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 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
22.1K+ 45.57% |
$634K - $707K
|
70.7K
$2.57M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21.6K+ 19.14% |
$618K - $690K
|
134K
$4.89M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
21K+ 41.37% |
$601K - $671K
|
71.8K
$2.61M
|
|
|
May 14, 2024
Q1 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
20.9K+ 1.11% |
$599K - $669K
|
1.91M
$69.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
20.9K+ 9.54% |
$598K - $668K
|
240K
$8.73M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
20.7KNew |
$593K - $662K
|
20.7K
$753K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
20.3K+ 29.69% |
$582K - $650K
|
88.9K
$3.23M
|
|
|
Apr 30, 2024
Q1 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
20.3K+ 0.59% |
$581K - $649K
|
3.46M
$126M
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
20.2K+ 3.79% |
$579K - $647K
|
554K
$20.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
19.3K+ 19.44% |
$551K - $615K
|
118K
$4.3M
|
|
|
Apr 04, 2024
Q1 2024
|
Shearwater Capital LLC
|
BUY
|
- |
19.1K+ 1.14% |
$546K - $610K
|
1.7M
$61.6M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
18.9K+ 0.42% |
$542K - $605K
|
4.52M
$164M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
18.4K+ 628.23% |
$527K - $588K
|
21.3K
$776K
|
|
|
Apr 26, 2024
Q1 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
18.4K+ 2.67% |
$527K - $588K
|
707K
$25.7M
|
|
|
May 01, 2024
Q1 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
18.3K+ 1.42% |
$524K - $585K
|
1.31M
$47.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
18.1KNew |
$518K - $578K
|
18.1K
$658K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
18K+ 145.89% |
$515K - $575K
|
30.3K
$1.1M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
17.8KNew |
$510K - $569K
|
17.8K
$648K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
17.3K+ 5.51% |
$494K - $551K
|
330K
$12M
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
17.2K+ 5.36% |
$493K - $550K
|
338K
$12.3M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
16.7KNew |
$479K - $534K
|
16.7K
$608K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.4K+ 4.55% |
$469K - $523K
|
376K
$13.7M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16.2K+ 1.72% |
$464K - $518K
|
960K
$34.9M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
16K+ 26.09% |
$457K - $510K
|
77.1K
$2.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
15.8K+ 32.59% |
$452K - $504K
|
64.2K
$2.33M
|
|
|
Apr 10, 2024
Q1 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
15.7KNew |
$449K - $502K
|
15.7K
$571K
|
|
|
May 09, 2024
Q1 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
14.8K+ 1.74% |
$424K - $473K
|
867K
$31.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
14.5K+ 1.86% |
$415K - $464K
|
793K
$28.8M
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
14.4K+ 17.36% |
$413K - $461K
|
97.6K
$3.55M
|
|
|
Apr 22, 2024
Q1 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
13.9K+ 39.63% |
$399K - $445K
|
49.1K
$1.78M
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
13.6K+ 4.26% |
$390K - $435K
|
333K
$12.1M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
13.5K+ 26.3% |
$385K - $430K
|
64.6K
$2.35M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.4K+ 26.09% |
$384K - $429K
|
64.9K
$2.36M
|
|
|
May 07, 2024
Q1 2024
|
Retirement Solution Inc.
|
BUY
|
- |
13.4K+ 4.09% |
$383K - $427K
|
341K
$12.4M
|
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
13.4K+ 0.95% |
$382K - $427K
|
1.42M
$51.7M
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
13.3KNew |
$382K - $426K
|
13.3K
$485K
|
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
12.8KNew |
$365K - $408K
|
12.8K
$464K
|
|
|
May 03, 2024
Q1 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
12.7K+ 1.11% |
$364K - $406K
|
1.16M
$42.2M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
12.6KNew |
$359K - $401K
|
12.6K
$456K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
12.5K+ 128.24% |
$358K - $399K
|
22.2K
$808K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
12.4K+ 26.07% |
$354K - $396K
|
59.9K
$2.18M
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
BUY
|
- |
12K+ 13.1% |
$343K - $383K
|
104K
$3.77M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
12K+ 17.83% |
$342K - $382K
|
79.1K
$2.88M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.9KNew |
$339K - $379K
|
11.9K
$431K
|
|
|
Nov 01, 2024
Q1 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
11.5K+ 1.83% |
$330K - $369K
|
642K
$23.3M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
11.4K+ 43.37% |
$327K - $365K
|
37.8K
$1.37M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
11.4K+ 7.7% |
$326K - $363K
|
159K
$5.78M
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
11.3KNew |
$323K - $361K
|
11.3K
$411K
|
|
|
May 02, 2024
Q1 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
11.3KNew |
$322K - $360K
|
11.3K
$409K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
11.2K+ 1.05% |
$320K - $357K
|
1.07M
$39M
|