Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
13.4M+ 87.54% |
$333M - $364M
|
28.7M
$1.01B
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.3M+ 46.63% |
$330M - $360M
|
41.7M
$1.47B
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5.1M+ 14.98% |
$127M - $138M
|
39.1M
$1.38B
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.78M+ 5.02% |
$44.2M - $48.3M
|
37.2M
$1.32B
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.62M+ 1999.24% |
$40.2M - $43.9M
|
1.7M
$60.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
1.61M+ 91.83% |
$39.9M - $43.6M
|
3.35M
$118M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.27M+ 14.82% |
$31.5M - $34.4M
|
9.81M
$346M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.1M+ 6.54% |
$27.3M - $29.8M
|
17.9M
$631M
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
824K+ 27.95% |
$20.5M - $22.4M
|
3.77M
$133M
|
|
|
Aug 10, 2023
Q2 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
782KNew |
$19.4M - $21.2M
|
782K
$27.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
668K+ 8.76% |
$16.6M - $18.1M
|
8.3M
$293M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
632K+ 3249.18% |
$15.7M - $17.2M
|
652K
$23M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
597K+ 12.98% |
$14.9M - $16.2M
|
5.2M
$184M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
576K+ 86.43% |
$14.3M - $15.6M
|
1.24M
$43.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
566K+ 11.16% |
$14.1M - $15.4M
|
5.64M
$199M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
481K+ 18.1% |
$12M - $13.1M
|
3.14M
$111M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
466K+ 40.15% |
$11.6M - $12.6M
|
1.63M
$57.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
442K+ 1133.51% |
$11M - $12M
|
481K
$17M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
441K+ 16.79% |
$11M - $12M
|
3.07M
$108M
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
401KNew |
$9.96M - $10.9M
|
401K
$14.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
366K+ 6.83% |
$9.09M - $9.93M
|
5.72M
$202M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
359KNew |
$8.93M - $9.75M
|
359K
$12.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
356K+ 8.82% |
$8.85M - $9.66M
|
4.39M
$155M
|
|
|
Aug 11, 2023
Q2 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
346K+ 8.69% |
$8.6M - $9.4M
|
4.33M
$153M
|
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
331K+ 22.78% |
$8.23M - $8.99M
|
1.78M
$63.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
323K+ 21.71% |
$8.02M - $8.76M
|
1.81M
$63.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
321K+ 417.49% |
$7.99M - $8.72M
|
398K
$14.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
311K+ 6.31% |
$7.74M - $8.45M
|
5.24M
$185M
|
|
|
Aug 11, 2023
Q2 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
280K+ 5.13% |
$6.96M - $7.6M
|
5.74M
$203M
|
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
280KNew |
$6.95M - $7.59M
|
280K
$9.88M
|
|
|
Jul 17, 2023
Q2 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
279K+ 4.98% |
$6.93M - $7.57M
|
5.87M
$208M
|
|
|
Jun 25, 2024
Q2 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
266K+ 30.71% |
$6.62M - $7.23M
|
1.13M
$40.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
253K+ 34.42% |
$6.29M - $6.87M
|
988K
$34.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
244K+ 8.21% |
$6.06M - $6.62M
|
3.21M
$113M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
238K+ 34.13% |
$5.93M - $6.47M
|
937K
$33.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
226K+ 57.68% |
$5.62M - $6.14M
|
618K
$21.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
211K+ 10.53% |
$5.26M - $5.74M
|
2.22M
$78.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
206K+ 5.72% |
$5.11M - $5.58M
|
3.8M
$134M
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
203K+ 2.44% |
$5.04M - $5.51M
|
8.5M
$300M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
200K+ 5.22% |
$4.96M - $5.42M
|
4.03M
$142M
|
|
|
Jul 25, 2023
Q2 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
197K+ 693.31% |
$4.89M - $5.34M
|
225K
$7.95M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
197K+ 19.46% |
$4.89M - $5.34M
|
1.21M
$42.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
181K+ 27.47% |
$4.49M - $4.9M
|
838K
$29.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
176K+ 11.97% |
$4.38M - $4.78M
|
1.65M
$58.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
160K+ 101.13% |
$3.98M - $4.35M
|
319K
$11.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
150K+ 1407.84% |
$3.72M - $4.06M
|
160K
$5.66M
|
|
|
Sep 13, 2023
Q2 2023
|
Awm Capital, LLC
|
BUY
|
- |
143K+ 7.43% |
$3.55M - $3.87M
|
2.06M
$72.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
141K+ 14.97% |
$3.49M - $3.81M
|
1.08M
$38.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
134K+ 4.45% |
$3.32M - $3.63M
|
3.13M
$111M
|
|
|
Jul 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
132K+ 145.48% |
$3.29M - $3.59M
|
223K
$7.88M
|