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 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
421+ 0.14% |
$12K - $13.5K
|
300K
$10.8M
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
372+ 1.09% |
$10.6K - $11.9K
|
34.4K
$1.24M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
368+ 0.06% |
$10.5K - $11.8K
|
608K
$21.9M
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
346+ 0.21% |
$9.9K - $11.1K
|
169K
$6.1M
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
328+ 2.21% |
$9.39K - $10.5K
|
15.2K
$546K
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
326+ 2.26% |
$9.33K - $10.4K
|
14.7K
$531K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
320+ 0.1% |
$9.16K - $10.2K
|
318K
$11.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
282+ 0.29% |
$8.07K - $9.01K
|
96.2K
$3.47M
|
|
|
May 13, 2024
Q1 2024
|
Fmfe Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
277+ 0.78% |
$7.93K - $8.85K
|
35.7K
$1.29M
|
|
|
May 16, 2024
Q1 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
224+ 0.21% |
$6.41K - $7.16K
|
109K
$3.93M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
180+ 1.15% |
$5.15K - $5.75K
|
15.9K
$573K
|
|
|
Apr 16, 2024
Q1 2024
|
Atwater Malick LLC
|
BUY
|
- |
162+ 0.2% |
$4.64K - $5.18K
|
81.1K
$2.93M
|
|
|
May 14, 2024
Q1 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
161+ 0.94% |
$4.61K - $5.14K
|
17.3K
$625K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
128+ 0.19% |
$3.66K - $4.09K
|
65.9K
$2.38M
|
|
|
Apr 16, 2024
Q1 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
125+ 0.05% |
$3.58K - $3.99K
|
268K
$9.66M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
106+ 0.19% |
$3.03K - $3.39K
|
55.7K
$2.01M
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
100+ 0.2% |
$2.86K - $3.2K
|
49.3K
$1.78M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
100+ 0.97% |
$2.86K - $3.2K
|
10.4K
$376K
|
|
|
May 03, 2024
Q1 2024
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
100+ 0.28% |
$2.86K - $3.2K
|
35.6K
$1.28M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
92+ 0.08% |
$2.63K - $2.94K
|
115K
$4.14M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
89+ 0.2% |
$2.55K - $2.84K
|
43.6K
$1.57M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
87+ 0.45% |
$2.49K - $2.78K
|
19.5K
$704K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
86+ 0.21% |
$2.46K - $2.75K
|
41.7K
$1.5M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
83+ 26.95% |
$2.38K - $2.65K
|
391
$14.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
74+ 0.1% |
$2.12K - $2.36K
|
75.9K
$2.74M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
72+ 0.14% |
$2.06K - $2.3K
|
52.4K
$1.89M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
65+ 0.2% |
$1.86K - $2.08K
|
32.2K
$1.16M
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
65New |
$1.86K - $2.08K
|
65
$2.34K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
52+ 0.21% |
$1.49K - $1.66K
|
25.2K
$910K
|
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
52+ 0.09% |
$1.49K - $1.66K
|
59.1K
$2.13M
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
50+ 0.11% |
$1.43K - $1.6K
|
44.2K
$1.59M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
49+ 0.1% |
$1.4K - $1.57K
|
47.5K
$1.71M
|
|
|
Apr 04, 2024
Q1 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
48+ 0.2% |
$1.37K - $1.53K
|
23.5K
$847K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
46+ 0.2% |
$1.32K - $1.47K
|
22.9K
$827K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
41+ 0.01% |
$1.17K - $1.31K
|
299K
$10.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
35+ 0.21% |
$1K - $1.12K
|
16.9K
$609K
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
33+ 0.35% |
$944 - $1.05K
|
9.48K
$342K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
32+ 0.21% |
$916 - $1.02K
|
15.6K
$564K
|
|
|
Apr 25, 2024
Q1 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
28+ 0.03% |
$801 - $895
|
96.8K
$3.49M
|
|
|
May 14, 2024
Q1 2024
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
28+ 0.2% |
$801 - $895
|
13.9K
$502K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
26+ 0.21% |
$744 - $831
|
12.5K
$451K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
26+ 173.33% |
$744 - $831
|
41
$1.48K
|
|
|
May 08, 2024
Q1 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
24+ 0.21% |
$687 - $767
|
11.5K
$414K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
21+ 0.2% |
$601 - $671
|
10.4K
$377K
|
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
BUY
|
- |
19+ 0.2% |
$544 - $607
|
9.3K
$335K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
18+ 0.2% |
$515 - $575
|
8.96K
$323K
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
BUY
|
- |
14+ 0.16% |
$401 - $447
|
8.56K
$309K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13+ 0.09% |
$372 - $415
|
13.9K
$502K
|
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
11+ 0.15% |
$315 - $351
|
7.15K
$258K
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
11+ 0.11% |
$315 - $351
|
9.87K
$356K
|