Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-8.31K- 6.07% |
$207K - $226K
|
129K
$4.69M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.56K- 49.99% |
$213K - $232K
|
8.56K
$312K
|
|
|
Jul 26, 2023
Q2 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-8.76K- 2.83% |
$218K - $238K
|
300K
$10.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-8.77K- 1.76% |
$218K - $238K
|
490K
$17.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-8.99K- 5.16% |
$223K - $244K
|
165K
$6.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-9.18K- 5.54% |
$228K - $249K
|
157K
$5.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-9.26K- 17.46% |
$230K - $251K
|
43.8K
$1.59M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-10K- 1.5% |
$250K - $273K
|
660K
$24M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-10.2K- 20.35% |
$252K - $276K
|
39.7K
$1.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-10.2K- 20.35% |
$252K - $276K
|
39.7K
$1.45M
|
|
|
Jul 07, 2023
Q2 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-10.4K- 2.36% |
$257K - $281K
|
428K
$15.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-10.4K- 0.38% |
$260K - $283K
|
2.77M
$101M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-10.5K- 55.07% |
$262K - $286K
|
8.61K
$314K
|
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-12.5K- 1.98% |
$311K - $340K
|
621K
$22.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-13.3K- 18.81% |
$329K - $360K
|
57.2K
$2.08M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-13.3K- 1.45% |
$331K - $361K
|
905K
$33M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-14.3K- 40.71% |
$356K - $389K
|
20.9K
$761K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-15.2K- 26.6% |
$379K - $414K
|
42.1K
$1.53M
|
|
|
Aug 07, 2023
Q2 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-16.3K- 1.7% |
$404K - $442K
|
942K
$34.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-17.7K- 3.84% |
$440K - $481K
|
444K
$16.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-17.9K- 2.06% |
$445K - $486K
|
852K
$31.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
SELL
|
- |
-17.9K- 3.19% |
$446K - $487K
|
544K
$19.8M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-18.6K- 91.44% |
$462K - $505K
|
1.74K
$63.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-19.3K- 3.72% |
$479K - $523K
|
499K
$18.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-20.4K- 1.67% |
$508K - $555K
|
1.21M
$44M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-21.4K- 2.63% |
$531K - $580K
|
792K
$28.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-21.5K- 5.14% |
$534K - $584K
|
397K
$14.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-22.5K- 50.4% |
$559K - $611K
|
22.1K
$807K
|
|
|
Aug 11, 2023
Q2 2023
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-26K- 2.0% |
$647K - $707K
|
1.28M
$46.5M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-26.4K- 54.1% |
$656K - $716K
|
22.4K
$816K
|
|
|
Jul 17, 2023
Q2 2023
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-26.4K- 2.57% |
$657K - $718K
|
1M
$36.5M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-28.5K- 4.08% |
$708K - $773K
|
669K
$24.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-28.5K- 10.18% |
$709K - $774K
|
252K
$9.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-30.9K- 0.68% |
$767K - $838K
|
4.53M
$165M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-31.2K- 12.12% |
$775K - $846K
|
226K
$8.24M
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-32.1K- 7.79% |
$798K - $872K
|
380K
$13.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-34K- 5.86% |
$844K - $922K
|
546K
$19.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-36.8K- 1.51% |
$915K - $999K
|
2.39M
$87.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-38.4K- 1.54% |
$954K - $1.04M
|
2.46M
$89.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-38.8K- 12.54% |
$964K - $1.05M
|
270K
$9.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-48.7K- 97.49% |
$1.21M - $1.32M
|
1.26K
$45.7K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-51.6K- 14.84% |
$1.28M - $1.4M
|
296K
$10.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-60.2K- 4.89% |
$1.5M - $1.63M
|
1.17M
$42.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-62.8K- 46.92% |
$1.56M - $1.7M
|
71K
$2.59M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-66.2K- 2.05% |
$1.65M - $1.8M
|
3.16M
$115M
|
|
|
Jul 12, 2023
Q2 2023
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-66.7K- 2.89% |
$1.66M - $1.81M
|
2.24M
$81.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-66.7K- 36.73% |
$1.66M - $1.81M
|
115K
$4.19M
|
|
|
Jul 05, 2023
Q2 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-72K- 8.77% |
$1.79M - $1.95M
|
749K
$27.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-74.6K- 3.15% |
$1.86M - $2.03M
|
2.29M
$83.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-76.7K- 3.84% |
$1.91M - $2.08M
|
1.92M
$70M
|