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 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.66K- 22.84% |
$185K - $204K
|
25.9K
$914K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.24K- 16.68% |
$199K - $219K
|
41.2K
$1.45M
|
|
|
Apr 18, 2023
Q1 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-9.07K- 6.18% |
$219K - $241K
|
138K
$4.86M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.14K- 3.0% |
$221K - $243K
|
295K
$10.4M
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
SELL
|
- |
-9.43K- 37.62% |
$228K - $251K
|
15.6K
$552K
|
|
|
Apr 03, 2023
Q1 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-9.78K- 1.18% |
$236K - $260K
|
821K
$29M
|
|
|
May 04, 2023
Q1 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-10.3K- 21.39% |
$250K - $275K
|
38K
$1.34M
|
|
|
May 09, 2023
Q1 2023
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-10.4K- 0.37% |
$252K - $277K
|
2.78M
$98.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-10.6K- 2.25% |
$256K - $282K
|
462K
$16.3M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-10.6K- 88.76% |
$257K - $282K
|
1.34K
$47.5K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-11.4K- 99.9% |
$276K - $303K
|
11
$389
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
SELL
|
- |
-11.4K- 0.1% |
$277K - $304K
|
11.2M
$395M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-11.8K- 1.52% |
$286K - $314K
|
763K
$27M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-12.2K- 1.31% |
$295K - $324K
|
918K
$32.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-12.3K- 0.43% |
$298K - $328K
|
2.86M
$101M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-12.4K- 1.47% |
$299K - $329K
|
826K
$29.2M
|
|
|
May 09, 2023
Q1 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-12.8K- 3.53% |
$310K - $341K
|
351K
$12.4M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-13.9K- 0.55% |
$336K - $369K
|
2.5M
$88.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
SELL
|
- |
-14K- 2.44% |
$339K - $373K
|
562K
$19.9M
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-14.5K- 0.72% |
$350K - $385K
|
2M
$70.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-14.8K- 21.77% |
$357K - $392K
|
53K
$1.87M
|
|
|
Aug 23, 2023
Q1 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-16.2K- 5.67% |
$392K - $431K
|
270K
$9.52M
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-16.6K- 50.89% |
$400K - $440K
|
16K
$564K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-17.1K- 2.86% |
$413K - $454K
|
580K
$20.5M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-17.4K- 26.32% |
$420K - $461K
|
48.6K
$1.72M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-18.1K- 2.18% |
$438K - $481K
|
813K
$28.7M
|
|
|
Aug 11, 2023
Q1 2023
|
Rs Crum Inc.
|
SELL
|
- |
-18.2K- 1.49% |
$439K - $482K
|
1.2M
$42.4M
|
|
|
May 01, 2023
Q1 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-18.2K- 7.42% |
$439K - $483K
|
227K
$8M
|
|
|
May 15, 2023
Q1 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-18.3K- 6.18% |
$441K - $485K
|
277K
$9.79M
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-18.3K- 98.92% |
$442K - $486K
|
200
$7.07K
|
|
|
Apr 17, 2023
Q1 2023
|
Planning Center, Inc.
|
SELL
|
- |
-19.8K- 0.93% |
$479K - $527K
|
2.12M
$74.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-19.9K- 34.43% |
$481K - $529K
|
37.9K
$1.34M
|
|
|
May 01, 2023
Q1 2023
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-21.3K- 0.87% |
$514K - $565K
|
2.43M
$85.8M
|
|
|
May 10, 2023
Q1 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-21.5K- 1.07% |
$521K - $572K
|
2M
$70.6M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-21.9K- 6.15% |
$530K - $583K
|
335K
$11.8M
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-22.2K- 43.9% |
$536K - $589K
|
28.3K
$1M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-22.8K- 6.04% |
$552K - $607K
|
355K
$12.5M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-23K- 58.93% |
$557K - $612K
|
16K
$567K
|
|
|
Apr 10, 2023
Q1 2023
|
Austin Asset Management CO Inc
|
SELL
|
- |
-24.2K- 0.56% |
$586K - $644K
|
4.3M
$152M
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-25.5K- 5.77% |
$616K - $677K
|
416K
$14.7M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-25.8K- 12.08% |
$623K - $685K
|
188K
$6.62M
|
|
|
May 15, 2023
Q1 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-26.6K- 2.33% |
$644K - $708K
|
1.12M
$39.4M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-30.4K- 14.18% |
$735K - $808K
|
184K
$6.5M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-32.8K- 73.26% |
$794K - $873K
|
12K
$423K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-36.9K- 8.88% |
$893K - $982K
|
379K
$13.4M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-37.7K- 91.01% |
$912K - $1M
|
3.73K
$132K
|
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
SELL
|
- |
-38.2K- 16.87% |
$924K - $1.02M
|
188K
$6.65M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-44.3K- 30.99% |
$1.07M - $1.18M
|
98.6K
$3.48M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-50.6K- 72.47% |
$1.22M - $1.35M
|
19.2K
$680K
|
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-51.2K- 1.56% |
$1.24M - $1.36M
|
3.22M
$114M
|