Purchases and Sales Made in Q1 2023 in Dimensional ETF Tr U S Core Eq (DFAC)

DFAC Quotes by TradingView

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 02, 2023 Q1 2023
Oakworth Capital, Inc.

BUY
 -
26.8K
New
$649K - $714K
26.8K $976K
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
26.7K
+ 1.18%
$646K - $710K
2.29M $83.2M
May 10, 2023 Q1 2023
Cooper Financial Group

BUY
 -
26.7K
New
$645K - $709K
26.7K $970K
Apr 19, 2023 Q1 2023
Jfs Wealth Advisors, LLC

BUY
 -
25.7K
+ 0.98%
$622K - $684K
2.65M $96.4M
Apr 24, 2023 Q1 2023
Beaumont Asset Management, L.L.C.

BUY
 -
25.1K
New
$607K - $668K
25.1K $913K
Apr 27, 2023 Q1 2023
Arista Wealth Management, LLC

Las Vegas, NV
BUY
 -
24.8K
New
$600K - $660K
24.8K $902K
May 11, 2023 Q1 2023
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
24.5K
New
$593K - $652K
24.5K $892K
May 03, 2023 Q1 2023
Aveo Capital Partners, LLC

BUY
 -
24.4K
+ 10.5%
$591K - $649K
257K $9.35M
Apr 25, 2023 Q1 2023
North Crest Asset Manangement, LLC

BUY
 -
24.3K
New
$587K - $645K
24.3K $882K
Apr 26, 2023 Q1 2023
Cva Family Office, LLC

BUY
 -
24K
+ 4.97%
$581K - $639K
507K $18.4M
Apr 24, 2023 Q1 2023
Conrad Siegel Investment Advisors, Inc.

BUY
 -
23.8K
+ 2.54%
$576K - $634K
961K $34.9M
May 05, 2023 Q1 2023
Modera Wealth Management, LLC

BUY
 -
23.3K
+ 0.51%
$563K - $619K
4.6M $167M
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
23.2K
+ 13.29%
$561K - $616K
198K $7.18M
Apr 10, 2023 Q1 2023
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
BUY
 -
22.9K
+ 33.63%
$553K - $608K
90.9K $3.3M
May 15, 2023 Q1 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
22.5K
+ 29.08%
$544K - $598K
99.9K $3.63M
Apr 20, 2023 Q1 2023
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
22K
+ 265.29%
$532K - $585K
30.3K $1.1M
Apr 25, 2023 Q1 2023
Busey Wealth Management

BUY
 -
21.9K
New
$530K - $583K
21.9K $797K
May 08, 2023 Q1 2023
M. Kulyk & Associates, LLC

BUY
 -
21.9K
New
$529K - $582K
21.9K $796K
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
21.5K
+ 1.38%
$520K - $572K
1.58M $57.4M
May 15, 2023 Q1 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
21.3K
+ 6.8%
$516K - $567K
335K $12.2M
May 09, 2023 Q1 2023
Tortoise Investment Management, LLC

BUY
 -
21.3K
+ 15.73%
$515K - $566K
157K $5.7M
Apr 13, 2023 Q1 2023
Htg Investment Advisors, Inc.

New Canaan, CT
BUY
 -
21.3K
+ 3.94%
$514K - $565K
562K $20.4M
May 15, 2023 Q1 2023
Yoder Wealth Management, Inc.

Walnut Creek, CA
BUY
 -
21.1K
New
$511K - $562K
21.1K $769K
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
20.3K
+ 54.7%
$490K - $539K
57.3K $2.08M
Apr 26, 2023 Q1 2023
Caprock Group, Inc.

BUY
 -
20.2K
New
$489K - $538K
20.2K $736K
Apr 14, 2023 Q1 2023
Cherrydale Wealth Management, LLC

BUY
 -
19.8K
+ 1.96%
$478K - $525K
1.03M $37.3M
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
19.2K
New
$463K - $509K
19.2K $696K
Aug 01, 2024 Q1 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
18.6K
+ 172.82%
$449K - $493K
29.3K $1.06M
May 03, 2023 Q1 2023
Exchange Capital Management, Inc.

BUY
 -
18.3K
New
$441K - $485K
18.3K $663K
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
17.7K
+ 2.11%
$427K - $469K
855K $31.1M
Apr 14, 2023 Q1 2023
Five Oceans Advisors

BUY
 -
17.6K
+ 7.24%
$426K - $468K
261K $9.48M
May 09, 2023 Q1 2023
Orion Capital Management LLC

BUY
 -
16.9K
+ 10.24%
$408K - $448K
182K $6.6M
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
16.5K
+ 9.33%
$400K - $440K
194K $7.05M
May 26, 2023 Q1 2023
Cravens & CO Advisors, LLC

Cookeville, TN
BUY
 -
16.2K
+ 5.15%
$392K - $431K
331K $12M
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
16.1K
+ 2.47%
$390K - $429K
669K $24.3M
Nov 21, 2023 Q1 2023
Cibc Private Wealth Group, LLC

BUY
 -
16.1K
New
$389K - $428K
16.1K $585K
Apr 24, 2023 Q1 2023
Tru Independence LLC

BUY
 -
15.8K
+ 74.22%
$381K - $419K
37K $1.35M
May 11, 2023 Q1 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
15.7K
+ 3.42%
$380K - $417K
475K $17.2M
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
15.7K
+ 4179.73%
$379K - $417K
16K $583K
Apr 17, 2023 Q1 2023
Cadent Capital Advisors, LLC

BUY
 -
15.5K
+ 43.58%
$375K - $412K
51.1K $1.86M
Apr 13, 2023 Q1 2023
Spinnaker Investment Group, LLC

BUY
 -
15.5K
+ 87.71%
$374K - $411K
33.1K $1.2M
May 10, 2023 Q1 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
15.4K
New
$373K - $410K
15.4K $561K
Apr 10, 2023 Q1 2023
Mosaic Family Wealth Partners, LLC

St. Louis, MO
BUY
 -
14.7K
New
$354K - $390K
14.7K $533K
May 03, 2023 Q1 2023
Wealth Spring Partners, LLC

Long Beach, CA
BUY
 -
14.2K
+ 2.92%
$342K - $376K
499K $18.1M
Jul 18, 2023 Q1 2023
Regis Acquisition Inc.

Denver, CO
BUY
 -
13.8K
New
$333K - $366K
13.8K $500K
May 05, 2023 Q1 2023
Silver Oak Advisory Group, Inc.

Portland, OR
BUY
 -
13.4K
+ 4.9%
$324K - $357K
288K $10.5M
May 11, 2023 Q1 2023
Natixis Advisors, L.P.

Boston, MA
BUY
 -
13.3K
New
$321K - $353K
13.3K $482K
Apr 03, 2023 Q1 2023
Keel Point, LLC

Huntsville, AL
BUY
 -
13.3K
New
$321K - $353K
13.3K $482K
Apr 20, 2023 Q1 2023
Stone Point Wealth LLC

BUY
 -
13K
+ 23.09%
$314K - $345K
69.2K $2.52M

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