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 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
168K+ 7.42% |
$5.06M - $5.44M
|
2.43M
$88.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
167K+ 9.67% |
$5.01M - $5.39M
|
1.89M
$68.7M
|
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
165K+ 20.91% |
$4.97M - $5.34M
|
955K
$34.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
161K+ 6.33% |
$4.83M - $5.2M
|
2.7M
$98.1M
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
159KNew |
$4.79M - $5.15M
|
159K
$5.78M
|
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
156K+ 6.83% |
$4.7M - $5.05M
|
2.44M
$88.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
154K+ 5.1% |
$4.64M - $4.99M
|
3.18M
$116M
|
|
|
Aug 14, 2024
Q2 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
154K+ 5.1% |
$4.64M - $4.99M
|
3.18M
$116M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
150KNew |
$4.5M - $4.84M
|
150K
$5.44M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
145K+ 10.26% |
$4.37M - $4.7M
|
1.56M
$56.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
142K+ 49.81% |
$4.27M - $4.6M
|
427K
$15.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
142KNew |
$4.27M - $4.59M
|
142K
$5.16M
|
|
|
Jul 19, 2024
Q2 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
131K+ 24.98% |
$3.94M - $4.24M
|
656K
$23.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
130KNew |
$3.91M - $4.21M
|
130K
$4.72M
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
126K+ 7.57% |
$3.78M - $4.07M
|
1.79M
$65M
|
|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
BUY
|
- |
124K+ 12.09% |
$3.73M - $4.01M
|
1.15M
$41.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
123K+ 2.72% |
$3.7M - $3.98M
|
4.64M
$169M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
117K+ 6.24% |
$3.53M - $3.79M
|
2M
$72.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
114K+ 7.28% |
$3.44M - $3.7M
|
1.69M
$61.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
114K+ 216.91% |
$3.43M - $3.69M
|
166K
$6.05M
|
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
111K+ 8.49% |
$3.33M - $3.58M
|
1.41M
$51.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
109K+ 9.72% |
$3.29M - $3.54M
|
1.23M
$44.8M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
108K+ 5.33% |
$3.26M - $3.51M
|
2.14M
$77.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
105K+ 3.86% |
$3.16M - $3.39M
|
2.82M
$103M
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
102K+ 74.05% |
$3.07M - $3.3M
|
239K
$8.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
102KNew |
$3.06M - $3.29M
|
102K
$3.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
99K+ 1.55% |
$2.98M - $3.21M
|
6.5M
$236M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
91.7KNew |
$2.76M - $2.97M
|
91.7K
$3.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
89.4K+ 61.18% |
$2.69M - $2.9M
|
236K
$8.57M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
88.9K+ 11.05% |
$2.67M - $2.88M
|
893K
$32.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
84.6K+ 10.28% |
$2.54M - $2.74M
|
907K
$33M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
84K+ 5.96% |
$2.53M - $2.72M
|
1.49M
$54.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
82.4K+ 125.01% |
$2.48M - $2.67M
|
148K
$5.39M
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
80.2K+ 6.8% |
$2.41M - $2.6M
|
1.26M
$45.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
80.2K+ 13.17% |
$2.41M - $2.6M
|
689K
$25.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
77.9K+ 2.66% |
$2.34M - $2.52M
|
3M
$109M
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
77.5K+ 9.09% |
$2.33M - $2.51M
|
930K
$33.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
76.5K+ 5.04% |
$2.3M - $2.48M
|
1.6M
$58M
|
|
|
Jul 12, 2024
Q2 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
76K+ 7.15% |
$2.29M - $2.46M
|
1.14M
$41.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
74.8K+ 321.68% |
$2.25M - $2.42M
|
98.1K
$3.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
74.7KNew |
$2.25M - $2.42M
|
74.7K
$2.72M
|
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
74.6K+ 1.51% |
$2.24M - $2.41M
|
5.03M
$183M
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
73.3K+ 13.57% |
$2.2M - $2.37M
|
613K
$22.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Awm Capital, LLC
|
BUY
|
- |
71.5K+ 2.86% |
$2.15M - $2.31M
|
2.57M
$93.3M
|
|
|
Jul 09, 2024
Q2 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
70.3K+ 7.38% |
$2.12M - $2.28M
|
1.02M
$37.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
68.2K+ 2.3% |
$2.05M - $2.21M
|
3.03M
$110M
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
66.9K+ 43.5% |
$2.01M - $2.17M
|
221K
$8.03M
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
62K+ 4.76% |
$1.87M - $2.01M
|
1.37M
$49.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
61.4K+ 10.1% |
$1.85M - $1.99M
|
670K
$24.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
59.7K+ 5.41% |
$1.8M - $1.93M
|
1.16M
$42.3M
|