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 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-49- 0.15% |
$1.47K - $1.59K
|
31.8K
$1.16M
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-53- 0.13% |
$1.59K - $1.72K
|
41.8K
$1.52M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-62- 0.21% |
$1.87K - $2.01K
|
30.1K
$1.09M
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-83- 21.23% |
$2.5K - $2.69K
|
308
$11.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-95- 0.49% |
$2.86K - $3.08K
|
19.1K
$696K
|
|
|
Aug 05, 2024
Q2 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-100- 0.8% |
$3.01K - $3.24K
|
12.4K
$451K
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-119- 0.57% |
$3.58K - $3.85K
|
20.6K
$750K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-128- 1.22% |
$3.85K - $4.14K
|
10.3K
$376K
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-135- 0.02% |
$4.06K - $4.37K
|
597K
$21.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-147- 0.47% |
$4.42K - $4.76K
|
31.4K
$1.14M
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-160- 4.18% |
$4.81K - $5.18K
|
3.67K
$133K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-161- 1.18% |
$4.84K - $5.21K
|
13.5K
$489K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-191- 0.35% |
$5.75K - $6.18K
|
54.8K
$1.99M
|
|
|
Jul 24, 2024
Q2 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-197- 0.02% |
$5.93K - $6.38K
|
1.1M
$39.9M
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-200- 0.97% |
$6.02K - $6.47K
|
20.5K
$746K
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-217- 0.73% |
$6.53K - $7.02K
|
29.7K
$1.08M
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-221- 0.11% |
$6.65K - $7.15K
|
210K
$7.63M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-221- 1.99% |
$6.65K - $7.15K
|
10.9K
$396K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-245- 0.86% |
$7.37K - $7.93K
|
28.1K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-269- 3.36% |
$8.09K - $8.71K
|
7.73K
$281K
|
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-272- 9.67% |
$8.18K - $8.8K
|
2.54K
$92.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-300- 3.34% |
$9.03K - $9.71K
|
8.69K
$316K
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-309- 3.79% |
$9.3K - $10K
|
7.84K
$285K
|
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-325- 1.51% |
$9.78K - $10.5K
|
21.2K
$772K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-369- 1.04% |
$11.1K - $11.9K
|
35.2K
$1.28M
|
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-376- 4.45% |
$11.3K - $12.2K
|
8.08K
$294K
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-413- 0.96% |
$12.4K - $13.4K
|
42.5K
$1.55M
|
|
|
Aug 09, 2024
Q2 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-425- 0.15% |
$12.8K - $13.8K
|
275K
$10M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-431- 1.05% |
$13K - $14K
|
40.5K
$1.47M
|
|
|
Jul 31, 2024
Q2 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-442- 6.33% |
$13.3K - $14.3K
|
6.54K
$238K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-454- 1.04% |
$13.7K - $14.7K
|
43.2K
$1.57M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-469- 3.22% |
$14.1K - $15.2K
|
14.1K
$513K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-470- 4.19% |
$14.1K - $15.2K
|
10.7K
$390K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-472- 3.7% |
$14.2K - $15.3K
|
12.3K
$447K
|
|
|
Nov 14, 2024
Q2 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-483- 1.54% |
$14.5K - $15.6K
|
30.8K
$1.12M
|
|
|
Aug 09, 2024
Q2 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-518- 4.71% |
$15.6K - $16.8K
|
10.5K
$381K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-526- 2.7% |
$15.8K - $17K
|
19K
$690K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-543- 1.39% |
$16.3K - $17.6K
|
38.5K
$1.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-560- 2.2% |
$16.9K - $18.1K
|
24.9K
$904K
|
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-601- 0.22% |
$18.1K - $19.5K
|
267K
$9.72M
|
|
|
Jul 19, 2024
Q2 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-617- 0.7% |
$18.6K - $20K
|
87.1K
$3.17M
|
|
|
Aug 01, 2024
Q2 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-619- 3.89% |
$18.6K - $20K
|
15.3K
$556K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-620- 10.21% |
$18.7K - $20.1K
|
5.46K
$198K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-655- 0.46% |
$19.7K - $21.2K
|
142K
$5.16M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-656- 0.31% |
$19.7K - $21.2K
|
210K
$7.62M
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-658- 7.69% |
$19.8K - $21.3K
|
7.9K
$287K
|
|
|
Jul 18, 2024
Q2 2024
|
Brewster Financial Planning LLC
|
SELL
|
- |
-774- 2.03% |
$23.3K - $25.1K
|
37.3K
$1.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-818- 0.54% |
$24.6K - $26.5K
|
150K
$5.47M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-828- 7.53% |
$24.9K - $26.8K
|
10.2K
$370K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-829- 0.65% |
$24.9K - $26.8K
|
127K
$4.62M
|