Purchases and Sales Made in Q2 2024 in Dimensional ETF Tr U S Core Eq (DFAC)

DFAC Quotes by TradingView

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 25, 2024 Q2 2024
Janiczek Wealth Management, LLC

BUY
 -
700
New
$21.1K - $22.7K
700 $25.2K
Jul 23, 2024 Q2 2024
Von Berge Wealth Management Group, LLC

BUY
 -
623
+ 7.75%
$18.7K - $20.2K
8.66K $312K
Aug 13, 2024 Q2 2024
Rb Capital Management, LLC

BUY
 -
619
+ 1.01%
$18.6K - $20K
61.7K $2.23M
Aug 06, 2024 Q2 2024
Bka Wealth Consulting, Inc.

BUY
 -
598
+ 2.78%
$18K - $19.4K
22.1K $798K
Aug 14, 2024 Q2 2024
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
547
+ 1.38%
$16.5K - $17.7K
40.2K $1.45M
Aug 12, 2024 Q2 2024
Lji Wealth Management, LLC

Indianapolis, IN
BUY
 -
515
+ 0.57%
$15.5K - $16.7K
90.3K $3.26M
Aug 06, 2024 Q2 2024
Fiducient Advisors LLC

BUY
 -
507
+ 0.3%
$15.3K - $16.4K
170K $6.11M
Jul 15, 2024 Q2 2024
Aspiriant, LLC

BUY
 -
488
+ 0.17%
$14.7K - $15.8K
282K $10.2M
Aug 07, 2024 Q2 2024
Pfg Advisors

BUY
 -
485
+ 0.25%
$14.6K - $15.7K
193K $6.96M
Jul 30, 2024 Q2 2024
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
480
+ 6.72%
$14.4K - $15.5K
7.62K $275K
Aug 07, 2024 Q2 2024
Headlands Technologies LLC

Chicago, IL
BUY
 -
426
New
$12.8K - $13.8K
426 $15.4K
Aug 02, 2024 Q2 2024
Belpointe Asset Management LLC

BUY
 -
398
New
$12K - $12.9K
398 $14.4K
Aug 09, 2024 Q2 2024
Total Clarity Wealth Management, Inc.

BUY
 -
385
+ 0.42%
$11.6K - $12.5K
91.6K $3.3M
Aug 12, 2024 Q2 2024
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
364
New
$11K - $11.8K
364 $13.1K
Jul 26, 2024 Q2 2024
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
350
+ 1.68%
$10.5K - $11.3K
21.2K $763K
Aug 08, 2024 Q2 2024
Wp Wealth LLP

Fort Worth, TX
BUY
 -
327
+ 0.3%
$9.84K - $10.6K
109K $3.94M
Jul 30, 2024 Q2 2024
Bos Asset Management, LLC

Springfield, IL
BUY
 -
314
+ 2.8%
$9.45K - $10.2K
11.5K $415K
Aug 12, 2024 Q2 2024
Ieq Capital, LLC

BUY
 -
300
+ 0.69%
$9.03K - $9.71K
43.9K $1.58M
Aug 14, 2024 Q2 2024
Disciplined Equity Management, Inc.

BUY
 -
250
+ 0.7%
$7.52K - $8.09K
35.8K $1.29M
Jul 08, 2024 Q2 2024
Quent Capital, LLC

BUY
 -
240
+ 585.37%
$7.22K - $7.77K
281 $10.1K
Aug 12, 2024 Q2 2024
Elevate Wealth Advisory, Inc

Athens, GA
BUY
 -
239
+ 0.89%
$7.19K - $7.74K
27K $972K
Jul 17, 2024 Q2 2024
Atwater Malick LLC

BUY
 -
238
+ 0.29%
$7.16K - $7.7K
81.4K $2.93M
Aug 13, 2024 Q2 2024
Capital Group Private Client Services, Inc.

Los Angeles, CA
BUY
 -
231
+ 0.08%
$6.95K - $7.48K
300K $10.8M
Aug 02, 2024 Q2 2024
Km Capital Management Ltd.

