Purchases and Sales Made in Q1 2023 in Dimensional ETF Tr U S Core Eq (DFAC)

DFAC Quotes by TradingView

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 11, 2023 Q1 2023
Horizon Wealth Management, LLC

BUY
 -
12
+ 0.12%
$290 - $319
10.4K $366K
May 11, 2023 Q1 2023
Camden Capital, LLC

BUY
 -
12
+ 0.08%
$290 - $319
15.2K $536K
May 01, 2023 Q1 2023
Aquire Wealth Advisors, LLC

BUY
 -
11
+ 0.02%
$266 - $292
70.5K $2.49M
Apr 07, 2023 Q1 2023
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
8
+ 0.05%
$193 - $213
17.1K $605K
Apr 27, 2023 Q1 2023
Aspiriant, LLC

BUY
 -
8
+ 0.0%
$193 - $213
282K $9.95M
May 10, 2023 Q1 2023
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
7
+ 0.16%
$169 - $186
4.26K $150K
Apr 20, 2023 Q1 2023
Fortress Wealth Management, Inc.

BUY
 -
6
+ 0.04%
$145 - $159
14.6K $517K
May 05, 2023 Q1 2023
Hoyle Cohen, LLC

BUY
 -
5
+ 0.02%
$121 - $133
22.6K $796K
Apr 20, 2023 Q1 2023
Kovack Advisors, Inc.

BUY
 -
1
+ 0.0%
$24.2 - $26.6
24.9K $879K
May 05, 2023 Q1 2023
Sandy Spring Bank

BUY
 -
1
+ 0.19%
$24.2 - $26.6
541 $19.1K
Apr 17, 2023 Q1 2023
Mjp Associates Inc

SELL
 -
-21
- 0.04%
$508 - $558
49.1K $1.73M
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

SELL
 -
-71
- 0.92%
$1.72K - $1.89K
7.63K $269K
Apr 26, 2023 Q1 2023
Carson Allaria Wealth Management, Ltd.

SELL
 -
-85
- 0.33%
$2.06K - $2.26K
25.7K $908K
Apr 19, 2023 Q1 2023
Coston, Mc Isaac & Partners

Bar Harbor, ME
SELL
 -
-85
- 0.19%
$2.06K - $2.26K
44.2K $1.56M
May 04, 2023 Q1 2023
Founders Financial Securities LLC

SELL
 -
-108
- 0.31%
$2.61K - $2.87K
35.2K $1.24M
Apr 20, 2023 Q1 2023
Foster Victor Wealth Advisors, LLC

SELL
 -
-131
- 0.78%
$3.17K - $3.48K
16.7K $588K
Feb 02, 2024 Q1 2023
Lji Wealth Management, LLC

Indianapolis, IN
SELL
 -
-131
- 0.16%
$3.17K - $3.48K
81K $2.86M
Apr 06, 2023 Q1 2023
Foster Group, Inc.

SELL
 -
-135
- 0.69%
$3.26K - $3.59K
19.4K $686K
Apr 13, 2023 Q1 2023
Apeiron Ria LLC

SELL
 -
-160
- 0.79%
$3.87K - $4.25K
20K $706K
May 01, 2024 Q1 2023
Blume Capital Management, Inc.

Berkeley, CA
SELL
 -
-168
- 1.32%
$4.06K - $4.47K
12.6K $444K
May 11, 2023 Q1 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
SELL
 -
-199
- 0.7%
$4.81K - $5.29K
28.4K $1M
May 05, 2023 Q1 2023
Moisand Fitzgerald Tamayo, LLC

SELL
 -
-200
- 1.37%
$4.84K - $5.32K
14.4K $508K
Apr 13, 2023 Q1 2023
Waypoint Capital Advisors, LLC

SELL
 -
-204
- 0.22%
$4.93K - $5.42K
92.8K $3.27M
May 17, 2023 Q1 2023
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-210
- 1.61%
$5.08K - $5.58K
12.9K $454K
Apr 12, 2023 Q1 2023
Elk River Wealth Management, LLC

SELL
 -
-250
- 2.63%
$6.05K - $6.65K
9.24K $326K
May 12, 2023 Q1 2023
Meridian Wealth Management, LLC

SELL
 -
-300
- 0.17%
$7.25K - $7.97K
172K $6.06M
May 03, 2023 Q1 2023
Symphony Financial, Ltd. Co.

