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 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-42K- 0.99% |
$1.05M - $1.23M
|
4.18M
$163M
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-42.5K- 9.09% |
$1.06M - $1.25M
|
425K
$16.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-44.6K- 1.28% |
$1.11M - $1.31M
|
3.44M
$134M
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-48.6K- 51.89% |
$1.21M - $1.43M
|
45.1K
$1.76M
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-48.8K- 1.57% |
$1.22M - $1.43M
|
3.06M
$119M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-51.1K- 9.64% |
$1.27M - $1.5M
|
479K
$18.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-56.3K- 1.25% |
$1.4M - $1.66M
|
4.47M
$174M
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-57K- 14.83% |
$1.42M - $1.67M
|
327K
$12.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-62K- 12.45% |
$1.55M - $1.82M
|
436K
$17M
|
|
|
Feb 05, 2024
Q4 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-65.1K- 3.69% |
$1.62M - $1.91M
|
1.7M
$66.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-65.8K- 0.76% |
$1.64M - $1.93M
|
8.64M
$337M
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-68.4K- 5.03% |
$1.7M - $2.01M
|
1.29M
$50.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-71.3K- 2.42% |
$1.78M - $2.1M
|
2.88M
$112M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-73.6K- 2.96% |
$1.83M - $2.16M
|
2.42M
$94.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-76.1K- 0.2% |
$1.89M - $2.23M
|
37.5M
$1.46B
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-79.8K- 2.71% |
$1.99M - $2.34M
|
2.87M
$112M
|
|
|
Feb 06, 2024
Q4 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-79.8K- 2.71% |
$1.99M - $2.34M
|
2.87M
$112M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-82.1K- 2.81% |
$2.05M - $2.41M
|
2.84M
$111M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-83.9K- 16.3% |
$2.09M - $2.47M
|
431K
$16.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-89.9K- 18.67% |
$2.24M - $2.64M
|
392K
$15.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-92.5K- 8.52% |
$2.3M - $2.72M
|
994K
$38.8M
|
|
|
Aug 07, 2025
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-101K- 37.54% |
$2.52M - $2.98M
|
169K
$6.58M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-102K- 4.2% |
$2.54M - $3M
|
2.33M
$90.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-119K- 3.65% |
$2.97M - $3.51M
|
3.15M
$123M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-123K- 5.97% |
$3.06M - $3.61M
|
1.94M
$75.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-125K- 5.29% |
$3.11M - $3.67M
|
2.23M
$87.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-129K- 30.69% |
$3.21M - $3.79M
|
291K
$11.4M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-158K- 2.24% |
$3.94M - $4.64M
|
6.91M
$270M
|
|
|
Jan 25, 2024
Q4 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-160K- 14.45% |
$3.98M - $4.69M
|
946K
$36.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-165K- 3.61% |
$4.1M - $4.84M
|
4.39M
$171M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-215K- 14.07% |
$5.36M - $6.32M
|
1.31M
$51.2M
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-269K- 57.87% |
$6.71M - $7.91M
|
196K
$7.65M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-348K- 49.67% |
$8.67M - $10.2M
|
353K
$13.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.54M- 48.25% |
$38.5M - $45.4M
|
1.66M
$64.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.15M- 25.08% |
$53.5M - $63.1M
|
6.41M
$250M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-6.52M- 94.75% |
$162M - $192M
|
361K
$14.1M
|