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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-44.3K- 1.42% |
$1.33M - $1.43M
|
3.07M
$111M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-46.4K- 14.76% |
$1.4M - $1.5M
|
268K
$9.67M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-48.9K- 1.71% |
$1.47M - $1.58M
|
2.8M
$101M
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-53.7K- 2.42% |
$1.62M - $1.74M
|
2.16M
$78M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-56.6K- 2.51% |
$1.7M - $1.83M
|
2.2M
$79.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-61K- 2.67% |
$1.84M - $1.97M
|
2.22M
$80.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-61.1K- 19.03% |
$1.84M - $1.98M
|
260K
$9.37M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-64.7K- 1.22% |
$1.95M - $2.09M
|
5.24M
$189M
|
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-65.1K- 2.18% |
$1.96M - $2.11M
|
2.93M
$105M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-69.2K- 39.04% |
$2.08M - $2.24M
|
108K
$3.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-70.5K- 4.88% |
$2.12M - $2.28M
|
1.38M
$49.6M
|
|
|
Nov 05, 2024
Q2 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-72K- 1.94% |
$2.17M - $2.33M
|
3.63M
$131M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-73K- 8.45% |
$2.2M - $2.36M
|
791K
$28.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-73.1K- 50.85% |
$2.2M - $2.36M
|
70.6K
$2.55M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-75K- 1.15% |
$2.26M - $2.43M
|
6.43M
$232M
|
|
|
Aug 07, 2024
Q2 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-76.7K- 32.37% |
$2.31M - $2.48M
|
160K
$5.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-93.7K- 1.76% |
$2.82M - $3.03M
|
5.21M
$188M
|
|
|
Jul 11, 2024
Q2 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-94.2K- 79.44% |
$2.83M - $3.05M
|
24.4K
$879K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-107K- 3.11% |
$3.21M - $3.45M
|
3.32M
$120M
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-120K- 50.42% |
$3.62M - $3.89M
|
118K
$4.26M
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-125K- 54.86% |
$3.76M - $4.04M
|
103K
$3.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-125K- 2.53% |
$3.76M - $4.04M
|
4.8M
$173M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-128K- 6.35% |
$3.86M - $4.15M
|
1.89M
$68.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-187K- 16.16% |
$5.64M - $6.07M
|
972K
$35.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-207K- 34.31% |
$6.24M - $6.71M
|
397K
$14.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
SELL
|
- |
-224K- 2.04% |
$6.74M - $7.25M
|
10.8M
$388M
|
|
|
Aug 08, 2024
Q2 2024
|
Rs Crum Inc.
|
SELL
|
- |
-237K- 16.12% |
$7.13M - $7.67M
|
1.23M
$44.4M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-298K- 41.72% |
$8.95M - $9.63M
|
416K
$15M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-298K- 41.72% |
$8.95M - $9.63M
|
416K
$15M
|
|
|
Aug 08, 2024
Q2 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-388K- 14.84% |
$11.7M - $12.6M
|
2.23M
$80.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-451K- 1.2% |
$13.6M - $14.6M
|
37.3M
$1.35B
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-707K- 6.66% |
$21.3M - $22.9M
|
9.91M
$357M
|
|
|
Oct 30, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-911K- 96.9% |
$27.4M - $29.5M
|
29.2K
$1.05M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2.12M- 5.37% |
$63.7M - $68.5M
|
37.3M
$1.35B
|