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 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.88K+ 30.93% |
$117K - $126K
|
16.4K
$593K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
3.85KNew |
$116K - $125K
|
3.85K
$139K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.8K+ 22.86% |
$114K - $123K
|
20.4K
$736K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.78K+ 2.62% |
$114K - $122K
|
148K
$5.34M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.64K+ 17.07% |
$110K - $118K
|
25K
$901K
|
|
|
Jul 16, 2024
Q2 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
3.57K+ 4.78% |
$107K - $115K
|
78.1K
$2.82M
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
3.47K+ 3.91% |
$105K - $112K
|
92.3K
$3.33M
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3.35K+ 0.19% |
$101K - $109K
|
1.77M
$63.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
3.31KNew |
$99.5K - $107K
|
3.31K
$119K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.3K+ 10.06% |
$99.3K - $107K
|
36.1K
$1.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
3.16K+ 5.55% |
$95K - $102K
|
60.1K
$2.17M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
3.14KNew |
$94.3K - $101K
|
3.14K
$113K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.04KNew |
$91.6K - $98.5K
|
3.04K
$110K
|
|
|
Aug 12, 2024
Q2 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
3.02K+ 0.1% |
$90.9K - $97.8K
|
3.09M
$112M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.94K+ 35.3% |
$88.5K - $95.2K
|
11.3K
$406K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.92K+ 2.53% |
$87.8K - $94.4K
|
118K
$4.26M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.89K+ 9.54% |
$87.1K - $93.7K
|
33.2K
$1.2M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.73K+ 0.28% |
$82.2K - $88.5K
|
994K
$35.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.67K+ 43.91% |
$80.5K - $86.6K
|
8.76K
$316K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.65KNew |
$79.9K - $85.9K
|
2.65K
$95.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.55K+ 3.61% |
$76.6K - $82.4K
|
73K
$2.63M
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.54K+ 16.19% |
$76.5K - $82.3K
|
18.2K
$658K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.54K+ 0.77% |
$76.5K - $82.3K
|
334K
$12.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.41K+ 2.51% |
$72.5K - $78K
|
98.6K
$3.56M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.19K+ 15.72% |
$65.8K - $70.8K
|
16.1K
$580K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
2.16K+ 3.77% |
$65.1K - $70K
|
59.5K
$2.15M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.08K+ 1.03% |
$62.6K - $67.3K
|
204K
$7.34M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.9K+ 6.41% |
$57.2K - $61.5K
|
31.5K
$1.14M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
1.73KNew |
$51.9K - $55.9K
|
1.73K
$62.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1.7K+ 1.02% |
$51K - $54.9K
|
168K
$6.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1.67KNew |
$50.3K - $54.2K
|
1.67K
$60.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.64K+ 1.57% |
$49.4K - $53.2K
|
106K
$3.83M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.59K+ 1.67% |
$47.8K - $51.4K
|
96.4K
$3.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.54K+ 1.34% |
$46.2K - $49.7K
|
116K
$4.18M
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.53K+ 16.07% |
$46.2K - $49.7K
|
11.1K
$399K
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.53K+ 0.63% |
$45.9K - $49.4K
|
242K
$8.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.42K+ 2.76% |
$42.8K - $46.1K
|
53K
$1.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.34K+ 62.22% |
$40.3K - $43.3K
|
3.49K
$126K
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.22K+ 0.22% |
$36.8K - $39.6K
|
555K
$20M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.21K+ 0.1% |
$36.4K - $39.2K
|
1.24M
$44.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.15K+ 2.49% |
$34.5K - $37.1K
|
47.3K
$1.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
1.13K+ 1.18% |
$33.9K - $36.4K
|
96.3K
$3.47M
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.11K+ 2.2% |
$33.5K - $36K
|
51.5K
$1.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.11K+ 708.33% |
$33.2K - $35.8K
|
1.26K
$45.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.06K+ 5.72% |
$32K - $34.4K
|
19.7K
$709K
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.01K+ 1.05% |
$30.4K - $32.7K
|
96.9K
$3.49M
|
|
|
Aug 12, 2024
Q2 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
981+ 0.7% |
$29.5K - $31.8K
|
142K
$5.11M
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
954+ 2.01% |
$28.7K - $30.9K
|
48.5K
$1.75M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
896+ 18.39% |
$27K - $29K
|
5.77K
$208K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
890+ 13.57% |
$26.8K - $28.8K
|
7.45K
$269K
|