Purchases and Sales Made in Q4 2025 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 2025. 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 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
2.34M+ 115.33% |
$87.9M - $92.1M
|
4.37M
$169M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
394K+ 2.92% |
$14.8M - $15.5M
|
13.9M
$538M
|
|
|
Jan 20, 2026
Q4 2025
|
Sensenig Capital Advisors, Inc
Collegeville, PA |
BUY
|
- |
390KNew |
$14.7M - $15.4M
|
390K
$15.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
337K+ 83.92% |
$12.7M - $13.3M
|
738K
$28.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
275K+ 7.96% |
$10.3M - $10.8M
|
3.73M
$144M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
222K+ 6.61% |
$8.34M - $8.74M
|
3.58M
$138M
|
|
|
Jan 15, 2026
Q4 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
162K+ 6.63% |
$6.1M - $6.39M
|
2.61M
$101M
|
|
|
Jan 20, 2026
Q4 2025
|
Hbe Wealth Management, LLC
Lincoln, NE |
BUY
|
- |
150KNew |
$5.63M - $5.9M
|
150K
$5.79M
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
122K+ 1.36% |
$4.6M - $4.82M
|
9.11M
$352M
|
|
|
Jan 21, 2026
Q4 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
109K+ 6.16% |
$4.09M - $4.29M
|
1.87M
$72.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
104K+ 2.62% |
$3.9M - $4.09M
|
4.06M
$157M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
99.3K+ 13.29% |
$3.73M - $3.91M
|
846K
$32.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
97.9K+ 7.68% |
$3.68M - $3.86M
|
1.37M
$53M
|
|
|
Jan 09, 2026
Q4 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
71.9K+ 3.51% |
$2.7M - $2.83M
|
2.12M
$81.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
54.6K+ 8.88% |
$2.05M - $2.15M
|
670K
$25.9M
|
|
|
Jan 05, 2026
Q4 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
50.8K+ 8.19% |
$1.91M - $2M
|
671K
$25.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
47.5K+ 2.24% |
$1.79M - $1.87M
|
2.17M
$84M
|
|
|
Jan 15, 2026
Q4 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
46.4K+ 30.06% |
$1.74M - $1.83M
|
201K
$7.76M
|
|
|
Jan 16, 2026
Q4 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
42.4K+ 36.21% |
$1.59M - $1.67M
|
159K
$6.16M
|
|
|
Jan 12, 2026
Q4 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
42K+ 6.94% |
$1.58M - $1.66M
|
647K
$25M
|
|
|
Jan 14, 2026
Q4 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
38K+ 1.06% |
$1.43M - $1.5M
|
3.63M
$140M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
36.6K+ 5.13% |
$1.38M - $1.44M
|
750K
$29M
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
35.4K+ 154.8% |
$1.33M - $1.39M
|
58.2K
$2.25M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
34.7K+ 0.94% |
$1.31M - $1.37M
|
3.74M
$145M
|
|
|
Jan 14, 2026
Q4 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
34.5K+ 4.2% |
$1.3M - $1.36M
|
854K
$33M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
33.1KNew |
$1.24M - $1.3M
|
33.1K
$1.28M
|
|
|
Jan 16, 2026
Q4 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
30.8K+ 1.71% |
$1.16M - $1.21M
|
1.83M
$70.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
29.9K+ 1.97% |
$1.12M - $1.18M
|
1.55M
$59.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
29.1K+ 5.58% |
$1.09M - $1.15M
|
550K
$21.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
28.8KNew |
$1.08M - $1.14M
|
28.8K
$1.11M
|
|
|
Jan 15, 2026
Q4 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
25.8K+ 4.92% |
$971K - $1.02M
|
551K
$21.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
25.5K+ 1.31% |
$961K - $1.01M
|
1.97M
$76M
|
|
|
Jan 16, 2026
Q4 2025
|
Applied Capital LLC
|
BUY
|
- |
25.1K+ 1.89% |
$943K - $988K
|
1.35M
$52.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
24.5K+ 128.78% |
$920K - $964K
|
43.5K
$1.68M
|
|
|
Jan 15, 2026
Q4 2025
|
Better Wealth, LLC
|
BUY
|
- |
24K+ 0.86% |
$901K - $944K
|
2.8M
$108M
|
|
|
Jan 21, 2026
Q4 2025
|
Mayport, LLC
|
BUY
|
- |
19KNew |
$715K - $749K
|
19K
$734K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
17.8K+ 52.38% |
$670K - $703K
|
51.9K
$2M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
17.2K+ 23.01% |
$647K - $678K
|
92K
$3.55M
|
|
|
Jan 20, 2026
Q4 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
13.5K+ 4.23% |
$508K - $532K
|
333K
$12.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
11.7K+ 1.27% |
$439K - $460K
|
930K
$35.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
10.9K+ 0.27% |
$411K - $431K
|
4M
$155M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
10.6KNew |
$400K - $419K
|
10.6K
$410K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
10.2K+ 6.53% |
$383K - $401K
|
166K
$6.42M
|
|
|
Jan 08, 2026
Q4 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
9.13K+ 0.79% |
$343K - $360K
|
1.17M
$45.3M
|
|
|
Jan 20, 2026
Q4 2025
|
New Capital Management LP
|
BUY
|
- |
8.99K+ 0.34% |
$338K - $354K
|
2.66M
$103M
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
8.47KNew |
$319K - $334K
|
8.47K
$327K
|
|
|
Jan 15, 2026
Q4 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
7.71KNew |
$290K - $304K
|
7.71K
$298K
|
|
|
Jan 20, 2026
Q4 2025
|
Guardian Wealth Management, LLC
Chattanooga, TN |
BUY
|
- |
6.64KNew |
$250K - $262K
|
6.64K
$256K
|
|
|
Jan 12, 2026
Q4 2025
|
Thayer Financial, L.L.C.
Hickory, NC |
BUY
|
- |
6.29KNew |
$237K - $248K
|
6.29K
$243K
|
|
|
Jan 08, 2026
Q4 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
6.28KNew |
$236K - $248K
|
6.28K
$243K
|
|