Purchases and Sales Made in Q2 2024 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 2024. 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 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-3.49K- 22.67% |
$105K - $113K
|
11.9K
$429K
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-3.5K- 1.45% |
$105K - $113K
|
237K
$8.54M
|
|
|
Jul 19, 2024
Q2 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-3.51K- 27.16% |
$106K - $114K
|
9.41K
$339K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-3.52K- 3.63% |
$106K - $114K
|
93.5K
$3.37M
|
|
|
Jul 19, 2024
Q2 2024
|
Better Wealth, LLC
|
SELL
|
- |
-3.53K- 0.12% |
$106K - $114K
|
2.89M
$104M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.74K- 0.47% |
$112K - $121K
|
797K
$28.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-3.76K- 12.86% |
$113K - $122K
|
25.5K
$919K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-4.03K- 0.1% |
$121K - $130K
|
3.96M
$143M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-4.07K- 23.32% |
$123K - $132K
|
13.4K
$483K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.11K- 4.42% |
$124K - $133K
|
88.8K
$3.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-4.14K- 17.91% |
$125K - $134K
|
19K
$685K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-4.18K- 3.39% |
$126K - $135K
|
119K
$4.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-4.19K- 16.17% |
$126K - $136K
|
21.7K
$783K
|
|
|
Aug 01, 2024
Q2 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-4.23K- 14.89% |
$127K - $137K
|
24.2K
$872K
|
|
|
Jul 11, 2024
Q2 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-4.28K- 24.66% |
$129K - $138K
|
13.1K
$471K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.31K- 1.31% |
$130K - $139K
|
325K
$11.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-4.32K- 2.39% |
$130K - $140K
|
176K
$6.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-4.43K- 2.25% |
$133K - $143K
|
192K
$6.94M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-4.73K- 9.59% |
$142K - $153K
|
44.6K
$1.61M
|
|
|
Aug 07, 2024
Q2 2024
|
Montis Financial, LLC
|
SELL
|
- |
-5.05K- 6.23% |
$152K - $163K
|
76K
$2.74M
|
|
|
Aug 01, 2024
Q2 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-5.07K- 2.47% |
$153K - $164K
|
201K
$7.24M
|
|
|
Jul 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-5.2K- 11.07% |
$156K - $168K
|
41.8K
$1.51M
|
|
|
Aug 08, 2024
Q2 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-5.43K- 3.02% |
$163K - $176K
|
174K
$6.28M
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-5.47K- 8.51% |
$164K - $177K
|
58.7K
$2.12M
|
|
|
Aug 09, 2024
Q2 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-5.57K- 1.16% |
$168K - $180K
|
475K
$17.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-5.77K- 23.45% |
$174K - $187K
|
18.8K
$679K
|
|
|
Aug 12, 2024
Q2 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-5.8K- 0.95% |
$174K - $188K
|
605K
$21.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
SELL
|
- |
-5.83K- 0.64% |
$175K - $189K
|
905K
$32.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-6.16K- 4.63% |
$185K - $199K
|
127K
$4.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.24K- 6.33% |
$188K - $202K
|
92.3K
$3.33M
|
|
|
Jul 29, 2024
Q2 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-6.46K- 1.85% |
$194K - $209K
|
342K
$12.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.49K- 1.34% |
$195K - $210K
|
480K
$17.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-6.67K- 1.96% |
$201K - $216K
|
333K
$12M
|
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-7.03K- 0.58% |
$211K - $227K
|
1.21M
$43.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.03K- 8.57% |
$212K - $228K
|
75K
$2.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
SELL
|
- |
-7.44K- 45.11% |
$224K - $241K
|
9.05K
$326K
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-7.95K- 0.49% |
$239K - $257K
|
1.62M
$58.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-7.97K- 49.85% |
$240K - $258K
|
8.01K
$289K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-8.05K- 7.56% |
$242K - $261K
|
98.5K
$3.55M
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
SELL
|
- |
-8.33K- 53.44% |
$251K - $270K
|
7.25K
$262K
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-8.37K- 2.39% |
$252K - $271K
|
342K
$12.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-8.41K- 0.5% |
$253K - $272K
|
1.69M
$60.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-8.47K- 5.05% |
$255K - $274K
|
159K
$5.74M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-8.57K- 5.22% |
$258K - $277K
|
156K
$5.61M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-8.59K- 38.65% |
$259K - $278K
|
13.6K
$492K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-8.91K- 7.0% |
$268K - $289K
|
118K
$4.27M
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-8.98K- 2.65% |
$270K - $291K
|
330K
$11.9M
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-9K- 40.08% |
$271K - $291K
|
13.5K
$485K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-9.04K- 15.1% |
$272K - $293K
|
50.8K
$1.83M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-9.38K- 20.1% |
$282K - $304K
|
37.3K
$1.34M
|