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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-829- 0.65% |
$24.9K - $26.8K
|
127K
$4.42M
|
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-838- 3.84% |
$25.2K - $27.1K
|
21K
$731K
|
|
|
Jul 19, 2024
Q2 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-870- 0.3% |
$26.2K - $28.2K
|
292K
$10.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-874- 1.6% |
$26.3K - $28.3K
|
53.7K
$1.87M
|
|
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-882- 7.07% |
$26.5K - $28.6K
|
11.6K
$403K
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
SELL
|
- |
-883- 0.85% |
$26.6K - $28.6K
|
103K
$3.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-931- 0.71% |
$28K - $30.1K
|
131K
$4.56M
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-932- 2.35% |
$28K - $30.2K
|
38.8K
$1.35M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-947- 3.23% |
$28.5K - $30.7K
|
28.4K
$988K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.06K- 1.9% |
$31.8K - $34.2K
|
54.6K
$1.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-1.15K- 2.01% |
$34.7K - $37.3K
|
56K
$1.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.2K- 7.76% |
$36K - $38.7K
|
14.2K
$495K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.29K- 0.22% |
$38.9K - $41.9K
|
581K
$20.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-1.3K- 0.39% |
$39.2K - $42.1K
|
329K
$11.5M
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.31K- 7.11% |
$39.3K - $42.3K
|
17.1K
$594K
|
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-1.33K- 7.9% |
$40.1K - $43.1K
|
15.5K
$540K
|
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-1.34K- 10.49% |
$40.3K - $43.3K
|
11.4K
$398K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.38K- 0.37% |
$41.5K - $44.6K
|
375K
$13.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.41K- 2.52% |
$42.4K - $45.6K
|
54.6K
$1.9M
|
|
|
Jul 11, 2024
Q2 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-1.45K- 0.85% |
$43.7K - $47K
|
170K
$5.92M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.51K- 1.81% |
$45.3K - $48.7K
|
81.6K
$2.84M
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.57K- 0.82% |
$47.2K - $50.8K
|
189K
$6.59M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.58K- 9.46% |
$47.6K - $51.2K
|
15.1K
$527K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.6K- 4.05% |
$48.3K - $51.9K
|
38K
$1.32M
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-1.7K- 3.2% |
$51.2K - $55.1K
|
51.5K
$1.79M
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
SELL
|
- |
-1.7K- 3.2% |
$51.2K - $55.1K
|
51.5K
$1.79M
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.75K- 6.93% |
$52.5K - $56.5K
|
23.4K
$816K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.75K- 9.36% |
$52.7K - $56.6K
|
16.9K
$590K
|
|
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-1.92K- 1.28% |
$57.7K - $62.1K
|
148K
$5.15M
|
|
|
Jul 12, 2024
Q2 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-2.02K- 0.7% |
$60.7K - $65.3K
|
288K
$10M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-2.05K- 3.27% |
$61.7K - $66.4K
|
60.7K
$2.11M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-2.08K- 0.59% |
$62.6K - $67.3K
|
351K
$12.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.1K- 2.23% |
$63.2K - $68K
|
92K
$3.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.1K- 0.49% |
$63.2K - $68K
|
423K
$14.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-2.14K- 0.89% |
$64.5K - $69.4K
|
238K
$8.28M
|
|
|
Jul 30, 2024
Q2 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-2.49K- 0.21% |
$75K - $80.7K
|
1.2M
$41.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.5K- 5.65% |
$75.2K - $80.9K
|
41.7K
$1.45M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.52K- 1.8% |
$75.7K - $81.5K
|
137K
$4.78M
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-2.53K- 6.69% |
$76K - $81.8K
|
35.3K
$1.23M
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
SELL
|
- |
-2.54K- 0.3% |
$76.4K - $82.2K
|
840K
$29.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.54K- 14.27% |
$76.5K - $82.3K
|
15.3K
$532K
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-2.67K- 17.62% |
$80.3K - $86.4K
|
12.5K
$435K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-2.74K- 76.39% |
$82.4K - $88.6K
|
846
$29.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-2.77K- 0.08% |
$83.3K - $89.6K
|
3.46M
$120M
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.78K- 10.03% |
$83.5K - $89.9K
|
24.9K
$867K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.84K- 36.32% |
$85.5K - $91.9K
|
4.98K
$173K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.87K- 14.71% |
$86.4K - $93K
|
16.7K
$580K
|
|
|
Aug 09, 2024
Q2 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-3.15K- 3.36% |
$94.8K - $102K
|
90.5K
$3.15M
|
|
|
Jul 08, 2024
Q2 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-3.2K- 0.87% |
$96.2K - $104K
|
364K
$12.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-3.23K- 13.77% |
$97.3K - $105K
|
20.2K
$705K
|