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
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
38.5K+ 7.5% |
$1.31M - $1.41M
|
552K
$19M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
38.1KNew |
$1.29M - $1.39M
|
38.1K
$1.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
38.1K+ 155.12% |
$1.29M - $1.39M
|
62.6K
$2.16M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
37.8KNew |
$1.28M - $1.38M
|
37.8K
$1.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
37.8KNew |
$1.28M - $1.38M
|
37.8K
$1.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
37.7K+ 8.15% |
$1.28M - $1.38M
|
500K
$17.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
37.6K+ 435.34% |
$1.28M - $1.38M
|
46.2K
$1.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
37.3K+ 12.39% |
$1.27M - $1.37M
|
339K
$11.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
34.9KNew |
$1.18M - $1.28M
|
34.9K
$1.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
34.5K+ 2.85% |
$1.17M - $1.26M
|
1.24M
$42.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
34.1K+ 53.42% |
$1.16M - $1.25M
|
97.9K
$3.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Solution Inc.
|
BUY
|
- |
33.7K+ 8.54% |
$1.14M - $1.23M
|
429K
$14.8M
|
|
|
Feb 13, 2025
Q4 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
33.6K+ 2.71% |
$1.14M - $1.23M
|
1.27M
$43.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
33K+ 7.75% |
$1.12M - $1.21M
|
458K
$15.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
32.6KNew |
$1.11M - $1.19M
|
32.6K
$1.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
31.2K+ 0.78% |
$1.06M - $1.14M
|
4.04M
$140M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
31.2KNew |
$1.06M - $1.14M
|
31.2K
$1.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
30.7KNew |
$1.04M - $1.12M
|
30.7K
$1.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
30.4KNew |
$1.03M - $1.11M
|
30.4K
$1.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
30.2KNew |
$1.03M - $1.11M
|
30.2K
$1.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
29.5K+ 3.0% |
$999K - $1.08M
|
1.01M
$34.9M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
29K+ 4.45% |
$985K - $1.06M
|
682K
$23.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
28.9K+ 1.71% |
$980K - $1.06M
|
1.72M
$59.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
28.9K+ 4.73% |
$980K - $1.06M
|
639K
$22.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
28.8K+ 4.24% |
$978K - $1.06M
|
709K
$24.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Rs Crum Inc.
|
BUY
|
- |
28.8K+ 2.33% |
$977K - $1.05M
|
1.27M
$43.7M
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
28.6K+ 12.13% |
$970K - $1.05M
|
264K
$9.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
28.6KNew |
$969K - $1.05M
|
28.6K
$986K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
28.6KNew |
$969K - $1.05M
|
28.6K
$985K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
28.3KNew |
$959K - $1.03M
|
28.3K
$975K
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
27.9K+ 0.93% |
$945K - $1.02M
|
3.03M
$105M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
27.4KNew |
$928K - $1M
|
27.4K
$944K
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
27.3K+ 10.82% |
$926K - $999K
|
280K
$9.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
27K+ 2.98% |
$916K - $988K
|
932K
$32.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
26.4KNew |
$897K - $968K
|
26.4K
$913K
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
26.4K+ 2.21% |
$895K - $966K
|
1.22M
$42M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
26.1K+ 4.71% |
$886K - $956K
|
580K
$20M
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
25.3K+ 1.18% |
$859K - $927K
|
2.17M
$74.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
25KNew |
$848K - $915K
|
25K
$863K
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
25K+ 15.34% |
$847K - $914K
|
188K
$6.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
24.9K+ 2.34% |
$843K - $910K
|
1.09M
$37.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
24.4KNew |
$826K - $892K
|
24.4K
$841K
|
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
24.1KNew |
$816K - $880K
|
24.1K
$830K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
24K+ 268.04% |
$814K - $879K
|
33K
$1.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
24K+ 4.71% |
$813K - $878K
|
533K
$18.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
23.7KNew |
$803K - $866K
|
23.7K
$817K
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
23.4K+ 20.74% |
$794K - $857K
|
136K
$4.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
23.4KNew |
$793K - $855K
|
23.4K
$806K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
23.2K+ 1.79% |
$786K - $848K
|
1.32M
$45.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
23.1K+ 2.53% |
$782K - $844K
|
936K
$32.3M
|