Time Scale Financial, Inc. Dimensional ETF Tr U S Core Eq Transaction History

Time Scale Financial, Inc.

$462 Million
Q2 2023

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 19, 2022	SELL	$26.63 - $29.09 $0 - $0	0 Closed	0 $0
Q3 2021 Nov 10, 2021	SELL	$26.06 - $27.9 $156 - $167	-6 Closed	0 $0
Q2 2021 Jul 26, 2021	BUY	$25.92 - $26.98 $155 - $161	6 New	6 $0

Others Institutions Holding DFAC

# of Institutions

919

Shares Held

740M

Call Options Held

76K

Put Options Held

0

Envestnet Asset Management Inc

56.6M
Shares

$2.06 Billion
0.64% of portfolio
Mercer Global Advisors Inc Denver, CO

50.1M
Shares

$1.82 Billion
3.76% of portfolio
Forum Financial Management, LP Lombard, IL

37.6M
Shares

$1.37 Billion
24.59% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

37.3M
Shares

$1.36 Billion
13.39% of portfolio
Lpl Financial LLC Fort Mill, SC

17.7M
Shares

$645 Million
0.28% of portfolio

About DIMENSIONAL ETF TR U S CORE EQ

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