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 15, 2025
Q4 2024
|
Atwater Malick LLC
|
BUY
|
- |
222+ 0.28% |
$7.53K - $8.13K
|
78.9K
$2.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
222+ 0.23% |
$7.53K - $8.13K
|
97.3K
$3.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
210+ 161.54% |
$7.12K - $7.69K
|
340
$11.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
192+ 0.29% |
$6.51K - $7.03K
|
66.6K
$2.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
190+ 3.21% |
$6.44K - $6.95K
|
6.11K
$211K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
189+ 1.42% |
$6.41K - $6.92K
|
13.5K
$466K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
181+ 0.21% |
$6.14K - $6.62K
|
85.4K
$2.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
181+ 1.41% |
$6.14K - $6.62K
|
13K
$450K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
151+ 0.68% |
$5.12K - $5.53K
|
22.4K
$773K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
149New |
$5.05K - $5.45K
|
149
$5.14K
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
126+ 1.08% |
$4.27K - $4.61K
|
11.8K
$408K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
124+ 0.59% |
$4.21K - $4.54K
|
21.3K
$734K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
124+ 0.28% |
$4.21K - $4.54K
|
43.9K
$1.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
121+ 0.29% |
$4.1K - $4.43K
|
42K
$1.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
111+ 0.29% |
$3.77K - $4.06K
|
38.8K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
109+ 0.09% |
$3.7K - $3.99K
|
126K
$4.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
102+ 0.19% |
$3.46K - $3.73K
|
52.7K
$1.82M
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
100+ 0.32% |
$3.39K - $3.66K
|
30.9K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
100New |
$3.39K - $3.66K
|
100
$3.45K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$3.39K - $3.66K
|
100
$3.45K
|
|
|
Feb 14, 2025
Q4 2024
|
Jentner Corp
|
BUY
|
- |
97+ 1.46% |
$3.29K - $3.55K
|
6.74K
$233K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
93+ 0.28% |
$3.15K - $3.4K
|
33.2K
$1.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
91+ 0.29% |
$3.09K - $3.33K
|
31.7K
$1.09M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
91+ 0.28% |
$3.09K - $3.33K
|
32.5K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
87+ 7.06% |
$2.95K - $3.18K
|
1.32K
$45.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
87+ 0.36% |
$2.95K - $3.18K
|
24.2K
$834K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
86+ 0.27% |
$2.92K - $3.15K
|
32.4K
$1.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
80+ 0.39% |
$2.71K - $2.93K
|
20.4K
$705K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
76+ 0.14% |
$2.58K - $2.78K
|
54.6K
$1.88M
|
|
|
Jan 22, 2025
Q4 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
68+ 0.29% |
$2.31K - $2.49K
|
23.7K
$818K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
68+ 0.23% |
$2.31K - $2.49K
|
30K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
64+ 0.25% |
$2.17K - $2.34K
|
25.9K
$893K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
61+ 1.98% |
$2.07K - $2.23K
|
3.14K
$108K
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
59+ 0.29% |
$2K - $2.16K
|
20.4K
$703K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
55+ 0.04% |
$1.87K - $2.01K
|
148K
$5.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
54+ 0.29% |
$1.83K - $1.98K
|
18.8K
$650K
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
50+ 0.56% |
$1.7K - $1.83K
|
9.06K
$313K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
49+ 0.29% |
$1.66K - $1.79K
|
17K
$588K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
46+ 0.29% |
$1.56K - $1.68K
|
15.8K
$544K
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
45+ 0.32% |
$1.53K - $1.65K
|
14.3K
$494K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
32+ 0.29% |
$1.09K - $1.17K
|
11.1K
$384K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
31+ 0.29% |
$1.05K - $1.13K
|
10.8K
$372K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
31+ 0.3% |
$1.05K - $1.13K
|
10.5K
$364K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
30+ 0.18% |
$1.02K - $1.1K
|
17K
$586K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
27+ 0.05% |
$916 - $988
|
51.6K
$1.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
BUY
|
- |
27+ 0.29% |
$916 - $988
|
9.38K
$324K
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
27+ 0.05% |
$916 - $988
|
51.6K
$1.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
27+ 0.15% |
$916 - $988
|
17.9K
$618K
|
|
|
Feb 13, 2025
Q4 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
26+ 0.29% |
$882 - $952
|
9.04K
$312K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
26+ 0.03% |
$882 - $952
|
76.2K
$2.63M
|