SELL
 -
-331
- 0.98%
$8K - $8.8K
33.5K $1.18M
Apr 06, 2023 Q1 2023
Monterey Private Wealth, Inc.

SELL
 -
-357
- 1.25%
$8.63K - $9.49K
28.2K $996K
Apr 24, 2023 Q1 2023
Tcg Advisory Services, LLC

Austin, TX
SELL
 -
-395
- 1.43%
$9.55K - $10.5K
27.2K $961K
May 15, 2023 Q1 2023
Choreo, LLC

Minneapolis, MN
SELL
 -
-400
- 0.64%
$9.67K - $10.6K
62.3K $2.2M
Apr 24, 2023 Q1 2023
Fifth Third Bancorp

SELL
 -
-404
- 2.08%
$9.77K - $10.7K
19K $671K
May 15, 2023 Q1 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
SELL
 -
-419
- 0.2%
$10.1K - $11.1K
206K $7.27M
May 09, 2023 Q1 2023
Seaside Wealth Management, Inc.

Carlsbad, CA
SELL
 -
-443
- 0.68%
$10.7K - $11.8K
65.1K $2.3M
May 10, 2023 Q1 2023
Morris Financial Concepts, Inc.

SELL
 -
-469
- 0.22%
$11.3K - $12.5K
210K $7.41M
May 02, 2023 Q1 2023
Dhjj Financial Advisors, Ltd.

SELL
 -
-470
- 3.16%
$11.4K - $12.5K
14.4K $508K
May 05, 2023 Q1 2023
Pro Vise Management Group, LLC

Clearwater, FL
SELL
 -
-471
- 1.18%
$11.4K - $12.5K
39.3K $1.39M
May 04, 2023 Q1 2023
G2 Capital Management, LLC

Columbus, OH
SELL
 -
-481
- 3.57%
$11.6K - $12.8K
13K $459K
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-520
- 1.16%
$12.6K - $13.8K
44.5K $1.57M
May 04, 2023 Q1 2023
Parkside Financial Bank & Trust

SELL
 -
-576
- 2.97%
$13.9K - $15.3K
18.8K $663K
May 08, 2023 Q1 2023
Plante Moran Financial Advisors, LLC

SELL
 -
-593
- 7.8%
$14.3K - $15.8K
7.01K $247K
Apr 28, 2023 Q1 2023
Ifg Advisors, LLC

SELL
 -
-634
- 0.65%
$15.3K - $16.9K
96.6K $3.41M
May 12, 2023 Q1 2023
Black Rock Inc.

New York, NY
SELL
 -
-699
- 0.82%
$16.9K - $18.6K
84.9K $3M
May 09, 2023 Q1 2023
Clearstead Advisors, LLC

Cleveland, OH
SELL
 -
-726
- 7.87%
$17.6K - $19.3K
8.5K $300K
May 08, 2023 Q1 2023
Evoke Wealth, LLC

SELL
 -
-790
- 2.75%
$19.1K - $21K
27.9K $984K
May 08, 2023 Q1 2023
Brown Advisory Inc

SELL
 -
-793
- 2.13%
$19.2K - $21.1K
36.5K $1.29M
May 10, 2023 Q1 2023
Bessemer Group Inc

Woodbridge, NJ
SELL
 -
-886
- 3.32%
$21.4K - $23.5K
25.8K $909K
May 15, 2023 Q1 2023
Nicholas Hoffman & Company, Llc.

Atlanta, GA
SELL
 -
-924
- 0.5%
$22.3K - $24.6K
185K $6.54M
May 17, 2023 Q1 2023
Advisory Services Network, LLC

SELL
 -
-971
- 5.37%
$23.5K - $25.8K
17.1K $604K
Nov 20, 2023 Q1 2023
Revisor Wealth Management LLC

Akron, OH
SELL
 -
-975
- 5.02%
$23.6K - $25.9K
18.5K $651K

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