Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-200- 0.13% |
$6.21K - $6.86K
|
154K
$5.34M
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
SELL
|
- |
-202- 1.78% |
$6.27K - $6.93K
|
11.1K
$386K
|
|
|
Oct 30, 2024
Q3 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-216- 1.41% |
$6.71K - $7.41K
|
15.1K
$523K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-218- 0.75% |
$6.77K - $7.48K
|
28.7K
$995K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-233- 1.23% |
$7.23K - $7.99K
|
18.8K
$650K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-270- 1.45% |
$8.38K - $9.26K
|
18.3K
$635K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-279- 3.18% |
$8.66K - $9.57K
|
8.49K
$294K
|
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-279- 0.32% |
$8.66K - $9.57K
|
86.6K
$3M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-305- 6.12% |
$9.47K - $10.5K
|
4.68K
$162K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-306- 2.17% |
$9.5K - $10.5K
|
13.8K
$479K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-321- 12.63% |
$9.97K - $11K
|
2.22K
$76.9K
|
|
|
Feb 26, 2025
Q3 2024
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-337- 1.61% |
$10.5K - $11.6K
|
20.6K
$714K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-338- 0.29% |
$10.5K - $11.6K
|
118K
$4.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
SELL
|
- |
-358- 3.0% |
$11.1K - $12.3K
|
11.6K
$401K
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-365- 3.73% |
$11.3K - $12.5K
|
9.43K
$327K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-370- 1.8% |
$11.5K - $12.7K
|
20.1K
$698K
|
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-380- 5.81% |
$11.8K - $13K
|
6.16K
$213K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-398- 0.25% |
$12.4K - $13.6K
|
159K
$5.51M
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-402- 5.02% |
$12.5K - $13.8K
|
7.61K
$264K
|
|
|
Oct 16, 2024
Q3 2024
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-405- 4.36% |
$12.6K - $13.9K
|
8.89K
$308K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-411- 0.78% |
$12.8K - $14.1K
|
52K
$1.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-468- 0.17% |
$14.5K - $16K
|
282K
$9.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-490- 0.1% |
$15.2K - $16.8K
|
479K
$16.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-494- 0.39% |
$15.3K - $16.9K
|
126K
$4.38M
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-499- 5.38% |
$15.5K - $17.1K
|
8.77K
$304K
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-500- 6.05% |
$15.5K - $17.1K
|
7.77K
$269K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-505- 1.7% |
$15.7K - $17.3K
|
29.3K
$1.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-510- 4.44% |
$15.8K - $17.5K
|
11K
$381K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-523- 0.37% |
$16.2K - $17.9K
|
141K
$4.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-600- 0.62% |
$18.6K - $20.6K
|
96.3K
$3.34M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-641- 0.71% |
$19.9K - $22K
|
89.6K
$3.11M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-669- 0.6% |
$20.8K - $22.9K
|
111K
$3.84M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-728- 6.46% |
$22.6K - $25K
|
10.5K
$365K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-739- 0.77% |
$22.9K - $25.3K
|
94.8K
$3.29M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-756- 1.81% |
$23.5K - $25.9K
|
41K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-762- 6.67% |
$23.7K - $26.1K
|
10.7K
$369K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
SELL
|
- |
-772- 2.51% |
$24K - $26.5K
|
29.9K
$1.04M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-795- 1.05% |
$24.7K - $27.3K
|
74.8K
$2.59M
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-806- 5.19% |
$25K - $27.6K
|
14.7K
$510K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-809- 0.11% |
$25.1K - $27.7K
|
746K
$25.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-809- 10.6% |
$25.1K - $27.7K
|
6.82K
$236K
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-832- 5.79% |
$25.8K - $28.5K
|
13.5K
$469K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-853- 1.59% |
$26.5K - $29.2K
|
52.8K
$1.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-858- 0.89% |
$26.6K - $29.4K
|
95.4K
$3.31M
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-885- 4.17% |
$27.5K - $30.3K
|
20.4K
$705K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-894- 0.43% |
$27.8K - $30.7K
|
209K
$7.24M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-928- 3.0% |
$28.8K - $31.8K
|
30K
$1.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-938- 5.1% |
$29.1K - $32.2K
|
17.5K
$605K
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-960- 1.56% |
$29.8K - $32.9K
|
60.8K
$2.1M
|
|
|
May 29, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-995- 7.88% |
$30.9K - $34.1K
|
11.6K
$403K
|