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 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-80K- 1.26% |
$2.71M - $2.93M
|
6.28M
$206M
|
|
|
Jan 23, 2025
Q4 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-80.1K- 2.64% |
$2.72M - $2.93M
|
2.95M
$96.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-83K- 2.67% |
$2.81M - $3.04M
|
3.03M
$99.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-83.9K- 9.21% |
$2.85M - $3.07M
|
827K
$27.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-85.5K- 1.69% |
$2.9M - $3.13M
|
4.96M
$163M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-92.9K- 4.34% |
$3.15M - $3.4M
|
2.05M
$67.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-94K- 2.23% |
$3.19M - $3.44M
|
4.13M
$135M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-101K- 1.63% |
$3.41M - $3.68M
|
6.07M
$199M
|
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-104K- 4.3% |
$3.52M - $3.79M
|
2.31M
$75.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-105K- 2.26% |
$3.55M - $3.83M
|
4.51M
$148M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-113K- 20.04% |
$3.84M - $4.15M
|
452K
$14.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-118K- 54.53% |
$3.99M - $4.31M
|
98.2K
$3.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-120K- 4.48% |
$4.08M - $4.4M
|
2.56M
$84.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
SELL
|
- |
-121K- 1.14% |
$4.12M - $4.45M
|
10.5M
$344M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-140K- 4.49% |
$4.74M - $5.11M
|
2.97M
$97.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-160K- 26.86% |
$5.43M - $5.86M
|
436K
$14.3M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-168K- 3.66% |
$5.69M - $6.14M
|
4.41M
$145M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-177K- 15.87% |
$6M - $6.47M
|
937K
$30.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-177K- 12.25% |
$6.01M - $6.49M
|
1.27M
$41.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-271K- 11.27% |
$9.19M - $9.91M
|
2.13M
$70M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-275K- 10.06% |
$9.32M - $10.1M
|
2.46M
$80.6M
|
|
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-311K- 97.66% |
$10.5M - $11.4M
|
7.45K
$244K
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-395K- 17.49% |
$13.4M - $14.5M
|
1.87M
$61.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-501K- 25.95% |
$17M - $18.3M
|
1.43M
$46.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-510K- 96.9% |
$17.3M - $18.7M
|
16.3K
$534K
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-747K- 48.91% |
$25.4M - $27.4M
|
781K
$25.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-804K- 2.14% |
$27.3M - $29.4M
|
36.8M
$1.21B
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-831K- 8.61% |
$28.2M - $30.4M
|
8.82M
$289M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-985K- 86.03% |
$33.4M - $36M
|
160K
$5.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.66M- 51.18% |
$56.4M - $60.9M
|
1.59M
$52M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-3.33M- 95.71% |
$113M - $122M
|
149K
$4.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.6M- 7.18% |
$122M - $132M
|
46.5M
$1.53B
|