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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.41K- 21.76% |
$60.1K - $70.8K
|
8.67K
$284K
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-2.48K- 0.27% |
$61.7K - $72.7K
|
913K
$30M
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-2.5K- 16.7% |
$62.3K - $73.4K
|
12.5K
$409K
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-2.5K- 4.07% |
$62.3K - $73.5K
|
59K
$1.94M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-2.58K- 3.94% |
$64.2K - $75.7K
|
62.9K
$2.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-2.59K- 0.14% |
$64.5K - $76K
|
1.89M
$62.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-2.87K- 0.21% |
$71.6K - $84.4K
|
1.34M
$43.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-2.88K- 15.78% |
$71.7K - $84.6K
|
15.4K
$504K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.13K- 0.94% |
$78K - $92K
|
330K
$10.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-3.18K- 0.44% |
$79.2K - $93.4K
|
723K
$23.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-3.2K- 14.75% |
$79.8K - $94.1K
|
18.5K
$607K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-3.22K- 3.54% |
$80.1K - $94.5K
|
87.6K
$2.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.33K- 0.55% |
$83K - $98K
|
607K
$19.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-3.64K- 2.57% |
$90.5K - $107K
|
138K
$4.52M
|
|
|
Jan 11, 2024
Q4 2023
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-3.77K- 0.17% |
$93.9K - $111K
|
2.24M
$73.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Capital Performance Advisors LLP
|
SELL
|
- |
-3.8K- 0.23% |
$94.7K - $112K
|
1.62M
$53.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-3.89K- 3.77% |
$97K - $114K
|
99.4K
$3.26M
|
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-3.99K- 10.54% |
$99.4K - $117K
|
33.9K
$1.11M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-4.16K- 2.81% |
$104K - $122K
|
144K
$4.72M
|
|
|
Feb 26, 2025
Q4 2023
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-4.18K- 16.29% |
$104K - $123K
|
21.5K
$704K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.31K- 1.05% |
$107K - $126K
|
406K
$13.3M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-4.37K- 1.79% |
$109K - $128K
|
240K
$7.87M
|
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
SELL
|
- |
-4.43K- 5.19% |
$110K - $130K
|
81K
$2.66M
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-4.44K- 8.29% |
$110K - $130K
|
49.1K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-4.59K- 1.56% |
$114K - $135K
|
290K
$9.51M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.82K- 37.77% |
$120K - $142K
|
7.95K
$261K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-5K- 0.18% |
$125K - $147K
|
2.75M
$90.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-5.24K- 0.27% |
$131K - $154K
|
1.91M
$62.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Chico Wealth Ria
|
SELL
|
- |
-5.42K- 0.38% |
$135K - $159K
|
1.4M
$46M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-5.57K- 8.33% |
$139K - $164K
|
61.3K
$2.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-5.69K- 2.94% |
$142K - $167K
|
188K
$6.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-5.73K- 14.85% |
$143K - $168K
|
32.9K
$1.08M
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-5.88K- 2.88% |
$146K - $173K
|
198K
$6.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-5.89K- 14.1% |
$147K - $173K
|
35.9K
$1.18M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-6.25K- 3.91% |
$156K - $183K
|
153K
$5.03M
|
|
|
Feb 02, 2024
Q4 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-6.62K- 0.59% |
$165K - $194K
|
1.12M
$36.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-6.88K- 29.42% |
$171K - $202K
|
16.5K
$541K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-7.12K- 13.64% |
$177K - $209K
|
45.1K
$1.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-7.4K- 0.4% |
$184K - $217K
|
1.85M
$60.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-7.6K- 27.14% |
$189K - $223K
|
20.4K
$669K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.92K- 1.77% |
$197K - $233K
|
440K
$14.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-7.93K- 2.12% |
$198K - $233K
|
366K
$12M
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-8.03K- 11.65% |
$200K - $236K
|
60.9K
$2M
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-8.16K- 7.84% |
$203K - $240K
|
95.9K
$3.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-8.59K- 1.09% |
$214K - $252K
|
780K
$25.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-8.63K- 29.77% |
$215K - $254K
|
20.4K
$668K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-8.8K- 18.13% |
$219K - $258K
|
39.7K
$1.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-8.95K- 40.68% |
$223K - $263K
|
13.1K
$428K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-9.33K- 18.4% |
$232K - $274K
|
41.4K
$1.36M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9.72K- 10.34% |
$242K - $285K
|
84.2K
$2.76M
|