Purchases and Sales Made in Q4 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 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 26, 2026
Q4 2025
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-6.45K- 0.35% |
$243K - $254K
|
1.85M
$71.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-6.64K- 2.09% |
$250K - $262K
|
312K
$12M
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-6.68K- 8.72% |
$251K - $263K
|
69.9K
$2.7M
|
|
|
Jan 23, 2026
Q4 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-6.78K- 18.53% |
$255K - $267K
|
29.8K
$1.15M
|
|
|
Jan 23, 2026
Q4 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-7.1K- 6.17% |
$267K - $280K
|
108K
$4.17M
|
|
|
Jan 21, 2026
Q4 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-7.34K- 2.23% |
$276K - $289K
|
323K
$12.5M
|
|
|
Jan 28, 2026
Q4 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-7.47K- 4.61% |
$281K - $294K
|
154K
$5.97M
|
|
|
Jan 20, 2026
Q4 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-7.52K- 10.4% |
$283K - $297K
|
64.8K
$2.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-7.65K- 1.04% |
$288K - $302K
|
726K
$28.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-8.81K- 1.23% |
$331K - $347K
|
708K
$27.4M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-8.96K- 1.3% |
$337K - $353K
|
679K
$26.2M
|
|
|
Jan 29, 2026
Q4 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-9.68K- 7.66% |
$364K - $381K
|
117K
$4.51M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-9.76K- 20.29% |
$367K - $385K
|
38.3K
$1.48M
|
|
|
Jan 30, 2026
Q4 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-10.1K- 2.12% |
$380K - $398K
|
467K
$18M
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-10.7K- 0.84% |
$404K - $423K
|
1.26M
$48.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-10.8K- 1.0% |
$406K - $425K
|
1.07M
$41.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-11.8K- 3.64% |
$445K - $466K
|
313K
$12.1M
|
|
|
Jan 28, 2026
Q4 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-12.1K- 0.4% |
$456K - $477K
|
3.03M
$117M
|
|
|
Jan 23, 2026
Q4 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-12.5K- 4.28% |
$469K - $491K
|
279K
$10.8M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-12.6K- 5.6% |
$474K - $496K
|
212K
$8.19M
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-13.2K- 2.37% |
$495K - $519K
|
543K
$21M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-14K- 2.0% |
$526K - $552K
|
687K
$26.5M
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-14.3K- 10.0% |
$537K - $563K
|
129K
$4.97M
|
|
|
Jan 28, 2026
Q4 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-15K- 2.52% |
$563K - $590K
|
579K
$22.4M
|
|
|
Jan 30, 2026
Q4 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-15.1K- 2.1% |
$566K - $594K
|
704K
$27.2M
|
|
|
Jan 28, 2026
Q4 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-15.5K- 1.32% |
$582K - $610K
|
1.16M
$44.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-16.1K- 1.75% |
$607K - $636K
|
908K
$35.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-16.4K- 66.67% |
$618K - $647K
|
8.21K
$317K
|
|
|
Jan 29, 2026
Q4 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-16.6K- 0.68% |
$624K - $654K
|
2.42M
$93.5M
|
|
|
Jan 26, 2026
Q4 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-16.9K- 2.22% |
$634K - $665K
|
742K
$28.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-16.9K- 1.42% |
$637K - $668K
|
1.17M
$45.4M
|
|
|
Jan 26, 2026
Q4 2025
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-17K- 4.85% |
$640K - $670K
|
334K
$12.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-17K- 61.47% |
$640K - $671K
|
10.7K
$412K
|
|
|
Jan 28, 2026
Q4 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-17.2K- 0.94% |
$648K - $679K
|
1.82M
$70.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-17.6K- 19.13% |
$663K - $695K
|
74.6K
$2.88M
|
|
|
Jan 28, 2026
Q4 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-18.4K- 2.09% |
$693K - $726K
|
863K
$33.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
SELL
|
- |
-19.2K- 2.31% |
$720K - $755K
|
809K
$31.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-19.2K- 0.93% |
$723K - $758K
|
2.05M
$79.4M
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-19.4K- 1.4% |
$731K - $766K
|
1.36M
$52.7M
|
|
|
Jan 29, 2026
Q4 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-19.5K- 39.22% |
$734K - $769K
|
30.2K
$1.17M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-19.7K- 1.26% |
$739K - $775K
|
1.54M
$59.6M
|
|
|
Jan 26, 2026
Q4 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-20.8K- 1.19% |
$781K - $819K
|
1.72M
$66.6M
|
|
|
Jan 05, 2026
Q4 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-21.7K- 1.66% |
$816K - $855K
|
1.29M
$49.8M
|
|
|
Jan 23, 2026
Q4 2025
|
Tfc Financial Management
|
SELL
|
- |
-22.9K- 87.97% |
$863K - $904K
|
3.14K
$121K
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-23.5K- 1.57% |
$883K - $925K
|
1.48M
$57M
|
|
|
Jan 15, 2026
Q4 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-23.5K- 1.41% |
$885K - $927K
|
1.65M
$63.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-24.1K- 1.04% |
$906K - $950K
|
2.29M
$88.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-30.7K- 2.64% |
$1.15M - $1.21M
|
1.13M
$43.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-32.5K- 1.06% |
$1.22M - $1.28M
|
3.03M
$117M
|
|
|
Jan 29, 2026
Q4 2025
|
Comerica Bank
|
SELL
|
- |
-33.7K- 2.06% |
$1.27M - $1.33M
|
1.6M
$61.8M
|
|