Purchases and Sales Made in Q3 2023 in Dimensional ETF Tr U S Core Eq (DFAC)

DFAC Quotes by TradingView

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 01, 2023 Q3 2023
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
147
+ 0.31%
$3.83K - $4.15K
47.4K $1.65M
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
141
+ 0.26%
$3.67K - $3.98K
53.4K $1.86M
Oct 10, 2023 Q3 2023
Grey Street Capital, LLC

Chicago, IL
BUY
 -
128
+ 0.19%
$3.33K - $3.61K
66K $2.3M
Oct 10, 2023 Q3 2023
Rise Advisors, LLC

BUY
 -
116
+ 0.36%
$3.02K - $3.27K
32K $1.12M
Apr 04, 2024 Q3 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
114
+ 0.37%
$2.97K - $3.22K
31.3K $1.09M
Nov 07, 2023 Q3 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
112
+ 0.36%
$2.92K - $3.16K
30.9K $1.07M
Nov 07, 2023 Q3 2023
Symphony Financial, Ltd. Co.

BUY
 -
110
+ 0.33%
$2.87K - $3.1K
33.7K $1.17M
Oct 25, 2023 Q3 2023
Gps Wealth Strategies Group, LLC

BUY
 -
109
+ 1.08%
$2.84K - $3.08K
10.2K $356K
Nov 02, 2023 Q3 2023
Advisor Os, LLC

BUY
 -
95
+ 0.2%
$2.47K - $2.68K
48.6K $1.69M
Oct 10, 2023 Q3 2023
Cadent Capital Advisors, LLC

BUY
 -
85
+ 0.17%
$2.21K - $2.4K
51.3K $1.78M
Nov 02, 2023 Q3 2023
M&T Bank Corp

BUY
 -
66
+ 0.29%
$1.72K - $1.86K
22.5K $782K
Oct 13, 2023 Q3 2023
Foster Victor Wealth Advisors, LLC

BUY
 -
62
+ 0.37%
$1.62K - $1.75K
16.8K $584K
Nov 14, 2023 Q3 2023
Disciplined Equity Management, Inc.

BUY
 -
60
+ 0.19%
$1.56K - $1.69K
31.5K $1.1M
Oct 10, 2023 Q3 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
57
+ 0.37%
$1.48K - $1.61K
15.5K $541K
Nov 14, 2023 Q3 2023
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
56
+ 0.06%
$1.46K - $1.58K
99.6K $3.47M
Oct 10, 2023 Q3 2023
Monterey Private Wealth, Inc.

BUY
 -
52
+ 0.18%
$1.35K - $1.47K
28.3K $986K
Nov 13, 2023 Q3 2023
Regis Acquisition Inc.

Denver, CO
BUY
 -
51
+ 0.37%
$1.33K - $1.44K
13.9K $482K
Nov 14, 2023 Q3 2023
Titleist Asset Management, LLC

San Antonio, TX
BUY
 -
50
+ 0.48%
$1.3K - $1.41K
10.5K $366K
Nov 01, 2023 Q3 2023
Prw Wealth Management LLC

BUY
 -
49
+ 0.37%
$1.28K - $1.38K
13.3K $462K
Oct 16, 2023 Q3 2023
Exeter Financial, LLC

BUY
 -
48
+ 0.32%
$1.25K - $1.35K
15K $523K
Nov 14, 2023 Q3 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
46
+ 0.37%
$1.2K - $1.3K
12.4K $433K
Nov 13, 2023 Q3 2023
Bbr Partners, LLC

New York, NY
BUY
 -
35
+ 0.37%
$912 - $988
9.47K $330K
Nov 03, 2023 Q3 2023
Camden Capital, LLC

BUY
 -
34
+ 0.22%
$886 - $959
15.3K $534K
Oct 13, 2023 Q3 2023
Matisse Capital

BUY
 -
34
+ 0.37%
$886 - $959
9.25K $322K
Oct 05, 2023 Q3 2023
Wallace Advisory Group, LLC

Lafayette, CA
BUY
 -
32
+ 0.34%
$834 - $903
9.41K $328K
Oct 11, 2023 Q3 2023
Frg Family Wealth Advisors LLC

BUY
 -
32
+ 0.36%
$834 - $903
8.91K $310K
Nov 14, 2023 Q3 2023
Fortress Wealth Management, Inc.

BUY
 -
30
+ 0.16%
$782 - $847
18.7K $650K
Nov 15, 2023 Q3 2023
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
28
+ 0.05%
$729 - $790
55.7K $1.94M
Oct 10, 2023 Q3 2023
Evensky & Katz LLC

BUY
 -
27
+ 0.32%
$703 - $762
8.52K $297K
Nov 13, 2023 Q3 2023
New Millennium Group LLC

Sandy, UT
BUY
 -
23
+ 0.36%
$599 - $649
6.37K $222K
Nov 14, 2023 Q3 2023
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
23
+ 0.09%
$599 - $649
25.9K $902K
Oct 25, 2023 Q3 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
21
+ 0.12%
$547 - $593
16.9K $588K
Nov 14, 2023 Q3 2023
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
16
+ 0.05%
$417 - $452
30.3K $1.05M
Oct 17, 2023 Q3 2023
Aspiriant, LLC

BUY
 -
12
+ 0.0%
$313 - $339
282K $9.82M
Nov 07, 2023 Q3 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
12
+ 0.02%
$313 - $339
53.5K $1.86M
Nov 02, 2023 Q3 2023
Hoyle Cohen, LLC

BUY
 -
8
+ 0.04%
$208 - $226
22.6K $786K
Oct 25, 2023 Q3 2023
Beacon Financial Advisory LLC

BUY
 -
2
+ 0.02%
$52.1 - $56.4
10.6K $368K
Oct 19, 2023 Q3 2023
Kovack Advisors, Inc.

BUY
 -
1
+ 0.0%
$26.1 - $28.2
24.9K $867K
Nov 08, 2023 Q3 2023
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
1
+ 0.0%
$26.1 - $28.2
31.6K $1.1M
Oct 10, 2023 Q3 2023
Quent Capital, LLC

BUY
 -
1
New
$26.1 - $28.2
1 $34.8
Dec 07, 2023 Q3 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
0
New
$0 - $0
0 $0
Dec 06, 2023 Q3 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
0
New
$0 - $0
0 $0
Oct 18, 2023 Q3 2023
Iron Horse Wealth Management, LLC

BUY
 -
0
New
$0 - $0
0 $0
Oct 17, 2023 Q3 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
SELL
 -
-2
- 1.52%
$52.1 - $56.4
130 $4.53K
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
SELL
 -
-7
- 0.02%
$182 - $198
39.6K $1.38M
Jun 14, 2024 Q3 2023
Quent Capital, LLC

SELL
 -
-40
- 97.56%
$1.04K - $1.13K
1 $34.8
Oct 17, 2023 Q3 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-45
- 12.47%
$1.17K - $1.27K
316 $11K
Oct 23, 2023 Q3 2023
Mission Wealth Management, LP

SELL
 -
-80
- 0.07%
$2.08K - $2.26K
123K $4.27M
Nov 09, 2023 Q3 2023
Segall Bryant & Hamill, LLC

Chicago, IL
SELL
 -
-91
- 0.72%
$2.37K - $2.57K
12.5K $435K

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