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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5- -0.0% |
$124 - $136
|
193K
$7.02M
|
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-24- 0.68% |
$597 - $652
|
3.49K
$127K
|
|
|
Jul 14, 2023
Q2 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-54- 0.14% |
$1.34K - $1.47K
|
37.9K
$1.38M
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
SELL
|
- |
-63- 0.32% |
$1.57K - $1.71K
|
19.4K
$704K
|
|
|
Jul 28, 2023
Q2 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-77- 0.49% |
$1.91K - $2.09K
|
15.6K
$568K
|
|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-100- 0.59% |
$2.49K - $2.72K
|
16.9K
$616K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-103- 0.02% |
$2.56K - $2.8K
|
539K
$19.6M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-105- 0.65% |
$2.61K - $2.85K
|
15.9K
$580K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-105- 0.65% |
$2.61K - $2.85K
|
15.9K
$580K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-106- 22.7% |
$2.64K - $2.88K
|
361
$13.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-150- 1.03% |
$3.73K - $4.07K
|
14.4K
$523K
|
|
|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-154- 0.1% |
$3.83K - $4.18K
|
148K
$5.39M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-164- 0.3% |
$4.08K - $4.45K
|
54.2K
$1.97M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-198- 0.48% |
$4.92K - $5.38K
|
41K
$1.49M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-199- 0.05% |
$4.95K - $5.4K
|
382K
$13.9M
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-210- 0.7% |
$5.22K - $5.7K
|
29.8K
$1.08M
|
|
|
Jul 24, 2023
Q2 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-221- 0.11% |
$5.49K - $6K
|
200K
$7.28M
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
SELL
|
- |
-224- 0.68% |
$5.57K - $6.08K
|
32.6K
$1.18M
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-230- 1.18% |
$5.72K - $6.24K
|
19.3K
$701K
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-232- 0.9% |
$5.77K - $6.3K
|
25.5K
$927K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-300- 1.33% |
$7.46K - $8.15K
|
22.3K
$811K
|
|
|
Jul 24, 2023
Q2 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-343- 0.1% |
$8.53K - $9.31K
|
350K
$12.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-381- 3.18% |
$9.47K - $10.3K
|
11.6K
$422K
|
|
|
Aug 23, 2023
Q2 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-385- 0.14% |
$9.57K - $10.5K
|
269K
$9.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-400- 0.88% |
$9.94K - $10.9K
|
45.1K
$1.64M
|
|
|
Jul 31, 2023
Q2 2023
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-418- 3.44% |
$10.4K - $11.3K
|
11.7K
$427K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-457- 3.55% |
$11.4K - $12.4K
|
12.4K
$451K
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-457- 3.51% |
$11.4K - $12.4K
|
12.6K
$456K
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-469- 3.88% |
$11.7K - $12.7K
|
11.6K
$422K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-475- 3.64% |
$11.8K - $12.9K
|
12.6K
$457K
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
SELL
|
- |
-503- 0.19% |
$12.5K - $13.7K
|
260K
$9.46M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-535- 0.03% |
$13.3K - $14.5K
|
2.08M
$75.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-580- 0.18% |
$14.4K - $15.7K
|
331K
$12M
|
|
|
Aug 10, 2023
Q2 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-637- 0.69% |
$15.8K - $17.3K
|
92.3K
$3.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-638- 0.73% |
$15.9K - $17.3K
|
86.6K
$3.15M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-643- 7.56% |
$16K - $17.5K
|
7.86K
$286K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-649- 4.97% |
$16.1K - $17.6K
|
12.4K
$451K
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-755- 0.81% |
$18.8K - $20.5K
|
92K
$3.35M
|
|
|
Aug 07, 2023
Q2 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-780- 0.28% |
$19.4K - $21.2K
|
276K
$10M
|
|
|
Jul 25, 2023
Q2 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-789- 1.14% |
$19.6K - $21.4K
|
68.4K
$2.49M
|
|
|
Jul 25, 2023
Q2 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-824- 0.46% |
$20.5K - $22.4K
|
177K
$6.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-869- 7.58% |
$21.6K - $23.6K
|
10.6K
$385K
|
|
|
Jul 31, 2023
Q2 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-945- 7.26% |
$23.5K - $25.7K
|
12.1K
$438K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.01K- 8.81% |
$25K - $27.3K
|
10.4K
$379K
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.03K- 6.74% |
$25.6K - $28K
|
14.3K
$519K
|
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
SELL
|
- |
-1.19K- 7.61% |
$29.6K - $32.3K
|
14.4K
$525K
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-1.2K- 1.95% |
$29.7K - $32.5K
|
60.3K
$2.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.34K- 4.92% |
$33.3K - $36.4K
|
25.9K
$941K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.36K- 3.31% |
$33.7K - $36.8K
|
39.6K
$1.44M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.48K- 7.0% |
$36.7K - $40.1K
|
19.6K
$713K
|