Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.96K- 0.27% |
$155K - $168K
|
2.21M
$79.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-6.63K- 9.69% |
$173K - $187K
|
61.7K
$2.23M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.69K- 6.53% |
$174K - $189K
|
95.8K
$3.45M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-6.83K- 55.4% |
$178K - $193K
|
5.5K
$198K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.42K- 6.76% |
$193K - $209K
|
102K
$3.69M
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-7.52K- 2.35% |
$196K - $212K
|
312K
$11.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-7.55K- 3.4% |
$197K - $213K
|
214K
$7.72M
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-7.99K- 22.32% |
$208K - $225K
|
27.8K
$1M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-8.03K- 3.55% |
$209K - $227K
|
218K
$7.86M
|
|
|
Nov 02, 2023
Q3 2023
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-8.05K- 0.42% |
$210K - $227K
|
1.9M
$68.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-8.15K- 17.67% |
$212K - $230K
|
38K
$1.37M
|
|
|
Oct 27, 2023
Q3 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-8.91K- 1.0% |
$232K - $251K
|
882K
$31.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-9.11K- 14.99% |
$237K - $257K
|
51.7K
$1.86M
|
|
|
Nov 16, 2023
Q3 2023
|
Schubert & CO
|
SELL
|
- |
-9.41K- 2.43% |
$245K - $266K
|
378K
$13.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-9.5K- 2.39% |
$247K - $268K
|
387K
$14M
|
|
|
Nov 01, 2023
Q3 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-9.56K- 1.3% |
$249K - $270K
|
726K
$26.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-9.63K- 0.8% |
$251K - $272K
|
1.2M
$43.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-9.89K- 7.53% |
$258K - $279K
|
121K
$4.38M
|
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-10K- 0.42% |
$262K - $284K
|
2.4M
$86.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-10.3K- 59.95% |
$268K - $290K
|
6.87K
$248K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-10.5K- 2.28% |
$273K - $295K
|
448K
$16.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10.7K- 3.3% |
$278K - $301K
|
313K
$11.3M
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-11K- 1.02% |
$287K - $311K
|
1.07M
$38.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-11.1K- 3.05% |
$289K - $313K
|
353K
$12.7M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-11.3K- 3.81% |
$294K - $318K
|
285K
$10.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-12.8K- 2.44% |
$333K - $360K
|
510K
$18.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-15.1K- 9.58% |
$392K - $425K
|
142K
$5.12M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-15.7K- 2.87% |
$408K - $442K
|
530K
$19.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-16.5K- 4.12% |
$430K - $466K
|
384K
$13.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-18.1K- 4.22% |
$471K - $510K
|
410K
$14.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-18.7K- 16.59% |
$487K - $527K
|
94K
$3.39M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-20.3K- 1.33% |
$528K - $572K
|
1.5M
$54.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21.8K- 1.05% |
$568K - $615K
|
2.06M
$74.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-23.4K- 2.4% |
$609K - $660K
|
952K
$34.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-24.5K- 3.5% |
$638K - $692K
|
676K
$24.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-25.5K- 4.44% |
$664K - $719K
|
549K
$19.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-25.7K- 25.05% |
$670K - $726K
|
76.9K
$2.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-30.5K- 0.76% |
$793K - $860K
|
4M
$144M
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-30.9K- 4.13% |
$805K - $872K
|
718K
$25.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-31K- 6.22% |
$808K - $875K
|
468K
$16.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-31.6K- 15.63% |
$824K - $893K
|
171K
$6.16M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-32.1K- 1.3% |
$836K - $906K
|
2.43M
$87.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-32.1K- 3.77% |
$837K - $907K
|
820K
$29.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-32.1K- 4.12% |
$837K - $907K
|
748K
$27M
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-33.3K- 59.83% |
$866K - $939K
|
22.3K
$805K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-34K- 4.06% |
$886K - $960K
|
804K
$29M
|
|
|
Nov 07, 2023
Q3 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-34.1K- 2.38% |
$887K - $961K
|
1.4M
$50.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Better Wealth, LLC
|
SELL
|
- |
-36.1K- 1.33% |
$939K - $1.02M
|
2.68M
$96.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-37.3K- 1.63% |
$971K - $1.05M
|
2.26M
$81.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-38.2K- 33.26% |
$995K - $1.08M
|
76.7K
$2.76M
|