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 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
119+ 1.01% |
$4.29K - $4.61K
|
11.8K
$457K
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
114+ 0.11% |
$4.11K - $4.42K
|
109K
$4.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
92+ 0.24% |
$3.32K - $3.57K
|
38K
$1.47M
|
|
|
Nov 05, 2025
Q3 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
91+ 0.67% |
$3.28K - $3.53K
|
13.7K
$529K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
90+ 0.28% |
$3.24K - $3.49K
|
32.7K
$1.26M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
88+ 0.27% |
$3.17K - $3.41K
|
32.5K
$1.26M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
85+ 0.26% |
$3.06K - $3.3K
|
33K
$1.27M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
81+ 0.61% |
$2.92K - $3.14K
|
13.3K
$512K
|
|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
66+ 0.28% |
$2.38K - $2.56K
|
24K
$926K
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
63+ 0.15% |
$2.27K - $2.44K
|
42.4K
$1.64M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
63+ 0.24% |
$2.27K - $2.44K
|
26.1K
$1.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
60+ 0.17% |
$2.16K - $2.33K
|
36.4K
$1.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
58+ 0.27% |
$2.09K - $2.25K
|
21.5K
$831K
|
|
|
Oct 24, 2025
Q3 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
58+ 0.09% |
$2.09K - $2.25K
|
67.3K
$2.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
57+ 0.28% |
$2.05K - $2.21K
|
20.5K
$793K
|
|
|
Oct 21, 2025
Q3 2025
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
56+ 0.06% |
$2.02K - $2.17K
|
93.9K
$3.63M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
54+ 0.24% |
$1.95K - $2.09K
|
22.6K
$873K
|
|
|
Oct 21, 2025
Q3 2025
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
53+ 0.22% |
$1.91K - $2.06K
|
23.8K
$918K
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
48+ 0.28% |
$1.73K - $1.86K
|
17.2K
$663K
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
47+ 0.28% |
$1.69K - $1.82K
|
17K
$655K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
44+ 0.27% |
$1.59K - $1.71K
|
16.1K
$620K
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
44+ 0.28% |
$1.59K - $1.71K
|
15.8K
$612K
|
|
|
Oct 21, 2025
Q3 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
43+ 0.25% |
$1.55K - $1.67K
|
17.3K
$668K
|
|
|
Oct 27, 2025
Q3 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
42+ 0.28% |
$1.51K - $1.63K
|
15.2K
$589K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
40+ 0.22% |
$1.44K - $1.55K
|
18K
$696K
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
BUY
|
- |
38+ 0.28% |
$1.37K - $1.47K
|
13.8K
$534K
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
37+ 0.57% |
$1.33K - $1.43K
|
6.51K
$251K
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
31+ 0.28% |
$1.12K - $1.2K
|
11.2K
$434K
|
|
|
Oct 22, 2025
Q3 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
31+ 0.21% |
$1.12K - $1.2K
|
14.5K
$560K
|
|
|
Oct 31, 2025
Q3 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
30+ 0.28% |
$1.08K - $1.16K
|
10.6K
$410K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
28+ 0.15% |
$1.01K - $1.09K
|
18.8K
$725K
|
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
28+ 0.29% |
$1.01K - $1.09K
|
9.63K
$372K
|
|
|
Oct 20, 2025
Q3 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
27+ 0.09% |
$973 - $1.05K
|
31.1K
$1.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
26New |
$937 - $1.01K
|
26
$1K
|
|
|
Oct 29, 2025
Q3 2025
|
Matisse Capital
|
BUY
|
- |
26+ 0.28% |
$937 - $1.01K
|
9.46K
$365K
|
|
|
Oct 20, 2025
Q3 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
24+ 0.28% |
$865 - $931
|
8.58K
$331K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
24New |
$865 - $931
|
24
$927
|
|
|
Oct 06, 2025
Q3 2025
|
Exeter Financial, LLC
|
BUY
|
- |
24+ 0.09% |
$865 - $931
|
28K
$1.08M
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
23+ 0.28% |
$829 - $892
|
8.19K
$316K
|
|
|
Nov 04, 2025
Q3 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
23+ 0.0% |
$829 - $892
|
939K
$36.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
23+ 0.28% |
$829 - $892
|
8.12K
$314K
|
|
|
Oct 16, 2025
Q3 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
22+ 0.28% |
$793 - $853
|
7.95K
$307K
|
|
|
Nov 04, 2025
Q3 2025
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
22+ 0.27% |
$793 - $853
|
8.19K
$316K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
21+ 0.17% |
$757 - $814
|
12.6K
$485K
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
19+ 0.11% |
$685 - $737
|
17.2K
$663K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
16+ 0.27% |
$577 - $620
|
5.89K
$227K
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
16+ 0.23% |
$577 - $620
|
6.85K
$264K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
16+ 0.15% |
$577 - $620
|
10.4K
$401K
|
|
|
Oct 24, 2025
Q3 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
16+ 0.09% |
$577 - $620
|
17.5K
$677K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
16+ 0.28% |
$577 - $620
|
5.64K
$218K
|