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 31, 2024
Q2 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
23K+ 1.32% |
$693K - $745K
|
1.77M
$64.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
22.2K+ 70.94% |
$667K - $717K
|
53.4K
$1.94M
|
|
|
Jul 30, 2024
Q2 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
22.2K+ 2.16% |
$667K - $717K
|
1.05M
$38.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
BUY
|
- |
22.1K+ 8.79% |
$664K - $715K
|
273K
$9.94M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
21.2K+ 0.65% |
$637K - $685K
|
3.26M
$118M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
20.5K+ 9.02% |
$616K - $662K
|
247K
$8.99M
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
19.9K+ 1.56% |
$598K - $643K
|
1.3M
$47.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
19.7KNew |
$594K - $639K
|
19.7K
$717K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
19.6KNew |
$590K - $634K
|
19.6K
$712K
|
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
19.4KNew |
$583K - $627K
|
19.4K
$704K
|
|
|
Jul 15, 2024
Q2 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
19K+ 38.76% |
$572K - $615K
|
68.1K
$2.47M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
18.9KNew |
$570K - $613K
|
18.9K
$689K
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
18.4K+ 15.99% |
$552K - $594K
|
133K
$4.84M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
18.3K+ 101.23% |
$549K - $591K
|
36.3K
$1.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.2K+ 1.43% |
$549K - $590K
|
1.29M
$47.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
17.7K+ 2.79% |
$533K - $573K
|
652K
$23.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
17.6K+ 8.59% |
$529K - $569K
|
222K
$8.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
17.1K+ 5.55% |
$516K - $555K
|
326K
$11.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
17K+ 149.08% |
$512K - $551K
|
28.4K
$1.03M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
16.9K+ 10.6% |
$508K - $546K
|
176K
$6.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
16.6K+ 30.83% |
$499K - $537K
|
70.4K
$2.56M
|
|
|
Aug 09, 2024
Q2 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
16.5K+ 1.18% |
$498K - $536K
|
1.42M
$51.7M
|
|
|
Oct 18, 2024
Q2 2024
|
Applied Capital LLC
|
BUY
|
- |
16.4K+ 1.42% |
$493K - $531K
|
1.17M
$42.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
16.1K+ 110.27% |
$485K - $521K
|
30.7K
$1.12M
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
15.9K+ 2.11% |
$477K - $513K
|
767K
$27.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
15.3K+ 5.44% |
$461K - $496K
|
297K
$10.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.1K+ 7.24% |
$455K - $489K
|
224K
$8.14M
|
|
|
Aug 08, 2024
Q2 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
15K+ 2.93% |
$450K - $484K
|
526K
$19.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
14.7K+ 2.46% |
$442K - $475K
|
612K
$22.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
14.3KNew |
$432K - $464K
|
14.3K
$521K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.3K+ 120.23% |
$429K - $461K
|
26.1K
$949K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.6K+ 4.27% |
$409K - $440K
|
331K
$12M
|
|
|
Aug 01, 2024
Q2 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
13.5K+ 4.15% |
$406K - $437K
|
339K
$12.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
13.2K+ 3.97% |
$399K - $429K
|
347K
$12.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
13.2K+ 181.55% |
$396K - $426K
|
20.4K
$742K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
13.1KNew |
$395K - $425K
|
13.1K
$477K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
12.8KNew |
$385K - $414K
|
12.8K
$465K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
12.8K+ 10.61% |
$384K - $413K
|
133K
$4.84M
|
|
|
Aug 08, 2024
Q2 2024
|
Planning Center, Inc.
|
BUY
|
- |
12.7K+ 0.61% |
$381K - $410K
|
2.09M
$75.9M
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
12.6K+ 4.69% |
$379K - $408K
|
282K
$10.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
12.5K+ 71.37% |
$376K - $404K
|
30K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
12.5K+ 1.44% |
$376K - $404K
|
880K
$32M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
11.5KNew |
$347K - $373K
|
11.5K
$419K
|
|
|
Aug 06, 2024
Q2 2024
|
Baker Boyer National Bank
|
BUY
|
- |
11K+ 0.6% |
$330K - $355K
|
1.83M
$66.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
10.9K+ 5.79% |
$329K - $354K
|
200K
$7.26M
|
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
10.3KNew |
$308K - $332K
|
10.3K
$373K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
9.58K+ 25.32% |
$288K - $310K
|
47.4K
$1.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
9.41K+ 83.28% |
$283K - $305K
|
20.7K
$753K
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
8.58K+ 10.85% |
$258K - $278K
|
87.7K
$3.19M
|
|
|
Jul 30, 2024
Q2 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
8.52K+ 75.66% |
$256K - $276K
|
19.8K
$719K
|