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 30, 2024 Q1 2024
Matisse Capital

BUY
 -
19
+ 0.2%
$544 - $607
9.3K $363K
May 15, 2024 Q1 2024
Frg Family Wealth Advisors LLC

BUY
 -
18
+ 0.2%
$515 - $575
8.96K $350K
Apr 08, 2024 Q1 2024
Evensky & Katz LLC

BUY
 -
14
+ 0.16%
$401 - $447
8.56K $334K
May 13, 2024 Q1 2024
Foundations Investment Advisors, LLC

BUY
 -
13
+ 0.09%
$372 - $415
13.9K $543K
May 07, 2024 Q1 2024
Hibernia Wealth Partners, LLC

Baton Rouge, LA
BUY
 -
11
+ 0.15%
$315 - $351
7.15K $279K
Apr 18, 2024 Q1 2024
Steele Capital Management, Inc.

Dubuque, IA
BUY
 -
11
+ 0.11%
$315 - $351
9.87K $385K
Apr 25, 2024 Q1 2024
Strategy Asset Managers LLC

BUY
 -
10
+ 0.14%
$286 - $320
7.08K $276K
May 14, 2024 Q1 2024
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
9
+ 0.03%
$258 - $288
30.3K $1.18M
Apr 22, 2024 Q1 2024
Horst & Graben Wealth Management LLC

BUY
 -
9
+ 0.12%
$258 - $288
7.27K $284K
May 15, 2024 Q1 2024
Camden Capital, LLC

BUY
 -
9
+ 0.06%
$258 - $288
15.4K $600K
May 10, 2024 Q1 2024
Orion Capital Management LLC

BUY
 -
5
+ 0.01%
$143 - $160
75.4K $2.94M
Apr 30, 2024 Q1 2024
Patriot Financial Group Insurance Agency, LLC

BUY
 -
5
+ 0.03%
$143 - $160
19.5K $762K
May 14, 2024 Q1 2024
Truvestments Capital LLC

Sarasota, FL
BUY
 -
5
+ 0.25%
$143 - $160
2.04K $79.8K
Apr 19, 2024 Q1 2024
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
4
+ 0.36%
$114 - $128
1.12K $43.8K
May 13, 2024 Q1 2024
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
2
+ 0.01%
$57.2 - $63.9
39.6K $1.55M
Jul 30, 2024 Q1 2024
Ifp Advisors, Inc

BUY
 -
2
+ 0.01%
$57.2 - $63.9
29.3K $1.14M
Apr 05, 2024 Q1 2024
Lam Group, Inc.

Lake Oswego, OR
BUY
 -
2
+ 0.01%
$57.2 - $63.9
33.9K $1.32M
Apr 12, 2024 Q1 2024
Global Trust Asset Management, LLC

BUY
 -
1
+ 0.0%
$28.6 - $32
42.9K $1.68M
May 08, 2024 Q1 2024
Sandy Spring Bank

BUY
 -
1
+ 0.02%
$28.6 - $32
5.5K $215K
Apr 17, 2024 Q1 2024
Iron Horse Wealth Management, LLC

BUY
 -
0
New
$0 - $0
0 $0
Feb 26, 2025 Q1 2024
Partners In Financial Planning

Salem, VA
SELL
 -
-6
- 0.03%
$172 - $192
21.5K $837K
May 23, 2024 Q1 2024
Fsa Advisors, Inc.

Troy, MI
SELL
 -
-9
- 0.05%
$258 - $288
18.3K $716K
Apr 10, 2024 Q1 2024
Shotwell Rutter Baer Inc

Lansing, MI
SELL
 -
-11
- 0.03%
$315 - $351
41.8K $1.63M
Apr 17, 2024 Q1 2024
Seaside Wealth Management, Inc.

Carlsbad, CA
SELL
 -
-20
- 0.03%
$572 - $639
65.7K $2.56M
Apr 23, 2024 Q1 2024
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-26
- 0.12%
$744 - $831
20.8K $812K
May 15, 2024 Q1 2024
Hoyle Cohen, LLC

SELL
 -
-76
- 0.07%
$2.18K - $2.43K
107K $4.16M
Apr 30, 2024 Q1 2024
Bridgewater Advisors Inc.

