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 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
159K+ 3.81% |
$4.15M - $4.5M
|
4.34M
$158M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
148K+ 48.23% |
$3.87M - $4.19M
|
456K
$16.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
147K+ 34.38% |
$3.84M - $4.16M
|
576K
$20.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Solution Inc.
|
BUY
|
- |
146K+ 118.15% |
$3.79M - $4.11M
|
269K
$9.77M
|
|
|
Oct 12, 2023
Q3 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
145K+ 2.47% |
$3.78M - $4.1M
|
6.02M
$219M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
144K+ 8.72% |
$3.74M - $4.06M
|
1.79M
$65.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
143K+ 4.27% |
$3.73M - $4.04M
|
3.5M
$127M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
141K+ 4.37% |
$3.66M - $3.96M
|
3.35M
$122M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
140K+ 2.77% |
$3.65M - $3.96M
|
5.21M
$189M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
140K+ 4.58% |
$3.65M - $3.95M
|
3.2M
$116M
|
|
|
Nov 08, 2023
Q3 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
140K+ 5.35% |
$3.65M - $3.95M
|
2.76M
$100M
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
137K+ 7.68% |
$3.57M - $3.87M
|
1.92M
$69.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
135K+ 6.63% |
$3.51M - $3.8M
|
2.17M
$78.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
129K+ 11.92% |
$3.35M - $3.63M
|
1.21M
$43.9M
|
|
|
Dec 05, 2023
Q3 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
128K+ 16.36% |
$3.33M - $3.61M
|
910K
$33.1M
|
|
|
Jun 25, 2024
Q3 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
127K+ 11.23% |
$3.32M - $3.59M
|
1.26M
$45.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
124K+ 80.88% |
$3.22M - $3.49M
|
277K
$10.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
119K+ 3.88% |
$3.11M - $3.37M
|
3.19M
$116M
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
113KNew |
$2.95M - $3.2M
|
113K
$4.12M
|
|
|
Nov 15, 2023
Q3 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
113K+ 1.97% |
$2.95M - $3.2M
|
5.85M
$213M
|
|
|
Nov 09, 2023
Q3 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
107K+ 9.77% |
$2.8M - $3.03M
|
1.21M
$43.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
104K+ 355.99% |
$2.71M - $2.94M
|
133K
$4.84M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
102K+ 31.97% |
$2.65M - $2.87M
|
420K
$15.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
102K+ 6.62% |
$2.65M - $2.87M
|
1.64M
$59.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
99.5K+ 4.16% |
$2.59M - $2.81M
|
2.49M
$90.5M
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
99.2K+ 11.68% |
$2.58M - $2.8M
|
949K
$34.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
99.2K+ 11.68% |
$2.58M - $2.8M
|
949K
$34.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
98.8K+ 1.73% |
$2.57M - $2.79M
|
5.82M
$212M
|
|
|
Oct 12, 2023
Q3 2023
|
New Capital Management LP
|
BUY
|
- |
98.5K+ 4.2% |
$2.57M - $2.78M
|
2.44M
$88.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
97.5K+ 10.89% |
$2.54M - $2.75M
|
993K
$36.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
96.4K+ 2.0% |
$2.51M - $2.72M
|
4.92M
$179M
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
95.3K+ 12.19% |
$2.48M - $2.69M
|
877K
$31.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
93.9K+ 5.72% |
$2.44M - $2.65M
|
1.74M
$63.1M
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
93.1K+ 2.57% |
$2.42M - $2.63M
|
3.71M
$135M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
92.7KNew |
$2.41M - $2.62M
|
92.7K
$3.37M
|
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
91.9K+ 6.64% |
$2.39M - $2.59M
|
1.48M
$53.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
90.8KNew |
$2.37M - $2.56M
|
90.8K
$3.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
86.8K+ 10.83% |
$2.26M - $2.45M
|
888K
$32.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
82.2K+ 13.29% |
$2.14M - $2.32M
|
700K
$25.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
81.6K+ 15.46% |
$2.12M - $2.3M
|
609K
$22.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
81.4K+ 8.14% |
$2.12M - $2.3M
|
1.08M
$39.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
80.9K+ 48.76% |
$2.11M - $2.28M
|
247K
$8.97M
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
80K+ 2.11% |
$2.08M - $2.26M
|
3.88M
$141M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
77K+ 26.1% |
$2.01M - $2.17M
|
372K
$13.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
76.5K+ 9.77% |
$1.99M - $2.16M
|
860K
$31.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
72.7K+ 7.36% |
$1.89M - $2.05M
|
1.06M
$38.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
72.4K+ 82.94% |
$1.89M - $2.04M
|
160K
$5.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
72KNew |
$1.87M - $2.03M
|
72K
$2.62M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
69.9K+ 128.91% |
$1.82M - $1.97M
|
124K
$4.51M
|
|
|
Nov 09, 2023
Q3 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
68.6KNew |
$1.79M - $1.93M
|
68.6K
$2.49M
|