Purchases and Sales Made in Q4 2023 in Dimensional ETF Tr U S Core Eq (DFAC)

DFAC Quotes by TradingView

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
Sterling Wealth Management, Inc.

Champaign, IL
BUY
 -
282K
New
$7.02M - $8.27M
282K $9.81M
Feb 12, 2024 Q4 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
252K
+ 23.76%
$6.28M - $7.4M
1.31M $45.7M
Jan 23, 2024 Q4 2023
Better Wealth, LLC

BUY
 -
228K
+ 8.49%
$5.67M - $6.69M
2.91M $101M
Aug 16, 2024 Q4 2023
Morgan Stanley

New York, NY
BUY
 -
222K
+ 53.53%
$5.54M - $6.54M
638K $22.2M
Feb 14, 2024 Q4 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
220K
+ 22.14%
$5.47M - $6.46M
1.21M $42.2M
Jan 18, 2024 Q4 2023
Hill Investment Group Partners, LLC

St. Louis, MO
BUY
 -
216K
+ 4.56%
$5.39M - $6.36M
4.97M $173M
Jan 30, 2024 Q4 2023
Decision Point Financial, LLC

Mesa, AZ
BUY
 -
213K
+ 11.08%
$5.31M - $6.26M
2.13M $74.3M
Jan 05, 2024 Q4 2023
Valued Wealth Advisors LLC

Holladay, UT
BUY
 -
203K
New
$5.05M - $5.96M
203K $7.06M
Feb 08, 2024 Q4 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
201K
+ 16.09%
$5.01M - $5.91M
1.45M $50.5M
Feb 06, 2024 Q4 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
198K
New
$4.93M - $5.82M
198K $6.89M
Jan 12, 2024 Q4 2023
Greenspring Advisors, LLC

BUY
 -
184K
+ 2.67%
$4.59M - $5.41M
7.08M $247M
Feb 07, 2024 Q4 2023
Jfs Wealth Advisors, LLC

BUY
 -
180K
+ 6.6%
$4.47M - $5.28M
2.9M $101M
Feb 14, 2024 Q4 2023
Two Sigma Investments, LP

New York, NY
BUY
 -
176K
New
$4.39M - $5.17M
176K $6.13M
Jan 09, 2024 Q4 2023
Resource Planning Group

BUY
 -
169K
+ 1639.75%
$4.2M - $4.95M
179K $6.23M
Feb 09, 2024 Q4 2023
Citizens & Northern Corp

BUY
 -
160K
New
$3.99M - $4.7M
160K $5.57M
Feb 12, 2024 Q4 2023
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
159K
New
$3.97M - $4.68M
159K $5.55M
Feb 14, 2024 Q4 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
156K
+ 3.6%
$3.89M - $4.59M
4.5M $157M
Feb 06, 2024 Q4 2023
Private Advisor Group, LLC

BUY
 -
156K
+ 12.68%
$3.88M - $4.58M
1.38M $48.2M
May 14, 2024 Q4 2023
Mowery & Schoenfeld Wealth Management, LLC

Lincolnshire, IL
BUY
 -
152K
New
$3.77M - $4.45M
152K $5.28M
Jan 31, 2024 Q4 2023
Criterion Capital Advisors, LLC

Nashville, TN
BUY
 -
150K
New
$3.74M - $4.41M
150K $5.23M
Jan 26, 2024 Q4 2023
Safeguard Investment Advisory Group, LLC

BUY
 -
135K
+ 6.83%
$3.36M - $3.96M
2.11M $73.5M
Jan 23, 2024 Q4 2023
Straight Path Wealth Management

BUY
 -
135K
+ 16.09%
$3.36M - $3.96M
973K $33.9M
Jan 25, 2024 Q4 2023
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
130K
+ 6.22%
$3.25M - $3.83M
2.23M $77.6M
Mar 15, 2024 Q4 2023
Vander Pol Investments L.L.C.

