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 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
12.8K+ 9.54% |
$310K - $341K
|
147K
$5.36M
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
12.3K+ 14.8% |
$298K - $327K
|
95.6K
$3.47M
|
|
|
May 01, 2023
Q1 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
12.3KNew |
$297K - $326K
|
12.3K
$446K
|
|
|
Nov 06, 2024
Q1 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
12.1KNew |
$293K - $322K
|
12.1K
$440K
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
11.7K+ 11.19% |
$282K - $310K
|
116K
$4.22M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
11.6K+ 11.23% |
$280K - $308K
|
115K
$4.17M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
11.4K+ 103690.91% |
$276K - $303K
|
11.4K
$415K
|
|
|
May 08, 2023
Q1 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
11.3K+ 3.77% |
$273K - $300K
|
311K
$11.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
11.2KNew |
$272K - $298K
|
11.2K
$408K
|
|
|
May 15, 2023
Q1 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
11.2K+ 19.36% |
$271K - $297K
|
69K
$2.51M
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
11.1KNew |
$269K - $296K
|
11.1K
$404K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11K+ 8.98% |
$266K - $293K
|
134K
$4.86M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11K+ 113.17% |
$265K - $292K
|
20.7K
$752K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
10.8KNew |
$262K - $288K
|
10.8K
$394K
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
10.7K+ 2.03% |
$259K - $285K
|
538K
$19.6M
|
|
|
May 04, 2023
Q1 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
10.7K+ 60.52% |
$259K - $284K
|
28.4K
$1.03M
|
|
|
Apr 20, 2023
Q1 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
10.6KNew |
$257K - $283K
|
10.6K
$386K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
10.6K+ 24.2% |
$256K - $282K
|
54.4K
$1.98M
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
10.6KNew |
$256K - $281K
|
10.6K
$384K
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
10.5KNew |
$253K - $278K
|
10.5K
$381K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
9.99KNew |
$242K - $266K
|
9.99K
$363K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.68K+ 5.28% |
$234K - $257K
|
193K
$7.02M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9.19K+ 5.69% |
$222K - $244K
|
171K
$6.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Matisse Capital
|
BUY
|
- |
9.18KNew |
$222K - $244K
|
9.18K
$334K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
8.99KNew |
$217K - $239K
|
8.99K
$327K
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
8.91KNew |
$215K - $237K
|
8.91K
$324K
|
|
|
Apr 14, 2023
Q1 2023
|
Trevian Wealth Management LLC
|
BUY
|
- |
8.73KNew |
$211K - $232K
|
8.73K
$317K
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
8.47KNew |
$205K - $225K
|
8.47K
$308K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
8.44KNew |
$204K - $224K
|
8.44K
$307K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
8.43KNew |
$204K - $224K
|
8.43K
$307K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
8.37KNew |
$202K - $222K
|
8.37K
$304K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
8.22KNew |
$199K - $219K
|
8.22K
$299K
|
|
|
May 12, 2023
Q1 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
8.21K+ 12.52% |
$199K - $218K
|
73.8K
$2.68M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
8.1K+ 666.67% |
$196K - $215K
|
9.32K
$339K
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
7.87K+ 8.06% |
$190K - $209K
|
106K
$3.84M
|
|
|
Apr 20, 2023
Q1 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
7.85KNew |
$190K - $209K
|
7.85K
$285K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
7.58K+ 70.94% |
$183K - $201K
|
18.3K
$664K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
7.56K+ 7.94% |
$183K - $201K
|
103K
$3.73M
|
|
|
May 12, 2023
Q1 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
7.38KNew |
$178K - $196K
|
7.38K
$268K
|
|
|
Apr 27, 2023
Q1 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
5.58K+ 3.56% |
$135K - $148K
|
163K
$5.91M
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
5.57KNew |
$135K - $148K
|
5.57K
$202K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
5.45K+ 0.74% |
$132K - $145K
|
738K
$26.8M
|
|
|
Jul 19, 2023
Q1 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
5.28K+ 0.2% |
$128K - $140K
|
2.6M
$94.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
5.21KNew |
$126K - $139K
|
5.21K
$189K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.15K+ 22.22% |
$125K - $137K
|
28.3K
$1.03M
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
5.13K+ 5.06% |
$124K - $136K
|
107K
$3.87M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.61K+ 10.19% |
$112K - $123K
|
49.9K
$1.81M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.61K+ 10.19% |
$112K - $123K
|
49.9K
$1.81M
|
|
|
May 08, 2023
Q1 2023
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
4.54K+ 2.17% |
$110K - $121K
|
213K
$7.76M
|
|
|
May 01, 2023
Q1 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
4.33K+ 0.33% |
$105K - $115K
|
1.3M
$47.3M
|