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 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
130K+ 10.26% |
$3.22M - $3.52M
|
1.39M
$49.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
128K+ 13.88% |
$3.17M - $3.47M
|
1.05M
$37M
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
127K+ 10.12% |
$3.16M - $3.45M
|
1.38M
$48.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
127K+ 4.54% |
$3.16M - $3.45M
|
2.92M
$103M
|
|
|
Jul 25, 2023
Q2 2023
|
Straight Path Wealth Management
|
BUY
|
- |
126K+ 19.42% |
$3.14M - $3.43M
|
776K
$27.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
124K+ 68.14% |
$3.08M - $3.36M
|
305K
$10.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
121K+ 2.44% |
$3M - $3.28M
|
5.06M
$179M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
120K+ 7.58% |
$2.98M - $3.25M
|
1.7M
$60M
|
|
|
Jul 27, 2023
Q2 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
118K+ 12.29% |
$2.93M - $3.21M
|
1.08M
$38.1M
|
|
|
Dec 06, 2024
Q2 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
115K+ 3.33% |
$2.87M - $3.13M
|
3.58M
$127M
|
|
|
Jul 25, 2023
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
115K+ 15.67% |
$2.86M - $3.12M
|
850K
$30M
|
|
|
Apr 22, 2024
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
115K+ 15.67% |
$2.86M - $3.12M
|
850K
$30M
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
115K+ 2.44% |
$2.86M - $3.12M
|
4.82M
$170M
|
|
|
Aug 04, 2023
Q2 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
115K+ 3.43% |
$2.85M - $3.12M
|
3.46M
$122M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
109K+ 4.09% |
$2.7M - $2.95M
|
2.76M
$97.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
104K+ 5.41% |
$2.6M - $2.84M
|
2.03M
$71.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
104K+ 24.56% |
$2.59M - $2.82M
|
528K
$18.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
104K+ 2.27% |
$2.58M - $2.82M
|
4.68M
$165M
|
|
|
Jul 11, 2023
Q2 2023
|
Baker Boyer National Bank
|
BUY
|
- |
103K+ 5.76% |
$2.57M - $2.8M
|
1.9M
$67M
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
103K+ 8.32% |
$2.56M - $2.79M
|
1.34M
$47.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
102K+ 4.44% |
$2.53M - $2.76M
|
2.39M
$84.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
101K+ 84.22% |
$2.52M - $2.75M
|
222K
$7.83M
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
99.9K+ 22.33% |
$2.48M - $2.71M
|
547K
$19.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
89.5K+ 3.23% |
$2.22M - $2.43M
|
2.86M
$101M
|
|
|
Aug 10, 2023
Q2 2023
|
Chico Wealth Ria
|
BUY
|
- |
88.7K+ 6.89% |
$2.2M - $2.41M
|
1.38M
$48.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
87.9K+ 4.49% |
$2.19M - $2.39M
|
2.05M
$72.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
85.3KNew |
$2.12M - $2.32M
|
85.3K
$3.01M
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
84.5K+ 2.39% |
$2.1M - $2.29M
|
3.62M
$128M
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
83.8K+ 20.12% |
$2.08M - $2.27M
|
500K
$17.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
82.7K+ 3.77% |
$2.06M - $2.25M
|
2.28M
$80.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
82K+ 18.16% |
$2.04M - $2.23M
|
534K
$18.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
80.7K+ 6.77% |
$2.01M - $2.19M
|
1.27M
$45M
|
|
|
Aug 09, 2023
Q2 2023
|
Rs Crum Inc.
|
BUY
|
- |
77.5K+ 6.74% |
$1.93M - $2.11M
|
1.23M
$43.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
76.7K+ 8.98% |
$1.91M - $2.08M
|
931K
$32.9M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
75.8K+ 658.62% |
$1.88M - $2.06M
|
87.3K
$3.08M
|
|
|
Jul 28, 2023
Q2 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
75.3K+ 7.35% |
$1.87M - $2.04M
|
1.1M
$38.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
73.6K+ 20.74% |
$1.83M - $2M
|
429K
$15.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
73.3K+ 91.89% |
$1.82M - $1.99M
|
153K
$5.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
72.6KNew |
$1.81M - $1.97M
|
72.6K
$2.57M
|
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
72.3KNew |
$1.8M - $1.96M
|
72.3K
$2.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
71K+ 60.51% |
$1.77M - $1.93M
|
188K
$6.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
71K+ 8.62% |
$1.77M - $1.93M
|
895K
$31.6M
|
|
|
Jul 12, 2023
Q2 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
69K+ 4.7% |
$1.72M - $1.87M
|
1.54M
$54.3M
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
68.1K+ 6.73% |
$1.69M - $1.85M
|
1.08M
$38.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
66.7K+ 9.31% |
$1.66M - $1.81M
|
783K
$27.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
66K+ 9.25% |
$1.64M - $1.79M
|
780K
$27.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
63.4K+ 38.97% |
$1.58M - $1.72M
|
226K
$7.98M
|
|
|
Jul 11, 2023
Q2 2023
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
62.9K+ 2.15% |
$1.56M - $1.71M
|
2.98M
$105M
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
BUY
|
- |
60.4KNew |
$1.5M - $1.64M
|
60.4K
$2.13M
|
|
|
Sep 25, 2024
Q2 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
58.3K+ 8.77% |
$1.45M - $1.58M
|
722K
$25.5M
|