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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
14.2KNew |
$354K - $417K
|
14.2K
$554K
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
13.9K+ 0.89% |
$345K - $407K
|
1.58M
$61.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.6KNew |
$339K - $400K
|
13.6K
$531K
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
13.2K+ 5.31% |
$330K - $389K
|
263K
$10.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
12.9K+ 1.68% |
$321K - $378K
|
778K
$30.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
12.7K+ 1.89% |
$318K - $375K
|
688K
$26.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
12.7K+ 10.24% |
$317K - $374K
|
137K
$5.34M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.3K+ 7.04% |
$307K - $362K
|
187K
$7.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
12.2KNew |
$303K - $357K
|
12.2K
$474K
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
12.1K+ 2.32% |
$301K - $356K
|
533K
$20.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
11.9KNew |
$297K - $350K
|
11.9K
$465K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.9K+ 0.37% |
$295K - $348K
|
3.2M
$125M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.7K+ 0.53% |
$292K - $345K
|
2.23M
$86.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Synergy Financial Group, LTD
|
BUY
|
- |
11.7KNew |
$291K - $344K
|
11.7K
$456K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
11.6K+ 3.12% |
$288K - $340K
|
382K
$14.9M
|
|
|
May 06, 2024
Q4 2023
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
11.4KNew |
$285K - $336K
|
11.4K
$447K
|
|
|
Feb 08, 2024
Q4 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
11K+ 0.78% |
$273K - $322K
|
1.41M
$55M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
10.9KNew |
$271K - $320K
|
10.9K
$424K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
10.5KNew |
$262K - $309K
|
10.5K
$411K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
10.4KNew |
$260K - $306K
|
10.4K
$407K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
10.4KNew |
$258K - $304K
|
10.4K
$404K
|
|
|
Feb 09, 2024
Q4 2023
|
Bayshore Asset Management, LLC
|
BUY
|
- |
10.3K+ 0.83% |
$256K - $302K
|
1.25M
$48.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
9.98KNew |
$249K - $293K
|
9.98K
$390K
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
9.86KNew |
$246K - $290K
|
9.86K
$385K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
9.69K+ 6.53% |
$241K - $285K
|
158K
$6.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
9.65KNew |
$240K - $283K
|
9.65K
$376K
|
|
|
Jan 17, 2024
Q4 2023
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
9.58KNew |
$239K - $281K
|
9.58K
$374K
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
9.46KNew |
$236K - $278K
|
9.46K
$369K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
8.92K+ 2.35% |
$222K - $262K
|
389K
$15.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
8.37KNew |
$208K - $246K
|
8.37K
$326K
|
|
|
Jan 09, 2024
Q4 2023
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
8.21K+ 15.89% |
$205K - $241K
|
59.9K
$2.34M
|
|
|
Feb 08, 2024
Q4 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
8.16KNew |
$203K - $240K
|
8.16K
$318K
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
8.13KNew |
$203K - $239K
|
8.13K
$317K
|
|
|
Jul 03, 2024
Q4 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
8.01K+ 1.35% |
$199K - $235K
|
601K
$23.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8K+ 2.56% |
$199K - $235K
|
321K
$12.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
BUY
|
- |
7.82K+ 2.49% |
$195K - $230K
|
321K
$12.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
7.79KNew |
$194K - $229K
|
7.79K
$304K
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
7.73K+ 3.3% |
$192K - $227K
|
242K
$9.44M
|
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
BUY
|
- |
7.71KNew |
$192K - $226K
|
7.71K
$301K
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
7.68K+ 1.03% |
$191K - $226K
|
755K
$29.5M
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
7.57K+ 7.88% |
$189K - $223K
|
104K
$4.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
7.52K+ 47.2% |
$187K - $221K
|
23.5K
$916K
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
7.43KNew |
$185K - $218K
|
7.43K
$290K
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
7.39KNew |
$184K - $217K
|
7.39K
$288K
|
|
|
Feb 02, 2024
Q4 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
7.35K+ 2.39% |
$183K - $216K
|
315K
$12.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
7.35KNew |
$183K - $216K
|
7.35K
$287K
|
|
|
Feb 14, 2024
Q4 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
7.27KNew |
$181K - $214K
|
7.27K
$284K
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
7.26KNew |
$181K - $213K
|
7.26K
$283K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.25KNew |
$180K - $213K
|
7.25K
$283K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
7.24KNew |
$180K - $213K
|
7.24K
$282K
|