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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2023
Q2 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
7.78KNew |
$193K - $211K
|
7.78K
$304K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln Capital LLC
|
BUY
|
- |
7.77KNew |
$193K - $211K
|
7.77K
$303K
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
7.61KNew |
$189K - $207K
|
7.61K
$297K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
7.44K+ 553.87% |
$185K - $202K
|
8.79K
$343K
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
7.44KNew |
$185K - $202K
|
7.44K
$290K
|
|
|
Jul 20, 2023
Q2 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
7.39KNew |
$184K - $201K
|
7.39K
$289K
|
|
|
Aug 04, 2023
Q2 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
7.29K+ 2.54% |
$181K - $198K
|
295K
$11.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
BUY
|
- |
7.02K+ 18.97% |
$175K - $191K
|
44.1K
$1.72M
|
|
|
Jul 20, 2023
Q2 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
7.01K+ 21.18% |
$174K - $190K
|
40.1K
$1.57M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7K+ 6.82% |
$174K - $190K
|
110K
$4.28M
|
|
|
Jul 27, 2023
Q2 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
6.8K+ 9.85% |
$169K - $185K
|
75.8K
$2.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.62K+ 23.38% |
$165K - $180K
|
34.9K
$1.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.57K+ 50.93% |
$163K - $178K
|
19.5K
$759K
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
6.46K+ 11.86% |
$161K - $175K
|
60.9K
$2.38M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
6.43K+ 40.12% |
$160K - $175K
|
22.5K
$876K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
6.2K+ 4.11% |
$154K - $168K
|
157K
$6.13M
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
6.16K+ 46.44% |
$153K - $167K
|
19.4K
$758K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.05K+ 3.52% |
$150K - $164K
|
178K
$6.94M
|
|
|
Jul 28, 2023
Q2 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
5.98K+ 0.33% |
$149K - $162K
|
1.82M
$71M
|
|
|
Jul 15, 2025
Q2 2023
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
5.88K+ 0.27% |
$146K - $160K
|
2.15M
$83.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.87K+ 1046.52% |
$146K - $159K
|
6.43K
$251K
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
5.74K+ 8.3% |
$143K - $156K
|
75K
$2.92M
|
|
|
Aug 10, 2023
Q2 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
5.66K+ 5.36% |
$141K - $154K
|
111K
$4.34M
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
5.44K+ 4.32% |
$135K - $148K
|
131K
$5.13M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
5.27K+ 0.98% |
$131K - $143K
|
543K
$21.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
5.22K+ 0.58% |
$130K - $142K
|
909K
$35.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
5.04K+ 36.16% |
$125K - $137K
|
19K
$741K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4.87KNew |
$121K - $132K
|
4.87K
$190K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
4.83K+ 4.03% |
$120K - $131K
|
125K
$4.86M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4.52K+ 42.11% |
$112K - $123K
|
15.3K
$595K
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
4.18K+ 13.21% |
$104K - $113K
|
35.8K
$1.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
4.17K+ 3.77% |
$104K - $113K
|
115K
$4.48M
|
|
|
Aug 03, 2023
Q2 2023
|
Retirement Solution Inc.
|
BUY
|
- |
4.15K+ 3.48% |
$103K - $113K
|
123K
$4.81M
|
|
|
Aug 04, 2023
Q2 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
4.14K+ 5.61% |
$103K - $112K
|
77.9K
$3.04M
|
|
|
Jul 26, 2023
Q2 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
3.98K+ 27.18% |
$99K - $108K
|
18.6K
$727K
|
|
|
Aug 04, 2023
Q2 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
3.88KNew |
$96.4K - $105K
|
3.88K
$151K
|
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
3.76K+ 6.66% |
$93.5K - $102K
|
60.3K
$2.35M
|
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
3.67K+ 1.38% |
$91.2K - $99.6K
|
270K
$10.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3.37K+ 3.16% |
$83.8K - $91.5K
|
110K
$4.29M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.24K+ 69.79% |
$80.4K - $87.9K
|
7.87K
$307K
|
|
|
Jul 13, 2023
Q2 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
3.23K+ 5.16% |
$80.3K - $87.7K
|
65.8K
$2.57M
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
3.08K+ 16.89% |
$76.7K - $83.7K
|
21.3K
$833K
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
3.05K+ 2.03% |
$75.7K - $82.7K
|
153K
$5.97M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3K+ 2.04% |
$74.6K - $81.5K
|
150K
$5.87M
|
|
|
Jul 27, 2023
Q2 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
2.83K+ 0.99% |
$70.2K - $76.7K
|
288K
$11.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.77K+ 9.13% |
$68.7K - $75.1K
|
33.1K
$1.29M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.71K+ 6.58% |
$67.4K - $73.6K
|
43.9K
$1.71M
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.61K+ 19.65% |
$64.8K - $70.8K
|
15.9K
$619K
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
2.5K+ 19.87% |
$62.2K - $67.9K
|
15.1K
$588K
|
|
|
May 01, 2024
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
2.5K+ 19.87% |
$62.2K - $67.9K
|
15.1K
$588K
|