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
May 14, 2024 Q1 2024
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
9
+ 0.03%
$258 - $288
30.3K $1.05M
Apr 22, 2024 Q1 2024
Horst & Graben Wealth Management LLC

BUY
 -
9
+ 0.12%
$258 - $288
7.27K $252K
Apr 15, 2024 Q1 2024
Aspiriant, LLC

BUY
 -
7
+ 0.0%
$200 - $224
282K $9.77M
Apr 30, 2024 Q1 2024
Patriot Financial Group Insurance Agency, LLC

BUY
 -
5
+ 0.03%
$143 - $160
19.5K $677K
May 10, 2024 Q1 2024
Orion Capital Management LLC

BUY
 -
5
+ 0.01%
$143 - $160
75.4K $2.61M
May 14, 2024 Q1 2024
Truvestments Capital LLC

Sarasota, FL
BUY
 -
5
+ 0.25%
$143 - $160
2.04K $70.8K
Apr 19, 2024 Q1 2024
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
4
+ 0.36%
$114 - $128
1.12K $38.9K
May 13, 2024 Q1 2024
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
2
+ 0.01%
$57.2 - $63.9
39.6K $1.37M
Jul 30, 2024 Q1 2024
Ifp Advisors, Inc

BUY
 -
2
+ 0.01%
$57.2 - $63.9
29.3K $1.02M
Apr 05, 2024 Q1 2024
Lam Group, Inc.

Lake Oswego, OR
BUY
 -
2
+ 0.01%
$57.2 - $63.9
33.9K $1.17M
Apr 12, 2024 Q1 2024
Global Trust Asset Management, LLC

BUY
 -
1
+ 0.0%
$28.6 - $32
42.9K $1.49M
Apr 17, 2024 Q1 2024
Iron Horse Wealth Management, LLC

BUY
 -
0
New
$0 - $0
0 $0
May 23, 2024 Q1 2024
Fsa Advisors, Inc.

Troy, MI
SELL
 -
-9
- 0.05%
$258 - $288
18.3K $636K
Apr 10, 2024 Q1 2024
Shotwell Rutter Baer Inc

Lansing, MI
SELL
 -
-11
- 0.03%
$315 - $351
41.8K $1.45M
Apr 17, 2024 Q1 2024
Seaside Wealth Management, Inc.

Carlsbad, CA
SELL
 -
-20
- 0.03%
$572 - $639
65.7K $2.27M
Apr 23, 2024 Q1 2024
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-26
- 0.12%
$744 - $831
20.8K $721K
May 15, 2024 Q1 2024
Hoyle Cohen, LLC

SELL
 -
-76
- 0.07%
$2.18K - $2.43K
107K $3.69M
Apr 30, 2024 Q1 2024
Bridgewater Advisors Inc.

SELL
 -
-96
- 0.05%
$2.75K - $3.07K
206K $7.13M
Apr 17, 2024 Q1 2024
Uma Financial Services, Inc.

SELL
 -
-98
- 0.05%
$2.8K - $3.13K
191K $6.61M
May 13, 2024 Q1 2024
Rb Capital Management, LLC

SELL
 -
-99
- 0.16%
$2.83K - $3.16K
61.1K $2.12M
May 08, 2024 Q1 2024
Holistic Financial Partners

SELL
 -
-100
- 1.15%
$2.86K - $3.2K
8.63K $299K
Apr 10, 2024 Q1 2024
Marcum Wealth, LLC

SELL
 -
-113
- 0.18%
$3.23K - $3.61K
62.8K $2.18M
May 14, 2024 Q1 2024
Websterrogers Financial Advisors, LLC

SELL
 -
-140
- 0.05%
$4.01K - $4.47K
290K $10M
Apr 30, 2024 Q1 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-150
- 1.33%
$4.29K - $4.79K
11.1K $385K
May 13, 2024 Q1 2024
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-191
- 0.41%
$5.47K - $6.1K
46.2K $1.6M
Apr 29, 2024 Q1 2024
Mokosak Advisory Group, LLC

SELL
 -
-194
- 2.05%
$5.55K - $6.2K
9.26K $321K
May 03, 2024 Q1 2024
Leading Edge Financial Planning LLC

Knoxville, TN
SELL
 -
-203
- 2.59%
$5.81K - $6.49K
7.63K $264K
Apr 29, 2024 Q1 2024
Caprock Group, Inc.

