Purchases and Sales Made in Q1 2023 in Dimensional ETF Tr U S Core Eq (DFAC)
This table provides information about the institutional ownership of Dimensional ETF Tr U S Core Eq (DFAC) during Q1 2023. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR U S CORE EQ.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
66K+ 3.26% |
$1.6M - $1.75M
|
2.09M
$76.2M
|
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
62.6KNew |
$1.51M - $1.66M
|
62.6K
$2.28M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
61.8K+ 4.29% |
$1.49M - $1.64M
|
1.5M
$54.7M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
60.4K+ 2.99% |
$1.46M - $1.61M
|
2.08M
$75.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
59.4K+ 9.21% |
$1.44M - $1.58M
|
704K
$25.7M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
59.4K+ 137.16% |
$1.44M - $1.58M
|
103K
$3.74M
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
58.7K+ 4.99% |
$1.42M - $1.56M
|
1.24M
$45M
|
|
|
Apr 17, 2023
Q1 2023
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
54.9K+ 2.44% |
$1.33M - $1.46M
|
2.3M
$84M
|
|
|
Apr 03, 2023
Q1 2023
|
Shearwater Capital LLC
|
BUY
|
- |
53.5K+ 3.48% |
$1.29M - $1.42M
|
1.59M
$57.9M
|
|
|
Oct 15, 2024
Q1 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
53.4K+ 11.77% |
$1.29M - $1.42M
|
507K
$18.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
52.5K+ 71.58% |
$1.27M - $1.4M
|
126K
$4.59M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
52.5KNew |
$1.27M - $1.4M
|
52.5K
$1.91M
|
|
|
May 05, 2023
Q1 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
52.2K+ 13.06% |
$1.26M - $1.39M
|
452K
$16.5M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
52.2K+ 10.26% |
$1.26M - $1.39M
|
560K
$20.4M
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
50K+ 14.03% |
$1.21M - $1.33M
|
406K
$14.8M
|
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
46.5KNew |
$1.12M - $1.24M
|
46.5K
$1.69M
|
|
|
Jul 28, 2023
Q1 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
45.5K+ 7.36% |
$1.1M - $1.21M
|
664K
$24.2M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
45.3K+ 33.26% |
$1.1M - $1.21M
|
182K
$6.62M
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
44.1K+ 1.0% |
$1.07M - $1.17M
|
4.45M
$162M
|
|
|
May 15, 2023
Q1 2023
|
Bayshore Asset Management, LLC
|
BUY
|
- |
43.7K+ 3.47% |
$1.06M - $1.16M
|
1.3M
$47.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Better Wealth, LLC
|
BUY
|
- |
43.5K+ 1.63% |
$1.05M - $1.16M
|
2.72M
$99.1M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
42.7K+ 4.82% |
$1.03M - $1.14M
|
930K
$33.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Applied Capital LLC
|
BUY
|
- |
42.1K+ 4.17% |
$1.02M - $1.12M
|
1.05M
$38.4M
|
|
|
Apr 11, 2023
Q1 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
41.6K+ 2.92% |
$1.01M - $1.11M
|
1.47M
$53.5M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
41.5K+ 492.62% |
$1M - $1.1M
|
50K
$1.82M
|
|
|
May 08, 2023
Q1 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
41K+ 8.64% |
$991K - $1.09M
|
516K
$18.8M
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
38.6KNew |
$933K - $1.03M
|
38.6K
$1.41M
|
|
|
Apr 26, 2023
Q1 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
37.5K+ 6.14% |
$906K - $996K
|
647K
$23.6M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
36.1K+ 9.6% |
$872K - $959K
|
412K
$15M
|
|
|
May 03, 2023
Q1 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
33.6K+ 23.13% |
$812K - $893K
|
179K
$6.52M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
33.2K+ 14.61% |
$803K - $883K
|
261K
$9.5M
|
|
|
May 15, 2023
Q1 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
33K+ 0.73% |
$797K - $876K
|
4.57M
$167M
|
|
|
May 05, 2023
Q1 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
32.6K+ 4.32% |
$789K - $868K
|
788K
$28.7M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
32.1KNew |
$775K - $852K
|
32.1K
$1.17M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
31.6KNew |
$764K - $839K
|
31.6K
$1.15M
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
BUY
|
- |
31.3K+ 51.14% |
$757K - $832K
|
92.5K
$3.37M
|
|
|
May 03, 2023
Q1 2023
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
30.9K+ 1.68% |
$748K - $822K
|
1.87M
$68.1M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
30.8K+ 0.74% |
$745K - $819K
|
4.18M
$152M
|
|
|
May 08, 2023
Q1 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
30.4K+ 1.91% |
$735K - $808K
|
1.62M
$59.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
30.4K+ 20.65% |
$734K - $807K
|
177K
$6.46M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
30.2K+ 3.6% |
$730K - $803K
|
870K
$31.7M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
29K+ 23.76% |
$701K - $770K
|
151K
$5.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
28.9K+ 28.45% |
$700K - $769K
|
131K
$4.76M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
28.5K+ 2.56% |
$689K - $757K
|
1.14M
$41.6M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
28.5K+ 4.25% |
$688K - $757K
|
698K
$25.4M
|
|
|
May 03, 2023
Q1 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
28.3K+ 1.59% |
$685K - $753K
|
1.81M
$66.1M
|
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
27.7KNew |
$669K - $735K
|
27.7K
$1.01M
|
|
|
Apr 10, 2023
Q1 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
27.6K+ 3.86% |
$666K - $732K
|
742K
$27M
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
27.5K+ 23.25% |
$666K - $732K
|
146K
$5.32M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
27.2K+ 619.69% |
$658K - $724K
|
31.6K
$1.15M
|