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 08, 2023 Q2 2023
Jacobi Capital Management LLC

BUY
 -
1.77K
+ 3.57%
$44K - $48K
51.3K $1.87M
Nov 06, 2024 Q2 2023
Concord Asset Management, Llc/Va

Abingdon, VA
BUY
 -
1.6K
+ 13.25%
$39.9K - $43.5K
13.7K $499K
Aug 08, 2023 Q2 2023
Commerce Bank

Kansas City, MO
BUY
 -
1.6K
+ 2.85%
$39.9K - $43.5K
57.9K $2.1M
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
1.59K
+ 14.68%
$39.6K - $43.2K
12.4K $452K
Aug 07, 2023 Q2 2023
Concord Wealth Partners

BUY
 -
1.51K
+ 1.47%
$37.6K - $41K
104K $3.79M
Jul 18, 2023 Q2 2023
Ifg Advisors, LLC

BUY
 -
1.49K
+ 1.54%
$37K - $40.5K
98K $3.56M
Aug 14, 2023 Q2 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
1.46K
New
$36.4K - $39.7K
1.46K $53.2K
Jul 19, 2023 Q2 2023
Foundations Investment Advisors, LLC

BUY
 -
1.45K
+ 10.53%
$36K - $39.3K
15.2K $552K
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

BUY
 -
1.32K
+ 0.1%
$32.9K - $35.9K
1.28M $46.5M
Jul 27, 2023 Q2 2023
Exeter Financial, LLC

BUY
 -
1.31K
+ 9.55%
$32.5K - $35.5K
15K $544K
Sep 12, 2023 Q2 2023
Cgc Financial Services, LLC

Lake Oswego, OR
BUY
 -
1.07K
New
$26.6K - $29.1K
1.07K $38.9K
Aug 03, 2023 Q2 2023
First Horizon Advisors, Inc.

BUY
 -
1K
+ 24.64%
$24.9K - $27.2K
5.06K $184K
Sep 06, 2023 Q2 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
989
+ 1.88%
$24.6K - $26.9K
53.5K $1.94M
Aug 10, 2023 Q2 2023
E Rn Financial, LLC

BUY
 -
973
+ 3.27%
$24.2K - $26.4K
30.8K $1.12M
Jul 12, 2023 Q2 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
961
+ 6.68%
$23.9K - $26.1K
15.3K $558K
Jul 24, 2023 Q2 2023
Global Trust Asset Management, LLC

BUY
 -
925
+ 2.29%
$23K - $25.1K
41.4K $1.5M
Aug 08, 2023 Q2 2023
Lee Financial CO

Dallas, TX
BUY
 -
919
+ 138.82%
$22.8K - $25K
1.58K $57.5K
Aug 01, 2023 Q2 2023
Prw Wealth Management LLC

BUY
 -
846
+ 6.84%
$21K - $23K
13.2K $481K
Aug 15, 2023 Q2 2023
Fairfield, Bush & Co.

Darien, CT
BUY
 -
846
New
$21K - $23K
846 $30.8K
Aug 09, 2023 Q2 2023
Morris Financial Concepts, Inc.

BUY
 -
809
+ 0.39%
$20.1K - $22K
211K $7.66M
Aug 02, 2023 Q2 2023
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
772
+ 1.66%
$19.2K - $21K
47.3K $1.72M
Jul 24, 2023 Q2 2023
Briggs Advisory Group, Inc.

BUY
 -
755
+ 0.93%
$18.8K - $20.5K
82.3K $2.99M
Aug 03, 2023 Q2 2023
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
687
+ 1.15%
$17.1K - $18.7K
60.3K $2.19M
Aug 02, 2023 Q2 2023
Cornerstone Wealth Group, LLC

BUY
 -
665
+ 0.97%
$16.5K - $18.1K
69K $2.51M
Jul 05, 2023 Q2 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
649
+ 3.18%
$16.1K - $17.6K
21.1K $766K
Aug 07, 2023 Q2 2023
Biltmore Family Office, LLC

BUY
 -
629
New
$15.6K - $17.1K
629 $22.9K
Aug 11, 2023 Q2 2023
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
585
+ 0.72%
$14.5K - $15.9K
82.1K $2.99M
Jul 21, 2023 Q2 2023
Intercontinental Wealth Advisors, LLC

BUY
 -
585
+ 6.99%
$14.5K - $15.9K
8.95K $325K
Aug 01, 2023 Q2 2023
Fiducient Advisors LLC

BUY
 -
580
+ 0.35%
$14.4K - $15.7K
168K $6.09M
Aug 11, 2023 Q2 2023
Km Capital Management Ltd.

Austin, TX
BUY
 -
551
+ 0.67%
$13.7K - $15K
82.3K $2.99M
Jul 24, 2023 Q2 2023
Ellsworth Advisors, LLC

BUY
 -
530
+ 5.34%
$13.2K - $14.4K
10.5K $380K
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
516
+ 2.68%
$12.8K - $14K
19.8K $718K
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
455
+ 1.01%
$11.3K - $12.4K
45.5K $1.65M
Aug 03, 2023 Q2 2023
Larson Financial Group LLC

BUY
 -
427
+ 0.8%
$10.6K - $11.6K
53.8K $1.95M
Aug 04, 2023 Q2 2023
Schubert & CO

BUY
 -
393
+ 0.1%
$9.77K - $10.7K
388K $14.1M
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

BUY
 -
370
+ 0.33%
$9.2K - $10K
113K $4.09M
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
356
+ 0.04%
$8.85K - $9.67K
827K $30.1M
Aug 24, 2023 Q2 2023
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
317
+ 0.81%
$7.88K - $8.61K
39.6K $1.44M
Jul 05, 2023 Q2 2023
Uma Financial Services, Inc.

BUY
 -
291
+ 0.15%
$7.23K - $7.9K
192K $6.98M
Aug 30, 2023 Q2 2023
Chapin Davis, Inc.

Baltimore, MD
BUY
 -
289
+ 3.41%
$7.18K - $7.85K
8.76K $318K
Jul 17, 2023 Q2 2023
Atwater Malick LLC

BUY
 -
289
+ 0.34%
$7.18K - $7.85K
85.1K $3.09M
Jul 17, 2023 Q2 2023
Leading Edge Financial Planning LLC

Knoxville, TN
BUY
 -
278
+ 3.54%
$6.91K - $7.55K
8.13K $296K
Aug 08, 2023 Q2 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
255
New
$6.34K - $6.92K
255 $9.27K
Jul 10, 2023 Q2 2023
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
249
+ 5.84%
$6.19K - $6.76K
4.51K $164K
Aug 14, 2023 Q2 2023
Zacks Investment Management

Chicago, IL
BUY
 -
246
+ 0.47%
$6.12K - $6.68K
52.6K $1.91M
Aug 08, 2023 Q2 2023
3 D/L Capital Management, LLC

BUY
 -
240
+ 0.95%
$5.97K - $6.52K
25.4K $923K
Jul 17, 2023 Q2 2023
Seaside Wealth Management, Inc.

Carlsbad, CA
BUY
 -
216
+ 0.33%
$5.37K - $5.86K
65.3K $2.37M
Aug 03, 2023 Q2 2023
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
204
+ 0.35%
$5.07K - $5.54K
58.6K $2.13M
Aug 04, 2023 Q2 2023
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
199
+ 0.95%
$4.95K - $5.4K
21K $765K

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