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
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
2+ 0.03% |
$49.8 - $58.8
|
7.84K
$306K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
1+ 0.0% |
$24.9 - $29.4
|
24.9K
$972K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1- 0.23% |
$24.9 - $29.4
|
440
$17.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12- 0.03% |
$299 - $353
|
46.3K
$1.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Schubert & CO
|
SELL
|
- |
-22- 0.01% |
$548 - $646
|
378K
$14.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-25- 0.16% |
$623 - $735
|
15.7K
$613K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-29- 0.15% |
$722 - $852
|
19.5K
$762K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-37- 4.85% |
$922 - $1.09K
|
726
$28.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-47- 0.17% |
$1.17K - $1.38K
|
27.8K
$1.08M
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-50- 0.18% |
$1.25K - $1.47K
|
27.7K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-50- 0.48% |
$1.25K - $1.47K
|
10.5K
$409K
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-54- 0.55% |
$1.35K - $1.59K
|
9.8K
$382K
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-60- 0.69% |
$1.49K - $1.76K
|
8.7K
$339K
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
SELL
|
- |
-66- 0.75% |
$1.64K - $1.94K
|
8.73K
$341K
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-67- 0.03% |
$1.67K - $1.97K
|
219K
$8.55M
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-77- 1.21% |
$1.92K - $2.26K
|
6.29K
$245K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-77- 0.49% |
$1.92K - $2.26K
|
15.7K
$612K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-81- 0.32% |
$2.02K - $2.38K
|
25.2K
$982K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-100- 76.92% |
$2.49K - $2.94K
|
30
$1.17K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-107- 0.51% |
$2.67K - $3.14K
|
20.8K
$813K
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-140- 0.65% |
$3.49K - $4.11K
|
21.3K
$832K
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-145- 0.07% |
$3.61K - $4.26K
|
209K
$8.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-150- 0.79% |
$3.74K - $4.41K
|
18.9K
$738K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-158- 1.86% |
$3.94K - $4.64K
|
8.35K
$326K
|
|
|
Feb 09, 2024
Q4 2023
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-170- 0.16% |
$4.23K - $4.99K
|
109K
$4.24M
|
|
|
Dec 19, 2024
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-192- 9.95% |
$4.78K - $5.64K
|
1.74K
$67.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-200- 0.11% |
$4.98K - $5.88K
|
184K
$7.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-209- 0.08% |
$5.21K - $6.14K
|
257K
$10M
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-262- 0.43% |
$6.53K - $7.7K
|
61.2K
$2.39M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-294- 1.18% |
$7.32K - $8.64K
|
24.6K
$960K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-297- 0.95% |
$7.4K - $8.73K
|
31K
$1.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-298- 0.01% |
$7.42K - $8.76K
|
2.77M
$108M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-321- 0.35% |
$8K - $9.43K
|
92.2K
$3.6M
|
|
|
Dec 05, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-326- 0.78% |
$8.12K - $9.58K
|
41.6K
$1.62M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-343- 0.62% |
$8.54K - $10.1K
|
55.4K
$2.16M
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-360- 1.81% |
$8.97K - $10.6K
|
19.6K
$763K
|
|
|
Feb 05, 2024
Q4 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-387- 0.94% |
$9.64K - $11.4K
|
40.7K
$1.59M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-406- 0.3% |
$10.1K - $11.9K
|
134K
$5.22M
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-425- 3.23% |
$10.6K - $12.5K
|
12.7K
$497K
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-425- 3.23% |
$10.6K - $12.5K
|
12.7K
$497K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-427- 34.02% |
$10.6K - $12.5K
|
828
$32.3K
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-463- 2.48% |
$11.5K - $13.6K
|
18.2K
$709K
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-488- 0.1% |
$12.2K - $14.3K
|
480K
$18.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-495- 1.01% |
$12.3K - $14.5K
|
48.4K
$1.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-500- 0.1% |
$12.5K - $14.7K
|
486K
$19M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-501- 4.16% |
$12.5K - $14.7K
|
11.6K
$451K
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-503- 0.47% |
$12.5K - $14.8K
|
106K
$4.14M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-521- 1.51% |
$13K - $15.3K
|
34K
$1.33M
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
SELL
|
- |
-577- 3.57% |
$14.4K - $17K
|
15.6K
$608K
|