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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
BUY
|
- |
362+ 1.63% |
$8.75K - $9.62K
|
22.6K
$824K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
330+ 2.48% |
$7.98K - $8.77K
|
13.6K
$496K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
322+ 0.27% |
$7.79K - $8.56K
|
120K
$4.38M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
273+ 2.0% |
$6.6K - $7.26K
|
13.9K
$508K
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
265+ 0.14% |
$6.41K - $7.04K
|
192K
$6.99M
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
249+ 0.48% |
$6.02K - $6.62K
|
52.4K
$1.91M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
237+ 0.06% |
$5.73K - $6.3K
|
411K
$15M
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
207New |
$5.01K - $5.5K
|
207
$7.55K
|
|
|
Apr 19, 2023
Q1 2023
|
Atwater Malick LLC
|
BUY
|
- |
200+ 0.24% |
$4.84K - $5.32K
|
84.8K
$3.09M
|
|
|
May 12, 2023
Q1 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
198+ 0.24% |
$4.79K - $5.26K
|
81.8K
$2.98M
|
|
|
Apr 26, 2023
Q1 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
192+ 0.19% |
$4.64K - $5.1K
|
101K
$3.67M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
174+ 0.16% |
$4.21K - $4.62K
|
111K
$4.03M
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
165+ 1.38% |
$3.99K - $4.39K
|
12.1K
$441K
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
162+ 0.84% |
$3.92K - $4.31K
|
19.5K
$712K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
140+ 0.24% |
$3.39K - $3.72K
|
58.4K
$2.13M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
132New |
$3.19K - $3.51K
|
132
$4.81K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
123+ 1.08% |
$2.97K - $3.27K
|
11.5K
$419K
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
116+ 0.24% |
$2.8K - $3.08K
|
48.7K
$1.77M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
106+ 0.16% |
$2.56K - $2.82K
|
67.7K
$2.47M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
103+ 0.24% |
$2.49K - $2.74K
|
43K
$1.57M
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
100+ 0.59% |
$2.42K - $2.66K
|
17K
$621K
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
99+ 0.24% |
$2.39K - $2.63K
|
41.2K
$1.5M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
95+ 0.57% |
$2.3K - $2.53K
|
16.6K
$606K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
87+ 0.16% |
$2.1K - $2.31K
|
53.3K
$1.94M
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
77+ 0.24% |
$1.86K - $2.05K
|
31.8K
$1.16M
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
75+ 0.24% |
$1.81K - $1.99K
|
31.1K
$1.13M
|
|
|
May 03, 2023
Q1 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
65+ 0.02% |
$1.57K - $1.73K
|
309K
$11.3M
|
|
|
May 03, 2023
Q1 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
60+ 0.22% |
$1.45K - $1.59K
|
27.8K
$1.01M
|
|
|
Apr 28, 2023
Q1 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
60+ 0.19% |
$1.45K - $1.59K
|
31.3K
$1.14M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
58+ 0.37% |
$1.4K - $1.54K
|
15.7K
$572K
|
|
|
Apr 11, 2023
Q1 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
50+ 0.25% |
$1.21K - $1.33K
|
20.4K
$743K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
50+ 2.22% |
$1.21K - $1.33K
|
2.3K
$83.8K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
49+ 0.24% |
$1.18K - $1.3K
|
20.4K
$745K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
43+ 0.09% |
$1.04K - $1.14K
|
48.8K
$1.78M
|
|
|
May 03, 2023
Q1 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
40+ 0.24% |
$967 - $1.06K
|
16.8K
$613K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
34+ 0.19% |
$822 - $904
|
18.3K
$666K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
34+ 0.19% |
$822 - $904
|
18.3K
$666K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
33+ 0.19% |
$798 - $877
|
17.3K
$632K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
30+ 0.23% |
$725 - $797
|
13K
$476K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
29+ 0.13% |
$701 - $771
|
22.1K
$806K
|
|
|
Apr 12, 2023
Q1 2023
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
23+ 0.24% |
$556 - $611
|
9.48K
$346K
|
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
23+ 0.25% |
$556 - $611
|
9.38K
$342K
|
|
|
Apr 18, 2023
Q1 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
22+ 0.25% |
$532 - $585
|
8.85K
$323K
|
|
|
May 11, 2023
Q1 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
22+ 0.23% |
$532 - $585
|
9.4K
$343K
|
|
|
May 04, 2023
Q1 2023
|
Holistic Financial Partners
|
BUY
|
- |
21+ 0.24% |
$508 - $558
|
8.88K
$324K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
20+ 0.16% |
$484 - $532
|
12.4K
$450K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
18+ 0.03% |
$435 - $478
|
55.7K
$2.03M
|
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
BUY
|
- |
17+ 0.2% |
$411 - $452
|
8.47K
$309K
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
15+ 0.24% |
$363 - $399
|
6.32K
$230K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14+ 0.1% |
$339 - $372
|
13.7K
$501K
|