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 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
2.08K+ 2.88% |
$51.8K - $56.5K
|
74.5K
$2.63M
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.77K+ 3.57% |
$44K - $48K
|
51.3K
$1.81M
|
|
Nov 06, 2024
Q2 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.6K+ 13.25% |
$39.9K - $43.5K
|
13.7K
$485K
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.6K+ 2.85% |
$39.9K - $43.5K
|
57.9K
$2.04M
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.59K+ 14.68% |
$39.6K - $43.2K
|
12.4K
$439K
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
1.51K+ 1.47% |
$37.6K - $41K
|
104K
$3.68M
|
|
Jul 18, 2023
Q2 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
1.49K+ 1.54% |
$37K - $40.5K
|
98K
$3.46M
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.46KNew |
$36.4K - $39.7K
|
1.46K
$51.7K
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.45K+ 10.53% |
$36K - $39.3K
|
15.2K
$537K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.32K+ 0.1% |
$32.9K - $35.9K
|
1.28M
$45.2M
|
|
Jul 27, 2023
Q2 2023
|
Exeter Financial, LLC
|
BUY
|
- |
1.31K+ 9.55% |
$32.5K - $35.5K
|
15K
$529K
|
|
Jul 17, 2023
Q2 2023
|
Brewster Financial Planning LLC
|
BUY
|
- |
1.27K+ 3.45% |
$31.6K - $34.5K
|
38K
$1.34M
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.07KNew |
$26.6K - $29.1K
|
1.07K
$37.8K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1K+ 24.64% |
$24.9K - $27.2K
|
5.06K
$179K
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
989+ 1.88% |
$24.6K - $26.9K
|
53.5K
$1.89M
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
BUY
|
- |
973+ 3.27% |
$24.2K - $26.4K
|
30.8K
$1.09M
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
961+ 6.68% |
$23.9K - $26.1K
|
15.3K
$542K
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
925+ 2.29% |
$23K - $25.1K
|
41.4K
$1.46M
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
919+ 138.82% |
$22.8K - $25K
|
1.58K
$55.9K
|
|
Aug 01, 2023
Q2 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
846+ 6.84% |
$21K - $23K
|
13.2K
$467K
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
846New |
$21K - $23K
|
846
$29.9K
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
809+ 0.39% |
$20.1K - $22K
|
211K
$7.45M
|
|
Aug 02, 2023
Q2 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
772+ 1.66% |
$19.2K - $21K
|
47.3K
$1.67M
|
|
Jul 24, 2023
Q2 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
755+ 0.93% |
$18.8K - $20.5K
|
82.3K
$2.91M
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
687+ 1.15% |
$17.1K - $18.7K
|
60.3K
$2.13M
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
665+ 0.97% |
$16.5K - $18.1K
|
69K
$2.44M
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
649+ 3.18% |
$16.1K - $17.6K
|
21.1K
$745K
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
629New |
$15.6K - $17.1K
|
629
$22.2K
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
585+ 6.99% |
$14.5K - $15.9K
|
8.95K
$316K
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
585+ 0.72% |
$14.5K - $15.9K
|
82.1K
$2.9M
|
|
Aug 01, 2023
Q2 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
580+ 0.35% |
$14.4K - $15.7K
|
168K
$5.92M
|
|
Aug 11, 2023
Q2 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
551+ 0.67% |
$13.7K - $15K
|
82.3K
$2.91M
|
|
Jul 24, 2023
Q2 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
530+ 5.34% |
$13.2K - $14.4K
|
10.5K
$370K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
516+ 2.68% |
$12.8K - $14K
|
19.8K
$698K
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
455+ 1.01% |
$11.3K - $12.4K
|
45.5K
$1.61M
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
427+ 0.8% |
$10.6K - $11.6K
|
53.8K
$1.9M
|
|
Aug 04, 2023
Q2 2023
|
Schubert & CO
|
BUY
|
- |
393+ 0.1% |
$9.77K - $10.7K
|
388K
$13.7M
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
370+ 0.33% |
$9.2K - $10K
|
113K
$3.98M
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
356+ 0.04% |
$8.85K - $9.67K
|
827K
$29.2M
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
317+ 0.81% |
$7.88K - $8.61K
|
39.6K
$1.4M
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
291+ 0.15% |
$7.23K - $7.9K
|
192K
$6.79M
|
|
Jul 17, 2023
Q2 2023
|
Atwater Malick LLC
|
BUY
|
- |
289+ 0.34% |
$7.18K - $7.85K
|
85.1K
$3.01M
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
289+ 3.41% |
$7.18K - $7.85K
|
8.76K
$309K
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
278+ 3.54% |
$6.91K - $7.55K
|
8.13K
$287K
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
255New |
$6.34K - $6.92K
|
255
$9.01K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
249+ 5.84% |
$6.19K - $6.76K
|
4.51K
$159K
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
246+ 0.47% |
$6.12K - $6.68K
|
52.6K
$1.86M
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
240+ 0.95% |
$5.97K - $6.52K
|
25.4K
$897K
|
|
Jul 17, 2023
Q2 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
216+ 0.33% |
$5.37K - $5.86K
|
65.3K
$2.31M
|
|
Aug 03, 2023
Q2 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
204+ 0.35% |
$5.07K - $5.54K
|
58.6K
$2.07M
|