Zacks Investment Management Dimensional ETF Tr U S Core Eq Transaction History

Zacks Investment Management

$11.4 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 14, 2023	BUY	$24.86 - $27.15 $6,115 - $6,678	246 Added 0.47%	52,613 $1.43 Million
Q1 2023 May 15, 2023	BUY	$24.18 - $26.58 $6,020 - $6,618	249 Added 0.48%	52,367 $1.33 Million
Q4 2022 Feb 14, 2023	BUY	$22.49 - $25.81 $62,927 - $72,216	2,798 Added 5.67%	52,118 $1.27 Million
Q3 2022 Nov 14, 2022	BUY	$22.24 - $26.54 $177,964 - $212,373	8,002 Added 19.37%	49,320 $1.1 Million
Q2 2022 Aug 15, 2022	BUY	$22.75 - $27.77 $140,663 - $171,701	6,183 Added 17.6%	41,318 $963,000
Q1 2022 May 13, 2022	BUY	$25.76 - $29.21 $561,928 - $637,186	21,814 Added 163.76%	35,135 $969,000
Q4 2021 Feb 15, 2022	BUY	$26.63 - $29.09 $354,738 - $387,507	13,321 New	13,321 $386,000

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

$1.98 Billion
0.64% of portfolio
Mercer Global Advisors Inc Denver, CO

50.1M
Shares

$1.75 Billion
3.76% of portfolio
Forum Financial Management, LP Lombard, IL

37.6M
Shares

$1.31 Billion
24.59% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

37.3M
Shares

$1.3 Billion
13.39% of portfolio
Lpl Financial LLC Fort Mill, SC

17.7M
Shares

$621 Million
0.28% of portfolio

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
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