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
Oct 12, 2023 Q2 2023
Wp Wealth LLP

Fort Worth, TX
BUY
 -
193
+ 0.18%
$4.8K - $5.24K
109K $3.95M
Aug 11, 2023 Q2 2023
Shakespeare Wealth Management, Inc.

Pewaukee, WI
BUY
 -
183
+ 0.64%
$4.55K - $4.97K
28.7K $1.04M
Aug 10, 2023 Q2 2023
Caprock Group, Inc.

BUY
 -
180
+ 0.89%
$4.47K - $4.89K
20.4K $742K
Aug 02, 2023 Q2 2023
Blue Chip Partners, Inc.

BUY
 -
170
+ 0.35%
$4.23K - $4.62K
48.9K $1.78M
Jul 13, 2023 Q2 2023
Marcum Wealth, LLC

BUY
 -
155
+ 0.23%
$3.85K - $4.21K
67.8K $2.47M
Aug 07, 2023 Q2 2023
Ieq Capital, LLC

BUY
 -
151
+ 0.35%
$3.75K - $4.1K
43.2K $1.57M
Aug 14, 2023 Q2 2023
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
143
+ 0.35%
$3.55K - $3.88K
41.3K $1.5M
Jul 06, 2023 Q2 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
131
+ 7.22%
$3.26K - $3.56K
1.95K $70.7K
Jul 18, 2023 Q2 2023
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
127
+ 0.19%
$3.16K - $3.45K
68.3K $2.48M
Jul 17, 2023 Q2 2023
Gps Wealth Strategies Group, LLC

BUY
 -
117
+ 1.17%
$2.91K - $3.18K
10.1K $367K
Aug 14, 2023 Q2 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
113
+ 1.0%
$2.81K - $3.07K
11.4K $415K
Jul 10, 2023 Q2 2023
Rise Advisors, LLC

BUY
 -
111
+ 0.35%
$2.76K - $3.01K
31.9K $1.16M
Aug 14, 2023 Q2 2023
Disciplined Equity Management, Inc.

BUY
 -
110
+ 0.35%
$2.73K - $2.99K
31.4K $1.14M
Apr 04, 2024 Q2 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
108
+ 0.35%
$2.68K - $2.93K
31.2K $1.13M
Aug 10, 2023 Q2 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
107
+ 0.35%
$2.66K - $2.91K
30.8K $1.12M
Jul 12, 2023 Q2 2023
Symphony Financial, Ltd. Co.

BUY
 -
104
+ 0.31%
$2.59K - $2.82K
33.6K $1.22M
Aug 09, 2023 Q2 2023
Camden Capital, LLC

BUY
 -
100
+ 0.66%
$2.49K - $2.72K
15.3K $556K
Oct 18, 2023 Q2 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
95
+ 0.47%
$2.36K - $2.58K
20.4K $740K
Jul 18, 2023 Q2 2023
Tfb Advisors LLC

Overland Park, KS
BUY
 -
95
+ 0.35%
$2.36K - $2.58K
27.3K $993K
Aug 01, 2023 Q2 2023
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
85
+ 0.19%
$2.11K - $2.31K
44.3K $1.61M
Aug 08, 2023 Q2 2023
Mosaic Family Wealth Partners, LLC

St. Louis, MO
BUY
 -
83
+ 0.57%
$2.06K - $2.25K
14.7K $536K
Jul 18, 2023 Q2 2023
Cadent Capital Advisors, LLC

BUY
 -
82
+ 0.16%
$2.04K - $2.23K
51.2K $1.86M
Jul 18, 2023 Q2 2023
Wealth Enhancement & Preservation Of Ga, LLC

Alpharetta, GA
BUY
 -
71
+ 0.35%
$1.77K - $1.93K
20.5K $744K
Jul 14, 2023 Q2 2023
Foster Victor Wealth Advisors, LLC

BUY
 -
58
+ 0.35%
$1.44K - $1.57K
16.7K $608K
Jul 19, 2023 Q2 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
54
+ 0.35%
$1.34K - $1.47K
15.5K $563K
Aug 01, 2023 Q2 2023
Tanglewood Legacy Advisors, LLC

Houston, TX
BUY
 -
50
New
$1.24K - $1.36K
50 $1.82K
Aug 11, 2023 Q2 2023
Regis Acquisition Inc.

Denver, CO
BUY
 -
48
+ 0.35%
$1.19K - $1.3K
13.8K $502K
Jul 11, 2023 Q2 2023
Mjp Associates Inc

BUY
 -
48
+ 0.1%
$1.19K - $1.3K
49.1K $1.79M
Jul 11, 2023 Q2 2023
Monterey Private Wealth, Inc.

BUY
 -
37
+ 0.13%
$920 - $1K
28.3K $1.03M
Aug 02, 2023 Q2 2023
Mokosak Advisory Group, LLC

BUY
 -
33
+ 0.35%
$820 - $896
9.52K $346K
Aug 08, 2023 Q2 2023
Bbr Partners, LLC

New York, NY
BUY
 -
33
+ 0.35%
$820 - $896
9.44K $343K
Aug 02, 2023 Q2 2023
Matisse Capital

BUY
 -
32
+ 0.35%
$796 - $869
9.21K $335K
Jul 13, 2023 Q2 2023
Frg Family Wealth Advisors LLC

BUY
 -
31
+ 0.35%
$771 - $842
8.88K $323K
Aug 08, 2023 Q2 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
29
+ 0.35%
$721 - $787
8.25K $300K
Aug 09, 2023 Q2 2023
Holistic Financial Partners

BUY
 -
27
+ 0.3%
$671 - $733
8.91K $324K
Jul 26, 2023 Q2 2023
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
26
+ 0.05%
$646 - $706
55.7K $2.02M
Jul 24, 2023 Q2 2023
Evensky & Katz LLC

BUY
 -
25
+ 0.3%
$622 - $679
8.5K $309K
Aug 09, 2023 Q2 2023
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
23
+ 0.08%
$572 - $624
27.7K $1.01M
Aug 03, 2023 Q2 2023
New Millennium Group LLC

Sandy, UT
BUY
 -
22
+ 0.35%
$547 - $597
6.35K $231K
Jul 31, 2023 Q2 2023
Horizon Wealth Management, LLC

BUY
 -
18
+ 0.17%
$447 - $489
10.4K $377K
Jul 06, 2023 Q2 2023
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
13
+ 0.08%
$323 - $353
17.2K $624K
Jul 19, 2023 Q2 2023
Aspiriant, LLC

BUY
 -
11
+ 0.0%
$273 - $299
282K $10.2M
Jul 12, 2023 Q2 2023
Beacon Capital Management, LLC

BUY
 -
10
New
$249 - $272
10 $364
Aug 07, 2023 Q2 2023
Hoyle Cohen, LLC

BUY
 -
7
+ 0.03%
$174 - $190
22.6K $821K
Jul 17, 2023 Q2 2023
Beacon Financial Advisory LLC

BUY
 -
3
+ 0.03%
$74.6 - $81.4
10.6K $384K
Aug 09, 2023 Q2 2023
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
3
+ 0.0%
$74.6 - $81.4
185K $6.74M
Aug 15, 2023 Q2 2023
Parkside Financial Bank & Trust

BUY
 -
1
+ 0.01%
$24.9 - $27.2
18.8K $683K
Aug 01, 2023 Q2 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
1
+ 0.01%
$24.9 - $27.2
8.9K $323K
Aug 01, 2023 Q2 2023
Iron Horse Wealth Management, LLC

BUY
 -
0
New
$0 - $0
0 $0

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