V Wealth Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History

V Wealth Advisors LLC

$123 Million
Q3 2023

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 11, 2023	BUY	$24.86 - $27.15 $385,354 - $420,852	15,501 Added 70.13%	37,604 $1.02 Million
Q1 2023 May 02, 2023	BUY	$24.18 - $26.58 $701 - $770	29 Added 0.13%	22,103 $563,000
Q4 2022 Jan 20, 2023	SELL	$22.49 - $25.81 $987,625 - $1.13 Million	-43,914 Reduced 66.55%	22,074 $0
Q3 2022 Nov 04, 2022	BUY	$22.24 - $26.54 $956,742 - $1.14 Million	43,019 Added 187.29%	65,988 $1.47 Million
Q2 2022 Jul 27, 2022	BUY	$22.75 - $27.77 $522,544 - $637,849	22,969 New	22,969 $535,000
Q1 2022 May 16, 2022	SELL	$25.76 - $29.21 $590,419 - $669,493	-22,920 Closed	0 $0
Q4 2021 Feb 17, 2022	BUY	$26.63 - $29.09 $905 - $989	34 Added 0.15%	22,920 $664,000
Q3 2021 Oct 21, 2021	BUY	$26.06 - $27.9 $599 - $641	23 Added 0.1%	22,886 $608,000
Q2 2021 Jul 27, 2021	BUY	$25.92 - $26.98 $592,608 - $616,843	22,863 New	22,863 $617,000

Others Institutions Holding DFAC

# of Institutions

900

Shares Held

721M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

53.4M
Shares

$1.82 Billion
0.61% of portfolio
Mercer Global Advisors Inc Denver, CO

47.7M
Shares

$1.63 Billion
3.89% of portfolio
Forum Financial Management, LP Lombard, IL

37.6M
Shares

$1.28 Billion
24.59% 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

$603 Million
0.29% of portfolio

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
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