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 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-14.5K- 66.67% |
$491K - $530K
|
7.24K
$264K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-14.7K- 0.92% |
$499K - $538K
|
1.59M
$57.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-15.4K- 1.19% |
$523K - $564K
|
1.28M
$46.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-16.6K- 1.44% |
$563K - $608K
|
1.14M
$41.6M
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-17.3K- 96.54% |
$587K - $634K
|
621
$22.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-17.6K- 5.36% |
$596K - $643K
|
310K
$11.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-18.2K- 4.53% |
$618K - $667K
|
384K
$14M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-18.5K- 1.1% |
$629K - $679K
|
1.67M
$61M
|
|
|
Jan 02, 2025
Q4 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-19.4K- 2.25% |
$657K - $709K
|
840K
$30.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-19.8K- 21.81% |
$672K - $725K
|
71K
$2.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-19.9K- 40.84% |
$673K - $727K
|
28.8K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-20K- 10.69% |
$677K - $730K
|
167K
$6.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-20.3K- 8.69% |
$687K - $742K
|
213K
$7.78M
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-20.7K- 1.38% |
$704K - $759K
|
1.48M
$54.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-21.5K- 1.18% |
$729K - $787K
|
1.79M
$65.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-21.7K- 15.56% |
$735K - $793K
|
118K
$4.29M
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-22.2K- 2.07% |
$753K - $812K
|
1.05M
$38.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-22.3K- 3.42% |
$755K - $815K
|
629K
$23M
|
|
|
Feb 26, 2025
Q4 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-23.1K- 1.52% |
$782K - $844K
|
1.49M
$54.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-23.4K- 1.18% |
$794K - $857K
|
1.96M
$71.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-23.5K- 80.19% |
$796K - $859K
|
5.8K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-24.6K- 5.12% |
$833K - $899K
|
455K
$16.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-25.6K- 4.43% |
$869K - $938K
|
553K
$20.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-26.7K- 5.68% |
$905K - $976K
|
443K
$16.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-27.2K- 3.11% |
$922K - $994K
|
847K
$30.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-27.8K- 3.37% |
$943K - $1.02M
|
798K
$29.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-28.1K- 19.89% |
$953K - $1.03M
|
113K
$4.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-28.7K- 2.43% |
$974K - $1.05M
|
1.15M
$42.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-29K- 1.0% |
$982K - $1.06M
|
2.87M
$105M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-29.4K- 3.64% |
$996K - $1.07M
|
778K
$28.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-30K- 1.1% |
$1.02M - $1.1M
|
2.71M
$98.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-31.2K- 29.02% |
$1.06M - $1.14M
|
76.4K
$2.79M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-33.1K- 9.54% |
$1.12M - $1.21M
|
314K
$11.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-33.5K- 1.0% |
$1.14M - $1.23M
|
3.3M
$121M
|
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-37.9K- 16.03% |
$1.28M - $1.39M
|
198K
$7.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-38K- 6.13% |
$1.29M - $1.39M
|
582K
$21.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-38.2K- 2.29% |
$1.3M - $1.4M
|
1.63M
$59.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-41.6K- 4.52% |
$1.41M - $1.52M
|
880K
$32.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-43.8K- 10.97% |
$1.49M - $1.6M
|
356K
$13M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-45.4K- 46.75% |
$1.54M - $1.66M
|
51.8K
$1.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-46.6K- 26.49% |
$1.58M - $1.7M
|
129K
$4.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-46.8K- 6.83% |
$1.59M - $1.71M
|
639K
$23.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-47.1K- 2.28% |
$1.6M - $1.72M
|
2.02M
$73.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-48.9K- 2.29% |
$1.66M - $1.79M
|
2.08M
$76.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-50.2K- 2.14% |
$1.7M - $1.84M
|
2.3M
$83.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-54.3K- 8.03% |
$1.84M - $1.99M
|
621K
$22.7M
|
|
|
Jun 16, 2025
Q4 2024
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-57.1K- 2.25% |
$1.94M - $2.09M
|
2.48M
$90.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-58.4K- 1.38% |
$1.98M - $2.14M
|
4.16M
$152M
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-59.4K- 0.89% |
$2.01M - $2.17M
|
6.64M
$243M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-65.4K- 1.22% |
$2.22M - $2.39M
|
5.3M
$194M
|