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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-279- 0.32% |
$8.66K - $9.57K
|
86.6K
$3.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-279- 3.18% |
$8.66K - $9.57K
|
8.49K
$300K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-305- 6.12% |
$9.47K - $10.5K
|
4.68K
$165K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-306- 2.17% |
$9.5K - $10.5K
|
13.8K
$488K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-321- 12.63% |
$9.97K - $11K
|
2.22K
$78.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-338- 0.29% |
$10.5K - $11.6K
|
118K
$4.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
SELL
|
- |
-358- 3.0% |
$11.1K - $12.3K
|
11.6K
$409K
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-365- 3.73% |
$11.3K - $12.5K
|
9.43K
$333K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-370- 1.8% |
$11.5K - $12.7K
|
20.1K
$712K
|
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-380- 5.81% |
$11.8K - $13K
|
6.16K
$218K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-398- 0.25% |
$12.4K - $13.6K
|
159K
$5.61M
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-402- 5.02% |
$12.5K - $13.8K
|
7.61K
$269K
|
|
|
Oct 16, 2024
Q3 2024
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-405- 4.36% |
$12.6K - $13.9K
|
8.89K
$314K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-411- 0.78% |
$12.8K - $14.1K
|
52K
$1.84M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-468- 0.17% |
$14.5K - $16K
|
282K
$9.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-490- 0.1% |
$15.2K - $16.8K
|
479K
$16.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-494- 0.39% |
$15.3K - $16.9K
|
126K
$4.47M
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-499- 5.38% |
$15.5K - $17.1K
|
8.77K
$310K
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-500- 6.05% |
$15.5K - $17.1K
|
7.77K
$275K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-505- 1.7% |
$15.7K - $17.3K
|
29.3K
$1.03M
|
|
|
Oct 29, 2024
Q3 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-510- 4.44% |
$15.8K - $17.5K
|
11K
$388K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-523- 0.37% |
$16.2K - $17.9K
|
141K
$4.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-600- 0.62% |
$18.6K - $20.6K
|
96.3K
$3.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-641- 0.71% |
$19.9K - $22K
|
89.6K
$3.17M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-669- 0.6% |
$20.8K - $22.9K
|
111K
$3.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-728- 6.46% |
$22.6K - $25K
|
10.5K
$372K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-739- 0.77% |
$22.9K - $25.3K
|
94.8K
$3.35M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-756- 1.81% |
$23.5K - $25.9K
|
41K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-762- 6.67% |
$23.7K - $26.1K
|
10.7K
$377K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
SELL
|
- |
-772- 2.51% |
$24K - $26.5K
|
29.9K
$1.06M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-795- 1.05% |
$24.7K - $27.3K
|
74.8K
$2.64M
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-806- 5.19% |
$25K - $27.6K
|
14.7K
$520K
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-809- 10.6% |
$25.1K - $27.7K
|
6.82K
$241K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-809- 0.11% |
$25.1K - $27.7K
|
746K
$26.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-832- 5.79% |
$25.8K - $28.5K
|
13.5K
$478K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-853- 1.59% |
$26.5K - $29.2K
|
52.8K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-858- 0.89% |
$26.6K - $29.4K
|
95.4K
$3.37M
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-885- 4.17% |
$27.5K - $30.3K
|
20.4K
$719K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-894- 0.43% |
$27.8K - $30.7K
|
209K
$7.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-928- 3.0% |
$28.8K - $31.8K
|
30K
$1.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-938- 5.1% |
$29.1K - $32.2K
|
17.5K
$617K
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-960- 1.56% |
$29.8K - $32.9K
|
60.8K
$2.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.04K- 1.95% |
$32.3K - $35.6K
|
52.4K
$1.85M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-1.11K- 0.68% |
$34.6K - $38.2K
|
163K
$5.75M
|
|
|
Oct 16, 2024
Q3 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-1.15K- 0.39% |
$35.6K - $39.4K
|
291K
$10.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1.15K- 0.48% |
$35.7K - $39.5K
|
237K
$8.36M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.17K- 9.11% |
$36.2K - $40K
|
11.6K
$411K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-1.18K- 0.5% |
$36.6K - $40.4K
|
236K
$8.33M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.2K- 1.22% |
$37.3K - $41.1K
|
97.2K
$3.43M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.23K- 0.31% |
$38.2K - $42.2K
|
396K
$14M
|