Austin, TX
BUY
 -
212
+ 0.3%
$6.38K - $6.86K
70.8K $2.55M
Aug 12, 2024 Q2 2024
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
212
+ 0.74%
$6.38K - $6.86K
28.9K $1.04M
Jul 30, 2024 Q2 2024
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
177
+ 0.3%
$5.33K - $5.73K
59.3K $2.14M
Jul 31, 2024 Q2 2024
Moisand Fitzgerald Tamayo, LLC

BUY
 -
165
+ 1.27%
$4.96K - $5.34K
13.1K $473K
Aug 13, 2024 Q2 2024
Fmfe Wealth Management, LLC

Syracuse, NY
BUY
 -
163
+ 0.46%
$4.9K - $5.28K
35.9K $1.29M
Aug 14, 2024 Q2 2024
Sterling Wealth Management, Inc.

Champaign, IL
BUY
 -
155
+ 0.06%
$4.66K - $5.02K
282K $10.2M
Aug 12, 2024 Q2 2024
Bridges Investment Management Inc

BUY
 -
150
+ 2.31%
$4.51K - $4.86K
6.65K $240K
Jul 29, 2024 Q2 2024
Blue Chip Partners, Inc.

BUY
 -
148
+ 0.3%
$4.45K - $4.79K
49.5K $1.78M
Aug 07, 2024 Q2 2024
Seaside Wealth Management, Inc.

Carlsbad, CA
BUY
 -
135
+ 0.21%
$4.06K - $4.37K
65.8K $2.37M
Aug 13, 2024 Q2 2024
Orion Capital Management LLC

BUY
 -
132
+ 0.18%
$3.97K - $4.27K
75.6K $2.72M
Aug 08, 2024 Q2 2024
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
125
+ 0.3%
$3.76K - $4.05K
41.8K $1.51M
Jul 31, 2024 Q2 2024
Concord Wealth Partners

BUY
 -
121
+ 0.14%
$3.64K - $3.92K
85K $3.07M
Aug 09, 2024 Q2 2024
Mason Investment Advisory Services, Inc.

Reston, VA
BUY
 -
115
+ 0.3%
$3.46K - $3.72K
38.6K $1.39M
Aug 12, 2024 Q2 2024
Clarity Capital Advisors, LLC

Lakewood Ranch, FL
BUY
 -
108
+ 0.14%
$3.25K - $3.5K
76.1K $2.74M
Aug 02, 2024 Q2 2024
Larson Financial Group LLC

BUY
 -
105
+ 0.2%
$3.16K - $3.4K
52.5K $1.89M
Jul 29, 2024 Q2 2024
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
105
New
$3.16K - $3.4K
105 $3.79K
Aug 14, 2024 Q2 2024
Brown Advisory Inc

BUY
 -
103
+ 0.15%
$3.1K - $3.33K
70.8K $2.55M
Aug 12, 2024 Q2 2024
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
99
+ 0.26%
$2.98K - $3.2K
37.6K $1.36M
Jul 16, 2024 Q2 2024
Gps Wealth Strategies Group, LLC

BUY
 -
97
+ 0.93%
$2.92K - $3.14K
10.5K $379K
Jul 09, 2024 Q2 2024
Rise Advisors, LLC

BUY
 -
97
+ 0.3%
$2.92K - $3.14K
32.3K $1.16M
Jul 31, 2024 Q2 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
97
+ 26.94%
$2.92K - $3.14K
457 $16.5K
Aug 01, 2024 Q2 2024
Life Guide Financial Advisors, LLC

BUY
 -
97
+ 0.02%
$2.92K - $3.14K
499K $18M
Jul 23, 2024 Q2 2024
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
95
+ 0.3%
$2.86K - $3.08K
31.5K $1.14M
Aug 19, 2024 Q2 2024
Hershey Financial Advisers, LLC

Lancaster, PA
BUY
 -
93
New
$2.8K - $3.01K
93 $3.35K
Aug 14, 2024 Q2 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
93
+ 0.28%
$2.8K - $3.01K
33K $1.19M
Jul 11, 2024 Q2 2024
Cadent Capital Advisors, LLC

BUY
 -
89
+ 0.16%
$2.68K - $2.88K
57.5K $2.07M

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