Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.32M+ 18.32% |
$157M - $186M
|
40.8M
$1.42B
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.41M+ 7.39% |
$84.9M - $100M
|
49.6M
$1.73B
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
2.87MNew |
$71.4M - $84.2M
|
2.87M
$99.8M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
2.79M+ 79.62% |
$69.6M - $82.1M
|
6.31M
$220M
|
|
|
Feb 13, 2024
Q4 2023
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
2.14MNew |
$53.4M - $63M
|
2.14M
$74.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.96M+ 526.69% |
$48.8M - $57.6M
|
2.33M
$81.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
1.5MNew |
$37.3M - $44M
|
1.5M
$52.2M
|
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1.45MNew |
$36.1M - $42.5M
|
1.45M
$50.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
1.43MNew |
$35.7M - $42.1M
|
1.43M
$49.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
1.4MNew |
$34.9M - $41.2M
|
1.4M
$48.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
1.37MNew |
$34.2M - $40.3M
|
1.37M
$47.8M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.31M+ 89.93% |
$32.5M - $38.4M
|
2.76M
$96.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
1.26MNew |
$31.3M - $36.9M
|
1.26M
$43.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
1.21MNew |
$30.2M - $35.7M
|
1.21M
$42.3M
|
|
|
Feb 07, 2024
Q4 2023
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
1.15MNew |
$28.6M - $33.7M
|
1.15M
$40M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
1.1M+ 17.62% |
$27.4M - $32.3M
|
7.33M
$255M
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
1.03MNew |
$25.6M - $30.1M
|
1.03M
$35.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
995K+ 2.53% |
$24.8M - $29.2M
|
40.4M
$1.41B
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
930KNew |
$23.2M - $27.3M
|
930K
$32.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
928KNew |
$23.1M - $27.3M
|
928K
$32.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
867K+ 69.75% |
$21.6M - $25.5M
|
2.11M
$73.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
807K+ 72.3% |
$20.1M - $23.7M
|
1.92M
$66.9M
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
799KNew |
$19.9M - $23.5M
|
799K
$27.8M
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
796KNew |
$19.8M - $23.4M
|
796K
$27.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
781KNew |
$19.5M - $23M
|
781K
$27.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
780KNew |
$19.4M - $22.9M
|
780K
$27.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
774K+ 75909.9% |
$19.3M - $22.7M
|
775K
$27M
|
|
|
Aug 01, 2024
Q4 2023
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
762KNew |
$19M - $22.4M
|
762K
$26.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
705K+ 27.46% |
$17.6M - $20.7M
|
3.27M
$114M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
667KNew |
$16.6M - $19.6M
|
667K
$23.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
606KNew |
$15.1M - $17.8M
|
606K
$21.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
598K+ 3987.81% |
$14.9M - $17.6M
|
613K
$21.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
593KNew |
$14.8M - $17.4M
|
593K
$20.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
559KNew |
$13.9M - $16.4M
|
559K
$19.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
537KNew |
$13.4M - $15.8M
|
537K
$18.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
446K+ 20.25% |
$11.1M - $13.1M
|
2.65M
$92.3M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
416K+ 11.2% |
$10.4M - $12.2M
|
4.13M
$144M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
402K+ 170.63% |
$10M - $11.8M
|
638K
$22.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
393K+ 2.31% |
$9.79M - $11.6M
|
17.4M
$606M
|
|
|
Jan 18, 2024
Q4 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
391K+ 6.49% |
$9.73M - $11.5M
|
6.41M
$223M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
385K+ 56.98% |
$9.6M - $11.3M
|
1.06M
$37M
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
373K+ 47.8% |
$9.28M - $11M
|
1.15M
$40.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
365K+ 6.24% |
$9.1M - $10.7M
|
6.22M
$216M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
318K+ 23.55% |
$7.93M - $9.35M
|
1.67M
$58.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
315K+ 35.5% |
$7.85M - $9.26M
|
1.2M
$41.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
311KNew |
$7.76M - $9.15M
|
311K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
299KNew |
$7.45M - $8.79M
|
299K
$10.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
295K+ 25.99% |
$7.36M - $8.68M
|
1.43M
$49.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
292K+ 22.72% |
$7.27M - $8.58M
|
1.58M
$54.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
290KNew |
$7.23M - $8.53M
|
290K
$10.1M
|