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 24, 2024
Q2 2024
|
Jb Capital LLC
|
BUY
|
- |
75+ 0.24% |
$2.26K - $2.43K
|
30.7K
$1.11M
|
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
71+ 0.3% |
$2.14K - $2.3K
|
23.6K
$850K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
69+ 0.3% |
$2.08K - $2.23K
|
23K
$829K
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
64+ 0.14% |
$1.93K - $2.07K
|
44.3K
$1.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
61+ 0.06% |
$1.84K - $1.97K
|
96.3K
$3.47M
|
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
50+ 0.3% |
$1.5K - $1.62K
|
16.9K
$610K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
50+ 0.13% |
$1.5K - $1.62K
|
37.9K
$1.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
48+ 0.51% |
$1.44K - $1.55K
|
9.53K
$343K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
47+ 0.3% |
$1.41K - $1.52K
|
15.7K
$566K
|
|
|
Aug 14, 2024
Q2 2024
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
42+ 0.3% |
$1.26K - $1.36K
|
14K
$504K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
38+ 0.3% |
$1.14K - $1.23K
|
12.6K
$453K
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
38+ 0.14% |
$1.14K - $1.23K
|
26.9K
$971K
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
37+ 0.15% |
$1.11K - $1.2K
|
25.3K
$911K
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
31+ 0.3% |
$933 - $1K
|
10.5K
$378K
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
28+ 0.16% |
$843 - $906
|
17.9K
$644K
|
|
|
Jul 30, 2024
Q2 2024
|
Matisse Capital
|
BUY
|
- |
28+ 0.3% |
$843 - $906
|
9.33K
$336K
|
|
|
Aug 07, 2024
Q2 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
27+ 0.3% |
$812 - $874
|
8.99K
$324K
|
|
|
Jul 25, 2024
Q2 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
27+ 0.29% |
$812 - $874
|
9.29K
$335K
|
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
25+ 0.28% |
$752 - $809
|
8.89K
$321K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
23New |
$692 - $745
|
23
$829
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
22+ 0.32% |
$662 - $712
|
6.81K
$246K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
22+ 0.1% |
$662 - $712
|
21.1K
$760K
|
|
|
Jul 30, 2024
Q2 2024
|
Holistic Financial Partners
|
BUY
|
- |
20+ 0.23% |
$602 - $647
|
8.65K
$312K
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
20+ 0.29% |
$602 - $647
|
6.85K
$247K
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
18+ 0.27% |
$542 - $583
|
6.77K
$244K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
17+ 0.31% |
$512 - $550
|
5.52K
$199K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
17+ 0.15% |
$512 - $550
|
11.1K
$399K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
17+ 0.17% |
$512 - $550
|
9.89K
$356K
|
|
|
Jul 12, 2024
Q2 2024
|
Exeter Financial, LLC
|
BUY
|
- |
15+ 0.09% |
$451 - $486
|
16.7K
$602K
|
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
13+ 0.04% |
$391 - $421
|
30.3K
$1.09M
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
12+ 0.08% |
$361 - $388
|
15.4K
$555K
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
12+ 0.17% |
$361 - $388
|
7.28K
$263K
|
|
|
Jul 25, 2024
Q2 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
10+ 0.01% |
$301 - $324
|
77.1K
$2.78M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
7+ 0.02% |
$211 - $227
|
31K
$1.12M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
6+ 0.31% |
$181 - $194
|
1.97K
$70.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
6+ 0.06% |
$181 - $194
|
9.27K
$334K
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2+ 0.0% |
$60.2 - $64.7
|
183K
$6.61M
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.18% |
$60.2 - $64.7
|
1.12K
$40.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
1+ 0.01% |
$30.1 - $32.4
|
7.63K
$275K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-1- -0.0% |
$30.1 - $32.4
|
55.2K
$1.99M
|
|
|
Nov 07, 2024
Q2 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-1- -0.0% |
$30.1 - $32.4
|
4.7M
$169M
|
|
|
Jul 10, 2024
Q2 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-6- 0.01% |
$181 - $194
|
41.8K
$1.51M
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-11- 0.06% |
$331 - $356
|
18.6K
$671K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-27- 0.09% |
$812 - $874
|
29.8K
$1.07M
|
|
|
Jul 17, 2024
Q2 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-31- 0.02% |
$933 - $1K
|
163K
$5.89M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-35- 0.05% |
$1.05K - $1.13K
|
76.9K
$2.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-44- 2.29% |
$1.32K - $1.42K
|
1.88K
$67.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-45- 0.11% |
$1.35K - $1.46K
|
40.7K
$1.47M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-49- 0.1% |
$1.47K - $1.59K
|
47.4K
$1.71M
|