Purchases and Sales Made in Q3 2024 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 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 18, 2024 Q3 2024
Keener Financial Planning LLC

Keller, TX
SELL
 -
-38.1K
- 60.8%
$1.18M - $1.3M
24.5K $867K
Oct 18, 2024 Q3 2024
Waypoint Capital Advisors, LLC

SELL
 -
-38.2K
- 39.69%
$1.19M - $1.31M
58.1K $2.05M
Nov 12, 2024 Q3 2024
Merriman Wealth Management, LLC

SELL
 -
-38.3K
- 1.77%
$1.19M - $1.31M
2.12M $74.8M
Oct 16, 2024 Q3 2024
Sjs Investment Consulting Inc.

Sylvania, OH
SELL
 -
-39.4K
- 0.43%
$1.22M - $1.35M
9.02M $319M
Oct 08, 2024 Q3 2024
Shanker Valleau Wealth Advisors, Inc.

SELL
 -
-41.3K
- 1.89%
$1.28M - $1.42M
2.14M $75.6M
Oct 22, 2024 Q3 2024
Financial Insights, Inc.

SELL
 -
-42.6K
- 15.27%
$1.32M - $1.46M
236K $8.35M
Oct 21, 2024 Q3 2024
Bayshore Asset Management, LLC

SELL
 -
-43.1K
- 3.59%
$1.34M - $1.48M
1.16M $40.9M
Oct 07, 2024 Q3 2024
Mather Group, Llc.

Chicago, IL
SELL
 -
-46K
- 5.0%
$1.43M - $1.58M
875K $30.9M
Nov 12, 2024 Q3 2024
Raymond James Trust N.A.

SELL
 -
-47.1K
- 26.77%
$1.46M - $1.62M
129K $4.55M
Nov 01, 2024 Q3 2024
Assetmark, Inc

SELL
 -
-55K
- 1.71%
$1.71M - $1.89M
3.16M $112M
Oct 11, 2024 Q3 2024
Cliftonlarsonallen Wealth Advisors, LLC

SELL
 -
-56.7K
- 2.58%
$1.76M - $1.94M
2.14M $75.6M
Nov 12, 2024 Q3 2024
Tfo Tdc, LLC

SELL
 -
-57.7K
- 1.35%
$1.79M - $1.98M
4.22M $149M
Nov 12, 2024 Q3 2024
Ci Private Wealth, LLC

Miami, FL
SELL
 -
-57.7K
- 1.06%
$1.79M - $1.98M
5.37M $190M
Oct 24, 2024 Q3 2024
Modera Wealth Management, LLC

SELL
 -
-59.6K
- 1.14%
$1.85M - $2.04M
5.18M $183M
Nov 14, 2024 Q3 2024
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-65.4K
- 1.02%
$2.03M - $2.24M
6.36M $225M
Oct 22, 2024 Q3 2024
Ruedi Wealth Management, Inc.

Champaign, IL
SELL
 -
-66.6K
- 3.0%
$2.07M - $2.28M
2.15M $76.1M
Nov 14, 2024 Q3 2024
Buckingham Strategic Partners

Saint Louis, MO
SELL
 -
-69.9K
- 0.53%
$2.17M - $2.4M
13.1M $463M
Nov 14, 2024 Q3 2024
Ubs Group Ag

SELL
 -
-71.2K
- 2.15%
$2.21M - $2.44M
3.25M $115M
Oct 31, 2024 Q3 2024
Keudell

SELL
 -
-72.8K
- 15.02%
$2.26M - $2.5M
412K $14.6M
Nov 14, 2024 Q3 2024
Forvis Wealth Advisors, LLC

SELL
 -
-73.3K
- 2.62%
$2.28M - $2.51M
2.73M $96.5M
Oct 24, 2024 Q3 2024
Greenspring Advisors, LLC

SELL
 -
-77.1K
- 1.04%
$2.4M - $2.64M
7.32M $258M
Oct 24, 2024 Q3 2024
Quarry Hill Advisors, LLC

St Paul, MN
SELL
 -
-90.2K
- 11.85%
$2.8M - $3.09M
671K $23.7M
Nov 14, 2024 Q3 2024
Comerica Bank

SELL
 -
-99.5K
- 5.26%
$3.09M - $3.41M
1.79M $63.3M
Nov 04, 2024 Q3 2024
Grand Wealth Management, LLC

