Purchases and Sales Made in Q1 2024 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 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 24, 2024 Q1 2024
Raymond James Trust N.A.

BUY
 -
11.4K
+ 7.7%
$326K - $363K
159K $6.21M
May 14, 2024 Q1 2024
Quantinno Capital Management LP

New York, NY
BUY
 -
11.3K
New
$323K - $361K
11.3K $441K
May 02, 2024 Q1 2024
Centered Wealth LLC Dba Miller Equity Capital Advisors

BUY
 -
11.3K
New
$322K - $360K
11.3K $439K
May 03, 2024 Q1 2024
Great Valley Advisor Group, Inc.

BUY
 -
11.2K
+ 1.05%
$320K - $357K
1.07M $41.9M
May 06, 2024 Q1 2024
Di Nuzzo Private Wealth, Inc.

Beaver, PA
BUY
 -
11K
+ 1.19%
$316K - $353K
941K $36.7M
Apr 23, 2024 Q1 2024
Gemmer Asset Management LLC

BUY
 -
11K
+ 8.71%
$315K - $352K
138K $5.37M
May 13, 2024 Q1 2024
American Investment Services, Inc.

BUY
 -
11K
+ 109.67%
$315K - $352K
21.1K $822K
Apr 16, 2024 Q1 2024
Stratos Wealth Partners, Ltd.

BUY
 -
11K
+ 3.43%
$315K - $351K
332K $12.9M
May 15, 2024 Q1 2024
Steward Partners Investment Advisory, LLC

BUY
 -
10.9K
+ 24.66%
$311K - $347K
55K $2.14M
Jul 03, 2024 Q1 2024
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
10.8K
New
$308K - $344K
10.8K $421K
May 03, 2024 Q1 2024
Silver Oak Advisory Group, Inc.

Portland, OR
BUY
 -
10.1K
+ 3.19%
$288K - $322K
326K $12.7M
Apr 18, 2024 Q1 2024
Aspire Private Capital, LLC

BUY
 -
9.93K
+ 50.43%
$284K - $317K
29.6K $1.16M
Apr 19, 2024 Q1 2024
Forvis Wealth Advisors, LLC

BUY
 -
9.9K
+ 0.35%
$283K - $316K
2.85M $111M
May 07, 2024 Q1 2024
Significant Wealth Partners LLC

Cary, IL
BUY
 -
9.76K
New
$279K - $312K
9.76K $381K
May 08, 2024 Q1 2024
Mb Generational Wealth, LLC

Spokane, WA
BUY
 -
9.74K
+ 22.12%
$279K - $311K
53.8K $2.1M
Apr 30, 2024 Q1 2024
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
9.59K
+ 3.08%
$275K - $306K
321K $12.5M
Jun 13, 2024 Q1 2024
Nbw Capital LLC

BUY
 -
9.57K
New
$274K - $306K
9.57K $373K
Apr 22, 2024 Q1 2024
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
9.27K
New
$265K - $296K
9.27K $362K
Apr 24, 2024 Q1 2024
Oceanside Advisors LLC

Mount Pleasant, SC
BUY
 -
9.22K
+ 3.17%
$264K - $294K
299K $11.7M
May 07, 2024 Q1 2024
Qrg Capital Management, Inc.

Berwyn, PA
BUY
 -
9.14K
+ 133.16%
$262K - $292K
16K $625K
Apr 26, 2024 Q1 2024
Tenon Financial LLC

Metuchen, NJ
BUY
 -
8.67K
New
$248K - $277K
8.67K $338K
May 13, 2024 Q1 2024
Schubert & CO

BUY
 -
8.63K
+ 2.28%
$247K - $276K
387K $15.1M
Jun 13, 2024 Q1 2024
Mosaic Family Wealth Partners, LLC

St. Louis, MO
BUY
 -
8.4K
+ 39.2%
$240K - $268K
29.8K $1.16M
May 09, 2024 Q1 2024
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
8.36K
New
$239K - $267K
8.36K $326K
May 13, 2024 Q1 2024
Bbr Partners, LLC

New York, NY
BUY
 -
8.33K
+ 87.65%
$238K - $266K
17.8K $696K
May 06, 2024 Q1 2024
Advisory Services Network, LLC

BUY
 -
8.17K
+ 87.55%
$234K - $261K
17.5K $683K
May 14, 2024 Q1 2024
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
8.09K
+ 0.82%
$232K - $258K
992K $38.7M
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
8.05K
+ 20.25%
$230K - $257K
47.8K $1.86M
May 02, 2024 Q1 2024
Choreo, LLC

Minneapolis, MN
BUY
 -
7.92K
+ 11.45%
$227K - $253K
77.1K $3.01M
May 14, 2024 Q1 2024
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
7.74K
+ 17.65%
$221K - $247K
51.6K $2.01M
May 08, 2024 Q1 2024
Angeles Wealth Management, LLC

BUY
 -
7.61K
+ 499.47%
$218K - $243K
9.13K $356K
May 13, 2024 Q1 2024
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
7.6K
New
$218K - $243K
7.6K $297K
May 14, 2024 Q1 2024
Stansberry Asset Management, LLC

New York, NY
BUY
 -
7.55K
New
$216K - $241K
7.55K $294K
May 06, 2024 Q1 2024
Hutchinson Capital Management

San Rafael, CA
BUY
 -
7.41K
+ 3.23%
$212K - $237K
237K $9.25M
Apr 30, 2024 Q1 2024
Hb Wealth Management, LLC

BUY
 -
7.32K
+ 64.38%
$210K - $234K
18.7K $730K
May 13, 2024 Q1 2024
Tranquilli Financial Advisor LLC

Clinton, NJ
BUY
 -
7.28K
+ 8.28%
$208K - $233K
95.1K $3.71M
Apr 23, 2024 Q1 2024
Silver Lake Advisory, LLC

BUY
 -
7.27K
New
$208K - $232K
7.27K $284K
Apr 18, 2024 Q1 2024
Panoramic Investment Advisors, LLC

Denver, CO
BUY
 -
7.09K
New
$203K - $226K
7.09K $277K
May 13, 2024 Q1 2024
Mattern Wealth Management LLC

BUY
 -
7.07K
+ 1.55%
$202K - $226K
463K $18M
Apr 18, 2024 Q1 2024
Life Guide Financial Advisors, LLC

BUY
 -
7.05K
+ 1.43%
$202K - $225K
499K $19.5M
May 14, 2024 Q1 2024
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
6.9K
New
$197K - $220K
6.9K $269K
May 14, 2024 Q1 2024
Rmb Capital Management, LLC

BUY
 -
6.83K
New
$195K - $218K
6.83K $266K
Apr 25, 2024 Q1 2024
Tilson Financial Group, Inc.

New Providence, NJ
BUY
 -
6.82K
New
$195K - $218K
6.82K $266K
May 13, 2024 Q1 2024
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
6.75K
New
$193K - $216K
6.75K $263K
Apr 29, 2024 Q1 2024
Naples Global Advisors, LLC

Naples, FL
BUY
 -
6.67K
New
$191K - $213K
6.67K $260K
May 15, 2024 Q1 2024
Jentner Corp

BUY
 -
6.64K
New
$190K - $212K
6.64K $259K
Apr 18, 2024 Q1 2024
Well Done, LLC

BUY
 -
6.57K
New
$188K - $210K
6.57K $256K
Apr 26, 2024 Q1 2024
Slate Stone Wealth, LLC

BUY
 -
6.56K
New
$188K - $210K
6.56K $256K
May 15, 2024 Q1 2024
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
6.56K
New
$188K - $209K
6.56K $256K

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