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 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
|
|
|
Nov 05, 2025
Q3 2025
|
Prudent Man Investment Management, Inc.
Louisville, CO |
SELL
|
- |
-646- 0.04% |
$23.3K - $25.1K
|
1.5M
$57.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
SELL
|
- |
-652- 2.24% |
$23.5K - $25.3K
|
28.4K
$1.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-675- 7.96% |
$24.3K - $26.2K
|
7.81K
$302K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-696- 0.44% |
$25.1K - $27K
|
159K
$6.14M
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-719- 0.32% |
$25.9K - $27.9K
|
221K
$8.55M
|
|
|
Oct 15, 2025
Q3 2025
|
Rfg Holdings, Inc.
|
SELL
|
- |
-781- 9.41% |
$28.1K - $30.3K
|
7.52K
$290K
|
|
|
Oct 29, 2025
Q3 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-814- 8.04% |
$29.3K - $31.6K
|
9.31K
$360K
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
SELL
|
- |
-830- 9.13% |
$29.9K - $32.2K
|
8.26K
$319K
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-838- 7.6% |
$30.2K - $32.5K
|
10.2K
$393K
|
|
|
Oct 27, 2025
Q3 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-863- 0.27% |
$31.1K - $33.5K
|
314K
$12.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-944- 0.64% |
$34K - $36.6K
|
147K
$5.67M
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-967- 3.79% |
$34.9K - $37.5K
|
24.5K
$947K
|
|
|
Oct 14, 2025
Q3 2025
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-1.11K- 15.01% |
$39.9K - $42.9K
|
6.27K
$242K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.16K- 1.43% |
$41.7K - $44.8K
|
79.5K
$3.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.16K- 2.21% |
$42K - $45.1K
|
51.4K
$1.99M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
SELL
|
- |
-1.23K- 3.23% |
$44.2K - $47.6K
|
36.8K
$1.42M
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.29K- 0.89% |
$46.4K - $49.9K
|
143K
$5.52M
|
|
|
Oct 08, 2025
Q3 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-1.33K- 0.46% |
$47.9K - $51.6K
|
286K
$11.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.34K- 1.89% |
$48.1K - $51.8K
|
69.3K
$2.68M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1.38K- 29.33% |
$49.8K - $53.6K
|
3.33K
$129K
|
|
|
Oct 20, 2025
Q3 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-1.46K- 0.66% |
$52.7K - $56.7K
|
221K
$8.52M
|
|
|
Oct 28, 2025
Q3 2025
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-1.5K- 15.98% |
$54.2K - $58.3K
|
7.9K
$305K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
SELL
|
- |
-1.5K- 1.79% |
$54.2K - $58.3K
|
82.6K
$3.19M
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-1.51K- 0.96% |
$54.5K - $58.6K
|
155K
$6M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.53K- 21.42% |
$55K - $59.2K
|
5.6K
$216K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.58K- 2.89% |
$57.1K - $61.4K
|
53.1K
$2.05M
|
|
|
Oct 14, 2025
Q3 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1.62K- 7.57% |
$58.2K - $62.7K
|
19.7K
$762K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.69K- 0.9% |
$61.1K - $65.7K
|
186K
$7.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.8K- 0.68% |
$64.9K - $69.8K
|
264K
$10.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.81K- 0.8% |
$65.1K - $70.1K
|
225K
$8.68M
|
|
|
Nov 03, 2025
Q3 2025
|
Avant Financial Advisors LLC
Austin, TX |
SELL
|
- |
-1.89K- 4.79% |
$68K - $73.2K
|
37.5K
$1.45M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-1.91K- 4.0% |
$68.7K - $73.9K
|
45.7K
$1.76M
|
|
|
Nov 05, 2025
Q3 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-1.94K- 1.44% |
$69.8K - $75.1K
|
132K
$5.11M
|
|
|
Oct 14, 2025
Q3 2025
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-1.96K- 2.35% |
$70.6K - $76K
|
81.4K
$3.14M
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-2.07K- 0.62% |
$74.7K - $80.4K
|
330K
$12.7M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-2.22K- 0.16% |
$80K - $86.1K
|
1.38M
$53.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Gibbs Wealth Management
Alpharetta, GA |
SELL
|
- |
-2.23K- 15.44% |
$80.5K - $86.6K
|
12.2K
$472K
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-2.28K- 6.99% |
$82.1K - $88.3K
|
30.3K
$1.17M
|
|
|
Oct 15, 2025
Q3 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-2.43K- 18.09% |
$87.6K - $94.2K
|
11K
$425K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.44K- 3.26% |
$87.9K - $94.6K
|
72.3K
$2.79M
|
|
|
Oct 20, 2025
Q3 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-2.47K- 0.34% |
$88.9K - $95.7K
|
717K
$27.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Baker Boyer National Bank
|
SELL
|
- |
-2.52K- 0.14% |
$91K - $97.9K
|
1.81M
$69.9M
|