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 31, 2025
Q3 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-17.4K- 0.85% |
$626K - $673K
|
2.03M
$78.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-17.4K- 39.8% |
$627K - $675K
|
26.3K
$1.02M
|
|
|
Oct 21, 2025
Q3 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-18.1K- 1.52% |
$652K - $701K
|
1.17M
$45.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-21.2K- 1.2% |
$763K - $821K
|
1.74M
$67.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-21.6K- 2.3% |
$779K - $838K
|
919K
$35.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-21.8K- 99.56% |
$784K - $843K
|
96
$3.71K
|
|
|
Oct 20, 2025
Q3 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-22K- 6.34% |
$795K - $855K
|
326K
$12.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-22.3K- 2.6% |
$803K - $864K
|
836K
$32.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-23.5K- 1.93% |
$847K - $911K
|
1.19M
$46M
|
|
|
Oct 30, 2025
Q3 2025
|
Planning Center, Inc.
|
SELL
|
- |
-24.6K- 1.18% |
$888K - $956K
|
2.07M
$79.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-25.3K- 3.6% |
$912K - $981K
|
678K
$26.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
SELL
|
- |
-26.1K- 3.2% |
$942K - $1.01M
|
790K
$30.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-28.8K- 3.73% |
$1.04M - $1.12M
|
744K
$28.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-32.1KClosed |
$1.16M - $1.24M
|
0
$0
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-32.4K- 2.48% |
$1.17M - $1.25M
|
1.27M
$49.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-33.1K- 1.67% |
$1.19M - $1.28M
|
1.94M
$75M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-35K- 4.84% |
$1.26M - $1.36M
|
688K
$26.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-37.6K- 0.87% |
$1.36M - $1.46M
|
4.3M
$166M
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-38.6K- 8.79% |
$1.39M - $1.5M
|
400K
$15.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Better Wealth, LLC
|
SELL
|
- |
-39K- 1.38% |
$1.4M - $1.51M
|
2.78M
$107M
|
|
|
Oct 09, 2025
Q3 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-39.7K- 1.72% |
$1.43M - $1.54M
|
2.26M
$87.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
SELL
|
- |
-41.9K- 3.61% |
$1.51M - $1.63M
|
1.12M
$43.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-42.1K- 4.56% |
$1.52M - $1.63M
|
881K
$34M
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-44.7K- 66.03% |
$1.61M - $1.73M
|
23K
$888K
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-46.9K- 12.85% |
$1.69M - $1.82M
|
318K
$12.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-47.7K- 2.25% |
$1.72M - $1.85M
|
2.07M
$80.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-51.7K- 1.11% |
$1.86M - $2.01M
|
4.62M
$178M
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-52.6K- 2.11% |
$1.9M - $2.04M
|
2.44M
$94.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-56.1K- 1.37% |
$2.02M - $2.18M
|
4.04M
$156M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-58.3K- 7.36% |
$2.1M - $2.26M
|
734K
$28.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-59.3K- 12.29% |
$2.14M - $2.3M
|
423K
$16.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-66.1K- 78.19% |
$2.38M - $2.56M
|
18.4K
$712K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-69.1K- 4.41% |
$2.49M - $2.68M
|
1.5M
$57.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-76.1K- 41.8% |
$2.74M - $2.95M
|
106K
$4.09M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-76.7K- 3.99% |
$2.76M - $2.97M
|
1.84M
$71.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-78.2K- 1.54% |
$2.82M - $3.03M
|
5M
$193M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-92K- 69.38% |
$3.32M - $3.57M
|
40.6K
$1.57M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-101K- 1.15% |
$3.63M - $3.9M
|
8.63M
$333M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-105K- 2.32% |
$3.78M - $4.07M
|
4.41M
$170M
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-107K- 2.16% |
$3.84M - $4.13M
|
4.84M
$187M
|
|
|
Oct 23, 2025
Q3 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-108K- 2.58% |
$3.9M - $4.2M
|
4.08M
$158M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-134K- 24.4% |
$4.83M - $5.2M
|
416K
$16.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-139K- 1.29% |
$4.99M - $5.37M
|
10.6M
$410M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-143K- 7.75% |
$5.17M - $5.56M
|
1.71M
$65.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-156K- 91.78% |
$5.61M - $6.04M
|
13.9K
$538K
|
|
|
Oct 30, 2025
Q3 2025
|
Millburn Ridgefield Corp
|
SELL
|
- |
-217K- 6.86% |
$7.81M - $8.4M
|
2.94M
$114M
|
|
|
Oct 10, 2025
Q3 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
SELL
|
- |
-274K- 11.87% |
$9.88M - $10.6M
|
2.04M
$78.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-375K- 44.0% |
$13.5M - $14.5M
|
477K
$18.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-42M- 76.58% |
$1.51B - $1.63B
|
12.8M
$496M
|