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 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-12- 0.04% |
$432 - $465
|
31.1K
$1.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-26- 0.25% |
$937 - $1.01K
|
10.3K
$397K
|
|
|
Nov 04, 2025
Q3 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-27- 0.11% |
$973 - $1.05K
|
23.9K
$922K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-29- 0.08% |
$1.05K - $1.12K
|
36.7K
$1.42M
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-44- 0.23% |
$1.59K - $1.71K
|
19.3K
$747K
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-50- 0.54% |
$1.8K - $1.94K
|
9.24K
$357K
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-58- 0.58% |
$2.09K - $2.25K
|
9.88K
$382K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-77- 0.56% |
$2.78K - $2.99K
|
13.6K
$527K
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-78- 0.33% |
$2.81K - $3.02K
|
23.3K
$899K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-100- 0.05% |
$3.6K - $3.88K
|
204K
$7.88M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-107- 0.85% |
$3.86K - $4.15K
|
12.5K
$484K
|
|
|
Oct 21, 2025
Q3 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-109- 0.53% |
$3.93K - $4.23K
|
20.6K
$794K
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
SELL
|
- |
-118- 1.51% |
$4.25K - $4.58K
|
7.68K
$296K
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-128- 0.96% |
$4.61K - $4.96K
|
13.3K
$512K
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-129- 0.64% |
$4.65K - $5K
|
20.1K
$777K
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
SELL
|
- |
-137- 1.05% |
$4.94K - $5.31K
|
13K
$500K
|
|
|
Oct 16, 2025
Q3 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-138- 0.76% |
$4.97K - $5.35K
|
18K
$694K
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-149- 1.12% |
$5.37K - $5.78K
|
13.2K
$509K
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-150- 1.02% |
$5.41K - $5.82K
|
14.6K
$564K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-154- 1.5% |
$5.55K - $5.97K
|
10.1K
$391K
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
SELL
|
- |
-158- 1.01% |
$5.69K - $6.13K
|
15.5K
$597K
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-162- 0.01% |
$5.84K - $6.28K
|
2.13M
$82.1M
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-169- 5.3% |
$6.09K - $6.55K
|
3.02K
$117K
|
|
|
Oct 22, 2025
Q3 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-183- 1.27% |
$6.6K - $7.1K
|
14.2K
$547K
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-201- 0.09% |
$7.24K - $7.79K
|
234K
$9.04M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-207- 9.79% |
$7.46K - $8.03K
|
1.91K
$73.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-208- 1.23% |
$7.5K - $8.07K
|
16.7K
$644K
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-241- 11.45% |
$8.69K - $9.35K
|
1.86K
$71.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-250- 2.13% |
$9.01K - $9.7K
|
11.5K
$443K
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-250- 3.88% |
$9.01K - $9.7K
|
6.2K
$239K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-273- 1.39% |
$9.84K - $10.6K
|
19.3K
$745K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-288- 0.41% |
$10.4K - $11.2K
|
69.3K
$2.68M
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-292- 0.38% |
$10.5K - $11.3K
|
76.6K
$2.96M
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-300- 13.57% |
$10.8K - $11.6K
|
1.91K
$73.8K
|
|
|
Oct 09, 2025
Q3 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-311- 0.75% |
$11.2K - $12.1K
|
41.1K
$1.59M
|
|
|
Oct 10, 2025
Q3 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-335- 0.19% |
$12.1K - $13K
|
180K
$6.96M
|
|
|
Oct 24, 2025
Q3 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-345- 0.7% |
$12.4K - $13.4K
|
49.1K
$1.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
SELL
|
- |
-351- 0.09% |
$12.7K - $13.6K
|
392K
$15.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-373- 4.23% |
$13.4K - $14.5K
|
8.45K
$326K
|
|
|
Oct 21, 2025
Q3 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
SELL
|
- |
-403- 0.48% |
$14.5K - $15.6K
|
84.1K
$3.25M
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-438- 1.54% |
$15.8K - $17K
|
28K
$1.08M
|
|
|
Oct 14, 2025
Q3 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-443- 0.05% |
$16K - $17.2K
|
946K
$36.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-455- 0.06% |
$16.4K - $17.6K
|
809K
$31.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-503- 4.23% |
$18.1K - $19.5K
|
11.4K
$440K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-513- 5.37% |
$18.5K - $19.9K
|
9.04K
$349K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-576- 3.67% |
$20.8K - $22.3K
|
15.1K
$584K
|
|
|
Oct 22, 2025
Q3 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-625- 4.21% |
$22.5K - $24.2K
|
14.2K
$549K
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-638- 0.69% |
$23K - $24.7K
|
92.2K
$3.56M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
SELL
|
- |
-652- 2.24% |
$23.5K - $25.3K
|
28.4K
$1.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-696- 0.44% |
$25.1K - $27K
|
159K
$6.14M
|