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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
52.8K+ 35.18% |
$1.51M - $1.69M
|
203K
$7.32M
|
|
|
Apr 30, 2024
Q1 2024
|
Straight Path Wealth Management
|
BUY
|
- |
52.1K+ 5.36% |
$1.49M - $1.67M
|
1.03M
$37M
|
|
|
Apr 15, 2024
Q1 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
50.4K+ 2.97% |
$1.44M - $1.61M
|
1.74M
$62.9M
|
|
|
Apr 02, 2024
Q1 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
50.4K+ 6.46% |
$1.44M - $1.61M
|
831K
$29.9M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
48.2K+ 10.41% |
$1.38M - $1.54M
|
511K
$18.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
47KNew |
$1.34M - $1.5M
|
47K
$1.69M
|
|
|
Apr 29, 2024
Q1 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
46.5K+ 7.26% |
$1.33M - $1.48M
|
687K
$24.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
46.4K+ 1.18% |
$1.33M - $1.48M
|
3.96M
$143M
|
|
|
Apr 24, 2024
Q1 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
45.6K+ 4.64% |
$1.3M - $1.46M
|
1.03M
$37M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
45.6K+ 7.0% |
$1.3M - $1.46M
|
697K
$25.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
45.3K+ 3.6% |
$1.3M - $1.45M
|
1.3M
$47M
|
|
|
Apr 10, 2024
Q1 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
43.4K+ 5.43% |
$1.24M - $1.39M
|
843K
$30.4M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
41.5K+ 2.16% |
$1.19M - $1.32M
|
1.96M
$70.8M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
40.3K+ 254.92% |
$1.15M - $1.29M
|
56K
$2.02M
|
|
|
Apr 23, 2024
Q1 2024
|
Applied Capital LLC
|
BUY
|
- |
40K+ 3.59% |
$1.15M - $1.28M
|
1.15M
$41.6M
|
|
|
May 10, 2024
Q1 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
37.4K+ 6.68% |
$1.07M - $1.2M
|
598K
$21.6M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
36.7KNew |
$1.05M - $1.17M
|
36.7K
$1.32M
|
|
|
May 03, 2024
Q1 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
36.7K+ 2.56% |
$1.05M - $1.17M
|
1.47M
$53M
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
36.3KNew |
$1.04M - $1.16M
|
36.3K
$1.31M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
35.9K+ 1.12% |
$1.03M - $1.15M
|
3.26M
$117M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
35.8K+ 21.24% |
$1.03M - $1.14M
|
204K
$7.37M
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
35.2K+ 8.28% |
$1.01M - $1.13M
|
460K
$16.6M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
35.1K+ 36.25% |
$1M - $1.12M
|
132K
$4.75M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
33.9KNew |
$969K - $1.08M
|
33.9K
$1.22M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
33.6K+ 257.96% |
$963K - $1.07M
|
46.7K
$1.68M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
33.6K+ 9.54% |
$962K - $1.07M
|
386K
$13.9M
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
33.4K+ 3.43% |
$955K - $1.07M
|
1.01M
$36.3M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
31.1K+ 0.97% |
$891K - $995K
|
3.23M
$117M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
31KNew |
$888K - $991K
|
31K
$1.12M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
31KNew |
$886K - $989K
|
31K
$1.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
30.5K+ 2.21% |
$874K - $976K
|
1.42M
$51M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
29.6K+ 18.55% |
$846K - $944K
|
189K
$6.81M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
28.8K+ 14.57% |
$826K - $922K
|
227K
$8.18M
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
28.8KNew |
$824K - $920K
|
28.8K
$1.04M
|
|
|
Apr 19, 2024
Q1 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
28.3K+ 3.13% |
$811K - $905K
|
932K
$33.6M
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
28.1KNew |
$805K - $898K
|
28.1K
$1.01M
|
|
|
Sep 25, 2024
Q1 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
27.2K+ 3.57% |
$779K - $870K
|
790K
$28.5M
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
27K+ 14.39% |
$774K - $864K
|
215K
$7.75M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
26.8KNew |
$766K - $855K
|
26.8K
$965K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
26.7K+ 22.27% |
$764K - $853K
|
147K
$5.28M
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
26.5K+ 3.33% |
$759K - $847K
|
823K
$29.7M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
26.4K+ 5.49% |
$755K - $842K
|
506K
$18.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
25.4K+ 2.73% |
$726K - $810K
|
953K
$34.4M
|
|
|
May 10, 2024
Q1 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
24.2K+ 5.74% |
$693K - $774K
|
446K
$16.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
24.2K+ 0.83% |
$692K - $773K
|
2.93M
$105M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
24.1K+ 28.62% |
$690K - $770K
|
108K
$3.91M
|
|
|
Apr 25, 2024
Q1 2024
|
Claris Advisors, LLC
|
BUY
|
- |
23.6K+ 1.47% |
$677K - $755K
|
1.63M
$58.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
23.2K+ 7.95% |
$664K - $741K
|
315K
$11.3M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
22.6K+ 136.8% |
$646K - $721K
|
39.1K
$1.41M
|
|
|
Apr 08, 2024
Q1 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
22.3KNew |
$639K - $713K
|
22.3K
$805K
|