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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
16+ 0.06% |
$497 - $549
|
26.8K
$928K
|
|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
16+ 0.07% |
$497 - $549
|
24.4K
$845K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
15+ 0.27% |
$466 - $514
|
5.53K
$192K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
15+ 0.14% |
$466 - $514
|
11.1K
$384K
|
|
|
Oct 07, 2024
Q3 2024
|
Exeter Financial, LLC
|
BUY
|
- |
14+ 0.08% |
$435 - $480
|
16.7K
$579K
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
13+ 0.04% |
$404 - $446
|
30.3K
$1.05M
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
13+ 0.01% |
$404 - $446
|
236K
$8.17M
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
12+ 0.16% |
$373 - $411
|
7.29K
$253K
|
|
|
Oct 25, 2024
Q3 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
10+ 0.01% |
$311 - $343
|
77.1K
$2.67M
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
10+ 0.28% |
$311 - $343
|
3.64K
$126K
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
7+ 0.02% |
$217 - $240
|
33.9K
$1.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
7+ 0.02% |
$217 - $240
|
35.3K
$1.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
7+ 0.02% |
$217 - $240
|
31K
$1.08M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
6+ 0.0% |
$186 - $206
|
148K
$5.14M
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
5+ 0.25% |
$155 - $171
|
1.97K
$68.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
5+ 0.01% |
$155 - $171
|
98.6K
$3.42M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.18% |
$62.1 - $68.6
|
1.13K
$39K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.03% |
$62.1 - $68.6
|
7.26K
$251K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2+ 0.0% |
$62.1 - $68.6
|
183K
$6.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1+ 0.25% |
$31.1 - $34.3
|
399
$13.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-5- 0.08% |
$155 - $171
|
6.23K
$216K
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
SELL
|
- |
-11- 0.13% |
$342 - $377
|
8.64K
$299K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-16- 0.1% |
$497 - $549
|
16.4K
$567K
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-18- 0.23% |
$559 - $617
|
7.79K
$270K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-26- 0.02% |
$807 - $892
|
156K
$5.39M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-28- 2.22% |
$869 - $960
|
1.23K
$42.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-30- 0.03% |
$932 - $1.03K
|
118K
$4.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-38- 0.02% |
$1.18K - $1.3K
|
163K
$5.65M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-40- 0.03% |
$1.24K - $1.37K
|
127K
$4.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-43- 0.23% |
$1.34K - $1.47K
|
18.3K
$634K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-47- 0.12% |
$1.46K - $1.61K
|
38.5K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-48- 0.11% |
$1.49K - $1.65K
|
43.8K
$1.52M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-69- 0.09% |
$2.14K - $2.37K
|
76.9K
$2.66M
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-70- 0.24% |
$2.17K - $2.4K
|
29.1K
$1.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-73- 0.31% |
$2.27K - $2.5K
|
23.4K
$810K
|
|
|
Oct 01, 2024
Q3 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-74- 0.33% |
$2.3K - $2.54K
|
22.2K
$771K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-80- 1.28% |
$2.48K - $2.74K
|
6.16K
$213K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-86- 34.82% |
$2.67K - $2.95K
|
161
$5.58K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-107- 0.42% |
$3.32K - $3.67K
|
25.2K
$872K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-148- 1.43% |
$4.6K - $5.07K
|
10.2K
$353K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-149- 0.6% |
$4.63K - $5.11K
|
24.8K
$860K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-150- 1.45% |
$4.66K - $5.14K
|
10.2K
$353K
|
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-155- 1.65% |
$4.81K - $5.31K
|
9.25K
$321K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-165- 1.58% |
$5.12K - $5.66K
|
10.3K
$357K
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-165- 0.06% |
$5.12K - $5.66K
|
281K
$9.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-175- 0.53% |
$5.43K - $6K
|
33K
$1.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-180- 1.55% |
$5.59K - $6.17K
|
11.4K
$395K
|
|
|
Nov 07, 2024
Q3 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-182- 0.26% |
$5.65K - $6.24K
|
70.2K
$2.43M
|
|
|
May 28, 2025
Q3 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-200- 1.68% |
$6.21K - $6.86K
|
11.7K
$406K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-200- 1.68% |
$6.21K - $6.86K
|
11.7K
$405K
|