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 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
22.7KNew |
$771K - $832K
|
22.7K
$784K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
22.4KNew |
$759K - $819K
|
22.4K
$772K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.1K+ 5.25% |
$751K - $810K
|
444K
$15.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
22.1K+ 99.0% |
$748K - $807K
|
44.3K
$1.53M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
21.9K+ 0.49% |
$744K - $803K
|
4.52M
$156M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
21.8K+ 4.66% |
$739K - $797K
|
489K
$16.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
21.7K+ 4.06% |
$737K - $795K
|
557K
$19.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
21.6K+ 1.51% |
$732K - $790K
|
1.45M
$50.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
21.6KNew |
$731K - $789K
|
21.6K
$744K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
20.9KNew |
$710K - $766K
|
20.9K
$722K
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
20.7K+ 2.88% |
$704K - $759K
|
741K
$25.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
20.6KNew |
$700K - $755K
|
20.6K
$712K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
20.6K+ 81.56% |
$697K - $752K
|
45.7K
$1.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
20.1K+ 1785.35% |
$682K - $736K
|
21.2K
$733K
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
19.9K+ 1.68% |
$674K - $727K
|
1.2M
$41.5M
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
19.8KNew |
$671K - $724K
|
19.8K
$683K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
19.3KNew |
$655K - $706K
|
19.3K
$666K
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
19.2KNew |
$653K - $704K
|
19.2K
$664K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
18.9KNew |
$643K - $693K
|
18.9K
$654K
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
18.9KNew |
$641K - $692K
|
18.9K
$652K
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
18.9KNew |
$640K - $690K
|
18.9K
$651K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
18.6KNew |
$631K - $680K
|
18.6K
$642K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
18.2K+ 1.29% |
$616K - $664K
|
1.42M
$49.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
18KNew |
$612K - $660K
|
18K
$622K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
17.8K+ 3.06% |
$603K - $651K
|
600K
$20.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
17.7KNew |
$601K - $649K
|
17.7K
$612K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.7K+ 1.16% |
$599K - $646K
|
1.55M
$53.3M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
17.3K+ 2789.05% |
$587K - $634K
|
17.9K
$619K
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
17.1KNew |
$581K - $627K
|
17.1K
$591K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
16.9KNew |
$575K - $620K
|
16.9K
$585K
|
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
16.7KNew |
$568K - $613K
|
16.7K
$578K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
16.7K+ 1.33% |
$565K - $610K
|
1.27M
$43.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
16.5K+ 66.4% |
$561K - $605K
|
41.4K
$1.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
16.3KNew |
$553K - $596K
|
16.3K
$562K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
16.2KNew |
$548K - $592K
|
16.2K
$558K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
16.2K+ 43.67% |
$548K - $591K
|
53.1K
$1.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
15.9KNew |
$541K - $584K
|
15.9K
$550K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.8K+ 3.81% |
$536K - $579K
|
431K
$14.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
15.7KNew |
$533K - $575K
|
15.7K
$542K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
15.7K+ 8.55% |
$533K - $575K
|
199K
$6.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
15.7K+ 22.09% |
$533K - $575K
|
86.8K
$3M
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
15.5K+ 2.31% |
$525K - $566K
|
687K
$23.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
15.5K+ 0.67% |
$524K - $566K
|
2.3M
$79.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
15K+ 0.33% |
$510K - $550K
|
4.64M
$160M
|
|
|
Feb 03, 2025
Q4 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
14.8K+ 1.48% |
$503K - $543K
|
1.02M
$35M
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
14.5K+ 10.69% |
$491K - $529K
|
150K
$5.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
14.3K+ 6.8% |
$487K - $525K
|
225K
$7.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
14.3KNew |
$484K - $522K
|
14.3K
$492K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
14.1K+ 14.62% |
$478K - $516K
|
111K
$3.82M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
13.6K+ 40.0% |
$462K - $499K
|
47.7K
$1.65M
|