SELL
 -
-206
- 0.88%
$5.9K - $6.58K
23.3K $806K
May 15, 2024 Q1 2024
Evercore Wealth Management, LLC

New York, NY
SELL
 -
-220
- 2.11%
$6.3K - $7.03K
10.2K $353K
May 15, 2024 Q1 2024
Sterling Wealth Management, Inc.

Champaign, IL
SELL
 -
-240
- 0.09%
$6.87K - $7.67K
281K $9.75M
May 13, 2024 Q1 2024
Index Fund Advisors, Inc.

SELL
 -
-240
- 0.23%
$6.87K - $7.67K
106K $3.67M
May 06, 2024 Q1 2024
Sym Financial Corp

SELL
 -
-250
- 2.05%
$7.16K - $7.99K
11.9K $413K
May 02, 2024 Q1 2024
Blume Capital Management, Inc.

Berkeley, CA
SELL
 -
-250
- 1.96%
$7.16K - $7.99K
12.5K $433K
May 15, 2024 Q1 2024
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-264
- 31.88%
$7.56K - $8.43K
564 $19.5K
Apr 11, 2024 Q1 2024
Maryland Capital Advisors Inc.

SELL
 -
-279
- 9.02%
$7.98K - $8.91K
2.81K $97.5K
Apr 17, 2024 Q1 2024
Chapin Davis, Inc.

Baltimore, MD
SELL
 -
-289
- 3.32%
$8.27K - $9.23K
8.41K $291K
May 15, 2024 Q1 2024
Visionary Wealth Advisors

O'fallon, IL
SELL
 -
-299
- 0.09%
$8.56K - $9.55K
329K $11.4M
Apr 26, 2024 Q1 2024
Sage Rhino Capital LLC

SELL
 -
-307
- 1.62%
$8.79K - $9.81K
18.6K $645K
May 03, 2024 Q1 2024
Signaturefd, LLC

Atlanta, GA
SELL
 -
-326
- 1.97%
$9.33K - $10.4K
16.2K $562K
Apr 30, 2024 Q1 2024
Cutler Investment Counsel LLC

SELL
 -
-337
- 2.75%
$9.64K - $10.8K
11.9K $413K
Apr 16, 2024 Q1 2024
Pinnacle Bancorp, Inc.

SELL
 -
-350
- 8.37%
$10K - $11.2K
3.83K $133K
Apr 25, 2024 Q1 2024
Natixis Advisors, L.P.

Boston, MA
SELL
 -
-357
- 2.43%
$10.2K - $11.4K
14.4K $498K
Apr 15, 2024 Q1 2024
Ellsworth Advisors, LLC

SELL
 -
-382
- 4.13%
$10.9K - $12.2K
8.87K $307K
Apr 24, 2024 Q1 2024
Buttonwood Financial Advisors Inc.

SELL
 -
-400
- 0.38%
$11.4K - $12.8K
104K $3.61M
Apr 15, 2024 Q1 2024
Visionary Horizons, LLC

Knoxville, TN
SELL
 -
-410
- 3.44%
$11.7K - $13.1K
11.5K $398K
May 10, 2024 Q1 2024
Wealth Collab, LLC

Bellevue, WA
SELL
 -
-448
- 0.57%
$12.8K - $14.3K
77.7K $2.69M
May 13, 2024 Q1 2024
Sand Hill Global Advisors, LLC

Palo Alto, CA
SELL
 -
-484
- 3.39%
$13.9K - $15.5K
13.8K $478K
Apr 17, 2024 Q1 2024
Symphony Financial, Ltd. Co.

SELL
 -
-500
- 1.52%
$14.3K - $16K
32.3K $1.12M
May 13, 2024 Q1 2024
Providence Capital Advisors, LLC

Charlotte, NC
SELL
 -
-544
- 3.45%
$15.6K - $17.4K
15.2K $527K

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