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 |
|---|---|---|---|---|---|---|---|
|
May 30, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-995- 7.88% |
$30.9K - $34.1K
|
11.6K
$403K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.04K- 1.95% |
$32.3K - $35.6K
|
52.4K
$1.81M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-1.11K- 0.68% |
$34.6K - $38.2K
|
163K
$5.64M
|
|
|
Oct 16, 2024
Q3 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-1.15K- 0.39% |
$35.6K - $39.4K
|
291K
$10.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1.15K- 0.48% |
$35.7K - $39.5K
|
237K
$8.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.17K- 9.11% |
$36.2K - $40K
|
11.6K
$403K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-1.18K- 0.5% |
$36.6K - $40.4K
|
236K
$8.17M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.2K- 1.22% |
$37.3K - $41.1K
|
97.2K
$3.37M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.23K- 0.31% |
$38.2K - $42.2K
|
396K
$13.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.25K- 3.92% |
$38.7K - $42.8K
|
30.6K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.29K- 0.41% |
$40K - $44.2K
|
317K
$11M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.37K- 0.24% |
$42.5K - $47K
|
580K
$20.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-1.43K- 0.13% |
$44.5K - $49.1K
|
1.1M
$38M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.44K- 9.77% |
$44.6K - $49.3K
|
13.3K
$460K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.46K- 9.54% |
$45.2K - $50K
|
13.8K
$479K
|
|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.47K- 0.53% |
$45.6K - $50.4K
|
274K
$9.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.5K- 0.68% |
$46.6K - $51.4K
|
221K
$7.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-1.56K- 6.28% |
$48.5K - $53.5K
|
23.3K
$808K
|
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-1.59K- 1.52% |
$49.2K - $54.3K
|
103K
$3.55M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.75K- 0.51% |
$54.3K - $59.9K
|
340K
$11.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.8K- 4.73% |
$55.9K - $61.7K
|
36.2K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.85K- 1.47% |
$57.3K - $63.3K
|
124K
$4.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-1.99K- 0.32% |
$61.7K - $68.1K
|
610K
$21.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-2.08K- 0.55% |
$64.5K - $71.2K
|
376K
$13M
|
|
|
Oct 23, 2024
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-2.11K- 8.74% |
$65.6K - $72.5K
|
22.1K
$765K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.61K- 2.94% |
$81K - $89.5K
|
86.2K
$2.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2.62K- 1.85% |
$81.3K - $89.8K
|
139K
$4.82M
|
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-2.7K- 0.2% |
$83.8K - $92.5K
|
1.32M
$45.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Atwater Malick LLC
|
SELL
|
- |
-2.73K- 3.35% |
$84.6K - $93.4K
|
78.6K
$2.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-2.82K- 10.46% |
$87.5K - $96.7K
|
24.1K
$836K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.86K- 1.36% |
$88.7K - $98K
|
207K
$7.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-2.88K- 0.84% |
$89.4K - $98.7K
|
339K
$11.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-2.94K- 5.11% |
$91.2K - $101K
|
54.5K
$1.89M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.07K- 7.11% |
$95.4K - $105K
|
40.1K
$1.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.12K- 2.89% |
$96.8K - $107K
|
105K
$3.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-3.46K- 22.47% |
$107K - $119K
|
11.9K
$413K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.8K- 0.57% |
$118K - $130K
|
666K
$23.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-4.18K- 13.29% |
$130K - $143K
|
27.3K
$944K
|
|
|
Oct 18, 2024
Q3 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-4.18K- 0.35% |
$130K - $143K
|
1.18M
$41M
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-4.36K- 6.15% |
$135K - $149K
|
66.5K
$2.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-4.67K- 1.62% |
$145K - $160K
|
283K
$9.81M
|
|
|
Nov 19, 2024
Q3 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-4.77K- 0.31% |
$148K - $163K
|
1.51M
$52.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-4.85K- 2.2% |
$151K - $166K
|
216K
$7.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-5.17K- 3.25% |
$161K - $177K
|
154K
$5.33M
|
|
|
Nov 15, 2024
Q3 2024
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-5.71K- 2.96% |
$177K - $196K
|
187K
$6.47M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-5.81K- 9.86% |
$180K - $199K
|
53.1K
$1.84M
|
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-6.14K- 15.1% |
$191K - $211K
|
34.5K
$1.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
SELL
|
- |
-6.14K- 8.09% |
$191K - $211K
|
69.8K
$2.42M
|
|
|
Oct 08, 2024
Q3 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-6.23K- 7.48% |
$194K - $214K
|
77K
$2.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-6.24K- 4.33% |
$194K - $214K
|
138K
$4.77M
|