Purchases and Sales Made in Q1 2023 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 Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
30.8M+ 6145.7% |
$746M - $820M
|
31.3M
$1.11B
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.27M+ 28.29% |
$152M - $167M
|
28.4M
$1B
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5M+ 48.46% |
$121M - $133M
|
15.3M
$541M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4.56MNew |
$110M - $121M
|
4.56M
$161M
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
4.11M+ 925.26% |
$99.4M - $109M
|
4.56M
$161M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.69M+ 2618.51% |
$89.1M - $98M
|
3.83M
$135M
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
1.93M+ 189.03% |
$46.6M - $51.2M
|
2.95M
$104M
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.72M+ 94.81% |
$41.6M - $45.7M
|
3.53M
$125M
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.54M+ 4.74% |
$37.3M - $41M
|
34M
$1.2B
|
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1.24M+ 500.31% |
$29.9M - $32.9M
|
1.49M
$52.5M
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.18M+ 17.83% |
$28.5M - $31.3M
|
7.78M
$275M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.16M+ 18.37% |
$28.1M - $30.9M
|
7.49M
$265M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.16MNew |
$28M - $30.8M
|
1.16M
$41M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.03M+ 16.56% |
$24.8M - $27.3M
|
7.22M
$255M
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
981K+ 32.15% |
$23.7M - $26.1M
|
4.03M
$143M
|
|
|
Jul 20, 2023
Q1 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
903K+ 13.42% |
$21.8M - $24M
|
7.63M
$270M
|
|
|
May 10, 2023
Q1 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
886K+ 21.9% |
$21.4M - $23.5M
|
4.93M
$174M
|
|
|
Apr 28, 2023
Q1 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
874KNew |
$21.1M - $23.2M
|
874K
$30.9M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
870K+ 11.33% |
$21M - $23.1M
|
8.54M
$302M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
789K+ 4.93% |
$19.1M - $21M
|
16.8M
$593M
|
|
|
May 11, 2023
Q1 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
714KNew |
$17.3M - $19M
|
714K
$25.2M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
649K+ 179.91% |
$15.7M - $17.3M
|
1.01M
$35.7M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
572K+ 13.08% |
$13.8M - $15.2M
|
4.94M
$175M
|
|
|
May 01, 2023
Q1 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
550K+ 10.89% |
$13.3M - $14.6M
|
5.6M
$198M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
490K+ 987.95% |
$11.8M - $13M
|
539K
$19M
|
|
|
Jul 06, 2023
Q1 2023
|
Awm Capital, LLC
|
BUY
|
- |
487K+ 34.01% |
$11.8M - $13M
|
1.92M
$67.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
483K+ 22.56% |
$11.7M - $12.8M
|
2.62M
$92.7M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
471K+ 235358.5% |
$11.4M - $12.5M
|
471K
$16.6M
|
|
|
Jun 27, 2024
Q1 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
465KNew |
$11.3M - $12.4M
|
465K
$16.4M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
446K+ 28.55% |
$10.8M - $11.8M
|
2.01M
$70.9M
|
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
393K+ 721.97% |
$9.5M - $10.4M
|
447K
$15.8M
|
|
|
Aug 11, 2023
Q1 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
382K+ 10.59% |
$9.22M - $10.1M
|
3.98M
$141M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
374K+ 128.2% |
$9.05M - $9.95M
|
666K
$23.5M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
373K+ 61.45% |
$9.03M - $9.92M
|
981K
$34.7M
|
|
|
Jun 25, 2024
Q1 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
337K+ 63.48% |
$8.15M - $8.96M
|
868K
$30.7M
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
302KNew |
$7.31M - $8.04M
|
302K
$10.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
221K+ 43.11% |
$5.35M - $5.88M
|
735K
$26M
|
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
220K+ 307.7% |
$5.32M - $5.85M
|
291K
$10.3M
|
|
|
May 11, 2023
Q1 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
219K+ 116.84% |
$5.3M - $5.82M
|
407K
$14.4M
|
|
|
Aug 14, 2023
Q1 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
218K+ 12.75% |
$5.28M - $5.8M
|
1.93M
$68.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
218K+ 33.8% |
$5.27M - $5.79M
|
863K
$30.5M
|
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
215K+ 20.62% |
$5.2M - $5.71M
|
1.26M
$44.4M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
215K+ 7.67% |
$5.19M - $5.7M
|
3.01M
$106M
|
|
|
May 04, 2023
Q1 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
213K+ 497.9% |
$5.15M - $5.67M
|
256K
$9.04M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
197K+ 42.9% |
$4.77M - $5.25M
|
658K
$23.2M
|
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
194K+ 84.25% |
$4.68M - $5.15M
|
424K
$15M
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
180K+ 2.21% |
$4.34M - $4.78M
|
8.3M
$293M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
178K+ 6.81% |
$4.31M - $4.74M
|
2.79M
$98.7M
|
|
|
May 19, 2023
Q1 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
178KNew |
$4.31M - $4.74M
|
178K
$6.3M
|
|
|
May 04, 2023
Q1 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
176K+ 20.82% |
$4.27M - $4.69M
|
1.02M
$36.2M
|