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 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.89K- 1.49% |
$64.1K - $69.1K
|
125K
$4.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-1.93K- 8.27% |
$65.4K - $70.6K
|
21.4K
$738K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.98K- 4.89% |
$67.2K - $72.5K
|
38.5K
$1.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-2.02K- 1.27% |
$68.6K - $74K
|
157K
$5.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-2.04K- 6.5% |
$69.3K - $74.8K
|
29.4K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.06K- 0.22% |
$69.8K - $75.3K
|
952K
$32.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-2.07K- 4.67% |
$70.3K - $75.9K
|
42.3K
$1.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.37K- 48.19% |
$80.2K - $86.6K
|
2.54K
$87.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-2.37K- 0.7% |
$80.3K - $86.6K
|
338K
$11.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-2.57K- 2.5% |
$87.1K - $94K
|
100K
$3.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.68K- 2.56% |
$90.8K - $97.9K
|
102K
$3.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.76K- 7.62% |
$93.7K - $101K
|
33.5K
$1.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-2.8K- 6.16% |
$95K - $102K
|
42.6K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-2.9K- 3.73% |
$98.4K - $106K
|
74.8K
$2.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-2.92K- 3.07% |
$98.9K - $107K
|
91.9K
$3.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2.95K- 29.32% |
$100K - $108K
|
7.12K
$246K
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-3.17K- 4.26% |
$107K - $116K
|
71.2K
$2.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.4K- 6.26% |
$115K - $124K
|
50.9K
$1.76M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3.42K- 8.29% |
$116K - $125K
|
37.9K
$1.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-3.49K- 1.2% |
$118K - $128K
|
288K
$9.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-3.58K- 1.26% |
$121K - $131K
|
280K
$9.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-3.59K- 16.15% |
$122K - $131K
|
18.7K
$644K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-3.6K- 2.39% |
$122K - $132K
|
147K
$5.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.63K- 4.21% |
$123K - $133K
|
82.6K
$2.85M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-3.72K- 1.06% |
$126K - $136K
|
346K
$11.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-3.73K- 36.55% |
$126K - $136K
|
6.47K
$223K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-3.84K- 10.55% |
$130K - $140K
|
32.5K
$1.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-3.87K- 9.45% |
$131K - $142K
|
37.1K
$1.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-3.98K- 1.68% |
$135K - $146K
|
233K
$8.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-4.08K- 16.36% |
$138K - $149K
|
20.8K
$719K
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-4.13K- 4.37% |
$140K - $151K
|
90.3K
$3.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-4.21K- 0.18% |
$143K - $154K
|
2.32M
$80.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-4.57K- 4.28% |
$155K - $167K
|
102K
$3.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-4.78K- 6.81% |
$162K - $175K
|
65.4K
$2.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-4.85K- 24.59% |
$165K - $178K
|
14.9K
$513K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-4.85K- 3.1% |
$165K - $178K
|
152K
$5.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-4.86K- 0.53% |
$165K - $178K
|
907K
$31.3M
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-5.06K- 4.87% |
$172K - $185K
|
98.8K
$3.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-5.06K- 1.48% |
$172K - $185K
|
337K
$11.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-5.22K- 11.84% |
$177K - $191K
|
38.9K
$1.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.32K- 35.07% |
$181K - $195K
|
9.86K
$340K
|
|
|
Feb 10, 2025
Q4 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-5.84K- 3.88% |
$198K - $214K
|
145K
$4.99M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-6.09K- 4.91% |
$207K - $223K
|
118K
$4.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-6.39K- 22.07% |
$217K - $234K
|
22.6K
$779K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-6.59K- 2.08% |
$223K - $241K
|
310K
$10.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-6.69K- 84.45% |
$227K - $245K
|
1.23K
$42.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-6.82K- 13.15% |
$231K - $250K
|
45K
$1.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-7K- 15.94% |
$237K - $256K
|
36.9K
$1.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-7.16K- 1.54% |
$243K - $262K
|
457K
$15.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-7.42K- 7.23% |
$252K - $271K
|
95.1K
$3.28M
|