Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
6.8M+ 8441.95% |
$177M - $192M
|
6.88M
$240M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.81M+ 20.24% |
$151M - $164M
|
34.5M
$1.2B
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.77M+ 1429.33% |
$124M - $135M
|
5.1M
$178M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.46M+ 10.69% |
$116M - $126M
|
46.1M
$1.61B
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.11M+ 1032.38% |
$107M - $116M
|
4.51M
$157M
|
|
|
Nov 09, 2023
Q3 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
2.95MNew |
$76.7M - $83.1M
|
2.95M
$103M
|
|
|
Nov 02, 2023
Q3 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
2.95MNew |
$76.7M - $83.1M
|
2.95M
$103M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2.36MNew |
$61.4M - $66.5M
|
2.36M
$82.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.63M+ 23.55% |
$42.5M - $46M
|
8.56M
$298M
|
|
|
Dec 04, 2023
Q3 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.36MNew |
$35.4M - $38.4M
|
1.36M
$47.4M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
974K+ 8525.51% |
$25.4M - $27.5M
|
985K
$34.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
836KNew |
$21.8M - $23.6M
|
836K
$29.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
654K+ 304.0% |
$17M - $18.5M
|
869K
$30.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
594K+ 10.53% |
$15.5M - $16.8M
|
6.23M
$217M
|
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
578K+ 35.6% |
$15.1M - $16.3M
|
2.2M
$76.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
500K+ 178.96% |
$13M - $14.1M
|
780K
$27.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
498K+ 278.65% |
$13M - $14M
|
676K
$23.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
451K+ 11.95% |
$11.7M - $12.7M
|
4.22M
$147M
|
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
420K+ 23.51% |
$10.9M - $11.9M
|
2.21M
$76.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
419K+ 9.68% |
$10.9M - $11.8M
|
4.75M
$165M
|
|
|
Oct 10, 2023
Q3 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
409K+ 4.93% |
$10.7M - $11.5M
|
8.71M
$303M
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
372K+ 11.85% |
$9.69M - $10.5M
|
3.51M
$122M
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
367K+ 4.32% |
$9.56M - $10.4M
|
8.87M
$309M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
366K+ 28.61% |
$9.54M - $10.3M
|
1.65M
$57.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
350K+ 0.94% |
$9.12M - $9.88M
|
37.6M
$1.31B
|
|
|
Oct 25, 2023
Q3 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
326K+ 203.68% |
$8.51M - $9.21M
|
487K
$17M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
325KNew |
$8.46M - $9.17M
|
325K
$11.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
317K+ 3.24% |
$8.27M - $8.95M
|
10.1M
$353M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
299KNew |
$7.8M - $8.45M
|
299K
$10.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
285K+ 717.59% |
$7.43M - $8.05M
|
325K
$11.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
276K+ 5.27% |
$7.2M - $7.8M
|
5.52M
$192M
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
BUY
|
- |
272K+ 25.22% |
$7.09M - $7.68M
|
1.35M
$47.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
248K+ 19.49% |
$6.46M - $7M
|
1.52M
$53M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
246K+ 20.4% |
$6.41M - $6.95M
|
1.45M
$50.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
245K+ 16.17% |
$6.39M - $6.92M
|
1.76M
$61.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
238K+ 22.7% |
$6.19M - $6.71M
|
1.28M
$44.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
BUY
|
- |
228K+ 11.08% |
$5.95M - $6.45M
|
2.29M
$79.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
225K+ 0.58% |
$5.86M - $6.35M
|
39.4M
$1.37B
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
209K+ 68.55% |
$5.45M - $5.91M
|
515K
$17.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
207K+ 107.07% |
$5.38M - $5.83M
|
400K
$13.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
206K+ 22.18% |
$5.38M - $5.82M
|
1.14M
$39.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
205K+ 6.7% |
$5.35M - $5.8M
|
3.27M
$114M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
195K+ 274.27% |
$5.07M - $5.49M
|
266K
$9.25M
|
|
|
Nov 08, 2023
Q3 2023
|
Claris Advisors, LLC
|
BUY
|
- |
180K+ 12.55% |
$4.7M - $5.09M
|
1.62M
$56.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
180K+ 4.1% |
$4.69M - $5.08M
|
4.57M
$159M
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
179K+ 13.38% |
$4.66M - $5.05M
|
1.52M
$52.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
173K+ 16.98% |
$4.5M - $4.87M
|
1.19M
$41.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
167K+ 9.25% |
$4.36M - $4.72M
|
1.98M
$68.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
164K+ 17.43% |
$4.27M - $4.63M
|
1.11M
$38.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
162K+ 11.59% |
$4.21M - $4.56M
|
1.56M
$54.2M
|