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 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
57.9K+ 9.51% |
$1.74M - $1.87M
|
667K
$24M
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
56.4K+ 27.81% |
$1.7M - $1.83M
|
259K
$9.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
56.4K+ 9995.74% |
$1.7M - $1.82M
|
56.9K
$2.05M
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
55.3K+ 2.34% |
$1.66M - $1.79M
|
2.42M
$86.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Chico Wealth Ria
|
BUY
|
- |
55.2K+ 3.73% |
$1.66M - $1.79M
|
1.53M
$55.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
54.4K+ 7.69% |
$1.64M - $1.76M
|
761K
$27.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
53.4K+ 5.3% |
$1.61M - $1.73M
|
1.06M
$38.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
52.8K+ 10.42% |
$1.59M - $1.71M
|
559K
$20.1M
|
|
|
Jul 02, 2024
Q2 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
52.6K+ 6.34% |
$1.58M - $1.7M
|
883K
$31.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
52.3K+ 0.97% |
$1.57M - $1.69M
|
5.42M
$195M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
50.9K+ 5.31% |
$1.53M - $1.65M
|
1.01M
$36.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
48.3K+ 62.6% |
$1.45M - $1.56M
|
125K
$4.51M
|
|
|
Aug 07, 2024
Q2 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
47.6K+ 3.24% |
$1.43M - $1.54M
|
1.52M
$54.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
47K+ 1.45% |
$1.41M - $1.52M
|
3.28M
$118M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
45.9K+ 89.96% |
$1.38M - $1.49M
|
96.9K
$3.49M
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
45.6K+ 38.59% |
$1.37M - $1.48M
|
164K
$5.89M
|
|
|
Jul 19, 2024
Q2 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
44.4K+ 1.35% |
$1.34M - $1.44M
|
3.33M
$120M
|
|
|
Nov 01, 2024
Q2 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
44.2K+ 6.89% |
$1.33M - $1.43M
|
686K
$24.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
42.8KNew |
$1.29M - $1.39M
|
42.8K
$1.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
42.6K+ 12.36% |
$1.28M - $1.38M
|
387K
$13.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
42K+ 9.41% |
$1.26M - $1.36M
|
488K
$17.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
41.8K+ 4.94% |
$1.26M - $1.35M
|
889K
$31.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
41.6K+ 11.57% |
$1.25M - $1.35M
|
401K
$14.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
36.8K+ 343.91% |
$1.11M - $1.19M
|
47.5K
$1.71M
|
|
|
Jul 25, 2024
Q2 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
36.5K+ 1.98% |
$1.1M - $1.18M
|
1.88M
$67.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
35.6K+ 1.57% |
$1.07M - $1.15M
|
2.3M
$82.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
35.6KNew |
$1.07M - $1.15M
|
35.6K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
33.8K+ 52.33% |
$1.02M - $1.09M
|
98.4K
$3.54M
|
|
|
Jul 30, 2024
Q2 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
33.3K+ 3.57% |
$1M - $1.08M
|
966K
$34.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
33.3K+ 2.2% |
$1M - $1.08M
|
1.54M
$55.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
32.2K+ 499.36% |
$968K - $1.04M
|
38.6K
$1.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
31.6K+ 0.76% |
$952K - $1.02M
|
4.18M
$150M
|
|
|
Jul 25, 2024
Q2 2024
|
Retirement Solution Inc.
|
BUY
|
- |
31.2K+ 9.15% |
$938K - $1.01M
|
372K
$13.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
31.1K+ 5.16% |
$937K - $1.01M
|
635K
$22.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
30.6K+ 3.44% |
$922K - $991K
|
921K
$33.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
30KNew |
$901K - $969K
|
30K
$1.08M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
29.6K+ 2.76% |
$892K - $959K
|
1.1M
$39.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
29.6K+ 3.08% |
$890K - $958K
|
992K
$35.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
28.4KNew |
$855K - $920K
|
28.4K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
28.4K+ 2.51% |
$855K - $920K
|
1.16M
$41.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
27.5K+ 2.54% |
$829K - $892K
|
1.11M
$40M
|
|
|
Jul 22, 2024
Q2 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
27K+ 1.2% |
$812K - $874K
|
2.28M
$81.9M
|
|
|
Aug 09, 2024
Q2 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
25.2K+ 2.17% |
$759K - $816K
|
1.19M
$42.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25.1K+ 19.08% |
$756K - $814K
|
157K
$5.64M
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
25K+ 0.28% |
$751K - $808K
|
9.06M
$326M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
24.9KNew |
$750K - $806K
|
24.9K
$896K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24.8K+ 57.91% |
$745K - $802K
|
67.5K
$2.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
23.7K+ 45.57% |
$712K - $766K
|
75.6K
$2.72M
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
23.3K+ 3.23% |
$702K - $755K
|
746K
$26.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
BUY
|
- |
23.2K+ 5.03% |
$699K - $752K
|
485K
$17.4M
|