Clarus Wealth Advisors Dimensional ETF Tr U S Core Eq Transaction History

Clarus Wealth Advisors

$196 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 10, 2023	SELL	$24.86 - $27.15 $52,081 - $56,879	-2,095 Reduced 12.6%	14,527 $394,000
Q1 2023 Apr 10, 2023	SELL	$24.18 - $26.58 $80,446 - $88,431	-3,327 Reduced 16.68%	16,622 $423,000
Q4 2022 Jan 12, 2023	SELL	$22.49 - $25.81 $1 Million - $1.15 Million	-44,647 Reduced 69.12%	19,949 $0
Q3 2022 Oct 11, 2022	BUY	$22.24 - $26.54 $21,572 - $25,743	970 Added 1.52%	64,596 $1.47 Million
Q2 2022 Jul 13, 2022	BUY	$22.75 - $27.77 $1.45 Million - $1.77 Million	63,626 New	63,626 $1.51 Million
Q1 2022 Apr 12, 2022	SELL	$25.76 - $29.21 $1.73 Million - $1.96 Million	-67,122 Closed	0 $0
Q4 2021 Jan 13, 2022	SELL	$26.63 - $29.09 $54,458 - $59,489	-2,045 Reduced 2.96%	67,122 $1.94 Million
Q3 2021 Oct 06, 2021	BUY	$26.06 - $27.9 $43,103 - $46,146	1,654 Added 2.45%	69,167 $1.86 Million
Q2 2021 Jul 13, 2021	BUY	$25.92 - $26.98 $1.75 Million - $1.82 Million	67,513 New	67,513 $1.83 Million

Others Institutions Holding DFAC

# of Institutions

921

Shares Held

741M

Call Options Held

76K

Put Options Held

0

Envestnet Asset Management Inc

56.6M
Shares

$2 Billion
0.64% of portfolio
Mercer Global Advisors Inc Denver, CO

50.1M
Shares

$1.77 Billion
3.76% of portfolio
Forum Financial Management, LP Lombard, IL

37.6M
Shares

$1.33 Billion
24.59% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

37.3M
Shares

$1.32 Billion
13.39% of portfolio
Lpl Financial LLC Fort Mill, SC

17.7M
Shares

$627 Million
0.28% of portfolio

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
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