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 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-61.6K- 3.4% |
$1.49M - $1.64M
|
1.75M
$61.8M
|
|
|
May 05, 2023
Q1 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-66K- 7.43% |
$1.6M - $1.75M
|
822K
$29M
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-66.5K- 2.73% |
$1.61M - $1.77M
|
2.37M
$83.7M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-74.9K- 48.43% |
$1.81M - $1.99M
|
79.7K
$2.82M
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-76.1K- 4.5% |
$1.84M - $2.02M
|
1.62M
$57.1M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-83K- 10.63% |
$2.01M - $2.21M
|
698K
$24.6M
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-86.9K- 4.39% |
$2.1M - $2.31M
|
1.89M
$66.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-88.5K- 12.7% |
$2.14M - $2.35M
|
608K
$21.5M
|
|
|
May 10, 2023
Q1 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-90K- 3.48% |
$2.18M - $2.39M
|
2.5M
$88.3M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-103K- 21.53% |
$2.5M - $2.74M
|
376K
$13.3M
|
|
|
Aug 03, 2023
Q1 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-104K- 2.23% |
$2.52M - $2.77M
|
4.57M
$162M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-118K- 14.47% |
$2.86M - $3.14M
|
698K
$24.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-154K- 4.11% |
$3.72M - $4.09M
|
3.59M
$127M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-163K- 24.96% |
$3.93M - $4.32M
|
489K
$17.3M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-166K- 92.81% |
$4.02M - $4.42M
|
12.9K
$455K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-194K- 8.8% |
$4.69M - $5.16M
|
2.01M
$71M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-202K- 15.82% |
$4.88M - $5.37M
|
1.07M
$38M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-206K- 17.24% |
$4.99M - $5.48M
|
990K
$35M
|
|
|
May 05, 2023
Q1 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-236K- 19.77% |
$5.71M - $6.27M
|
958K
$33.8M
|
|
|
Dec 06, 2024
Q1 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-237K- 6.39% |
$5.72M - $6.29M
|
3.47M
$122M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-246K- 16.12% |
$5.95M - $6.54M
|
1.28M
$45.2M
|
|
|
May 11, 2023
Q1 2023
|
Chico Wealth Ria
|
SELL
|
- |
-303K- 19.06% |
$7.34M - $8.06M
|
1.29M
$45.5M
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-305K- 29.35% |
$7.38M - $8.11M
|
735K
$26M
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-311K- 5.77% |
$7.51M - $8.26M
|
5.07M
$179M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-314K- 19.89% |
$7.59M - $8.34M
|
1.26M
$44.7M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-452K- 96.08% |
$10.9M - $12M
|
18.5K
$653K
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-701K- 71.44% |
$17M - $18.6M
|
280K
$9.9M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.14M- 99.02% |
$27.5M - $30.2M
|
11.3K
$400K
|