Grand Rapids, MI
SELL
 -
-102K
- 4.6%
$3.18M - $3.51M
2.13M $75.1M
Nov 04, 2024 Q3 2024
Savant Capital, LLC

SELL
 -
-107K
- 1.1%
$3.32M - $3.67M
9.65M $341M
Nov 06, 2024 Q3 2024
Dopkins Wealth Management, LLC

SELL
 -
-124K
- 12.46%
$3.86M - $4.26M
873K $30.8M
Nov 14, 2024 Q3 2024
1900 Wealth Management LLC

SELL
 -
-128K
- 56.05%
$3.96M - $4.37M
100K $3.53M
Nov 12, 2024 Q3 2024
Plancorp, LLC

SELL
 -
-140K
- 1.3%
$4.33M - $4.78M
10.6M $375M
Oct 18, 2024 Q3 2024
Commonwealth Equity Services, LLC

SELL
 -
-140K
- 1.41%
$4.33M - $4.79M
9.77M $345M
Oct 22, 2024 Q3 2024
Signature Resources Capital Management, LLC

Newport Beach, CA
SELL
 -
-145K
- 23.7%
$4.51M - $4.98M
468K $16.5M
Oct 23, 2024 Q3 2024
Wealth Enhancement Advisory Services, LLC

SELL
 -
-149K
- 3.21%
$4.63M - $5.11M
4.5M $159M
Oct 22, 2024 Q3 2024
Brighton Jones LLC

SELL
 -
-161K
- 9.54%
$4.99M - $5.51M
1.52M $53.8M
Oct 29, 2024 Q3 2024
Pure Financial Advisors, LLC

SELL
 -
-183K
- 3.81%
$5.68M - $6.27M
4.62M $163M
Nov 13, 2024 Q3 2024
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-187K
- 7.22%
$5.81M - $6.41M
2.4M $84.9M
Nov 14, 2024 Q3 2024
Millburn Ridgefield Corp

SELL
 -
-203K
- 6.39%
$6.31M - $6.97M
2.98M $105M
Oct 30, 2024 Q3 2024
Catalyst Capital Advisors LLC

Huntington, NY
SELL
 -
-203K
- 6.39%
$6.31M - $6.97M
2.98M $105M
Nov 13, 2024 Q3 2024
Kestra Advisory Services, LLC

SELL
 -
-209K
- 10.34%
$6.49M - $7.17M
1.81M $64.1M
Nov 14, 2024 Q3 2024
True Wealth Design, LLC

Akron, OH
SELL
 -
-269K
- 15.17%
$8.34M - $9.21M
1.5M $53.1M
Oct 25, 2024 Q3 2024
Pb Mares Wealth Management LLC

SELL
 -
-307K
- 22.51%
$9.54M - $10.5M
1.06M $37.4M
Nov 13, 2024 Q3 2024
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-349K
- 16.02%
$10.8M - $12M
1.83M $64.7M
Nov 12, 2024 Q3 2024
Geo Wealth Management, LLC

Chicago, IL
SELL
 -
-360K
- 12.8%
$11.2M - $12.3M
2.45M $86.6M
Nov 12, 2024 Q3 2024
Financial Engines Advisors L.L.C.

Santa Clara, CA
SELL
 -
-448K
- 17.16%
$13.9M - $15.4M
2.16M $76.4M
Nov 12, 2024 Q3 2024
Delap Wealth Advisory, LLC

Lake Oswego, OR
SELL
 -
-454K
- 53.02%
$14.1M - $15.6M
402K $14.2M
Oct 09, 2024 Q3 2024
Simplicity Wealth,Llc

SELL
 -
-516K
- 49.51%
$16M - $17.7M
526K $18.6M
Oct 25, 2024 Q3 2024
Diversify Wealth Management, LLC

Sandy, UT
SELL
 -
-621K
- 54.98%
$19.3M - $21.3M
509K $18M
Nov 08, 2024 Q3 2024
Summit Wealth Group, LLC

White River Junction, VT
SELL
 -
-745K
- 58.2%
$23.1M - $25.5M
535K $18.9M
Nov 01, 2024 Q3 2024
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-779K
- 46.08%
$24.2M - $26.7M
912K $32.2M
Oct 10, 2024 Q3 2024
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
SELL
 -
-1.83M
- 39.82%
$56.9M - $62.8M
2.77M $97.8M

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