Dubuque Bank & Trust CO Dimensional ETF Tr U S Core Eq Transaction History

Dubuque Bank & Trust CO

$733 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 28, 2022	SELL	$26.63 - $29.09 $428,290 - $467,854	-16,083 Closed	0 $0
Q3 2021 Nov 09, 2021	BUY	$26.06 - $27.9 $419,122 - $448,715	16,083 New	16,083 $427,000

Others Institutions Holding DFAC

# of Institutions

917

Shares Held

740M

Call Options Held

76K

Put Options Held

0

Envestnet Asset Management Inc

56.6M
Shares

$2.04 Billion
0.64% of portfolio
Mercer Global Advisors Inc Denver, CO

50.1M
Shares

$1.81 Billion
3.76% of portfolio
Forum Financial Management, LP Lombard, IL

37.6M
Shares

$1.36 Billion
24.59% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

37.3M
Shares

$1.35 Billion
13.39% of portfolio
Lpl Financial LLC Fort Mill, SC

17.7M
Shares

$640 Million
0.28% of portfolio

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
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