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 07, 2024
Q3 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
41.7K+ 8.35% |
$1.29M - $1.43M
|
541K
$19.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
41.2K+ 0.99% |
$1.28M - $1.41M
|
4.22M
$149M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
38.9KNew |
$1.21M - $1.34M
|
38.9K
$1.38M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
38.5K+ 2.47% |
$1.2M - $1.32M
|
1.6M
$56.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
38.4KNew |
$1.19M - $1.32M
|
38.4K
$1.36M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
37.9K+ 3.7% |
$1.18M - $1.3M
|
1.06M
$37.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
37.8K+ 141.59% |
$1.17M - $1.3M
|
64.5K
$2.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
37.6K+ 264.65% |
$1.17M - $1.29M
|
51.9K
$1.83M
|
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
36.9K+ 101.85% |
$1.15M - $1.27M
|
73.2K
$2.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
36.5K+ 1.94% |
$1.13M - $1.25M
|
1.91M
$67.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
36.4K+ 1.09% |
$1.13M - $1.25M
|
3.37M
$119M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
36.3K+ 2.44% |
$1.13M - $1.25M
|
1.53M
$54M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
36.3K+ 2.44% |
$1.13M - $1.25M
|
1.53M
$54M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
36KNew |
$1.12M - $1.23M
|
36K
$1.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Better Wealth, LLC
|
BUY
|
- |
36K+ 1.24% |
$1.12M - $1.23M
|
2.93M
$103M
|
|
|
Nov 08, 2024
Q3 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
35.9KNew |
$1.12M - $1.23M
|
35.9K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
35.7K+ 24.11% |
$1.11M - $1.22M
|
184K
$6.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
34.8K+ 3.96% |
$1.08M - $1.19M
|
915K
$32.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
34.8K+ 3.6% |
$1.08M - $1.19M
|
1M
$35.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
34.1K+ 12.48% |
$1.06M - $1.17M
|
307K
$10.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
33.5K+ 5.13% |
$1.04M - $1.15M
|
686K
$24.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
32.3K+ 30.28% |
$1M - $1.11M
|
139K
$4.91M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
32KNew |
$992K - $1.1M
|
32K
$1.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
31.1K+ 3.13% |
$965K - $1.07M
|
1.02M
$36.1M
|
|
|
Nov 12, 2024
Q3 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
30.8KNew |
$957K - $1.06M
|
30.8K
$1.09M
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
29.9K+ 1.79% |
$927K - $1.02M
|
1.7M
$59.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
29.3KNew |
$909K - $1M
|
29.3K
$1.03M
|
|
|
Oct 21, 2024
Q3 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
27.8K+ 1.21% |
$863K - $953K
|
2.33M
$82.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
27.4K+ 2.87% |
$851K - $940K
|
982K
$34.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
27KNew |
$838K - $925K
|
27K
$953K
|
|
|
Nov 04, 2024
Q3 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
26.1K+ 3.76% |
$810K - $894K
|
720K
$25.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
25.2K+ 46.08% |
$784K - $866K
|
80K
$2.83M
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
25.1K+ 5.13% |
$778K - $859K
|
513K
$18.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
24.7K+ 11.02% |
$766K - $846K
|
249K
$8.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
24.4KNew |
$758K - $838K
|
24.4K
$863K
|
|
|
Oct 23, 2024
Q3 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
24.1K+ 2.29% |
$747K - $825K
|
1.07M
$37.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
23.7K+ 0.38% |
$735K - $811K
|
6.17M
$218M
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
23.4K+ 6.05% |
$727K - $803K
|
410K
$14.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
BUY
|
- |
23.3K+ 6.28% |
$724K - $800K
|
395K
$14M
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
22.8K+ 9.95% |
$709K - $783K
|
252K
$8.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
22.3KNew |
$692K - $764K
|
22.3K
$787K
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
22K+ 1.72% |
$683K - $754K
|
1.3M
$45.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
22KNew |
$682K - $754K
|
22K
$777K
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
21.8K+ 2.13% |
$676K - $746K
|
1.05M
$36.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
21.6K+ 102.28% |
$672K - $742K
|
42.8K
$1.51M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
21.1KNew |
$656K - $725K
|
21.1K
$747K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
20.6K+ 41.72% |
$639K - $706K
|
69.9K
$2.47M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
20.3K+ 50.62% |
$631K - $697K
|
60.5K
$2.14M
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
20.2K+ 71.06% |
$627K - $692K
|
48.6K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
19.2K+ 0.62% |
$597K - $659K
|
3.11M
$110M
|