Purchases and Sales Made in Q1 2024 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 2024. 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 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-484- 3.39% |
$13.9K - $15.5K
|
13.8K
$496K
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-500- 1.52% |
$14.3K - $16K
|
32.3K
$1.16M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-544- 3.45% |
$15.6K - $17.4K
|
15.2K
$547K
|
|
|
Apr 29, 2024
Q1 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-652- 0.49% |
$18.7K - $20.8K
|
133K
$4.79M
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-691- 0.04% |
$19.8K - $22.1K
|
1.7M
$61M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-754- 6.71% |
$21.6K - $24.1K
|
10.5K
$377K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-796- 1.44% |
$22.8K - $25.4K
|
54.6K
$1.96M
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-850- 9.8% |
$24.3K - $27.2K
|
7.82K
$281K
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-859- 8.42% |
$24.6K - $27.4K
|
9.34K
$336K
|
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-900- 4.01% |
$25.8K - $28.8K
|
21.6K
$775K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-932- 2.43% |
$26.7K - $29.8K
|
37.5K
$1.35M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1K- 7.78% |
$28.6K - $32K
|
11.9K
$426K
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.03K- 0.56% |
$29.4K - $32.8K
|
183K
$6.59M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.05K- 5.67% |
$30.1K - $33.5K
|
17.5K
$628K
|
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-1.06K- 13.2% |
$30.4K - $33.9K
|
6.98K
$251K
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-1.2K- 12.42% |
$34.3K - $38.3K
|
8.45K
$304K
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.3K- 15.92% |
$37.1K - $41.4K
|
6.84K
$246K
|
|
|
Apr 19, 2024
Q1 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-1.3K- 5.81% |
$37.1K - $41.5K
|
21K
$757K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.33K- 1.41% |
$38.1K - $42.5K
|
92.9K
$3.34M
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-1.43K- 0.59% |
$40.8K - $45.6K
|
240K
$8.65M
|
|
|
May 08, 2024
Q1 2024
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-1.44K- 0.73% |
$41.2K - $46K
|
197K
$7.08M
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-1.46K- 5.14% |
$41.8K - $46.6K
|
26.9K
$967K
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.58K- 18.35% |
$45.2K - $50.4K
|
7.03K
$253K
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.62K- 1.66% |
$46.4K - $51.8K
|
95.9K
$3.45M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.64K- 0.2% |
$47K - $52.4K
|
822K
$29.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.66K- 4.72% |
$47.5K - $53K
|
33.5K
$1.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.99K- 0.51% |
$56.8K - $63.4K
|
387K
$13.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-2.2K- 0.74% |
$62.9K - $70.3K
|
293K
$10.5M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.22K- 89.98% |
$63.5K - $70.8K
|
247
$8.88K
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
SELL
|
- |
-2.38K- 17.33% |
$68.1K - $76K
|
11.4K
$408K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-2.39K- 6.29% |
$68.4K - $76.4K
|
35.6K
$1.28M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
SELL
|
- |
-2.4K- 2.41% |
$68.6K - $76.6K
|
97K
$3.49M
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
SELL
|
- |
-2.43K- 0.27% |
$69.6K - $77.7K
|
911K
$32.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-2.5K- 9.02% |
$71.5K - $79.8K
|
25.2K
$906K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2.5K- 2.86% |
$71.6K - $79.9K
|
84.9K
$3.05M
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-2.55K- 1.47% |
$73.1K - $81.6K
|
172K
$6.17M
|
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-2.63K- 2.1% |
$75.3K - $84K
|
123K
$4.41M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
SELL
|
- |
-2.63K- 13.78% |
$75.4K - $84.2K
|
16.5K
$593K
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.64K- 0.22% |
$75.5K - $84.3K
|
1.2M
$43.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2.73K- 17.38% |
$78K - $87.1K
|
13K
$466K
|
|
|
Apr 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-2.85K- 4.62% |
$81.6K - $91.1K
|
58.9K
$2.12M
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-2.94K- 0.83% |
$84.2K - $94K
|
353K
$12.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-2.96K- 4.95% |
$84.8K - $94.7K
|
56.9K
$2.05M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.99K- 30.56% |
$85.5K - $95.4K
|
6.79K
$244K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2.99K- 21.09% |
$85.7K - $95.7K
|
11.2K
$403K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-3.02K- 1.95% |
$86.3K - $96.4K
|
151K
$5.44M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.06K- 2.14% |
$87.5K - $97.6K
|
140K
$5.03M
|
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-3.19K- 7.07% |
$91.2K - $102K
|
41.9K
$1.51M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-3.3K- 2.53% |
$94.5K - $106K
|
127K
$4.58M
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-3.32K- 11.05% |
$94.9K - $106K
|
26.7K
$961K
|