Purchases and Sales Made in Q4 2025 in Dimensional ETF Tr U S Core Eq (DFAC)

DFAC Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr U S Core Eq (DFAC) during Q4 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
Jan 15, 2026 Q4 2025
Monument Group Wealth Advisors, LLC

Concord, MA
BUY
 -
25.5K
+ 1.31%
$961K - $1.01M
1.97M $76M
Jan 23, 2026 Q4 2025
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
25.2K
+ 3.71%
$946K - $992K
703K $27.2M
Jan 16, 2026 Q4 2025
Applied Capital LLC

BUY
 -
25.1K
+ 1.89%
$943K - $988K
1.35M $52.2M
Jan 16, 2026 Q4 2025
Selective Wealth Management, Inc.

BUY
 -
24.5K
+ 128.78%
$920K - $964K
43.5K $1.68M
Jan 15, 2026 Q4 2025
Better Wealth, LLC

BUY
 -
24K
+ 0.86%
$901K - $944K
2.8M $108M
Jan 28, 2026 Q4 2025
Glassman Wealth Services

BUY
 -
23K
+ 1.52%
$863K - $905K
1.53M $59.1M
Jan 27, 2026 Q4 2025
Belpointe Asset Management LLC

BUY
 -
22.9K
+ 408.0%
$860K - $901K
28.5K $1.1M
Jan 26, 2026 Q4 2025
Ae Wealth Management LLC

BUY
 -
20.3K
+ 17.08%
$764K - $801K
139K $5.38M
Jan 28, 2026 Q4 2025
Global Trust Wealth Management LLC

West Palm Beach, FL
BUY
 -
19.5K
New
$732K - $767K
19.5K $752K
Jan 23, 2026 Q4 2025
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
19.3K
+ 1.23%
$727K - $761K
1.58M $61.2M
Jan 09, 2026 Q4 2025
Rialto Wealth Management, LLC

Syracuse, NY
BUY
 -
17.8K
+ 52.38%
$670K - $703K
51.9K $2M
Jan 08, 2026 Q4 2025
Wedmont Private Capital

BUY
 -
17.2K
+ 23.01%
$647K - $678K
92K $3.55M
Jan 27, 2026 Q4 2025
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
15.5K
New
$585K - $613K
15.5K $600K
Jan 23, 2026 Q4 2025
Sterling Wealth Advisors Inc

Plantation, FL
BUY
 -
14.9K
+ 39.58%
$559K - $586K
52.4K $2.03M
Jan 23, 2026 Q4 2025
Investment Advisory Group, LLC

BUY
 -
13.7K
+ 2.34%
$514K - $538K
598K $23.1M
Jan 20, 2026 Q4 2025
Austin Private Wealth, LLC

BUY
 -
13.5K
+ 4.23%
$508K - $532K
333K $12.9M
Jan 26, 2026 Q4 2025
Cwm, LLC

BUY
 -
12.6K
+ 2.16%
$473K - $496K
595K $23M
Jan 28, 2026 Q4 2025
N.E.W. Advisory Services LLC

BUY
 -
12.1K
+ 2.04%
$456K - $478K
607K $23.5M
Jan 13, 2026 Q4 2025
Leonard Rickey Investment Advisors P.L.L.C.

BUY
 -
11.7K
+ 1.27%
$439K - $460K
930K $35.9M
Jan 12, 2026 Q4 2025
Evanson Asset Management, LLC

BUY
 -
10.9K
+ 0.27%
$411K - $431K
4M $155M
Jan 14, 2026 Q4 2025
Cypress Wealth Services, LLC

BUY
 -
10.6K
New
$400K - $419K
10.6K $410K
Jan 23, 2026 Q4 2025
Keener Financial Planning LLC

Keller, TX
BUY
 -
10.4K
+ 16.55%
$389K - $408K
72.9K $2.82M
Jan 15, 2026 Q4 2025
Brookstone Capital Management

BUY
 -
10.2K
+ 6.53%
$383K - $401K
166K $6.42M
Jan 26, 2026 Q4 2025
Frankly Finances, LLC

Winter Park, FL
BUY
 -
9.66K
New
$363K - $381K
9.66K $373K
Jan 08, 2026 Q4 2025
Bayshore Asset Management, LLC

BUY
 -
9.13K
+ 0.79%
$343K - $360K
1.17M $45.3M
Jan 20, 2026 Q4 2025
New Capital Management LP

BUY
 -
8.99K
+ 0.34%
$338K - $354K
2.66M $103M
Jan 23, 2026 Q4 2025
Natural Investments, LLC

BUY
 -
8.57K
New
$322K - $338K
8.57K $331K
Jan 08, 2026 Q4 2025
Legacy Private Trust Co.

