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
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
3.88M+ 6720.01% |
$132M - $142M
|
3.94M
$136M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.79M+ 2542.82% |
$129M - $139M
|
3.94M
$136M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.53MNew |
$120M - $129M
|
3.53M
$122M
|
|
|
Feb 10, 2025
Q4 2024
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
3.14MNew |
$107M - $115M
|
3.14M
$108M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.98M+ 22.76% |
$101M - $109M
|
16.1M
$555M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.91M+ 118.77% |
$98.8M - $107M
|
5.36M
$185M
|
|
|
Feb 07, 2025
Q4 2024
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
2.26MNew |
$76.8M - $82.8M
|
2.26M
$78.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
2.06MNew |
$69.9M - $75.4M
|
2.06M
$71.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.79M+ 20.32% |
$60.7M - $65.5M
|
10.6M
$366M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.69M+ 53.94% |
$57.3M - $61.8M
|
4.82M
$166M
|
|
|
Feb 13, 2025
Q4 2024
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
1.63MNew |
$55.1M - $59.5M
|
1.63M
$56.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
1.58M+ 85.62% |
$53.7M - $58M
|
3.43M
$119M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
1.5MNew |
$51M - $55M
|
1.5M
$51.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
1.49MNew |
$50.7M - $54.7M
|
1.49M
$51.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.35M+ 100.65% |
$45.8M - $49.4M
|
2.69M
$92.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
1.25MNew |
$42.3M - $45.6M
|
1.25M
$43M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
1.12MNew |
$38M - $41M
|
1.12M
$38.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
1.1MNew |
$37.3M - $40.3M
|
1.1M
$38M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.08M+ 50.17% |
$36.8M - $39.7M
|
3.25M
$112M
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
1.03MNew |
$35M - $37.7M
|
1.03M
$35.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
954KNew |
$32.3M - $34.9M
|
954K
$32.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
839KNew |
$28.5M - $30.7M
|
839K
$29M
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
820KNew |
$27.8M - $30M
|
820K
$28.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
805KNew |
$27.3M - $29.5M
|
805K
$27.8M
|
|
|
Feb 20, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
799K+ 2.17% |
$27.1M - $29.2M
|
37.6M
$1.3B
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
789K+ 28.5% |
$26.8M - $28.9M
|
3.56M
$123M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
757KNew |
$25.7M - $27.7M
|
757K
$26.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
742KNew |
$25.2M - $27.2M
|
742K
$25.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
735KNew |
$24.9M - $26.9M
|
735K
$25.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
724KNew |
$24.6M - $26.5M
|
724K
$25M
|
|
|
Feb 12, 2025
Q4 2024
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
717KNew |
$24.3M - $26.3M
|
717K
$24.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
698KNew |
$23.7M - $25.6M
|
698K
$24.1M
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
692KNew |
$23.5M - $25.3M
|
692K
$23.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
691K+ 43.51% |
$23.4M - $25.3M
|
2.28M
$78.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
BUY
|
- |
682KNew |
$23.1M - $25M
|
682K
$23.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
673K+ 1.19% |
$22.8M - $24.6M
|
57.3M
$1.98B
|
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
586KNew |
$19.9M - $21.4M
|
586K
$20.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
547KNew |
$18.6M - $20M
|
547K
$18.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
528KNew |
$17.9M - $19.3M
|
528K
$18.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
514K+ 5.26% |
$17.4M - $18.8M
|
10.3M
$355M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
507KNew |
$17.2M - $18.6M
|
507K
$17.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
473K+ 11.35% |
$16.1M - $17.3M
|
4.64M
$160M
|
|
|
Feb 20, 2025
Q4 2024
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
458KNew |
$15.5M - $16.8M
|
458K
$15.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
458K+ 134.83% |
$15.5M - $16.8M
|
797K
$27.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
451KNew |
$15.3M - $16.5M
|
451K
$15.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
436KNew |
$14.8M - $16M
|
436K
$15.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
425KNew |
$14.4M - $15.6M
|
425K
$14.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
419K+ 2.36% |
$14.2M - $15.3M
|
18.2M
$627M
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
385K+ 23.25% |
$13M - $14.1M
|
2.04M
$70.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
374K+ 356.46% |
$12.7M - $13.7M
|
479K
$16.5M
|