65% |
$27.1K - $29.2K
|
21.3K
$824K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
740New |
$26.7K - $28.7K
|
740
$28.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
687+ 4.07% |
$24.8K - $26.6K
|
17.6K
$679K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
622+ 1.8% |
$22.4K - $24.1K
|
35.1K
$1.36M
|
|
|
Oct 02, 2025
Q3 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
610+ 0.05% |
$22K - $23.7K
|
1.31M
$50.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
542+ 2.64% |
$19.5K - $21K
|
21.1K
$815K
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
512+ 0.4% |
$18.5K - $19.9K
|
129K
$4.98M
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
483New |
$17.4K - $18.7K
|
483
$18.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
477+ 3.57% |
$17.2K - $18.5K
|
13.9K
$535K
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
416+ 0.2% |
$15K - $16.1K
|
207K
$7.98M
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
408+ 0.66% |
$14.7K - $15.8K
|
61.9K
$2.39M
|
|
|
Oct 29, 2025
Q3 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
368+ 0.07% |
$13.3K - $14.3K
|
497K
$19.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
332+ 1.41% |
$12K - $12.9K
|
23.9K
$923K
|
|
|
Oct 31, 2025
Q3 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
292+ 4.09% |
$10.5K - $11.3K
|
7.44K
$287K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
258+ 4.02% |
$9.3K - $10K
|
6.67K
$258K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
249New |
$8.97K - $9.66K
|
249
$9.62K
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
249+ 0.52% |
$8.97K - $9.66K
|
48.4K
$1.87M
|
|
|
Oct 23, 2025
Q3 2025
|
Atwater Malick LLC
|
BUY
|
- |
197+ 0.27% |
$7.1K - $7.64K
|
72.9K
$2.82M
|
|
|
Nov 03, 2025
Q3 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
197+ 0.28% |
$7.1K - $7.64K
|
71.6K
$2.76M
|
|
|
Oct 14, 2025
Q3 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
187+ 0.28% |
$6.74K - $7.25K
|
67.2K
$2.59M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
164+ 0.28% |
$5.91K - $6.36K
|
59.4K
$2.29M
|
|
|
Oct 10, 2025
Q3 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
151New |
$5.44K - $5.86K
|
151
$5.83K
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
144+ 0.28% |
$5.19K - $5.58K
|
52.3K
$2.02M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
123+ 0.05% |
$4.43K - $4.77K
|
227K
$8.78M
|