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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
373K+ 3.99% |
$12.7M - $13.7M
|
9.72M
$335M
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
350KNew |
$11.9M - $12.8M
|
350K
$12.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
350K+ 14.07% |
$11.9M - $12.8M
|
2.83M
$97.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
343KNew |
$11.6M - $12.6M
|
343K
$11.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
318KNew |
$10.8M - $11.7M
|
318K
$11M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
310K+ 17.08% |
$10.5M - $11.3M
|
2.12M
$73.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
305K+ 19.1% |
$10.4M - $11.2M
|
1.9M
$65.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
276K+ 12.14% |
$9.37M - $10.1M
|
2.55M
$88M
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
269KNew |
$9.11M - $9.83M
|
269K
$9.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
265K+ 5.86% |
$8.97M - $9.68M
|
4.78M
$165M
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
251KNew |
$8.5M - $9.17M
|
251K
$8.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
245KNew |
$8.32M - $8.97M
|
245K
$8.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
232KNew |
$7.87M - $8.49M
|
232K
$8.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
232KNew |
$7.85M - $8.47M
|
232K
$7.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
229KNew |
$7.75M - $8.36M
|
229K
$7.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
226K+ 14.8% |
$7.65M - $8.25M
|
1.75M
$60.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
224KNew |
$7.6M - $8.2M
|
224K
$7.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
210K+ 5.24% |
$7.11M - $7.67M
|
4.21M
$145M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
207KNew |
$7.04M - $7.59M
|
207K
$7.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
206K+ 21.11% |
$7M - $7.55M
|
1.18M
$40.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
198K+ 10.81% |
$6.71M - $7.24M
|
2.03M
$70M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
189K+ 3183.23% |
$6.4M - $6.91M
|
195K
$6.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
188KNew |
$6.38M - $6.88M
|
188K
$6.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
175KNew |
$5.93M - $6.39M
|
175K
$6.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
171K+ 2.33% |
$5.8M - $6.26M
|
7.5M
$259M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
171K+ 4.92% |
$5.8M - $6.26M
|
3.64M
$126M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
168KNew |
$5.69M - $6.14M
|
168K
$5.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
163K+ 5.47% |
$5.53M - $5.96M
|
3.14M
$108M
|
|
|
Feb 04, 2025
Q4 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
163K+ 5.47% |
$5.53M - $5.96M
|
3.14M
$108M
|
|
|
Jan 31, 2025
Q4 2024
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
162K+ 25.71% |
$5.51M - $5.94M
|
794K
$27.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
162KNew |
$5.5M - $5.93M
|
162K
$5.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
156K+ 7.39% |
$5.3M - $5.71M
|
2.27M
$78.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
153K+ 7.6% |
$5.18M - $5.59M
|
2.16M
$74.6M
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
149KNew |
$5.05M - $5.45M
|
149K
$5.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
143K+ 2.93% |
$4.85M - $5.24M
|
5.02M
$173M
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
140KNew |
$4.74M - $5.12M
|
140K
$4.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
139K+ 4.86% |
$4.72M - $5.09M
|
3M
$103M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
133K+ 39.47% |
$4.51M - $4.86M
|
470K
$16.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
132KNew |
$4.48M - $4.83M
|
132K
$4.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
131KNew |
$4.44M - $4.79M
|
131K
$4.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
129K+ 1081.04% |
$4.37M - $4.72M
|
141K
$4.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
127K+ 181.91% |
$4.31M - $4.65M
|
197K
$6.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
127K+ 4.04% |
$4.29M - $4.63M
|
3.26M
$113M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
124K+ 11.52% |
$4.22M - $4.55M
|
1.2M
$41.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
121K+ 71.43% |
$4.1M - $4.42M
|
290K
$10M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
118KNew |
$4.01M - $4.33M
|
118K
$4.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
118KNew |
$4.01M - $4.33M
|
118K
$4.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
114KNew |
$3.87M - $4.17M
|
114K
$3.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
113K+ 3.7% |
$3.84M - $4.14M
|
3.17M
$109M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
110KNew |
$3.73M - $4.03M
|
110K
$3.8M
|