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 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
11K+ 1.19% |
$316K - $353K
|
941K
$33.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
11K+ 8.71% |
$315K - $352K
|
138K
$4.96M
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
BUY
|
- |
11K+ 109.67% |
$315K - $352K
|
21.1K
$759K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11K+ 3.43% |
$315K - $351K
|
332K
$12M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.9K+ 24.66% |
$311K - $347K
|
55K
$1.98M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
10.8KNew |
$308K - $344K
|
10.8K
$389K
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
10.8KNew |
$308K - $343K
|
10.8K
$388K
|
|
|
May 03, 2024
Q1 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
10.1K+ 3.19% |
$288K - $322K
|
326K
$11.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
9.93K+ 50.43% |
$284K - $317K
|
29.6K
$1.07M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
9.9K+ 0.35% |
$283K - $316K
|
2.85M
$103M
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
9.76KNew |
$279K - $312K
|
9.76K
$352K
|
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
9.74K+ 22.12% |
$279K - $311K
|
53.8K
$1.94M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9.59K+ 3.08% |
$275K - $306K
|
321K
$11.6M
|
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
BUY
|
- |
9.57KNew |
$274K - $306K
|
9.57K
$345K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
9.27KNew |
$265K - $296K
|
9.27K
$334K
|
|
|
Apr 24, 2024
Q1 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
9.22K+ 3.17% |
$264K - $294K
|
299K
$10.8M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
9.14K+ 133.16% |
$262K - $292K
|
16K
$577K
|
|
|
Apr 26, 2024
Q1 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
8.67KNew |
$248K - $277K
|
8.67K
$312K
|
|
|
May 13, 2024
Q1 2024
|
Schubert & CO
|
BUY
|
- |
8.63K+ 2.28% |
$247K - $276K
|
387K
$14M
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
8.4K+ 39.2% |
$240K - $268K
|
29.8K
$1.08M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.36KNew |
$239K - $267K
|
8.36K
$301K
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
8.33K+ 87.65% |
$238K - $266K
|
17.8K
$643K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
8.17K+ 87.55% |
$234K - $261K
|
17.5K
$631K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
8.09K+ 0.82% |
$232K - $258K
|
992K
$35.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.05K+ 20.25% |
$230K - $257K
|
47.8K
$1.72M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
7.92K+ 11.45% |
$227K - $253K
|
77.1K
$2.78M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
7.74K+ 17.65% |
$221K - $247K
|
51.6K
$1.86M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
7.61K+ 499.47% |
$218K - $243K
|
9.13K
$329K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
7.6KNew |
$218K - $243K
|
7.6K
$274K
|
|
|
May 14, 2024
Q1 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
7.55KNew |
$216K - $241K
|
7.55K
$272K
|
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
7.41K+ 3.23% |
$212K - $237K
|
237K
$8.54M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.32K+ 64.38% |
$210K - $234K
|
18.7K
$674K
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
7.28K+ 8.28% |
$208K - $233K
|
95.1K
$3.43M
|
|
|
Apr 23, 2024
Q1 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
7.27KNew |
$208K - $232K
|
7.27K
$262K
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
7.09KNew |
$203K - $226K
|
7.09K
$256K
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
7.07K+ 1.55% |
$202K - $226K
|
463K
$16.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
7.05K+ 1.43% |
$202K - $225K
|
499K
$18M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.9KNew |
$197K - $220K
|
6.9K
$249K
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
6.83KNew |
$195K - $218K
|
6.83K
$246K
|
|
|
Apr 25, 2024
Q1 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
6.82KNew |
$195K - $218K
|
6.82K
$246K
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
6.75KNew |
$193K - $216K
|
6.75K
$243K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
6.67KNew |
$191K - $213K
|
6.67K
$240K
|
|
|
May 15, 2024
Q1 2024
|
Jentner Corp
|
BUY
|
- |
6.64KNew |
$190K - $212K
|
6.64K
$240K
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
6.57KNew |
$188K - $210K
|
6.57K
$237K
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
6.56KNew |
$188K - $210K
|
6.56K
$237K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.56KNew |
$188K - $209K
|
6.56K
$236K
|
|
|
May 01, 2024
Q1 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
6.55KNew |
$188K - $209K
|
6.55K
$236K
|
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
6.54KNew |
$187K - $209K
|
6.54K
$236K
|
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
6.5KNew |
$186K - $208K
|
6.5K
$234K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
6.44KNew |
$184K - $206K
|
6.44K
$232K
|