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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
131KNew |
$3.74M - $4.17M
|
131K
$5.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
126K+ 6.58% |
$3.6M - $4.01M
|
2.03M
$79.4M
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
124K+ 10.77% |
$3.55M - $3.97M
|
1.28M
$49.8M
|
|
|
May 15, 2024
Q1 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
122K+ 5.67% |
$3.48M - $3.88M
|
2.27M
$88.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
121K+ 488.97% |
$3.47M - $3.88M
|
146K
$5.7M
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
120K+ 7.48% |
$3.43M - $3.83M
|
1.72M
$67.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
119K+ 11.63% |
$3.42M - $3.81M
|
1.15M
$44.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
119K+ 1.33% |
$3.4M - $3.79M
|
9.04M
$353M
|
|
|
Apr 19, 2024
Q1 2024
|
Awm Capital, LLC
|
BUY
|
- |
118K+ 4.94% |
$3.37M - $3.76M
|
2.5M
$97.4M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
117K+ 6.78% |
$3.35M - $3.74M
|
1.84M
$71.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
113K+ 14.51% |
$3.24M - $3.62M
|
894K
$34.9M
|
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
107K+ 7.85% |
$3.07M - $3.42M
|
1.47M
$57.4M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
107K+ 291.26% |
$3.06M - $3.42M
|
144K
$5.61M
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
BUY
|
- |
97.6K+ 63.51% |
$2.79M - $3.12M
|
251K
$9.8M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
94.8K+ 7.22% |
$2.71M - $3.03M
|
1.41M
$54.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
93.7KNew |
$2.68M - $2.99M
|
93.7K
$3.65M
|
|
|
Apr 10, 2024
Q1 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
92.6K+ 15.28% |
$2.65M - $2.96M
|
698K
$27.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
89K+ 45.35% |
$2.55M - $2.84M
|
285K
$11.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
88.7K+ 4.04% |
$2.54M - $2.83M
|
2.29M
$89.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
87.3K+ 3.03% |
$2.5M - $2.79M
|
2.96M
$116M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
86.1KNew |
$2.47M - $2.75M
|
86.1K
$3.36M
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
85.4KNew |
$2.44M - $2.73M
|
85.4K
$3.33M
|
|
|
Aug 01, 2024
Q1 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
84.9K+ 11.14% |
$2.43M - $2.71M
|
847K
$33M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
84.5K+ 1.6% |
$2.42M - $2.7M
|
5.37M
$210M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
84.1K+ 1.61% |
$2.41M - $2.69M
|
5.3M
$207M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
83.4K+ 1071.62% |
$2.39M - $2.67M
|
91.2K
$3.56M
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
82.3K+ 5.21% |
$2.36M - $2.63M
|
1.66M
$64.8M
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
82.2K+ 8.69% |
$2.35M - $2.63M
|
1.03M
$40.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
BUY
|
- |
81KNew |
$2.32M - $2.59M
|
81K
$3.16M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
78.7K+ 3.38% |
$2.25M - $2.52M
|
2.41M
$94.1M
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
77.5K+ 9.99% |
$2.22M - $2.47M
|
853K
$33.3M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
76.7K+ 38.0% |
$2.2M - $2.45M
|
279K
$10.9M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
75.1K+ 11.77% |
$2.15M - $2.4M
|
713K
$27.8M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
75.1K+ 11.77% |
$2.15M - $2.4M
|
713K
$27.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Chico Wealth Ria
|
BUY
|
- |
74.5K+ 5.31% |
$2.13M - $2.38M
|
1.48M
$57.7M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
73.7K+ 361.63% |
$2.11M - $2.35M
|
94.1K
$3.67M
|
|
|
May 03, 2024
Q1 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
72.1K+ 13.43% |
$2.06M - $2.3M
|
609K
$23.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
67.8K+ 61.88% |
$1.94M - $2.17M
|
177K
$6.92M
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
66.1K+ 6.63% |
$1.89M - $2.11M
|
1.06M
$41.5M
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
65.4K+ 6.17% |
$1.87M - $2.09M
|
1.12M
$43.9M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
63.6K+ 5.25% |
$1.82M - $2.03M
|
1.28M
$49.8M
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
61.8K+ 8.97% |
$1.77M - $1.97M
|
751K
$29.3M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
59.8K+ 10.42% |
$1.71M - $1.91M
|
634K
$24.8M
|
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
59.7K+ 2.73% |
$1.71M - $1.91M
|
2.25M
$87.8M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
58.3K+ 14.89% |
$1.67M - $1.86M
|
450K
$17.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Baker Boyer National Bank
|
BUY
|
- |
57.6K+ 3.28% |
$1.65M - $1.84M
|
1.82M
$70.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
57.4KNew |
$1.64M - $1.83M
|
57.4K
$2.24M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
56.1K+ 50.24% |
$1.61M - $1.79M
|
168K
$6.55M
|
|
|
May 10, 2024
Q1 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
55K+ 19.03% |
$1.58M - $1.76M
|
344K
$13.4M
|
|
|
May 15, 2024
Q1 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
54.6K+ 1.24% |
$1.56M - $1.74M
|
4.45M
$174M
|