Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
26+ 0.27% |
$882 - $952
|
9.55K
$330K
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
25+ 0.04% |
$848 - $915
|
59.5K
$2.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
25+ 0.29% |
$848 - $915
|
8.67K
$299K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
24+ 0.2% |
$814 - $878
|
12.2K
$421K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
23+ 0.29% |
$780 - $842
|
8.06K
$278K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
23+ 0.28% |
$780 - $842
|
8.12K
$280K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
21+ 0.02% |
$712 - $769
|
101K
$3.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
21+ 0.29% |
$712 - $769
|
7.34K
$253K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
20+ 0.12% |
$678 - $732
|
17.1K
$590K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
20+ 0.29% |
$678 - $732
|
6.89K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
18+ 0.26% |
$611 - $659
|
6.85K
$236K
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
18+ 0.29% |
$611 - $659
|
6.25K
$216K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
16+ 0.24% |
$543 - $586
|
6.8K
$235K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
16+ 0.06% |
$543 - $586
|
26.8K
$924K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
16+ 0.29% |
$543 - $586
|
5.55K
$191K
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
BUY
|
- |
15+ 0.09% |
$509 - $549
|
16.7K
$577K
|
|
|
Feb 13, 2025
Q4 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
13+ 0.01% |
$441 - $476
|
236K
$8.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.04% |
$407 - $439
|
30.3K
$1.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
12+ 0.16% |
$407 - $439
|
7.3K
$252K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
10+ 0.0% |
$339 - $366
|
282K
$9.73M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
10+ 0.27% |
$339 - $366
|
3.65K
$126K
|
|
|
Jan 30, 2025
Q4 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
10+ 0.01% |
$339 - $366
|
77.1K
$2.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
7+ 0.04% |
$237 - $256
|
15.7K
$541K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
7+ 0.02% |
$237 - $256
|
35.3K
$1.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
6+ 0.29% |
$204 - $220
|
2.06K
$71.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
6+ 0.3% |
$204 - $220
|
1.98K
$68.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4+ 0.06% |
$136 - $146
|
6.85K
$236K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3+ 0.05% |
$102 - $110
|
5.88K
$203K
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
3+ 0.01% |
$102 - $110
|
33.9K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
2+ 0.05% |
$67.8 - $73.2
|
3.64K
$126K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.03% |
$67.8 - $73.2
|
7.26K
$250K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1New |
$33.9 - $36.6
|
1
$34.5
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1+ 0.01% |
$33.9 - $36.6
|
13.8K
$477K
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-2- 0.01% |
$67.8 - $73.2
|
18.3K
$633K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-6- 0.02% |
$204 - $220
|
27.8K
$959K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-9- 0.01% |
$305 - $329
|
60.5K
$2.09M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-19- 0.17% |
$644 - $695
|
11.1K
$384K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-20- 0.02% |
$678 - $732
|
93.8K
$3.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-37- 0.12% |
$1.26K - $1.35K
|
31K
$1.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-39- 0.27% |
$1.32K - $1.43K
|
14.7K
$507K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-44- 0.06% |
$1.49K - $1.61K
|
68.8K
$2.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-57- 0.05% |
$1.93K - $2.09K
|
124K
$4.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-60- 50.0% |
$2.04K - $2.2K
|
60
$2.07K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-60- 50.0% |
$2.04K - $2.2K
|
60
$2.07K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-65- 20.31% |
$2.2K - $2.38K
|
255
$8.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-68- 0.07% |
$2.31K - $2.49K
|
92K
$3.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-76- 0.85% |
$2.58K - $2.78K
|
8.84K
$305K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-83- 0.31% |
$2.82K - $3.04K
|
26.9K
$928K
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-94- 0.14% |
$3.19K - $3.44K
|
66.4K
$2.29M
|