Purchases and Sales Made in Q2 2023 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 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
Sep 25, 2024 Q2 2023
Passive Capital Management, Llc.

Baltimore, MD
BUY
 -
58.3K
+ 8.77%
$1.45M - $1.58M
722K $28.2M
Aug 04, 2023 Q2 2023
Helen Stephens Group, LLC

BUY
 -
57K
+ 6.21%
$1.42M - $1.55M
974K $38M
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
56.5K
+ 1.88%
$1.41M - $1.54M
3.07M $120M
Jul 10, 2023 Q2 2023
Garrett Investment Advisors LLC

BUY
 -
50.2K
+ 26.75%
$1.25M - $1.36M
238K $9.27M
Aug 04, 2023 Q2 2023
Tci Wealth Advisors, Inc.

BUY
 -
49.1K
+ 3.27%
$1.22M - $1.33M
1.55M $60.5M
Oct 15, 2024 Q2 2023
Fmb Wealth Management

Westlake Village, CA
BUY
 -
48.7K
+ 9.61%
$1.21M - $1.32M
555K $21.7M
Aug 08, 2023 Q2 2023
Advisor Os, LLC

BUY
 -
48.5K
New
$1.21M - $1.32M
48.5K $1.89M
Aug 14, 2023 Q2 2023
Capstone Financial Advisors, Inc.

Downers Grove, IL
BUY
 -
47.4K
+ 0.9%
$1.18M - $1.29M
5.32M $208M
Aug 14, 2023 Q2 2023
Investmark Advisory Group LLC

BUY
 -
45.9K
+ 24.35%
$1.14M - $1.24M
234K $9.14M
Aug 10, 2023 Q2 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
44K
+ 36.09%
$1.09M - $1.19M
166K $6.47M
Aug 11, 2023 Q2 2023
Worth Pointe, LLC

La Jolla, CA
BUY
 -
43.4K
+ 2.08%
$1.08M - $1.18M
2.13M $83.3M
Aug 02, 2023 Q2 2023
Lauterbach Financial Advisors, LLC

BUY
 -
42.1K
+ 3.24%
$1.05M - $1.14M
1.34M $52.4M
Dec 05, 2023 Q2 2023
Morton Capital Management Llc/Ca

Calabasas, CA
BUY
 -
41.6K
+ 5.63%
$1.04M - $1.13M
782K $30.5M
Jan 24, 2024 Q2 2023
Financial Insights, Inc.

BUY
 -
41K
+ 8.96%
$1.02M - $1.11M
498K $19.4M
Jul 27, 2023 Q2 2023
Mendota Financial Group, LLC

Madison, WI
BUY
 -
38K
+ 100.36%
$946K - $1.03M
76K $2.96M
Aug 07, 2023 Q2 2023
Northwest Wealth Management, LLC

BUY
 -
37.9K
+ 4.96%
$942K - $1.03M
801K $31.3M
Aug 14, 2023 Q2 2023
Wealthsource Partners, LLC

BUY
 -
36.4K
+ 10.88%
$905K - $988K
371K $14.5M
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
36.1K
+ 3.68%
$898K - $981K
1.02M $39.7M
Jul 24, 2023 Q2 2023
Dfpg Investments, LLC

BUY
 -
35.7K
New
$888K - $969K
35.7K $1.39M
Aug 04, 2023 Q2 2023
Andrews, Lucia Wealth Management LLC

BUY
 -
35.3K
+ 1.89%
$878K - $959K
1.9M $74.3M
Aug 07, 2023 Q2 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
34.5K
+ 13.25%
$859K - $938K
295K $11.5M
Aug 14, 2023 Q2 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
33.9K
+ 7.14%
$842K - $920K
508K $19.8M
Jul 17, 2023 Q2 2023
Core Wealth Management, Inc.

Jupiter, FL
BUY
 -
32.1K
+ 1.12%
$799K - $873K
2.89M $113M
Aug 10, 2023 Q2 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
31.9K
+ 1.68%
$792K - $865K
1.92M $75M
Jul 20, 2023 Q2 2023
Pfg Advisors

BUY
 -
30.6K
+ 22.47%
$760K - $830K
167K $6.5M
Aug 08, 2023 Q2 2023
Efficient Advisors, LLC

BUY
 -
29.5K
+ 2.1%
$734K - $802K
1.43M $55.9M
Aug 01, 2023 Q2 2023
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
29.5K
+ 22.56%
$733K - $801K
160K $6.25M
Jul 14, 2023 Q2 2023
Applied Capital LLC

BUY
 -
29.4K
+ 2.8%
$732K - $799K
1.08M $42.2M
Jul 28, 2023 Q2 2023
Waterfront Wealth Inc.

BUY
 -
28.5K
+ 9.76%
$707K - $772K
320K $12.5M
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
28.2K
+ 9.56%
$702K - $767K
323K $12.6M
Jul 26, 2023 Q2 2023
Midwest Heritage Bank, Fsb

BUY
 -
27.5K
+ 3.19%
$683K - $746K
890K $34.7M
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
27.4K
+ 105.77%
$680K - $743K
53.2K $2.08M
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
27.4K
+ 105.77%
$680K - $743K
53.2K $2.08M
Aug 02, 2023 Q2 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
26.6K
+ 1.78%
$661K - $722K
1.52M $59.3M
Jan 30, 2024 Q2 2023
Dgs Capital Management, LLC

BUY
 -
26.5K
New
$658K - $718K
26.5K $1.03M
Jul 20, 2023 Q2 2023
Planning Center, Inc.

BUY
 -
26.3K
+ 1.24%
$653K - $714K
2.14M $83.6M
Aug 08, 2023 Q2 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
25.8K
+ 2.77%
$642K - $701K
956K $37.3M
May 28, 2024 Q2 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
24.8K
+ 3.93%
$617K - $674K
657K $25.6M
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
24.8K
+ 2.31%
$617K - $674K
1.1M $42.9M
Jul 31, 2023 Q2 2023
Triad Financial Advisors, Inc.

Greensboro, NC
BUY
 -
24.8K
+ 1.53%
$616K - $673K
1.64M $64M
Aug 01, 2023 Q2 2023
First Ascent Asset Management, LLC

BUY
 -
24.1K
+ 0.93%
$598K - $653K
2.62M $102M
Aug 07, 2023 Q2 2023
Tfc Financial Management

BUY
 -
24K
New
$596K - $651K
24K $935K
Jul 03, 2024 Q2 2023
Mills Wealth Advisors LLC

Southlake, TX
BUY
 -
23.7K
+ 4.19%
$589K - $643K
590K $23M
Aug 01, 2023 Q2 2023
Firethorn Wealth Partners, LLC

BUY
 -
22.7K
+ 5.6%
$565K - $618K
429K $16.7M
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
22.5K
+ 24.01%
$560K - $611K
116K $4.54M
Jul 20, 2023 Q2 2023
Cypress Point Wealth Management, LLC

Dallas, TX
BUY
 -
21.9K
+ 4.26%
$545K - $596K
538K $21M
Jul 18, 2023 Q2 2023
Pinnacle Financial Group, LLC

BUY
 -
20.9K
+ 5.13%
$519K - $567K
428K $16.7M
Jul 25, 2023 Q2 2023
Lodestone Wealth Management LLC

Spokane, WA
BUY
 -
20.9K
New
$519K - $566K
20.9K $814K
Jul 13, 2023 Q2 2023
Harbor Group, Inc.

BUY
 -
20.5K
New
$510K - $557K
20.5K $801K

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