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
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
110KNew |
$3.4M - $3.76M
|
110K
$3.87M
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
107K+ 5.65% |
$3.31M - $3.66M
|
2M
$70.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
103K+ 5.65% |
$3.21M - $3.54M
|
1.93M
$68.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
102K+ 4.19% |
$3.16M - $3.49M
|
2.53M
$89.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
101K+ 105.13% |
$3.15M - $3.48M
|
198K
$6.99M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
101KNew |
$3.13M - $3.46M
|
101K
$3.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
100K+ 2.22% |
$3.11M - $3.44M
|
4.62M
$163M
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
99.4K+ 14.43% |
$3.09M - $3.41M
|
789K
$27.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
91.2KNew |
$2.83M - $3.13M
|
91.2K
$3.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
88.9K+ 0.5% |
$2.76M - $3.05M
|
17.7M
$627M
|
|
|
Oct 15, 2024
Q3 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
80.5K+ 2.75% |
$2.5M - $2.76M
|
3M
$106M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
80.5K+ 27.14% |
$2.5M - $2.76M
|
377K
$13.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
76.8K+ 371.09% |
$2.39M - $2.63M
|
97.5K
$3.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
73.6K+ 98.13% |
$2.28M - $2.52M
|
149K
$5.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
70.9K+ 5.15% |
$2.2M - $2.43M
|
1.45M
$51.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
69.7K+ 5.89% |
$2.16M - $2.39M
|
1.25M
$44.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
68.1K+ 54.32% |
$2.12M - $2.34M
|
194K
$6.84M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
66.9K+ 13.42% |
$2.08M - $2.29M
|
565K
$20M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
62.2K+ 41.56% |
$1.93M - $2.13M
|
212K
$7.48M
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
60.8K+ 5.29% |
$1.89M - $2.08M
|
1.21M
$42.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
60.5K+ 8.1% |
$1.88M - $2.07M
|
807K
$28.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
60.4K+ 3.79% |
$1.87M - $2.07M
|
1.65M
$58.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
58.9K+ 358.25% |
$1.83M - $2.02M
|
75.3K
$2.66M
|
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
58.5K+ 8.91% |
$1.82M - $2.01M
|
715K
$25.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
57.6K+ 10.99% |
$1.79M - $1.98M
|
582K
$20.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
57.4KNew |
$1.78M - $1.97M
|
57.4K
$2.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
56K+ 2.38% |
$1.74M - $1.92M
|
2.41M
$85.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
55.3K+ 1.69% |
$1.72M - $1.89M
|
3.33M
$118M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
54.8K+ 2.26% |
$1.7M - $1.88M
|
2.47M
$87.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
53.9K+ 1.76% |
$1.67M - $1.85M
|
3.11M
$110M
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
53.2K+ 4.32% |
$1.65M - $1.83M
|
1.29M
$45.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
53.1K+ 9.38% |
$1.65M - $1.82M
|
619K
$21.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
53K+ 2.31% |
$1.65M - $1.82M
|
2.35M
$83M
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
52.9K+ 4.65% |
$1.64M - $1.81M
|
1.19M
$42.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
52.4K+ 5.19% |
$1.63M - $1.8M
|
1.06M
$37.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
52.2K+ 1.74% |
$1.62M - $1.79M
|
3.06M
$108M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
52.1K+ 44.98% |
$1.62M - $1.79M
|
168K
$5.93M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
51.9K+ 1.31% |
$1.61M - $1.78M
|
4.01M
$142M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
51.1K+ 1.81% |
$1.59M - $1.75M
|
2.87M
$102M
|
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
50.6K+ 4.26% |
$1.57M - $1.73M
|
1.24M
$43.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Applied Capital LLC
|
BUY
|
- |
49.9K+ 4.26% |
$1.55M - $1.71M
|
1.22M
$43.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
49.8K+ 7.26% |
$1.55M - $1.71M
|
736K
$26M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
48.1K+ 4.23% |
$1.49M - $1.65M
|
1.18M
$41.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
47.4K+ 14.29% |
$1.47M - $1.62M
|
379K
$13.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
45.8K+ 3.54% |
$1.42M - $1.57M
|
1.34M
$47.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
45.2K+ 7.12% |
$1.4M - $1.55M
|
680K
$24M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
45KNew |
$1.4M - $1.54M
|
45K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
44.1K+ 1.06% |
$1.37M - $1.51M
|
4.19M
$148M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
44.1KNew |
$1.37M - $1.51M
|
44.1K
$1.56M
|
|
|
Oct 25, 2024
Q3 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
43.2K+ 6.52% |
$1.34M - $1.48M
|
705K
$24.9M
|