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 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
35.7K+ 20.9% |
$890K - $1.05M
|
207K
$8.06M
|
|
|
May 09, 2024
Q4 2023
|
Fmfe Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
35.5KNew |
$883K - $1.04M
|
35.5K
$1.38M
|
|
|
Jan 09, 2024
Q4 2023
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
35.1KNew |
$875K - $1.03M
|
35.1K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
34.3K+ 0.65% |
$855K - $1.01M
|
5.3M
$207M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
33.4K+ 41.94% |
$831K - $980K
|
113K
$4.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
32.5KNew |
$809K - $954K
|
32.5K
$1.27M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
32.1K+ 2.11% |
$798K - $942K
|
1.55M
$60.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
30.2K+ 0.66% |
$752K - $888K
|
4.6M
$180M
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
30KNew |
$748K - $882K
|
30K
$1.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
29.6K+ 1.97% |
$738K - $870K
|
1.53M
$59.7M
|
|
|
Oct 15, 2024
Q4 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
29.1K+ 4.84% |
$724K - $854K
|
630K
$24.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
28.2KNew |
$702K - $827K
|
28.2K
$1.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
28K+ 1.29% |
$697K - $822K
|
2.2M
$85.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
27.8K+ 1.79% |
$692K - $816K
|
1.58M
$61.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
27.7KNew |
$690K - $813K
|
27.7K
$1.08M
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
27.6KNew |
$688K - $812K
|
27.6K
$1.08M
|
|
|
Jan 19, 2024
Q4 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
27.1K+ 3.09% |
$676K - $797K
|
904K
$35.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
26.2K+ 2.42% |
$653K - $770K
|
1.11M
$43.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
25.7K+ 5.87% |
$639K - $754K
|
463K
$18.1M
|
|
|
Sep 25, 2024
Q4 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
25.1K+ 3.4% |
$624K - $736K
|
763K
$29.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
25K+ 14.53% |
$623K - $735K
|
197K
$7.69M
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
24.8KNew |
$619K - $730K
|
24.8K
$969K
|
|
|
Feb 12, 2024
Q4 2023
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
24.6KNew |
$613K - $723K
|
24.6K
$960K
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
23.9K+ 1.09% |
$596K - $703K
|
2.22M
$86.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
23.4K+ 1.85% |
$583K - $688K
|
1.29M
$50.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
23.4K+ 3.8% |
$583K - $688K
|
640K
$25M
|
|
|
Feb 02, 2024
Q4 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
23.1K+ 1.91% |
$575K - $678K
|
1.23M
$48M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
22.8K+ 106.83% |
$567K - $669K
|
44.1K
$1.72M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
21.8K+ 24.28% |
$543K - $641K
|
112K
$4.36M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
21.2K+ 16.73% |
$527K - $622K
|
148K
$5.76M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
19.1KNew |
$476K - $561K
|
19.1K
$745K
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
18.9K+ 4.34% |
$472K - $556K
|
456K
$17.8M
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
18.4KNew |
$457K - $539K
|
18.4K
$716K
|
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
18.2K+ 99.02% |
$452K - $534K
|
36.5K
$1.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
17.6K+ 17.21% |
$438K - $517K
|
120K
$4.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
17.5K+ 2.12% |
$436K - $515K
|
845K
$33M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
17.1K+ 22.24% |
$426K - $503K
|
94.1K
$3.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
16.7K+ 2.0% |
$416K - $490K
|
853K
$33.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
16.4K+ 19.84% |
$408K - $481K
|
98.8K
$3.86M
|
|
|
Jan 16, 2024
Q4 2023
|
Shearwater Capital LLC
|
BUY
|
- |
16.3K+ 0.98% |
$405K - $478K
|
1.68M
$65.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
15.7K+ 4958.23% |
$390K - $460K
|
16K
$624K
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
15.6K+ 92.1% |
$389K - $458K
|
32.5K
$1.27M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
15.4K+ 8.88% |
$383K - $451K
|
188K
$7.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
15.3K+ 4.51% |
$381K - $450K
|
355K
$13.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
15.2KNew |
$378K - $445K
|
15.2K
$592K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
15KNew |
$374K - $441K
|
15K
$586K
|
|
|
Feb 13, 2024
Q4 2023
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
14.8KNew |
$369K - $436K
|
14.8K
$578K
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
14.7K+ 6.64% |
$367K - $432K
|
236K
$9.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
14.6K+ 2.68% |
$365K - $430K
|
560K
$21.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
14.4K+ 7.49% |
$358K - $422K
|
206K
$8.03M
|