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
|
Parkside Advisors LLC
|
SELL
|
- |
-700- 0.82% |
$23.7K - $25.6K
|
84.7K
$2.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-744- 6.71% |
$25.2K - $27.2K
|
10.3K
$357K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-762- 1.32% |
$25.8K - $27.9K
|
56.9K
$1.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-769- 3.19% |
$26.1K - $28.1K
|
23.4K
$806K
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-812- 0.32% |
$27.5K - $29.7K
|
250K
$8.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-852- 1.4% |
$28.9K - $31.2K
|
60K
$2.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-874- 3.96% |
$29.6K - $32K
|
21.2K
$731K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-875- 0.3% |
$29.7K - $32K
|
289K
$9.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-877- 1.2% |
$29.7K - $32.1K
|
72.4K
$2.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-954- 4.48% |
$32.4K - $34.9K
|
20.4K
$703K
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-979- 0.07% |
$33.2K - $35.8K
|
1.41M
$48.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-991- 0.54% |
$33.6K - $36.3K
|
182K
$6.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-1.03K- 0.48% |
$35K - $37.8K
|
214K
$7.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-1.04K- 0.11% |
$35.2K - $38K
|
914K
$31.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.05K- 1.07% |
$35.8K - $38.6K
|
97.5K
$3.37M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.07K- 4.31% |
$36.4K - $39.3K
|
23.8K
$823K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1.09K- 17.34% |
$36.9K - $39.8K
|
5.18K
$179K
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-1.1K- 0.73% |
$37.3K - $40.2K
|
150K
$5.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-1.13K- 11.53% |
$38.3K - $41.3K
|
8.66K
$299K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-1.14K- 6.47% |
$38.8K - $41.8K
|
16.5K
$570K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.18K- 1.85% |
$40K - $43.1K
|
62.4K
$2.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.23K- 2.89% |
$41.7K - $45K
|
41.4K
$1.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.24K- 1.0% |
$42K - $45.3K
|
123K
$4.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-1.28K- 1.71% |
$43.3K - $46.7K
|
73.5K
$2.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.28K- 12.55% |
$43.4K - $46.8K
|
8.92K
$308K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.31K- 3.64% |
$44.5K - $48K
|
34.7K
$1.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.31K- 12.14% |
$44.6K - $48.1K
|
9.51K
$328K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.34K- 8.15% |
$45.3K - $48.9K
|
15.1K
$520K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-1.37K- 4.21% |
$46.4K - $50.1K
|
31.1K
$1.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-1.42K- 1.15% |
$48K - $51.8K
|
122K
$4.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.43K- 15.14% |
$48.4K - $52.3K
|
8.01K
$276K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.45K- 6.19% |
$49.1K - $53K
|
21.9K
$757K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.47K- 0.67% |
$49.8K - $53.8K
|
219K
$7.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-1.51K- 5.02% |
$51.1K - $55.2K
|
28.5K
$984K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.58K- 2.92% |
$53.6K - $57.9K
|
52.5K
$1.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.59K- 5.31% |
$54.1K - $58.3K
|
28.4K
$981K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.68K- 0.87% |
$57.1K - $61.6K
|
191K
$6.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-1.69K- 6.91% |
$57.2K - $61.7K
|
22.7K
$783K
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-1.69K- 0.81% |
$57.3K - $61.8K
|
207K
$7.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.71K- 6.32% |
$57.9K - $62.4K
|
25.3K
$872K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.71K- 1.35% |
$57.9K - $62.5K
|
125K
$4.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.71K- 2.09% |
$58.1K - $62.7K
|
80.4K
$2.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-1.72K- 0.42% |
$58.3K - $62.9K
|
410K
$14.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.74K- 0.84% |
$58.9K - $63.5K
|
205K
$7.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.8K- 12.41% |
$61K - $65.8K
|
12.7K
$438K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.8K- 0.11% |
$61.1K - $65.9K
|
1.6M
$55.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.81K- 6.2% |
$61.2K - $66.1K
|
27.3K
$942K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-1.85K- 21.46% |
$62.7K - $67.6K
|
6.76K
$233K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.86K- 6.2% |
$63.1K - $68.1K
|
28.1K
$971K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1.88K- 10.27% |
$63.7K - $68.8K
|
16.4K
$567K
|