Disciplined Investments, LLC Dimensional ETF Tr U S Core Eq Transaction History

Disciplined Investments, LLC

$195 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 10, 2023	BUY	$24.86 - $27.15 $6,190 - $6,760	249 Added 5.84%	4,511 $122,000
Q1 2023 May 10, 2023	BUY	$24.18 - $26.58 $169 - $186	7 Added 0.16%	4,262 $108,000
Q4 2022 Feb 01, 2023	BUY	$22.49 - $25.81 $337 - $387	15 Added 0.35%	4,255 $103,000
Q3 2022 Nov 03, 2022	BUY	$22.24 - $26.54 $244 - $291	11 Added 0.26%	4,240 $94,000
Q2 2022 Aug 09, 2022	BUY	$22.75 - $27.77 $2,161 - $2,638	95 Added 2.3%	4,229 $99,000
Q1 2022 Apr 22, 2022	BUY	$25.76 - $29.21 $154 - $175	6 Added 0.15%	4,134 $114,000
Q4 2021 Jan 20, 2022	BUY	$26.63 - $29.09 $292 - $319	11 Added 0.27%	4,128 $120,000
Q3 2021 Nov 09, 2021	BUY	$26.06 - $27.9 $208 - $223	8 Added 0.19%	4,117 $109,000
Q2 2021 Aug 02, 2021	BUY	$25.92 - $26.98 $106,505 - $110,860	4,109 New	4,109 $111,000

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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