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 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
3.99K+ 12.67% |
$99.4K - $117K
|
35.5K
$1.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.94K+ 9.06% |
$98.2K - $116K
|
47.5K
$1.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
3.68K+ 19.74% |
$91.7K - $108K
|
22.3K
$872K
|
|
|
Jan 18, 2024
Q4 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
3.44K+ 3.69% |
$85.7K - $101K
|
96.8K
$3.78M
|
|
|
Jan 23, 2024
Q4 2023
|
Applied Capital LLC
|
BUY
|
- |
3.28K+ 0.3% |
$81.8K - $96.4K
|
1.11M
$43.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.24K+ 1.49% |
$80.8K - $95.2K
|
221K
$8.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
2.83K+ 0.97% |
$70.4K - $83K
|
295K
$11.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.68K+ 33.16% |
$66.7K - $78.6K
|
10.7K
$419K
|
|
|
Jan 18, 2024
Q4 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
2.41K+ 16.34% |
$60.1K - $70.9K
|
17.2K
$670K
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
2.14KNew |
$53.2K - $62.8K
|
2.14K
$83.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.94K+ 23.51% |
$48.4K - $57.1K
|
10.2K
$398K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.76K+ 0.15% |
$43.9K - $51.8K
|
1.19M
$46.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.64K+ 2.86% |
$40.9K - $48.3K
|
59.2K
$2.31M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.52K+ 1.22% |
$37.7K - $44.5K
|
126K
$4.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.51K+ 3.19% |
$37.7K - $44.5K
|
48.9K
$1.91M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.48K+ 11.22% |
$37K - $43.6K
|
14.7K
$574K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1.42K+ 0.95% |
$35.4K - $41.8K
|
151K
$5.88M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.39K+ 2.82% |
$34.6K - $40.8K
|
50.7K
$1.98M
|
|
|
Oct 27, 2025
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.34K+ 4.31% |
$33.4K - $39.4K
|
32.5K
$1.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.29K+ 11.6% |
$32.2K - $37.9K
|
12.4K
$485K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.19K+ 0.23% |
$29.6K - $34.9K
|
522K
$20.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1.01K+ 3.4% |
$25.1K - $29.6K
|
30.6K
$1.19M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
998New |
$24.9K - $29.3K
|
998
$38.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
890+ 0.63% |
$22.2K - $26.1K
|
143K
$5.58M
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
784+ 1.09% |
$19.5K - $23K
|
72.7K
$2.84M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
738+ 9.72% |
$18.4K - $21.7K
|
8.33K
$325K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
682New |
$17K - $20K
|
682
$26.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
679+ 2.15% |
$16.9K - $19.9K
|
32.3K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
629+ 3.5% |
$15.7K - $18.5K
|
18.6K
$725K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
594+ 0.35% |
$14.8K - $17.5K
|
169K
$6.58M
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
591+ 1.4% |
$14.7K - $17.4K
|
42.9K
$1.68M
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
577+ 2.12% |
$14.4K - $17K
|
27.8K
$1.09M
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
571+ 6.58% |
$14.2K - $16.8K
|
9.25K
$361K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
539+ 0.78% |
$13.4K - $15.8K
|
69.7K
$2.72M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
503+ 28.91% |
$12.5K - $14.8K
|
2.24K
$87.5K
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
491+ 5.14% |
$12.2K - $14.4K
|
10K
$392K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
453+ 1.75% |
$11.3K - $13.3K
|
26.4K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
435+ 0.15% |
$10.8K - $12.8K
|
300K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
423+ 0.48% |
$10.5K - $12.4K
|
87.9K
$3.43M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
403+ 4.32% |
$10K - $11.8K
|
9.74K
$380K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
385+ 1.11% |
$9.59K - $11.3K
|
35.1K
$1.37M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
377+ 4.75% |
$9.39K - $11.1K
|
8.31K
$324K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
368+ 16.22% |
$9.17K - $10.8K
|
2.64K
$103K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
360New |
$8.97K - $10.6K
|
360
$14K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
308New |
$7.67K - $9.05K
|
308
$12K
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
275+ 0.28% |
$6.85K - $8.08K
|
97.5K
$3.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
251+ 0.81% |
$6.25K - $7.37K
|
31.1K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
220+ 2.16% |
$5.48K - $6.46K
|
10.4K
$406K
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
216+ 0.33% |
$5.38K - $6.35K
|
66.2K
$2.58M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
216+ 1.68% |
$5.38K - $6.35K
|
13K
$509K
|