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 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
80.2K+ 13.17% |
$2M - $2.36M
|
689K
$26.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
78.6K+ 4.77% |
$1.96M - $2.31M
|
1.73M
$67.3M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
78.2KNew |
$1.95M - $2.3M
|
78.2K
$3.05M
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
78.1K+ 5.15% |
$1.94M - $2.29M
|
1.59M
$62.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
76.8K+ 3.27% |
$1.91M - $2.26M
|
2.43M
$94.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
75.9KNew |
$1.89M - $2.23M
|
75.9K
$2.96M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
75.4K+ 13.09% |
$1.88M - $2.21M
|
651K
$25.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
75K+ 59.12% |
$1.87M - $2.2M
|
202K
$7.88M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
73.4K+ 0.72% |
$1.83M - $2.16M
|
10.2M
$398M
|
|
|
Jan 12, 2024
Q4 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
68.6K+ 5.68% |
$1.71M - $2.01M
|
1.28M
$49.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
67.7K+ 7.73% |
$1.69M - $1.99M
|
943K
$36.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
67.7K+ 11.76% |
$1.69M - $1.99M
|
643K
$25.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
67.1KNew |
$1.67M - $1.97M
|
67.1K
$2.62M
|
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
65.8KNew |
$1.64M - $1.93M
|
65.8K
$2.57M
|
|
|
Jan 18, 2024
Q4 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
62.9K+ 47.2% |
$1.57M - $1.85M
|
196K
$7.66M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
62.6KNew |
$1.56M - $1.84M
|
62.6K
$2.44M
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
61.9K+ 23.98% |
$1.54M - $1.82M
|
320K
$12.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
61.4K+ 5.14% |
$1.53M - $1.81M
|
1.26M
$49.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
61.2KNew |
$1.52M - $1.8M
|
61.2K
$2.39M
|
|
|
Mar 20, 2024
Q4 2023
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
60.6KNew |
$1.51M - $1.78M
|
60.6K
$2.36M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
60.3K+ 2.73% |
$1.5M - $1.77M
|
2.27M
$88.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
58.9K+ 10.73% |
$1.47M - $1.73M
|
608K
$23.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Retirement Solution Inc.
|
BUY
|
- |
58.3K+ 21.7% |
$1.45M - $1.71M
|
327K
$12.8M
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
57.4KNew |
$1.43M - $1.68M
|
57.4K
$2.24M
|
|
|
Jan 12, 2024
Q4 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
54.5K+ 3.32% |
$1.36M - $1.6M
|
1.69M
$66.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
51.9K+ 19.54% |
$1.29M - $1.52M
|
318K
$12.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
51.8K+ 9.91% |
$1.29M - $1.52M
|
575K
$22.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
51.4K+ 0.58% |
$1.28M - $1.51M
|
8.92M
$348M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
51.2KNew |
$1.27M - $1.5M
|
51.2K
$2M
|
|
|
Feb 12, 2024
Q4 2023
|
Rs Crum Inc.
|
BUY
|
- |
50K+ 4.03% |
$1.24M - $1.47M
|
1.29M
$50.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
49.2K+ 44.57% |
$1.23M - $1.45M
|
160K
$6.23M
|
|
|
Jan 18, 2024
Q4 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
48.9K+ 5.24% |
$1.22M - $1.44M
|
982K
$38.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
48K+ 12.84% |
$1.2M - $1.41M
|
422K
$16.5M
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
BUY
|
- |
47.3K+ 106.89% |
$1.18M - $1.39M
|
91.6K
$3.57M
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
47.2K+ 0.86% |
$1.18M - $1.39M
|
5.57M
$217M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
44.7K+ 86.03% |
$1.11M - $1.31M
|
96.7K
$3.77M
|
|
|
Feb 07, 2024
Q4 2023
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
44.1KNew |
$1.1M - $1.29M
|
44.1K
$1.72M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
43.9KNew |
$1.09M - $1.29M
|
43.9K
$1.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
43.8KNew |
$1.09M - $1.29M
|
43.8K
$1.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
42K+ 1.32% |
$1.05M - $1.23M
|
3.22M
$126M
|
|
|
Jan 17, 2024
Q4 2023
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
41.8KNew |
$1.04M - $1.23M
|
41.8K
$1.63M
|
|
|
Jan 09, 2024
Q4 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
41.5K+ 0.98% |
$1.03M - $1.22M
|
4.26M
$166M
|
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
41.3KNew |
$1.03M - $1.21M
|
41.3K
$1.61M
|
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
39.6K+ 14.47% |
$986K - $1.16M
|
313K
$12.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
39.4K+ 300.86% |
$981K - $1.16M
|
52.5K
$2.05M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
39.1KNew |
$973K - $1.15M
|
39.1K
$1.52M
|
|
|
Jan 10, 2024
Q4 2023
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
39.1K+ 1.29% |
$973K - $1.15M
|
3.08M
$120M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
38.6K+ 129.22% |
$962K - $1.13M
|
68.5K
$2.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
38.4KNew |
$958K - $1.13M
|
38.4K
$1.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
38.1K+ 0.98% |
$948K - $1.12M
|
3.92M
$153M
|