Daniels&Tansey,Llp Dimensional ETF Tr U S Core Eq Transaction History

Daniels&Tansey,Llp

$438 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 05, 2022	SELL	$25.76 - $29.21 $307,084 - $348,212	-11,921 Closed	0 $0
Q2 2021 Aug 04, 2021	BUY	$25.92 - $26.98 $308,992 - $321,628	11,921 New	11,921 $321,000

Others Institutions Holding DFAC

# of Institutions

876

Shares Held

711M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

53.4M
Shares

$1.81 Billion
0.61% of portfolio
Mercer Global Advisors Inc Denver, CO

47.7M
Shares

$1.62 Billion
3.89% of portfolio
Forum Financial Management, LP Lombard, IL

37.3M
Shares

$1.27 Billion
24.81% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

37.3M
Shares

$1.27 Billion
13.39% of portfolio
Lpl Financial LLC Fort Mill, SC

17.7M
Shares

$599 Million
0.29% of portfolio

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

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