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 04, 2023 Q1 2023
Cx Institutional

BUY
 -
4.27K
+ 18.85%
$103K - $113K
26.9K $942K
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
4.25K
+ 19.65%
$103K - $113K
25.9K $905K
May 17, 2023 Q1 2023
Financial Council Asset Management Inc

BUY
 -
4.22K
+ 4.32%
$102K - $112K
102K $3.56M
Apr 12, 2023 Q1 2023
Bridgewater Advisors Inc.

BUY
 -
4.2K
+ 2.14%
$102K - $112K
200K $7.02M
May 15, 2023 Q1 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
4.12K
+ 1.41%
$99.5K - $109K
296K $10.4M
Apr 05, 2023 Q1 2023
Avondale Wealth Management

BUY
 -
4K
New
$96.7K - $106K
4K $140K
May 10, 2023 Q1 2023
Exeter Financial, LLC

BUY
 -
3.6K
+ 35.8%
$87.1K - $95.8K
13.7K $478K
May 15, 2023 Q1 2023
Shakespeare Wealth Management, Inc.

Pewaukee, WI
BUY
 -
3.59K
+ 14.39%
$86.9K - $95.5K
28.6K $1M
Apr 10, 2023 Q1 2023
City State Bank

Norwalk, IA
BUY
 -
3.43K
+ 12.93%
$82.9K - $91.2K
30K $1.05M
Apr 10, 2023 Q1 2023
Versant Capital Management, Inc

BUY
 -
3.39K
+ 0.51%
$82K - $90.2K
670K $23.4M
Apr 12, 2024 Q1 2023
Lane & Associates LLC

Moorestown, NJ
BUY
 -
3.01K
+ 17.82%
$72.9K - $80.1K
19.9K $698K
May 15, 2023 Q1 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
2.82K
+ 4.76%
$68.2K - $75K
62.1K $2.17M
May 05, 2023 Q1 2023
Jacobi Capital Management LLC

BUY
 -
2.77K
+ 5.92%
$67K - $73.7K
49.6K $1.74M
May 09, 2023 Q1 2023
Essential Planning, Llc.

Portsmouth, NH
BUY
 -
2.76K
+ 16.43%
$66.8K - $73.4K
19.6K $685K
May 11, 2023 Q1 2023
Cibc Private Wealth Group, LLC

BUY
 -
2.37K
+ 17.21%
$57.2K - $62.9K
16.1K $564K
Dec 05, 2023 Q1 2023
Morton Capital Management Llc/Ca

Calabasas, CA
BUY
 -
2.33K
+ 0.32%
$56.2K - $61.8K
740K $25.9M
Apr 26, 2023 Q1 2023
Maryland Capital Advisors Inc.

BUY
 -
2.28K
+ 184.98%
$55.1K - $60.6K
3.51K $123K
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
2.27K
+ 12.24%
$55K - $60.4K
20.8K $729K
May 11, 2023 Q1 2023
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
2.27K
+ 2.86%
$54.8K - $60.3K
81.6K $2.85M
Apr 19, 2023 Q1 2023
Capital Advisors Inc

BUY
 -
2.22K
+ 17.87%
$53.6K - $58.9K
14.6K $511K
Apr 24, 2023 Q1 2023
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
2.18K
+ 1.48%
$52.8K - $58K
150K $5.25M
May 09, 2023 Q1 2023
Wedbush Securities Inc

BUY
 -
2.14K
+ 4.86%
$51.7K - $56.9K
46.1K $1.61M
May 03, 2023 Q1 2023
Rf&L Wealth Management, LLC

Acton, MA
BUY
 -
2.03K
+ 0.72%
$49K - $53.9K
285K $9.98M
Apr 27, 2023 Q1 2023
Pb Mares Wealth Management LLC

BUY
 -
1.89K
+ 0.15%
$45.7K - $50.3K
1.23M $42.9M
May 04, 2023 Q1 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
1.81K
New
$43.9K - $48.2K
1.81K $63.5K
May 02, 2023 Q1 2023
1900 Wealth Management LLC

BUY
 -
1.63K
+ 0.57%
$39.4K - $43.3K
288K $10.1M
May 05, 2023 Q1 2023
Briggs Advisory Group, Inc.

BUY
 -
1.59K
+ 1.98%
$38.3K - $42.2K
81.6K $2.85M
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
1.58K
+ 2.23%
$38.1K - $41.9K
72.4K $2.53M
May 08, 2023 Q1 2023
Tranquility Partners, LLC

BUY
 -
1.53K
+ 5.01%
$36.9K - $40.6K
32K $1.12M
May 11, 2023 Q1 2023
Angeles Wealth Management, LLC

BUY
 -
1.52K
New
$36.8K - $40.5K
1.52K $53.3K
May 05, 2023 Q1 2023
3 D/L Capital Management, LLC

BUY
 -
1.48K
+ 6.25%
$35.7K - $39.3K
25.1K $880K
Apr 28, 2023 Q1 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
1.35K
+ 7.14%
$32.6K - $35.9K
20.3K $709K
May 09, 2023 Q1 2023
Rb Capital Management, LLC

BUY
 -
1.29K
+ 2.34%
$31.3K - $34.4K
56.5K $1.98M
May 03, 2023 Q1 2023
Raymond James Trust N.A.

BUY
 -
1.21K
+ 1.02%
$29.3K - $32.2K
120K $4.19M
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
1.13K
New
$27.4K - $30.1K
1.13K $39.7K
May 12, 2023 Q1 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
1.04K
+ 2.61%
$25.2K - $27.7K
41K $1.43M
May 08, 2023 Q1 2023
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
1K
+ 8.67%
$24.3K - $26.7K
12.6K $440K
Apr 17, 2023 Q1 2023
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
856
+ 1.27%
$20.7K - $22.8K
68.2K $2.39M
May 15, 2023 Q1 2023
Lee Financial CO

Dallas, TX
BUY
 -
662
New
$16K - $17.6K
662 $23.2K
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
653
New
$15.8K - $17.4K
653 $22.9K
May 10, 2023 Q1 2023
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
615
+ 3.04%
$14.9K - $16.3K
20.8K $730K
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
570
+ 0.36%
$13.8K - $15.2K
158K $5.54M
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
520
+ 1.17%
$12.6K - $13.8K
45K $1.58M
Apr 14, 2023 Q1 2023
Global Trust Asset Management, LLC

BUY
 -
505
+ 1.26%
$12.2K - $13.4K
40.4K $1.42M
May 10, 2023 Q1 2023
N.E.W. Advisory Services LLC

BUY
 -
478
+ 0.08%
$11.6K - $12.7K
633K $22.2M
May 15, 2023 Q1 2023
Sutton Place Investors LLC

Katonah, NY
BUY
 -
463
+ 0.17%
$11.2K - $12.3K
266K $9.32M
May 03, 2023 Q1 2023
First Purpose Wealth LLC

BUY
 -
402
+ 0.04%
$9.72K - $10.7K
1.01M $35.4M
Jun 05, 2023 Q1 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
398
+ 0.39%
$9.62K - $10.6K
103K $3.59M
Apr 13, 2023 Q1 2023
Prosperity Planning, Inc.

BUY
 -
371
+ 0.27%
$8.97K - $9.86K
137K $4.79M

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