SELL
 -
-96
- 0.05%
$2.75K - $3.07K
206K $8.03M
Apr 17, 2024 Q1 2024
Uma Financial Services, Inc.

SELL
 -
-98
- 0.05%
$2.8K - $3.13K
191K $7.45M
May 13, 2024 Q1 2024
Rb Capital Management, LLC

SELL
 -
-99
- 0.16%
$2.83K - $3.16K
61.1K $2.38M
May 08, 2024 Q1 2024
Holistic Financial Partners

SELL
 -
-100
- 1.15%
$2.86K - $3.2K
8.63K $337K
Apr 10, 2024 Q1 2024
Marcum Wealth, LLC

SELL
 -
-113
- 0.18%
$3.23K - $3.61K
62.8K $2.45M
May 14, 2024 Q1 2024
Websterrogers Financial Advisors, LLC

SELL
 -
-140
- 0.05%
$4.01K - $4.47K
290K $11.3M
Apr 30, 2024 Q1 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-150
- 1.33%
$4.29K - $4.79K
11.1K $434K
May 13, 2024 Q1 2024
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-191
- 0.41%
$5.47K - $6.1K
46.2K $1.8M
Apr 29, 2024 Q1 2024
Mokosak Advisory Group, LLC

SELL
 -
-194
- 2.05%
$5.55K - $6.2K
9.26K $361K
May 03, 2024 Q1 2024
Leading Edge Financial Planning LLC

Knoxville, TN
SELL
 -
-203
- 2.59%
$5.81K - $6.49K
7.63K $298K
Apr 29, 2024 Q1 2024
Caprock Group, Inc.

SELL
 -
-206
- 0.88%
$5.9K - $6.58K
23.3K $907K
May 15, 2024 Q1 2024
Evercore Wealth Management, LLC

New York, NY
SELL
 -
-220
- 2.11%
$6.3K - $7.03K
10.2K $397K
May 13, 2024 Q1 2024
Index Fund Advisors, Inc.

SELL
 -
-240
- 0.23%
$6.87K - $7.67K
106K $4.13M
May 15, 2024 Q1 2024
Sterling Wealth Management, Inc.

Champaign, IL
SELL
 -
-240
- 0.09%
$6.87K - $7.67K
281K $11M
May 06, 2024 Q1 2024
Sym Financial Corp

SELL
 -
-250
- 2.05%
$7.16K - $7.99K
11.9K $465K
May 02, 2024 Q1 2024
Blume Capital Management, Inc.

Berkeley, CA
SELL
 -
-250
- 1.96%
$7.16K - $7.99K
12.5K $488K
May 15, 2024 Q1 2024
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-264
- 31.88%
$7.56K - $8.43K
564 $22K
Apr 11, 2024 Q1 2024
Maryland Capital Advisors Inc.

SELL
 -
-279
- 9.02%
$7.98K - $8.91K
2.81K $110K
Apr 17, 2024 Q1 2024
Chapin Davis, Inc.

Baltimore, MD
SELL
 -
-289
- 3.32%
$8.27K - $9.23K
8.41K $328K
May 15, 2024 Q1 2024
Visionary Wealth Advisors

O'fallon, IL
SELL
 -
-299
- 0.09%
$8.56K - $9.55K
329K $12.9M
Apr 26, 2024 Q1 2024
Sage Rhino Capital LLC

SELL
 -
-307
- 1.62%
$8.79K - $9.81K
18.6K $726K
May 03, 2024 Q1 2024
Signaturefd, LLC

Atlanta, GA
SELL
 -
-326
- 1.97%
$9.33K - $10.4K
16.2K $633K
Apr 30, 2024 Q1 2024
Cutler Investment Counsel LLC

SELL
 -
-337
- 2.75%
$9.64K - $10.8K
11.9K $465K

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