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 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-10.6K- 1.74% |
$302K - $337K
|
597K
$23.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.7K- 0.7% |
$305K - $341K
|
1.52M
$59.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-10.7K- 3.07% |
$307K - $343K
|
340K
$13.2M
|
|
|
May 14, 2024
Q1 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-10.7K- 0.22% |
$307K - $343K
|
4.96M
$193M
|
|
|
Apr 10, 2024
Q1 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-10.9K- 8.41% |
$312K - $348K
|
119K
$4.63M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-10.9K- 5.47% |
$313K - $349K
|
189K
$7.37M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-11K- 4.98% |
$315K - $352K
|
210K
$8.2M
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-11.5K- 0.48% |
$328K - $367K
|
2.36M
$92.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-11.6K- 10.72% |
$331K - $369K
|
96.2K
$3.75M
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-12K- 29.17% |
$345K - $385K
|
29.2K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-13.5K- 30.22% |
$387K - $432K
|
31.2K
$1.22M
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-15K- 61.76% |
$429K - $479K
|
9.28K
$362K
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
SELL
|
- |
-15K- 3.16% |
$430K - $481K
|
462K
$18M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-15.6K- 3.53% |
$445K - $497K
|
425K
$16.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-15.6K- 47.94% |
$446K - $498K
|
16.9K
$661K
|
|
|
Apr 08, 2024
Q1 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-15.8K- 4.12% |
$452K - $504K
|
368K
$14.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-15.8K- 99.02% |
$453K - $506K
|
156
$6.09K
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-16K- 11.75% |
$458K - $511K
|
120K
$4.69M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-16.3K- 1.8% |
$466K - $521K
|
890K
$34.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Better Wealth, LLC
|
SELL
|
- |
-16.4K- 0.57% |
$471K - $525K
|
2.89M
$113M
|
|
|
May 13, 2024
Q1 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-16.7K- 2.31% |
$477K - $533K
|
706K
$27.6M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18.2K- 1.41% |
$522K - $583K
|
1.28M
$49.8M
|
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-18.8K- 1.68% |
$537K - $600K
|
1.1M
$42.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-18.9K- 3.39% |
$542K - $605K
|
540K
$21.1M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-20.9K- 1.32% |
$598K - $668K
|
1.56M
$61M
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-22.9K- 1.77% |
$655K - $732K
|
1.27M
$49.5M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-23.4K- 9.33% |
$670K - $748K
|
228K
$8.88M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-23.7K- 17.15% |
$677K - $756K
|
114K
$4.46M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-24.8K- 55.03% |
$709K - $792K
|
20.3K
$791K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-26K- 43.87% |
$743K - $829K
|
33.2K
$1.3M
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-28.6K- 3.07% |
$819K - $915K
|
904K
$35.3M
|
|
|
Nov 14, 2024
Q1 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-29.7K- 0.82% |
$851K - $950K
|
3.6M
$141M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-30.5K- 3.67% |
$873K - $975K
|
801K
$31.2M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-30.6K- 7.09% |
$875K - $976K
|
400K
$15.6M
|
|
|
Jul 25, 2025
Q1 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-31.7K- 17.66% |
$908K - $1.01M
|
148K
$5.77M
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-32.2K- 4.27% |
$923K - $1.03M
|
723K
$28.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-32.5K- 0.76% |
$931K - $1.04M
|
4.23M
$165M
|
|
|
Apr 17, 2024
Q1 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-32.9K- 1.47% |
$942K - $1.05M
|
2.21M
$86.1M
|
|
|
May 08, 2024
Q1 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-35K- 2.62% |
$1M - $1.12M
|
1.3M
$50.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-36.8K- 18.17% |
$1.05M - $1.18M
|
166K
$6.47M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
SELL
|
- |
-44.4K- 0.4% |
$1.27M - $1.42M
|
11M
$428M
|
|
|
May 13, 2024
Q1 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-45.2K- 3.62% |
$1.29M - $1.44M
|
1.2M
$46.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-46.1K- 1.9% |
$1.32M - $1.47M
|
2.38M
$93M
|
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-46.1K- 2.41% |
$1.32M - $1.47M
|
1.87M
$72.8M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-46.4K- 28.7% |
$1.33M - $1.48M
|
115K
$4.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Planning Center, Inc.
|
SELL
|
- |
-48.2K- 2.27% |
$1.38M - $1.54M
|
2.08M
$81M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-53.1K- 2.37% |
$1.52M - $1.7M
|
2.18M
$85.1M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-56.3K- 1.62% |
$1.61M - $1.8M
|
3.43M
$134M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-57.9K- 8.68% |
$1.66M - $1.85M
|
609K
$23.8M
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-60.3K- 55.92% |
$1.73M - $1.93M
|
47.6K
$1.86M
|