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 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-160K- 26.86% |
$5.43M - $5.86M
|
436K
$15M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-168K- 3.66% |
$5.69M - $6.14M
|
4.41M
$152M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-177K- 15.87% |
$6M - $6.47M
|
937K
$32.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-177K- 12.25% |
$6.01M - $6.49M
|
1.27M
$43.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-271K- 11.27% |
$9.19M - $9.91M
|
2.13M
$73.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-275K- 10.06% |
$9.32M - $10.1M
|
2.46M
$84.8M
|
|
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-311K- 97.66% |
$10.5M - $11.4M
|
7.45K
$257K
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-395K- 17.49% |
$13.4M - $14.5M
|
1.87M
$64.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-501K- 25.95% |
$17M - $18.3M
|
1.43M
$49.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-510K- 96.9% |
$17.3M - $18.7M
|
16.3K
$562K
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-747K- 48.91% |
$25.4M - $27.4M
|
781K
$26.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-804K- 2.14% |
$27.3M - $29.4M
|
36.8M
$1.27B
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-831K- 8.61% |
$28.2M - $30.4M
|
8.82M
$304M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-985K- 86.03% |
$33.4M - $36M
|
160K
$5.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.66M- 51.18% |
$56.4M - $60.9M
|
1.59M
$54.7M
|
|
|
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
$5.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.6M- 7.18% |
$122M - $132M
|
46.5M
$1.6B
|