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 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-7.6K- 4.53% |
$258K - $278K
|
160K
$5.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-7.61K- 1.31% |
$258K - $279K
|
572K
$19.7M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-7.81K- 9.64% |
$265K - $286K
|
73.2K
$2.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-8.24K- 0.16% |
$279K - $302K
|
5.17M
$178M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-8.33K- 14.96% |
$282K - $305K
|
47.3K
$1.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-8.63K- 0.79% |
$293K - $316K
|
1.09M
$37.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-9.27K- 3.06% |
$314K - $339K
|
293K
$10.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-9.46K- 6.01% |
$321K - $346K
|
148K
$5.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-9.85K- 3.48% |
$334K - $361K
|
273K
$9.43M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-10K- 10.01% |
$340K - $366K
|
90K
$3.1M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-10.1K- 36.33% |
$342K - $369K
|
17.7K
$609K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-10.1K- 1.69% |
$342K - $369K
|
588K
$20.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-10.4K- 7.03% |
$354K - $382K
|
138K
$4.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-10.6K- 2.25% |
$358K - $386K
|
458K
$15.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-10.7K- 1.3% |
$362K - $391K
|
811K
$28M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-10.7K- 34.77% |
$362K - $391K
|
20K
$691K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-11.4K- 3.3% |
$385K - $416K
|
333K
$11.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-11.5K- 3.99% |
$391K - $422K
|
278K
$9.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.5K- 20.84% |
$392K - $423K
|
43.9K
$1.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-11.6K- 1.27% |
$393K - $424K
|
903K
$31.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.9K- 1.52% |
$404K - $436K
|
771K
$26.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-12K- 0.56% |
$406K - $438K
|
2.14M
$73.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-12.9K- 9.33% |
$438K - $472K
|
125K
$4.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-13K- 1.09% |
$439K - $474K
|
1.17M
$40.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-13.1K- 17.01% |
$444K - $480K
|
63.9K
$2.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-13.2K- 0.69% |
$447K - $482K
|
1.91M
$65.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-13.9K- 0.33% |
$471K - $508K
|
4.18M
$144M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-14K- 18.54% |
$474K - $511K
|
61.4K
$2.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-14K- 7.96% |
$475K - $512K
|
162K
$5.59M
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-14.5K- 66.67% |
$491K - $530K
|
7.24K
$250K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-14.7K- 0.92% |
$499K - $538K
|
1.59M
$54.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-15.4K- 1.19% |
$523K - $564K
|
1.28M
$44.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-16.6K- 1.44% |
$563K - $608K
|
1.14M
$39.4M
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-17.3K- 96.54% |
$587K - $634K
|
621
$21.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-17.6K- 5.36% |
$596K - $643K
|
310K
$10.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-18.2K- 4.53% |
$618K - $667K
|
384K
$13.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-18.5K- 1.1% |
$629K - $679K
|
1.67M
$57.6M
|
|
|
Jan 02, 2025
Q4 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-19.4K- 2.25% |
$657K - $709K
|
840K
$29M
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-19.8K- 21.81% |
$672K - $725K
|
71K
$2.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-19.9K- 40.84% |
$673K - $727K
|
28.8K
$992K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-20K- 10.69% |
$677K - $730K
|
167K
$5.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-20.3K- 8.69% |
$687K - $742K
|
213K
$7.35M
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-20.7K- 1.38% |
$704K - $759K
|
1.48M
$51.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-21.5K- 1.18% |
$729K - $787K
|
1.79M
$61.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-21.7K- 15.56% |
$735K - $793K
|
118K
$4.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-22.3K- 3.42% |
$755K - $815K
|
629K
$21.7M
|
|
|
Feb 26, 2025
Q4 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-23.1K- 1.52% |
$782K - $844K
|
1.49M
$51.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-23.4K- 1.18% |
$794K - $857K
|
1.96M
$67.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-23.5K- 80.19% |
$796K - $859K
|
5.8K
$200K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-24.6K- 5.12% |
$833K - $899K
|
455K
$15.7M
|