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 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.43K+ 8.57% |
$44.3K - $49K
|
18.1K
$638K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.42K+ 6.97% |
$44.2K - $48.8K
|
21.8K
$770K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.36K+ 1.48% |
$42.2K - $46.6K
|
93K
$3.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.19K+ 15.99% |
$37K - $40.8K
|
8.64K
$305K
|
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
1.12K+ 2.0% |
$34.8K - $38.5K
|
57.2K
$2.02M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.11K+ 8.97% |
$34.6K - $38.2K
|
13.5K
$477K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
1.1K+ 3.72% |
$34.3K - $37.9K
|
30.8K
$1.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1KNew |
$31.1K - $34.3K
|
1K
$35.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
973+ 10.66% |
$30.2K - $33.4K
|
10.1K
$356K
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
902+ 7.23% |
$28K - $30.9K
|
13.4K
$472K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
887+ 2.46% |
$27.5K - $30.4K
|
37K
$1.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
874+ 8.03% |
$27.1K - $30K
|
11.8K
$415K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
856+ 2.58% |
$26.6K - $29.4K
|
34.1K
$1.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
744+ 8.22% |
$23.1K - $25.5K
|
9.79K
$345K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
724New |
$22.5K - $24.8K
|
724
$25.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
715+ 1.09% |
$22.2K - $24.5K
|
66.5K
$2.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
713+ 0.24% |
$22.1K - $24.4K
|
301K
$10.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
703+ 2.23% |
$21.8K - $24.1K
|
32.2K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
696New |
$21.6K - $23.9K
|
696
$24.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
493+ 0.46% |
$15.3K - $16.9K
|
107K
$3.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
488+ 0.6% |
$15.2K - $16.7K
|
82.1K
$2.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
468+ 0.28% |
$14.5K - $16K
|
170K
$6M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
468+ 2.38% |
$14.5K - $16K
|
20.1K
$710K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
460+ 1.19% |
$14.3K - $15.8K
|
39.2K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
457+ 1.29% |
$14.2K - $15.7K
|
36K
$1.27M
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
445+ 3.74% |
$13.8K - $15.3K
|
12.3K
$436K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
406+ 17.07% |
$12.6K - $13.9K
|
2.78K
$98.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
398+ 0.43% |
$12.4K - $13.6K
|
92.1K
$3.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
350+ 4.04% |
$10.9K - $12K
|
9.01K
$318K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
304+ 7.07% |
$9.44K - $10.4K
|
4.61K
$162K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
300+ 0.42% |
$9.32K - $10.3K
|
71.1K
$2.51M
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
253+ 0.28% |
$7.86K - $8.68K
|
90.8K
$3.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
239+ 0.33% |
$7.42K - $8.2K
|
73.2K
$2.58M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
232+ 0.03% |
$7.2K - $7.96K
|
922K
$32.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
211+ 0.22% |
$6.55K - $7.24K
|
97.1K
$3.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
211New |
$6.55K - $7.24K
|
211
$7.44K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
197+ 0.23% |
$6.12K - $6.76K
|
85.2K
$3.01M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
182+ 1.39% |
$5.65K - $6.24K
|
13.3K
$470K
|
|
|
Oct 16, 2024
Q3 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
169New |
$5.25K - $5.8K
|
169
$5.96K
|
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
166+ 1.18% |
$5.15K - $5.69K
|
14.3K
$503K
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
164+ 0.28% |
$5.09K - $5.62K
|
59.5K
$2.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
163+ 1.41% |
$5.06K - $5.59K
|
11.7K
$412K
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
149+ 4.27% |
$4.63K - $5.11K
|
3.64K
$128K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
120New |
$3.73K - $4.11K
|
120
$4.23K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
120New |
$3.73K - $4.11K
|
120
$4.23K
|
|
|
Nov 07, 2024
Q3 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
115+ 0.28% |
$3.57K - $3.94K
|
41.9K
$1.48M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
112+ 0.18% |
$3.48K - $3.84K
|
60.8K
$2.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
106+ 0.27% |
$3.29K - $3.63K
|
38.7K
$1.36M
|
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
105+ 0.47% |
$3.26K - $3.6K
|
22.2K
$785K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
101+ 0.24% |
$3.14K - $3.46K
|
42.6K
$1.5M
|