Purchases and Sales Made in Q2 2024 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 2024. 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 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
4.42M+ 82.68% |
$133M - $143M
|
9.76M
$340M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.61M+ 5.8% |
$78.6M - $84.6M
|
47.7M
$1.66B
|
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
1.95MNew |
$58.7M - $63.1M
|
1.95M
$67.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.6M+ 3.08% |
$48.1M - $51.7M
|
53.4M
$1.86B
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.31M+ 18.39% |
$39.3M - $42.3M
|
8.42M
$293M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.13MNew |
$34M - $36.6M
|
1.13M
$39.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.11M+ 31.89% |
$33.5M - $36M
|
4.6M
$160M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.07M+ 70.02% |
$32.1M - $34.5M
|
2.59M
$90.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.03M+ 69.58% |
$30.9M - $33.3M
|
2.5M
$87.2M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.02M+ 5661.33% |
$30.8M - $33.2M
|
1.04M
$36.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
941KNew |
$28.3M - $30.4M
|
941K
$32.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
787K+ 87.01% |
$23.7M - $25.5M
|
1.69M
$58.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
757K+ 40.88% |
$22.8M - $24.5M
|
2.61M
$90.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
750K+ 609.25% |
$22.6M - $24.3M
|
873K
$30.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
658K+ 27.41% |
$19.8M - $21.3M
|
3.06M
$107M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
636K+ 20.61% |
$19.1M - $20.6M
|
3.72M
$130M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
554K+ 7.94% |
$16.7M - $17.9M
|
7.54M
$262M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
539K+ 4.26% |
$16.2M - $17.4M
|
13.2M
$459M
|
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
526K+ 113.66% |
$15.8M - $17M
|
988K
$34.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
524KNew |
$15.8M - $17M
|
524K
$18.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
449K+ 6.7% |
$13.5M - $14.5M
|
7.15M
$249M
|
|
|
Aug 06, 2024
Q2 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
404K+ 23.88% |
$12.2M - $13.1M
|
2.1M
$73M
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
395K+ 85.86% |
$11.9M - $12.8M
|
856K
$29.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
379K+ 16.13% |
$11.4M - $12.3M
|
2.73M
$95.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
356KNew |
$10.7M - $11.5M
|
356K
$12.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
339K+ 14.07% |
$10.2M - $11M
|
2.75M
$95.8M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
337K+ 18.31% |
$10.2M - $10.9M
|
2.18M
$75.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
331K+ 16.86% |
$9.97M - $10.7M
|
2.3M
$79.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
327K+ 46.97% |
$9.85M - $10.6M
|
1.02M
$35.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
317K+ 292.27% |
$9.53M - $10.3M
|
425K
$14.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
289K+ 8.42% |
$8.71M - $9.37M
|
3.73M
$130M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
288K+ 103.24% |
$8.66M - $9.31M
|
566K
$19.7M
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
271K+ 186.13% |
$8.16M - $8.78M
|
417K
$14.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
269KNew |
$8.09M - $8.7M
|
269K
$9.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
266K+ 14.47% |
$8M - $8.6M
|
2.1M
$73.2M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
265K+ 10.31% |
$7.96M - $8.57M
|
2.83M
$98.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
263K+ 13.47% |
$7.92M - $8.52M
|
2.22M
$77.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
260K+ 9.77% |
$7.83M - $8.42M
|
2.92M
$102M
|
|
|
Aug 14, 2024
Q2 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
250K+ 5.63% |
$7.53M - $8.1M
|
4.7M
$164M
|
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
249K+ 2.78% |
$7.49M - $8.05M
|
9.19M
$320M
|
|
|
Aug 01, 2024
Q2 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
242K+ 15.55% |
$7.29M - $7.84M
|
1.8M
$62.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
239K+ 1.37% |
$7.2M - $7.74M
|
17.7M
$615M
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
233K+ 64.48% |
$7.01M - $7.54M
|
594K
$20.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
229KNew |
$6.9M - $7.43M
|
229K
$7.99M
|
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
206K+ 3.47% |
$6.19M - $6.66M
|
6.14M
$214M
|
|
|
Sep 18, 2024
Q2 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
194K+ 13.17% |
$5.83M - $6.27M
|
1.67M
$58M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
193K+ 6.48% |
$5.81M - $6.25M
|
3.17M
$111M
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
182K+ 38.37% |
$5.48M - $5.89M
|
657K
$22.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
181K+ 9.84% |
$5.45M - $5.87M
|
2.02M
$70.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
172K+ 2.38% |
$5.17M - $5.56M
|
7.39M
$257M
|