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 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-38.2K- 33.26% |
$995K - $1.08M
|
76.7K
$2.67M
|
|
|
Oct 26, 2023
Q3 2023
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-38.3K- 3.0% |
$998K - $1.08M
|
1.24M
$43.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-39.6K- 1.66% |
$1.03M - $1.12M
|
2.35M
$81.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-39.9K- 1.44% |
$1.04M - $1.13M
|
2.72M
$94.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-49K- 0.92% |
$1.28M - $1.38M
|
5.27M
$183M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-49.9K- 7.46% |
$1.3M - $1.41M
|
619K
$21.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-50.6K- 18.76% |
$1.32M - $1.43M
|
219K
$7.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-51.3K- 2.69% |
$1.34M - $1.45M
|
1.86M
$64.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-51.9K- 1.65% |
$1.35M - $1.47M
|
3.1M
$108M
|
|
|
Nov 09, 2023
Q3 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-52.3K- 2.0% |
$1.36M - $1.48M
|
2.57M
$89.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
SELL
|
- |
-57.1K- 10.49% |
$1.49M - $1.61M
|
487K
$17M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-57.3K- 67.17% |
$1.49M - $1.62M
|
28K
$975K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-61.3K- 20.68% |
$1.6M - $1.73M
|
235K
$8.18M
|
|
|
Nov 03, 2023
Q3 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-70.4K- 3.09% |
$1.83M - $1.99M
|
2.21M
$76.8M
|
|
|
Nov 14, 2024
Q3 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-76.6K- 2.07% |
$2M - $2.16M
|
3.63M
$126M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-81.5K- 1.14% |
$2.12M - $2.3M
|
7.07M
$246M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-84.4K- 7.21% |
$2.2M - $2.38M
|
1.09M
$37.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-84.9K- 73.02% |
$2.21M - $2.4M
|
31.4K
$1.09M
|
|
|
Oct 23, 2023
Q3 2023
|
Austin Asset Management CO Inc
|
SELL
|
- |
-98.1K- 2.27% |
$2.56M - $2.77M
|
4.22M
$147M
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
SELL
|
- |
-104K- 0.94% |
$2.72M - $2.95M
|
11.1M
$385M
|
|
|
Oct 12, 2023
Q3 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-108K- 5.71% |
$2.82M - $3.05M
|
1.79M
$62.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-111K- 20.22% |
$2.88M - $3.12M
|
437K
$15.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-117K- 2.5% |
$3.04M - $3.3M
|
4.56M
$159M
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-139K- 3.23% |
$3.63M - $3.93M
|
4.18M
$146M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-158K- 24.23% |
$4.11M - $4.46M
|
494K
$17.2M
|
|
|
Oct 20, 2023
Q3 2023
|
Hemington Wealth Management
|
SELL
|
- |
-178K- 23.27% |
$4.63M - $5.01M
|
586K
$20.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-470K- 27.68% |
$12.3M - $13.3M
|
1.23M
$42.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-850K- 4.76% |
$22.1M - $24M
|
17M
$593M
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-1.62M- 95.11% |
$42.1M - $45.6M
|
83.1K
$2.89M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.87M- 93.59% |
$127M - $137M
|
333K
$11.6M
|