Purchases and Sales Made in Q1 2024 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 2024. 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, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.23M+ 97.1% |
$178M - $199M
|
12.6M
$456M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.22M+ 10.34% |
$121M - $135M
|
45.1M
$1.62B
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.85MNew |
$81.7M - $91.2M
|
2.85M
$103M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.37MNew |
$67.9M - $75.8M
|
2.37M
$85.6M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.28M+ 4.6% |
$65.2M - $72.8M
|
51.8M
$1.87B
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.48MNew |
$42.3M - $47.2M
|
1.48M
$53.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
1.39M+ 108.77% |
$39.7M - $44.3M
|
2.66M
$96M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.33M+ 254.31% |
$38.1M - $42.5M
|
1.85M
$66.8M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
976K+ 46.28% |
$27.9M - $31.2M
|
3.08M
$111M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
946K+ 505.16% |
$27.1M - $30.2M
|
1.13M
$40.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
804K+ 12.75% |
$23M - $25.7M
|
7.11M
$256M
|
|
|
May 14, 2024
Q1 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
684KNew |
$19.6M - $21.9M
|
684K
$24.7M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
583KNew |
$16.7M - $18.6M
|
583K
$21M
|
|
|
Apr 24, 2024
Q1 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
452K+ 2043.78% |
$12.9M - $14.5M
|
474K
$17.1M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
424K+ 29.86% |
$12.1M - $13.5M
|
1.84M
$66.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
417K+ 4.09% |
$11.9M - $13.3M
|
10.6M
$383M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
404K+ 28.23% |
$11.6M - $12.9M
|
1.84M
$66.2M
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
373K+ 6.7% |
$10.7M - $11.9M
|
5.94M
$214M
|
|
|
Apr 09, 2024
Q1 2024
|
New Capital Management LP
|
BUY
|
- |
358K+ 14.72% |
$10.2M - $11.4M
|
2.79M
$101M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
354K+ 12.84% |
$10.1M - $11.3M
|
3.11M
$112M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
331K+ 12.49% |
$9.47M - $10.6M
|
2.98M
$107M
|
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
319K+ 49.65% |
$9.14M - $10.2M
|
962K
$34.7M
|
|
|
May 03, 2024
Q1 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
302K+ 24.07% |
$8.65M - $9.66M
|
1.56M
$56.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
301K+ 12.47% |
$8.62M - $9.63M
|
2.72M
$98M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
298K+ 71.6% |
$8.52M - $9.51M
|
713K
$25.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
294K+ 3.41% |
$8.43M - $9.41M
|
8.94M
$322M
|
|
|
May 07, 2024
Q1 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
293K+ 4.56% |
$8.37M - $9.35M
|
6.7M
$242M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
286K+ 9.07% |
$8.18M - $9.13M
|
3.44M
$124M
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
284K+ 17.04% |
$8.14M - $9.09M
|
1.95M
$70.5M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
256K+ 0.68% |
$7.33M - $8.18M
|
37.8M
$1.36B
|
|
|
May 09, 2024
Q1 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
231K+ 9.67% |
$6.6M - $7.37M
|
2.62M
$94.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
228K+ 19.12% |
$6.52M - $7.28M
|
1.42M
$51.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
218K+ 10.19% |
$6.23M - $6.95M
|
2.35M
$84.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
215K+ 6.97% |
$6.14M - $6.85M
|
3.29M
$119M
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
206K+ 18.79% |
$5.9M - $6.58M
|
1.3M
$47M
|
|
|
Apr 23, 2024
Q1 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
196K+ 22.02% |
$5.6M - $6.25M
|
1.08M
$39.1M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
194K+ 4.88% |
$5.55M - $6.19M
|
4.17M
$150M
|
|
|
May 07, 2024
Q1 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
194K+ 12.91% |
$5.54M - $6.18M
|
1.69M
$61M
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
182K+ 2.92% |
$5.2M - $5.8M
|
6.4M
$231M
|
|
|
May 13, 2024
Q1 2024
|
Rs Crum Inc.
|
BUY
|
- |
180K+ 13.97% |
$5.15M - $5.75M
|
1.47M
$53M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
175K+ 7.85% |
$5M - $5.58M
|
2.4M
$86.6M
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
173K+ 10.82% |
$4.94M - $5.52M
|
1.77M
$63.7M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
166K+ 15.47% |
$4.75M - $5.3M
|
1.24M
$44.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
160K+ 5.59% |
$4.58M - $5.12M
|
3.03M
$109M
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
160K+ 5.59% |
$4.58M - $5.12M
|
3.03M
$109M
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
153K+ 7.25% |
$4.38M - $4.89M
|
2.26M
$81.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
140K+ 13.42% |
$3.99M - $4.46M
|
1.18M
$42.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
138K+ 1.95% |
$3.95M - $4.41M
|
7.22M
$260M
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
138K+ 10.03% |
$3.94M - $4.39M
|
1.51M
$54.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
131KNew |
$3.74M - $4.17M
|
131K
$4.71M
|