Purchases and Sales Made in Q2 2023 in Dimensional ETF Tr U S Core Eq (DFAC)

DFAC Quotes by TradingView

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
Aug 04, 2023 Q2 2023
Ever Source Wealth Advisors, LLC

BUY
 -
20K
+ 4.85%
$496K - $542K
432K $15.7M
Aug 04, 2023 Q2 2023
Claris Advisors, LLC

BUY
 -
18.9K
+ 1.33%
$470K - $513K
1.44M $52.4M
Jul 19, 2023 Q2 2023
Altiora Financial Group, LLC

Lebanon, OH
BUY
 -
18.4K
+ 0.71%
$457K - $499K
2.62M $95.5M
Jul 13, 2023 Q2 2023
Soundmark Wealth Management, LLC

BUY
 -
17.9K
+ 2.42%
$446K - $487K
760K $27.7M
Aug 09, 2023 Q2 2023
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
BUY
 -
17.5K
+ 6.86%
$436K - $476K
274K $9.97M
Aug 02, 2023 Q2 2023
Wealth Architects, LLC

BUY
 -
17.4K
+ 18.82%
$433K - $473K
110K $4.01M
Jul 17, 2023 Q2 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
17.3K
New
$431K - $471K
17.3K $632K
Jul 20, 2023 Q2 2023
Parker Financial LLC

Silverdale, WA
BUY
 -
17K
+ 138.26%
$422K - $461K
29.2K $1.07M
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
16.5K
+ 1.92%
$409K - $447K
872K $31.8M
Nov 21, 2023 Q2 2023
Cibc Private Wealth Group, LLC

BUY
 -
16.1K
New
$400K - $437K
16.1K $587K
Aug 11, 2023 Q2 2023
V Wealth Advisors LLC

BUY
 -
15.5K
+ 70.13%
$385K - $421K
37.6K $1.37M
Aug 09, 2023 Q2 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
15.5K
New
$385K - $421K
15.5K $565K
Jul 24, 2023 Q2 2023
Accel Wealth Management

BUY
 -
15.4K
+ 1960.97%
$382K - $417K
16.2K $589K
Jul 07, 2023 Q2 2023
Cooper Financial Group

BUY
 -
14.9K
+ 55.92%
$371K - $405K
41.6K $1.52M
Aug 11, 2023 Q2 2023
Cahill Wealth Management, LLC

Portage, MI
BUY
 -
14.3K
+ 4.61%
$356K - $389K
325K $11.9M
Jul 17, 2023 Q2 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
14.2K
+ 2.53%
$352K - $384K
575K $20.9M
Jul 31, 2023 Q2 2023
Brown Advisory Inc

BUY
 -
13.5K
+ 36.91%
$334K - $365K
49.9K $1.82M
Jan 12, 2024 Q2 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
13.3K
+ 4.44%
$330K - $360K
312K $11.4M
Jul 11, 2023 Q2 2023
Pioneer Wealth Management Group

Austin, TX
BUY
 -
13.2K
+ 27.78%
$328K - $359K
60.8K $2.21M
Jul 13, 2023 Q2 2023
Aprio Wealth Management, LLC

BUY
 -
13.1K
+ 13.72%
$326K - $356K
109K $3.96M
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
13K
+ 169.81%
$322K - $352K
20.6K $750K
Jul 10, 2023 Q2 2023
Cva Family Office, LLC

BUY
 -
12.7K
+ 2.5%
$316K - $345K
520K $19M
Jul 26, 2023 Q2 2023
North Ridge Wealth Advisors, Inc.

Beaverton, OR
BUY
 -
11.8K
+ 1.35%
$293K - $320K
886K $32.3M
Aug 04, 2023 Q2 2023
Sandy Spring Bank

BUY
 -
11.8K
+ 2178.56%
$293K - $320K
12.3K $449K
Aug 07, 2023 Q2 2023
Tortoise Investment Management, LLC

BUY
 -
11.7K
+ 7.47%
$291K - $318K
168K $6.14M
Sep 12, 2023 Q2 2023
Prosperity Financial Group, Inc.

San Ramon, CA
BUY
 -
11.5K
New
$285K - $311K
11.5K $418K
Jul 13, 2023 Q2 2023
Hb Wealth Management, LLC

BUY
 -
11.4K
New
$283K - $309K
11.4K $415K
Aug 11, 2023 Q2 2023
Argent Trust CO

Nashville, TN
BUY
 -
11.4K
New
$283K - $309K
11.4K $415K
Aug 08, 2023 Q2 2023
Wealthspan Partners, LLC

Davenport, IA
BUY
 -
11.3K
New
$282K - $308K
11.3K $414K
Jul 17, 2023 Q2 2023
Htg Investment Advisors, Inc.

New Canaan, CT
BUY
 -
10.4K
+ 1.84%
$257K - $281K
572K $20.9M
Jul 24, 2023 Q2 2023
Aspire Private Capital, LLC

BUY
 -
10.1K
New
$251K - $274K
10.1K $367K
Aug 09, 2023 Q2 2023
Bordeaux Wealth Advisors LLC

BUY
 -
9.75K
New
$242K - $265K
9.75K $355K
Aug 08, 2023 Q2 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
9.71K
+ 109.26%
$241K - $264K
18.6K $678K
Aug 03, 2023 Q2 2023
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
9.37K
+ 8.07%
$233K - $254K
125K $4.57M
Jul 13, 2023 Q2 2023
Transform Wealth, LLC

BUY
 -
9.32K
New
$232K - $253K
9.32K $340K
Jul 20, 2023 Q2 2023
Csenge Advisory Group

BUY
 -
9.25K
New
$230K - $251K
9.25K $337K
Aug 10, 2023 Q2 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
9.21K
+ 74.51%
$229K - $250K
21.6K $786K
Aug 14, 2023 Q2 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
9.06K
+ 5.31%
$225K - $246K
180K $6.55M
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
8.77K
+ 2.93%
$218K - $238K
308K $11.2M
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
8.64K
+ 4.46%
$215K - $235K
203K $7.38M
Aug 11, 2023 Q2 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
8.45K
+ 0.2%
$210K - $229K
4.18M $152M
Aug 14, 2023 Q2 2023
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
8.36K
New
$208K - $227K
8.36K $305K
Jul 21, 2023 Q2 2023
1900 Wealth Management LLC

BUY
 -
8.27K
+ 2.87%
$206K - $225K
296K $10.8M
Aug 10, 2023 Q2 2023
Great Valley Advisor Group, Inc.

BUY
 -
7.96K
+ 4.67%
$198K - $216K
179K $6.51M
Aug 04, 2023 Q2 2023
Main Street Financial Solutions, LLC

BUY
 -
7.94K
New
$197K - $215K
7.94K $289K
Jul 14, 2023 Q2 2023
Financial Council Asset Management Inc

BUY
 -
7.9K
+ 7.76%
$196K - $215K
110K $4M
Aug 07, 2023 Q2 2023
Waddell & Associates, LLC

BUY
 -
7.84K
New
$195K - $213K
7.84K $286K
Jul 21, 2023 Q2 2023
New Potomac Partners, LLC

BUY
 -
7.78K
New
$193K - $211K
7.78K $284K
Aug 04, 2023 Q2 2023
Lincoln Capital LLC

BUY
 -
7.77K
New
$193K - $211K
7.77K $283K

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