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 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
18.9K+ 17.96% |
$586K - $647K
|
124K
$4.38M
|
|
|
Oct 10, 2024
Q3 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
18.8KNew |
$583K - $644K
|
18.8K
$663K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
18.7K+ 4086.43% |
$580K - $640K
|
19.1K
$676K
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
18.5K+ 2.83% |
$576K - $636K
|
674K
$23.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
18K+ 6.69% |
$558K - $616K
|
287K
$10.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
17.5K+ 1.96% |
$543K - $600K
|
911K
$32.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
17.4KNew |
$539K - $596K
|
17.4K
$614K
|
|
|
Oct 23, 2024
Q3 2024
|
Chico Wealth Ria
|
BUY
|
- |
17.2K+ 1.12% |
$534K - $590K
|
1.55M
$54.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
17.2K+ 91.23% |
$534K - $589K
|
36K
$1.27M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.5K+ 34.93% |
$513K - $567K
|
63.8K
$2.25M
|
|
|
Nov 22, 2024
Q3 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
16K+ 1.04% |
$496K - $548K
|
1.56M
$55.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
15.9K+ 1.79% |
$495K - $547K
|
905K
$32M
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
15.8KNew |
$491K - $542K
|
15.8K
$558K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
15.7KNew |
$487K - $538K
|
15.7K
$554K
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
BUY
|
- |
15.6K+ 10.52% |
$484K - $534K
|
164K
$5.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
15.4K+ 507.26% |
$479K - $529K
|
18.5K
$653K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
15.4KNew |
$479K - $529K
|
15.4K
$545K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
15.4K+ 125.53% |
$479K - $529K
|
27.7K
$980K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
15.3K+ 16.61% |
$476K - $526K
|
108K
$3.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Schubert & CO
|
BUY
|
- |
15.3K+ 3.95% |
$474K - $524K
|
402K
$14.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
15.1K+ 0.91% |
$467K - $516K
|
1.67M
$59M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
14.4KNew |
$448K - $495K
|
14.4K
$510K
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
14.1K+ 1.27% |
$437K - $482K
|
1.13M
$39.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.9K+ 9.83% |
$431K - $476K
|
155K
$5.48M
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
13.7K+ 24.76% |
$425K - $469K
|
68.9K
$2.43M
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
13.5K+ 30.62% |
$421K - $464K
|
57.8K
$2.04M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
13.3K+ 6.52% |
$412K - $455K
|
217K
$7.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
12.6K+ 96.3% |
$393K - $434K
|
25.8K
$911K
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
12.6K+ 0.55% |
$392K - $433K
|
2.29M
$80.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
12.5K+ 0.25% |
$390K - $430K
|
5.04M
$178M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.4K+ 3.7% |
$384K - $424K
|
347K
$12.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
12.2KNew |
$378K - $417K
|
12.2K
$430K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.2K+ 7.75% |
$377K - $417K
|
169K
$5.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
12K+ 1.09% |
$373K - $412K
|
1.11M
$39.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
11.6K+ 0.55% |
$362K - $399K
|
2.11M
$74.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
11.5K+ 4.79% |
$356K - $393K
|
251K
$8.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
11.4K+ 0.82% |
$355K - $392K
|
1.41M
$49.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
11.4K+ 5.69% |
$353K - $390K
|
211K
$7.46M
|
|
|
Oct 22, 2024
Q3 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
11.1KNew |
$344K - $379K
|
11.1K
$391K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
10.9KNew |
$339K - $374K
|
10.9K
$385K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
10.7K+ 1.18% |
$331K - $366K
|
914K
$32.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
10.2K+ 2.72% |
$317K - $350K
|
385K
$13.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
10.1KNew |
$313K - $346K
|
10.1K
$356K
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
9.83KNew |
$305K - $337K
|
9.83K
$347K
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
9.44KNew |
$293K - $324K
|
9.44K
$334K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.41K+ 20.47% |
$292K - $323K
|
55.4K
$1.96M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
9.38K+ 19.76% |
$291K - $322K
|
56.8K
$2.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
9.37K+ 55.3% |
$291K - $321K
|
26.3K
$930K
|
|
|
Oct 08, 2024
Q3 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
9.34K+ 0.66% |
$290K - $320K
|
1.43M
$50.6M
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
9.32KNew |
$289K - $320K
|
9.32K
$329K
|