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 |
|---|---|---|---|---|---|---|---|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-975- 2.14% |
$23.6K - $25.9K
|
44.5K
$1.57M
|
|
|
May 15, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-991- 0.19% |
$24K - $26.3K
|
522K
$18.5M
|
|
|
May 05, 2023
Q1 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-1.01K- 2.56% |
$24.5K - $26.9K
|
38.5K
$1.36M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.05K- 3.87% |
$25.3K - $27.9K
|
26K
$919K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.06K- 10.04% |
$25.5K - $28K
|
9.46K
$334K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-1.12K- 0.29% |
$27K - $29.7K
|
387K
$13.7M
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.29K- 0.77% |
$31.2K - $34.3K
|
166K
$5.85M
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.35K- 11.41% |
$32.6K - $35.9K
|
10.5K
$370K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.36K- 13.27% |
$32.9K - $36.2K
|
8.9K
$314K
|
|
|
May 12, 2023
Q1 2023
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-1.38K- 1.25% |
$33.3K - $36.7K
|
109K
$3.83M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.41K- 0.8% |
$34K - $37.4K
|
174K
$6.15M
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.59K- 10.89% |
$38.5K - $42.3K
|
13K
$460K
|
|
|
May 08, 2023
Q1 2023
|
Ti Trust, Inc
|
SELL
|
- |
-1.61K- 8.03% |
$38.8K - $42.7K
|
18.4K
$650K
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
SELL
|
- |
-1.74K- 1.99% |
$42.1K - $46.2K
|
85.6K
$3.02M
|
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-1.9K- 9.17% |
$45.9K - $50.4K
|
18.8K
$664K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.15K- 6.55% |
$52K - $57.1K
|
30.7K
$1.08M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.15K- 2.72% |
$52K - $57.1K
|
76.9K
$2.72M
|
|
|
Apr 12, 2023
Q1 2023
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-2.28K- 18.68% |
$55.2K - $60.6K
|
9.93K
$351K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.35K- 4.9% |
$56.7K - $62.4K
|
45.5K
$1.61M
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.39K- 2.93% |
$57.7K - $63.4K
|
79K
$2.79M
|
|
|
Apr 21, 2023
Q1 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-2.4K- 18.55% |
$58K - $63.7K
|
10.5K
$372K
|
|
|
Apr 19, 2023
Q1 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-2.48K- 13.62% |
$59.9K - $65.8K
|
15.7K
$555K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.64K- 18.77% |
$63.9K - $70.2K
|
11.4K
$404K
|
|
|
Apr 10, 2023
Q1 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-2.94K- 7.2% |
$71.1K - $78.2K
|
37.9K
$1.34M
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-2.96K- 9.04% |
$71.6K - $78.7K
|
29.8K
$1.05M
|
|
|
Apr 21, 2023
Q1 2023
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-2.97K- 5.88% |
$71.8K - $79K
|
47.6K
$1.68M
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-3.03K- 4.83% |
$73.2K - $80.4K
|
59.6K
$2.11M
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-3.05K- 0.73% |
$73.6K - $80.9K
|
412K
$14.6M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.31K- 2.71% |
$80.1K - $88.1K
|
119K
$4.21M
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-3.33K- 16.68% |
$80.4K - $88.4K
|
16.6K
$587K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.35K- 2.58% |
$81.1K - $89.1K
|
126K
$4.47M
|
|
|
May 12, 2023
Q1 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-3.41K- 0.57% |
$82.4K - $90.6K
|
597K
$21.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.52K- 0.83% |
$85.1K - $93.6K
|
418K
$14.8M
|
|
|
May 05, 2023
Q1 2023
|
Hemington Wealth Management
|
SELL
|
- |
-3.54K- 0.4% |
$85.7K - $94.2K
|
888K
$31.4M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.66K- 6.18% |
$88.5K - $97.2K
|
55.6K
$1.96M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-4.25K- 16.77% |
$103K - $113K
|
21.1K
$746K
|
|
|
Aug 08, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-4.34K- 0.83% |
$105K - $115K
|
518K
$18.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-4.64K- 1.24% |
$112K - $123K
|
369K
$13M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.75K- 1.35% |
$115K - $126K
|
348K
$12.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-5.02K- 5.35% |
$121K - $133K
|
88.8K
$3.14M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.09K- 0.34% |
$123K - $135K
|
1.49M
$52.8M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.29K- 37.3% |
$128K - $141K
|
8.88K
$314K
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
SELL
|
- |
-5.43K- 30.5% |
$131K - $144K
|
12.4K
$437K
|
|
|
Apr 25, 2023
Q1 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-5.5K- 1.24% |
$133K - $146K
|
439K
$15.5M
|
|
|
May 12, 2023
Q1 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-5.61K- 0.94% |
$136K - $149K
|
593K
$21M
|
|
|
Apr 20, 2023
Q1 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-5.7K- 1.81% |
$138K - $152K
|
309K
$10.9M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-5.78K- 84.82% |
$140K - $154K
|
1.04K
$36.6K
|
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-5.78K- 17.52% |
$140K - $154K
|
27.2K
$962K
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
SELL
|
- |
-5.9K- 12.51% |
$143K - $157K
|
41.2K
$1.46M
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-7.23K- 0.78% |
$175K - $192K
|
924K
$32.6M
|