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 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.38K+ 28.6% |
$68K - $75.9K
|
10.7K
$385K
|
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
2.37K+ 1.56% |
$67.7K - $75.6K
|
154K
$5.55M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.31K+ 1.84% |
$66.2K - $73.9K
|
128K
$4.61M
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
2.24K+ 8.09% |
$64K - $71.4K
|
29.9K
$1.08M
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
2.16K+ 0.91% |
$61.8K - $69K
|
238K
$8.6M
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
2.15KNew |
$61.6K - $68.8K
|
2.15K
$77.6K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.15K+ 1.04% |
$61.6K - $68.7K
|
209K
$7.53M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.11KNew |
$60.5K - $67.5K
|
2.11K
$76.2K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.96KNew |
$56.1K - $62.6K
|
1.96K
$70.7K
|
|
|
May 13, 2024
Q1 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
1.93K+ 0.32% |
$55.3K - $61.8K
|
611K
$22M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.84K+ 9.33% |
$52.6K - $58.8K
|
21.6K
$777K
|
|
|
Apr 24, 2024
Q1 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.82K+ 0.1% |
$52K - $58.1K
|
1.84M
$66.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.81K+ 10.97% |
$51.8K - $57.8K
|
18.3K
$660K
|
|
|
May 09, 2024
Q1 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
1.81K+ 2.48% |
$51.7K - $57.7K
|
74.5K
$2.69M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.76K+ 5.67% |
$50.5K - $56.4K
|
32.9K
$1.19M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
BUY
|
- |
1.67K+ 1.37% |
$47.8K - $53.3K
|
123K
$4.44M
|
|
|
Apr 09, 2024
Q1 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1.64K+ 8.24% |
$46.9K - $52.4K
|
21.5K
$777K
|
|
|
Apr 17, 2024
Q1 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
1.49K+ 12.29% |
$42.8K - $47.7K
|
13.7K
$492K
|
|
|
Apr 15, 2024
Q1 2024
|
Exeter Financial, LLC
|
BUY
|
- |
1.49K+ 9.8% |
$42.6K - $47.6K
|
16.7K
$602K
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.36K+ 0.28% |
$39K - $43.5K
|
481K
$17.3M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.27K+ 2.5% |
$36.3K - $40.5K
|
51.9K
$1.87M
|
|
|
May 13, 2024
Q1 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1.26K+ 4.12% |
$36K - $40.2K
|
31.8K
$1.15M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
1.26K+ 0.12% |
$35.9K - $40.1K
|
1.07M
$38.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.21K+ 0.58% |
$34.7K - $38.7K
|
210K
$7.57M
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.2K+ 6.15% |
$34.4K - $38.4K
|
20.8K
$748K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.12KNew |
$32.1K - $35.8K
|
1.12K
$40.4K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.04K+ 3.28% |
$29.8K - $33.3K
|
32.8K
$1.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1.02K+ 1.04% |
$29.3K - $32.7K
|
99.9K
$3.6M
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
1.01KNew |
$28.8K - $32.2K
|
1.01K
$36.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
975+ 3.91% |
$27.9K - $31.2K
|
25.9K
$934K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
956+ 3.44% |
$27.4K - $30.5K
|
28.7K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
938+ 1.06% |
$26.8K - $30K
|
89.8K
$3.24M
|
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
853+ 1.2% |
$24.4K - $27.3K
|
72.2K
$2.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
838+ 3.41% |
$24K - $26.8K
|
25.4K
$917K
|
|
|
May 03, 2024
Q1 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
830+ 0.46% |
$23.8K - $26.5K
|
180K
$6.48M
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
830New |
$23.8K - $26.5K
|
830
$29.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
826+ 0.34% |
$23.6K - $26.4K
|
241K
$8.68M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
820New |
$23.5K - $26.2K
|
820
$29.6K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
810+ 1.22% |
$23.2K - $25.9K
|
67K
$2.42M
|
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
800+ 0.05% |
$22.9K - $25.6K
|
1.62M
$58.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
792+ 1.14% |
$22.7K - $25.3K
|
70.4K
$2.54M
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
779+ 0.75% |
$22.3K - $24.9K
|
104K
$3.77M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
717+ 4.51% |
$20.5K - $22.9K
|
16.6K
$599K
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
700+ 3.31% |
$20K - $22.4K
|
21.8K
$788K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
624+ 2.0% |
$17.9K - $19.9K
|
31.9K
$1.15M
|
|
|
Apr 12, 2024
Q1 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
605+ 8.14% |
$17.3K - $19.3K
|
8.03K
$290K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
533+ 0.1% |
$15.3K - $17K
|
523K
$18.8M
|
|
|
Nov 14, 2024
Q1 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
480+ 1.56% |
$13.7K - $15.3K
|
31.3K
$1.13M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
472+ 1.52% |
$13.5K - $15.1K
|
31.4K
$1.13M
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
462+ 4.3% |
$13.2K - $14.8K
|
11.2K
$404K
|