BUY
 -
8.47K
New
$319K - $334K
8.47K $327K
Jan 23, 2026 Q4 2025
Choreo, LLC

Minneapolis, MN
BUY
 -
8.22K
+ 10.12%
$309K - $324K
89.4K $3.45M
Jan 15, 2026 Q4 2025
Sollinda Capital Management LLC

Hickory, NC
BUY
 -
7.71K
New
$290K - $304K
7.71K $298K
Jan 23, 2026 Q4 2025
Gemmer Asset Management LLC

BUY
 -
7.18K
+ 2.65%
$270K - $283K
278K $10.7M
Jan 20, 2026 Q4 2025
Guardian Wealth Management, LLC

Chattanooga, TN
BUY
 -
6.64K
New
$250K - $262K
6.64K $256K
Jan 26, 2026 Q4 2025
Private Trust CO Na

BUY
 -
6.46K
+ 5.96%
$243K - $254K
115K $4.43M
Jan 22, 2026 Q4 2025
Vested Financial Planning, LLC

San Carlos, CA
BUY
 -
6.44K
+ 0.66%
$242K - $254K
982K $37.9M
Jan 26, 2026 Q4 2025
Werba Rubin Papier Wealth Management

San Jose, CA
BUY
 -
6.36K
+ 4.93%
$239K - $251K
135K $5.22M
Jan 12, 2026 Q4 2025
Thayer Financial, L.L.C.

Hickory, NC
BUY
 -
6.29K
New
$237K - $248K
6.29K $243K
Jan 08, 2026 Q4 2025
Tabr Capital Management, LLC

Orange, CA
BUY
 -
6.28K
New
$236K - $248K
6.28K $243K
Jan 15, 2026 Q4 2025
Powerhouse Assets LLC

Lincoln, MA
BUY
 -
6.04K
New
$227K - $238K
6.04K $233K
Jan 27, 2026 Q4 2025
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
5.83K
+ 3.13%
$219K - $230K
192K $7.43M
Jan 13, 2026 Q4 2025
Two West Capital Advisors LLC

Overland Park, KS
BUY
 -
5.83K
+ 1.79%
$219K - $230K
332K $12.8M
Jan 23, 2026 Q4 2025
Private Wealth Management Group, LLC

Princeton, NJ
BUY
 -
5.78K
+ 0.62%
$217K - $228K
935K $36.1M
Jan 22, 2026 Q4 2025
Ritholtz Wealth Management

BUY
 -
5.73K
New
$216K - $226K
5.73K $221K
Jan 23, 2026 Q4 2025
Annex Advisory Services, LLC

BUY
 -
5.72K
New
$215K - $226K
5.72K $221K
Jan 28, 2026 Q4 2025
Citizens & Northern Corp

BUY
 -
5.62K
+ 2.42%
$211K - $222K
238K $9.19M
Jan 14, 2026 Q4 2025
Aegis Wealth Management LLC

Bethesda, MD
BUY
 -
5.47K
+ 5.53%
$206K - $216K
105K $4.04M
Jan 26, 2026 Q4 2025
Slagle Financial, LLC

Edwardsville, IL
BUY
 -
5.47K
New
$206K - $215K
5.47K $211K
Jan 07, 2026 Q4 2025
Exeter Financial, LLC

BUY
 -
5.43K
+ 19.41%
$204K - $214K
33.4K $1.29M
Jan 21, 2026 Q4 2025
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
5.2K
New
$196K - $205K
5.2K $201K
Jan 16, 2026 Q4 2025
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
5.17K
New
$194K - $204K
5.17K $200K

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