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 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
7.19K+ 7.13% |
$244K - $263K
|
108K
$3.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
7.11KNew |
$241K - $260K
|
7.11K
$245K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.11K+ 1.84% |
$241K - $260K
|
392K
$13.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
7.07KNew |
$240K - $259K
|
7.07K
$244K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
6.95K+ 18.05% |
$236K - $254K
|
45.4K
$1.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
6.77K+ 3.2% |
$230K - $248K
|
219K
$7.54M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
6.74KNew |
$229K - $247K
|
6.74K
$233K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
6.59KNew |
$224K - $241K
|
6.59K
$227K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
6.34KNew |
$215K - $232K
|
6.34K
$219K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
6.33KNew |
$215K - $231K
|
6.33K
$218K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.3K+ 905.75% |
$214K - $231K
|
7K
$242K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
6.29KNew |
$213K - $230K
|
6.29K
$217K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
6.23KNew |
$211K - $228K
|
6.23K
$215K
|
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
BUY
|
- |
6.01K+ 1.49% |
$204K - $220K
|
408K
$14.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.99KNew |
$203K - $219K
|
5.99K
$207K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
5.98K+ 3.02% |
$203K - $219K
|
204K
$7.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
5.94K+ 16.51% |
$201K - $217K
|
41.9K
$1.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
5.82KNew |
$197K - $213K
|
5.82K
$201K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
5.82K+ 29.15% |
$197K - $213K
|
25.8K
$890K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
5.81KNew |
$197K - $213K
|
5.81K
$201K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
5.79K+ 13.5% |
$196K - $212K
|
48.6K
$1.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
5.62K+ 1.52% |
$191K - $206K
|
376K
$13M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
5.48K+ 0.6% |
$186K - $200K
|
919K
$31.7M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
5.35K+ 11.9% |
$182K - $196K
|
50.3K
$1.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.26KNew |
$179K - $193K
|
5.26K
$182K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
5.23K+ 19.79% |
$178K - $192K
|
31.7K
$1.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
5.08K+ 59.47% |
$172K - $186K
|
13.6K
$470K
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
5.07K+ 0.45% |
$172K - $186K
|
1.13M
$39M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.93K+ 30.39% |
$167K - $180K
|
21.1K
$730K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
4.93K+ 3.64% |
$167K - $180K
|
140K
$4.85M
|
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
4.91K+ 0.7% |
$167K - $180K
|
710K
$24.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
4.87K+ 0.42% |
$165K - $178K
|
1.16M
$40.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
4.56K+ 0.08% |
$155K - $167K
|
5.55M
$192M
|
|
|
Feb 06, 2025
Q4 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
4.54K+ 21.17% |
$154K - $166K
|
26K
$896K
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
4.46K+ 3.12% |
$151K - $163K
|
148K
$5.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.68K+ 8.59% |
$125K - $135K
|
46.5K
$1.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
3.6K+ 0.67% |
$122K - $132K
|
545K
$18.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3.6KNew |
$122K - $132K
|
3.6K
$124K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
3.47K+ 15.77% |
$118K - $127K
|
25.4K
$878K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
3.36KNew |
$114K - $123K
|
3.36K
$116K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.3K+ 17.39% |
$112K - $121K
|
22.3K
$769K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
3.25K+ 0.97% |
$110K - $119K
|
340K
$11.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.08K+ 1.68% |
$105K - $113K
|
186K
$6.43M
|
|
|
Feb 18, 2025
Q4 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
3.06KNew |
$104K - $112K
|
3.06K
$105K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.88K+ 83.52% |
$97.8K - $106K
|
6.34K
$219K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.66K+ 10.73% |
$90.4K - $97.5K
|
27.5K
$949K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
2.65K+ 8.6% |
$89.7K - $96.8K
|
33.4K
$1.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
2.62K+ 0.84% |
$88.8K - $95.8K
|
313K
$10.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.6K+ 1.04% |
$88.3K - $95.2K
|
254K
$8.75M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
2.56K+ 0.37% |
$86.9K - $93.7K
|
686K
$23.7M
|