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
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.41K+ 0.82% |
$183K - $205K
|
787K
$28.4M
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
6.35KNew |
$182K - $203K
|
6.35K
$229K
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
6.34K+ 2.42% |
$182K - $203K
|
269K
$9.7M
|
|
|
Apr 17, 2024
Q1 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
6.3KNew |
$180K - $201K
|
6.3K
$227K
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
6.28K+ 51.03% |
$180K - $201K
|
18.6K
$671K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.25K+ 0.14% |
$179K - $200K
|
4.52M
$163M
|
|
|
Apr 15, 2024
Q1 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
6.1K+ 6.47% |
$175K - $195K
|
100K
$3.62M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.08KNew |
$174K - $194K
|
6.08K
$219K
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
5.87K+ 274.67% |
$168K - $187K
|
8K
$289K
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
5.67K+ 4.72% |
$162K - $181K
|
126K
$4.54M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.62K+ 0.03% |
$161K - $180K
|
17.4M
$628M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
5.34K+ 51.54% |
$153K - $171K
|
15.7K
$566K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5.11K+ 54.41% |
$146K - $163K
|
14.5K
$523K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
5.03K+ 38.67% |
$144K - $161K
|
18K
$650K
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4.93K+ 15.0% |
$141K - $158K
|
37.8K
$1.36M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.82K+ 60.7% |
$138K - $154K
|
12.8K
$460K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
4.61K+ 2.89% |
$132K - $147K
|
164K
$5.92M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.6K+ 11.78% |
$132K - $147K
|
43.7K
$1.57M
|
|
|
Apr 02, 2024
Q1 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
4.48K+ 1.26% |
$128K - $143K
|
360K
$13M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
4.46K+ 9.17% |
$128K - $143K
|
53.2K
$1.92M
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
4.46K+ 9.17% |
$128K - $143K
|
53.2K
$1.92M
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
4.46K+ 9.71% |
$128K - $143K
|
50.4K
$1.82M
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.41K+ 3.19% |
$126K - $141K
|
142K
$5.14M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
4.38K+ 16.11% |
$125K - $140K
|
31.6K
$1.14M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.35K+ 9.31% |
$124K - $139K
|
51K
$1.84M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.3KNew |
$123K - $137K
|
4.3K
$155K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
4.27K+ 2.27% |
$122K - $136K
|
193K
$6.95M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
4.22K+ 11.39% |
$121K - $135K
|
41.3K
$1.49M
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.92K+ 12.15% |
$112K - $125K
|
36.2K
$1.31M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.87K+ 33.48% |
$111K - $124K
|
15.4K
$556K
|
|
|
May 03, 2024
Q1 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
3.75K+ 2.74% |
$107K - $120K
|
141K
$5.07M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.59K+ 26.36% |
$103K - $115K
|
17.2K
$620K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
3.58KNew |
$103K - $114K
|
3.58K
$129K
|
|
|
Apr 29, 2024
Q1 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
3.53K+ 0.25% |
$101K - $113K
|
1.4M
$50.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.48K+ 7.08% |
$99.5K - $111K
|
52.5K
$1.89M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.47K+ 9.6% |
$99.4K - $111K
|
39.6K
$1.43M
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
3.45KNew |
$98.8K - $110K
|
3.45K
$124K
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3.07K+ 0.49% |
$87.9K - $98.1K
|
624K
$22.5M
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
3.05K+ 0.06% |
$87.4K - $97.5K
|
5.31M
$191M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.03K+ 20.19% |
$86.7K - $96.8K
|
18K
$650K
|
|
|
Jul 03, 2024
Q1 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
2.97K+ 0.49% |
$85K - $94.9K
|
604K
$21.8M
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.94K+ 2.44% |
$84.1K - $93.9K
|
123K
$4.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
2.8K+ 10.07% |
$80.2K - $89.5K
|
30.6K
$1.1M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.77K+ 13.61% |
$79.3K - $88.5K
|
23.1K
$834K
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
2.72K+ 2.88% |
$77.8K - $86.9K
|
97.1K
$3.5M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.65K+ 2.88% |
$75.9K - $84.8K
|
94.9K
$3.42M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.65K+ 31.68% |
$75.7K - $84.5K
|
11K
$396K
|
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
2.63K+ 25.56% |
$75.2K - $84K
|
12.9K
$466K
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.52K+ 35.86% |
$72.1K - $80.5K
|
9.54K
$344K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2.51K+ 9.23% |
$71.7K - $80.1K
|
29.6K
$1.07M
|