Caledonia, MI
BUY
 -
129K
New
$3.22M - $3.8M
129K $4.51M
Jan 19, 2024 Q4 2023
Caerus Investment Advisors, LLC

BUY
 -
126K
New
$3.15M - $3.71M
126K $4.4M
Feb 01, 2024 Q4 2023
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
126K
+ 8.55%
$3.14M - $3.71M
1.6M $55.8M
Feb 14, 2024 Q4 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
126K
+ 13.32%
$3.14M - $3.7M
1.07M $37.3M
Feb 13, 2024 Q4 2023
Mesirow Financial Investment Management, Inc.

BUY
 -
123K
New
$3.06M - $3.6M
123K $4.27M
Feb 01, 2024 Q4 2023
Arbor Wealth Advisors LLC

Troy, MI
BUY
 -
117K
New
$2.92M - $3.44M
117K $4.08M
Jan 10, 2024 Q4 2023
Park Avenue Securities LLC

BUY
 -
116K
+ 6.5%
$2.9M - $3.42M
1.91M $66.5M
Feb 14, 2024 Q4 2023
Modera Wealth Management, LLC

BUY
 -
116K
+ 2.28%
$2.9M - $3.42M
5.22M $182M
Feb 09, 2024 Q4 2023
Glassman Wealth Services

BUY
 -
116K
+ 12.29%
$2.89M - $3.41M
1.06M $36.9M
Feb 12, 2024 Q4 2023
Wealthstream Advisors, Inc.

BUY
 -
113K
+ 13.15%
$2.82M - $3.32M
973K $33.9M
Jun 25, 2024 Q4 2023
Sensible Money, LLC

Scottsdale, AZ
BUY
 -
103K
+ 8.15%
$2.56M - $3.02M
1.36M $47.5M
Feb 05, 2024 Q4 2023
Savant Capital, LLC

BUY
 -
103K
+ 1.76%
$2.56M - $3.01M
5.93M $206M
Jan 10, 2024 Q4 2023
Tru Independence LLC

BUY
 -
99.7K
+ 184.52%
$2.48M - $2.93M
154K $5.35M
Jan 16, 2024 Q4 2023
Helen Stephens Group, LLC

BUY
 -
95.1K
+ 9.5%
$2.37M - $2.8M
1.1M $38.2M
Feb 26, 2024 Q4 2023
Great Oak Capital Partners, LLC

South Easton, MA
BUY
 -
94.3K
New
$2.35M - $2.77M
94.3K $3.28M
Jan 17, 2024 Q4 2023
Cadent Capital Advisors, LLC

BUY
 -
92K
+ 179.5%
$2.29M - $2.7M
143K $4.99M
Feb 14, 2024 Q4 2023
Ae Wealth Management LLC

BUY
 -
91.8K
+ 20.11%
$2.29M - $2.7M
548K $19.1M
Feb 05, 2024 Q4 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
90.9K
+ 9.58%
$2.26M - $2.67M
1.04M $36.2M
Feb 09, 2024 Q4 2023
Awm Capital, LLC

BUY
 -
87.2K
+ 3.8%
$2.17M - $2.56M
2.38M $82.8M
Jan 18, 2024 Q4 2023
Morton Capital Management Llc/Ca

Calabasas, CA
BUY
 -
87.1K
+ 9.58%
$2.17M - $2.56M
997K $34.7M
Feb 09, 2024 Q4 2023
Hoyle Cohen, LLC

BUY
 -
84.1K
+ 372.24%
$2.09M - $2.47M
107K $3.71M
Jan 08, 2024 Q4 2023
Pure Financial Advisors, LLC

BUY
 -
84K
+ 1.71%
$2.09M - $2.47M
5M $174M
Feb 14, 2024 Q4 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
83.2K
+ 4.26%
$2.07M - $2.45M
2.04M $71M
Feb 09, 2024 Q4 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
82.4K
+ 1.58%
$2.05M - $2.42M
5.29M $184M
Feb 07, 2024 Q4 2023
Lutz Financial Services LLC

BUY
 -
80.2K
+ 13.17%
$2M - $2.36M
689K $24M
Feb 14, 2024 Q4 2023
Kestra Advisory Services, LLC

BUY
 -
78.6K
+ 4.77%
$1.96M - $2.31M
1.73M $60.1M

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