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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-95- 0.83% |
$3.22K - $3.48K
|
11.3K
$390K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-100- 0.28% |
$3.39K - $3.66K
|
35.1K
$1.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-123- 0.44% |
$4.17K - $4.5K
|
28.1K
$970K
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-123- 0.29% |
$4.17K - $4.5K
|
41.7K
$1.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-138- 2.1% |
$4.68K - $5.05K
|
6.45K
$222K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-145- 1.09% |
$4.92K - $5.31K
|
13.1K
$454K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-150- 2.6% |
$5.09K - $5.49K
|
5.62K
$194K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-159- 0.08% |
$5.39K - $5.82K
|
209K
$7.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-171- 1.47% |
$5.8K - $6.26K
|
11.5K
$396K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-189- 1.05% |
$6.41K - $6.92K
|
17.9K
$617K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-190- 0.05% |
$6.44K - $6.95K
|
375K
$13M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-199- 4.32% |
$6.75K - $7.28K
|
4.41K
$152K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-208- 0.19% |
$7.06K - $7.61K
|
111K
$3.82M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-233- 0.77% |
$7.9K - $8.53K
|
29.9K
$1.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-276- 0.29% |
$9.36K - $10.1K
|
95.1K
$3.28M
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-289- 2.16% |
$9.8K - $10.6K
|
13.1K
$452K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-296- 1.26% |
$10K - $10.8K
|
23.1K
$798K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-296- 1.21% |
$10K - $10.8K
|
24.1K
$831K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-299- 15.29% |
$10.1K - $10.9K
|
1.66K
$57.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-320- 2.72% |
$10.9K - $11.7K
|
11.4K
$395K
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-375- 4.22% |
$12.7K - $13.7K
|
8.51K
$294K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-396- 0.33% |
$13.4K - $14.5K
|
118K
$4.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-400- 4.78% |
$13.6K - $14.6K
|
7.97K
$275K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-412- 2.98% |
$14K - $15.1K
|
13.4K
$463K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-415- 0.46% |
$14.1K - $15.2K
|
89.2K
$3.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-419- 0.15% |
$14.2K - $15.3K
|
281K
$9.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-422- 3.06% |
$14.3K - $15.4K
|
13.4K
$461K
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-429- 0.03% |
$14.6K - $15.7K
|
1.69M
$58.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-450- 6.17% |
$15.3K - $16.5K
|
6.84K
$236K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-467- 5.32% |
$15.8K - $17.1K
|
8.31K
$287K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-475- 0.49% |
$16.1K - $17.4K
|
95.9K
$3.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-484- 1.92% |
$16.4K - $17.7K
|
24.7K
$851K
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-486- 1.99% |
$16.5K - $17.8K
|
23.9K
$826K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-499- 17.92% |
$16.9K - $18.3K
|
2.29K
$78.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-500- 2.37% |
$17K - $18.3K
|
20.6K
$712K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-511- 0.97% |
$17.3K - $18.7K
|
52K
$1.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-520- 0.04% |
$17.6K - $19K
|
1.45M
$50M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-525- 6.7% |
$17.8K - $19.2K
|
7.31K
$252K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-530- 1.0% |
$18K - $19.4K
|
52.3K
$1.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-531- 3.24% |
$18K - $19.4K
|
15.8K
$547K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-531- 1.81% |
$18K - $19.4K
|
28.7K
$992K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-534- 0.06% |
$18.1K - $19.5K
|
896K
$30.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-540- 4.92% |
$18.3K - $19.8K
|
10.4K
$360K
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
SELL
|
- |
-548- 0.02% |
$18.6K - $20.1K
|
2.96M
$102M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-556- 0.09% |
$18.9K - $20.3K
|
618K
$21.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-582- 4.33% |
$19.7K - $21.3K
|
12.9K
$444K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-588- 0.37% |
$19.9K - $21.5K
|
158K
$5.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-629- 3.39% |
$21.3K - $23K
|
17.9K
$619K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-670- 3.53% |
$22.7K - $24.5K
|
18.3K
$632K
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-688- 0.25% |
$23.3K - $25.2K
|
273K
$9.43M
|