Purchases and Sales Made in Q3 2025 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 Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.67M+ 8.26% |
$168M - $181M
|
61.2M
$2.37B
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.52M+ 411.18% |
$163M - $175M
|
5.62M
$217M
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
2.48MNew |
$89.3M - $96.1M
|
2.48M
$95.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
2.48MNew |
$89.3M - $96.1M
|
2.48M
$95.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
1.43M+ 4219.76% |
$51.6M - $55.5M
|
1.46M
$56.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.14M+ 2.94% |
$41.2M - $44.3M
|
40M
$1.55B
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
980K+ 13.27% |
$35.3M - $38M
|
8.36M
$323M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
914K+ 13.65% |
$32.9M - $35.4M
|
7.61M
$294M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
739K+ 5.78% |
$26.6M - $28.7M
|
13.5M
$522M
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
BUY
|
- |
625K+ 15.31% |
$22.5M - $24.2M
|
4.7M
$182M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
557K+ 963.64% |
$20.1M - $21.6M
|
615K
$23.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
479K+ 218.31% |
$17.3M - $18.6M
|
699K
$27M
|
|
|
Nov 10, 2025
Q3 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
468K+ 5.82% |
$16.9M - $18.1M
|
8.5M
$329M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
456KNew |
$16.4M - $17.7M
|
456K
$17.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
423K+ 11.95% |
$15.2M - $16.4M
|
3.96M
$153M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
389KNew |
$14M - $15.1M
|
389K
$15M
|
|
|
Oct 24, 2025
Q3 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
384K+ 27.3% |
$13.8M - $14.9M
|
1.79M
$69.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
371K+ 48.96% |
$13.4M - $14.4M
|
1.13M
$43.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
360K+ 3.37% |
$13M - $14M
|
11M
$426M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
338K+ 1458.22% |
$12.2M - $13.1M
|
361K
$14M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
326KNew |
$11.7M - $12.6M
|
326K
$12.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
313K+ 146.99% |
$11.3M - $12.1M
|
525K
$20.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
311K+ 233.46% |
$11.2M - $12.1M
|
444K
$17.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Maseco LLP
London, |
BUY
|
- |
296K+ 24.95% |
$10.7M - $11.5M
|
1.48M
$57.3M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
284K+ 5.14% |
$10.3M - $11M
|
5.82M
$225M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
283K+ 25.38% |
$10.2M - $11M
|
1.4M
$54M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
260K+ 8.41% |
$9.38M - $10.1M
|
3.35M
$130M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
242K+ 7.4% |
$8.71M - $9.37M
|
3.51M
$135M
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
230K+ 2690.16% |
$8.28M - $8.91M
|
238K
$9.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
230K+ 176.75% |
$8.27M - $8.9M
|
359K
$13.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
205K+ 6.92% |
$7.39M - $7.95M
|
3.17M
$122M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
203K+ 65.76% |
$7.31M - $7.86M
|
511K
$19.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
197K+ 9.91% |
$7.09M - $7.63M
|
2.18M
$84.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
184K+ 2.88% |
$6.63M - $7.14M
|
6.58M
$254M
|
|
|
Nov 10, 2025
Q3 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
179K+ 5.31% |
$6.44M - $6.93M
|
3.54M
$137M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
170K+ 39.02% |
$6.13M - $6.6M
|
606K
$23.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
164K+ 17.15% |
$5.92M - $6.37M
|
1.12M
$43.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
157K+ 8.47% |
$5.64M - $6.07M
|
2.01M
$77.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
154K+ 31.19% |
$5.54M - $5.97M
|
647K
$25M
|
|
|
Nov 06, 2025
Q3 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
151KNew |
$5.44M - $5.85M
|
151K
$5.83M
|
|
|
Nov 03, 2025
Q3 2025
|
Straight Path Wealth Management
|
BUY
|
- |
150K+ 10.24% |
$5.4M - $5.81M
|
1.61M
$62.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
140KNew |
$5.06M - $5.45M
|
140K
$5.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
136K+ 11.67% |
$4.9M - $5.28M
|
1.3M
$50.3M
|
|
|
Oct 23, 2025
Q3 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
130K+ 17.65% |
$4.7M - $5.06M
|
870K
$33.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
127K+ 2.63% |
$4.58M - $4.93M
|
4.96M
$192M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
122K+ 3.6% |
$4.38M - $4.71M
|
3.5M
$135M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
120K+ 2.42% |
$4.32M - $4.65M
|
5.08M
$196M
|
|
|
Oct 15, 2025
Q3 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
117K+ 4.34% |
$4.22M - $4.54M
|
2.82M
$109M
|
|
|
Oct 15, 2025
Q3 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
110K+ 11.3% |
$3.96M - $4.26M
|
1.08M
$41.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
106K+ 45.19% |
$3.84M - $4.13M
|
342K
$13.2M
|
|