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 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2.34K+ 0.89% |
$79.3K - $85.6K
|
266K
$9.18M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2.33K+ 232.97% |
$79.1K - $85.4K
|
3.33K
$115K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
2.31K+ 1.9% |
$78.4K - $84.6K
|
124K
$4.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
1.98K+ 0.26% |
$67.1K - $72.4K
|
773K
$26.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.93K+ 6.8% |
$65.6K - $70.8K
|
30.4K
$1.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
1.91K+ 14.64% |
$64.9K - $70K
|
15K
$517K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.75K+ 10.04% |
$59.5K - $64.2K
|
19.2K
$663K
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
1.75K+ 0.1% |
$59.3K - $64K
|
1.84M
$63.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.71K+ 1.45% |
$58K - $62.6K
|
120K
$4.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.7K+ 17.62% |
$57.7K - $62.2K
|
11.3K
$392K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
1.67KNew |
$56.7K - $61.2K
|
1.67K
$57.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.65K+ 11.46% |
$56.1K - $60.5K
|
16.1K
$555K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
1.59K+ 17.2% |
$54K - $58.2K
|
10.8K
$374K
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1.56K+ 1.02% |
$53K - $57.2K
|
156K
$5.37M
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
1.54K+ 1.78% |
$52.3K - $56.4K
|
88.2K
$3.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1.51K+ 1.38% |
$51.2K - $55.2K
|
111K
$3.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.42K+ 1.52% |
$48.1K - $51.9K
|
94.4K
$3.26M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.31K+ 3.27% |
$44.5K - $48K
|
41.5K
$1.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.31K+ 0.23% |
$44.4K - $47.9K
|
561K
$19.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.15K+ 2.07% |
$38.9K - $42K
|
56.6K
$1.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.14K+ 644.89% |
$38.5K - $41.5K
|
1.31K
$45.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.06K+ 2.95% |
$36.1K - $38.9K
|
37.1K
$1.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.01K+ 0.66% |
$34.4K - $37.1K
|
155K
$5.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
962+ 4.41% |
$32.6K - $35.2K
|
22.8K
$787K
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
909+ 2.4% |
$30.8K - $33.3K
|
38.8K
$1.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
883+ 0.64% |
$30K - $32.3K
|
139K
$4.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
874+ 2.71% |
$29.6K - $32K
|
33.1K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
801+ 0.53% |
$27.2K - $29.3K
|
152K
$5.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
761+ 6.05% |
$25.8K - $27.9K
|
13.3K
$461K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
719+ 0.9% |
$24.4K - $26.3K
|
80.7K
$2.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
704+ 6.09% |
$23.9K - $25.8K
|
12.3K
$424K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
687New |
$23.3K - $25.1K
|
687
$23.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
663+ 0.02% |
$22.5K - $24.3K
|
3.37M
$116M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
647+ 3.38% |
$21.9K - $23.7K
|
19.8K
$683K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
628+ 8.7% |
$21.3K - $23K
|
7.85K
$271K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
627+ 8.05% |
$21.3K - $22.9K
|
8.41K
$290K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
599+ 0.22% |
$20.3K - $21.9K
|
272K
$9.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
597+ 3.18% |
$20.3K - $21.9K
|
19.3K
$668K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
553+ 2.46% |
$18.8K - $20.2K
|
23K
$794K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
500New |
$17K - $18.3K
|
500
$17.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
491+ 0.29% |
$16.7K - $18K
|
171K
$5.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
469New |
$15.9K - $17.2K
|
469
$16.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
460+ 4.87% |
$15.6K - $16.8K
|
9.9K
$342K
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
458+ 0.75% |
$15.5K - $16.8K
|
61.2K
$2.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
427+ 2.12% |
$14.5K - $15.6K
|
20.6K
$710K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
400+ 3.23% |
$13.6K - $14.6K
|
12.8K
$442K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
399+ 0.13% |
$13.5K - $14.6K
|
319K
$11M
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
396+ 0.28% |
$13.4K - $14.5K
|
139K
$4.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
354+ 4.66% |
$12K - $13K
|
7.95K
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
252New |
$8.55K - $9.22K
|
252
$8.7K
|