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 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.56K- 17.45% |
$38.7K - $42.2K
|
7.36K
$267K
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
SELL
|
- |
-1.58K- 1.85% |
$39.4K - $43K
|
84K
$3.05M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.67K- 19.45% |
$41.6K - $45.4K
|
6.93K
$252K
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.71K- 16.28% |
$42.4K - $46.3K
|
8.78K
$319K
|
|
|
Aug 09, 2023
Q2 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-1.81K- 6.53% |
$45.1K - $49.3K
|
26K
$944K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.83K- 9.63% |
$45.5K - $49.7K
|
17.2K
$624K
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.99K- 7.66% |
$49.5K - $54.1K
|
24K
$873K
|
|
|
Aug 07, 2023
Q2 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-2K- 18.11% |
$49.7K - $54.3K
|
9.04K
$329K
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-2.09K- 7.36% |
$51.9K - $56.7K
|
26.3K
$954K
|
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-2.1K- 12.6% |
$52.1K - $56.9K
|
14.5K
$528K
|
|
|
Jul 24, 2023
Q2 2023
|
Better Wealth, LLC
|
SELL
|
- |
-2.12K- 0.08% |
$52.7K - $57.6K
|
2.72M
$98.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.33K- 1.32% |
$58K - $63.4K
|
175K
$6.36M
|
|
|
Aug 07, 2023
Q2 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-2.42K- 1.76% |
$60.1K - $65.7K
|
135K
$4.92M
|
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-2.53K- 2.51% |
$62.9K - $68.7K
|
98.3K
$3.57M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.68K- 0.58% |
$66.6K - $72.7K
|
459K
$16.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.7K- 18.72% |
$67K - $73.2K
|
11.7K
$425K
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
SELL
|
- |
-2.73K- 6.62% |
$67.8K - $74.1K
|
38.5K
$1.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-2.74K- 14.8% |
$68K - $74.3K
|
15.7K
$572K
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
SELL
|
- |
-2.92K- 0.32% |
$72.5K - $79.2K
|
921K
$33.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-3.41K- 0.93% |
$84.6K - $92.4K
|
361K
$13.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.57K- 0.87% |
$88.8K - $97K
|
407K
$14.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-3.82K- 0.54% |
$94.9K - $104K
|
700K
$25.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.9K- 3.08% |
$96.8K - $106K
|
123K
$4.46M
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3.95K- 9.62% |
$98.2K - $107K
|
37.1K
$1.35M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.97K- 19.06% |
$98.7K - $108K
|
16.9K
$613K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.01K- 2.03% |
$99.6K - $109K
|
194K
$7.04M
|
|
|
Jul 21, 2023
Q2 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-4.03K- 0.62% |
$100K - $110K
|
643K
$23.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-4.22K- 0.71% |
$105K - $115K
|
589K
$21.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-4.44K- 22.66% |
$110K - $120K
|
15.1K
$550K
|
|
|
Jul 20, 2023
Q2 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-4.77K- 2.11% |
$119K - $130K
|
222K
$8.06M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-4.87K- 29.3% |
$121K - $132K
|
11.8K
$427K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.89K- 23.64% |
$122K - $133K
|
15.8K
$574K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.96K- 7.99% |
$123K - $135K
|
57.1K
$2.08M
|
|
|
Jul 28, 2023
Q2 2023
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-4.99K- 1.35% |
$124K - $135K
|
364K
$13.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-5.01K- 3.09% |
$125K - $136K
|
157K
$5.71M
|
|
|
Aug 03, 2023
Q2 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-5.09K- 0.46% |
$127K - $138K
|
1.11M
$40.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Capital Performance Advisors LLP
|
SELL
|
- |
-5.13K- 0.32% |
$128K - $139K
|
1.62M
$58.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.47K- 1.44% |
$136K - $149K
|
374K
$13.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.07K- 6.07% |
$151K - $165K
|
93.8K
$3.41M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.07K- 6.16% |
$151K - $165K
|
92.5K
$3.36M
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
SELL
|
- |
-6.38K- 0.06% |
$159K - $173K
|
11.2M
$406M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-6.56K- 2.21% |
$163K - $178K
|
290K
$10.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-6.58K- 26.83% |
$164K - $179K
|
17.9K
$652K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-7.14K- 7.73% |
$178K - $194K
|
85.2K
$3.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-7.33K- 2.19% |
$182K - $199K
|
328K
$11.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-7.57K- 0.96% |
$188K - $205K
|
780K
$28.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-7.61K- 15.66% |
$189K - $207K
|
41K
$1.49M
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-7.62K- 3.57% |
$189K - $207K
|
206K
$7.48M
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-8.21K- 27.47% |
$204K - $223K
|
21.7K
$787K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-8.23K- 5.5% |
$205K - $223K
|
142K
$5.14M
|