Purchases and Sales Made in Q3 2023 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 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 14, 2023 Q3 2023
Kpp Advisory Services LLC

Louisville, KY
BUY
 -
19.5K
New
$507K - $549K
19.5K $702K
Nov 16, 2023 Q3 2023
Revisor Wealth Management LLC

Akron, OH
BUY
 -
19.4K
New
$506K - $548K
19.4K $701K
Nov 01, 2023 Q3 2023
Wealthspan Partners, LLC

Davenport, IA
BUY
 -
18.5K
+ 163.4%
$483K - $523K
29.9K $1.08M
Oct 12, 2023 Q3 2023
Mendota Financial Group, LLC

Madison, WI
BUY
 -
17.7K
+ 23.35%
$462K - $501K
93.7K $3.38M
Oct 31, 2023 Q3 2023
Fifth Third Bancorp

BUY
 -
17.6K
+ 102.26%
$458K - $496K
34.7K $1.25M
Oct 19, 2023 Q3 2023
Lion Street Advisors, LLC

BUY
 -
17.5K
+ 238.54%
$457K - $495K
24.9K $898K
Oct 30, 2023 Q3 2023
Annapolis Financial Services, LLC

BUY
 -
17.1K
+ 11.5%
$444K - $481K
165K $5.96M
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
16.1K
+ 1.46%
$419K - $454K
1.12M $40.2M
Nov 13, 2023 Q3 2023
Legacy Financial Group, Inc.

Tulsa, OK
BUY
 -
15.8K
+ 2.69%
$412K - $446K
605K $21.8M
Oct 31, 2023 Q3 2023
Spinnaker Investment Group, LLC

BUY
 -
15.6K
+ 38.96%
$407K - $441K
55.8K $2.01M
Sep 25, 2024 Q3 2023
Passive Capital Management, Llc.

Baltimore, MD
BUY
 -
15K
+ 2.08%
$391K - $424K
737K $26.6M
Nov 13, 2023 Q3 2023
Cibc Private Wealth Group, LLC

BUY
 -
15K
New
$391K - $423K
15K $541K
Oct 31, 2023 Q3 2023
Financial Council Asset Management Inc

BUY
 -
14.5K
+ 13.21%
$378K - $409K
124K $4.48M
Jul 09, 2024 Q3 2023
Rockingstone Advisors LLC

Great Barrington, MA
BUY
 -
14.5K
New
$377K - $408K
14.5K $522K
Nov 14, 2023 Q3 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
14.4K
+ 2.82%
$374K - $405K
523K $18.9M
Oct 31, 2023 Q3 2023
Tci Wealth Advisors, Inc.

BUY
 -
14.3K
+ 0.92%
$371K - $402K
1.57M $56.4M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
14.2K
+ 6.43%
$371K - $402K
236K $8.5M
Nov 03, 2023 Q3 2023
Bka Wealth Consulting, Inc.

BUY
 -
14.1K
New
$367K - $398K
14.1K $508K
Nov 08, 2023 Q3 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
13.5K
New
$351K - $380K
13.5K $486K
Nov 03, 2023 Q3 2023
Silver Oak Advisory Group, Inc.

Portland, OR
BUY
 -
13.3K
+ 4.52%
$347K - $376K
308K $11.1M
Oct 25, 2023 Q3 2023
Stone Point Wealth LLC

BUY
 -
12.6K
+ 16.81%
$328K - $356K
87.6K $3.16M
Oct 27, 2023 Q3 2023
Sym Financial Corp

BUY
 -
12.1K
New
$315K - $341K
12.1K $435K
Oct 25, 2023 Q3 2023
Waypoint Capital Advisors, LLC

BUY
 -
12.1K
+ 13.1%
$314K - $340K
104K $3.75M
Oct 27, 2023 Q3 2023
Red Lighthouse Investment Management, LLC

New York, NY
BUY
 -
11.9K
+ 1.07%
$310K - $336K
1.12M $40.5M
Nov 13, 2023 Q3 2023
Financial Alternatives, Inc

La Jolla, CA
BUY
 -
11.8K
+ 2.21%
$308K - $333K
546K $19.7M
Nov 08, 2023 Q3 2023
Tranquilli Financial Advisor LLC

Clinton, NJ
BUY
 -
11.6K
+ 15.35%
$303K - $328K
87.4K $3.15M
Nov 14, 2023 Q3 2023
Colony Group LLC

Boston, MA
BUY
 -
11.6K
+ 2.61%
$301K - $327K
456K $16.4M
Nov 09, 2023 Q3 2023
Rs Crum Inc.

BUY
 -
11.2K
+ 0.91%
$291K - $316K
1.24M $44.7M
Nov 14, 2023 Q3 2023
Quantinno Capital Management LP

New York, NY
BUY
 -
10.8K
New
$281K - $304K
10.8K $389K
Oct 31, 2023 Q3 2023
Summit Wealth Group, LLC

White River Junction, VT
BUY
 -
10.6K
+ 0.85%
$277K - $300K
1.27M $45.7M
Nov 02, 2023 Q3 2023
Capital Performance Advisors LLP

BUY
 -
10.6K
+ 0.66%
$277K - $300K
1.63M $58.7M
Nov 13, 2023 Q3 2023
Resource Planning Group

BUY
 -
10.3K
New
$268K - $290K
10.3K $371K
Nov 08, 2023 Q3 2023
Tru Independence LLC

BUY
 -
9.96K
+ 22.6%
$259K - $281K
54K $1.95M
Nov 13, 2023 Q3 2023
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
9.86K
New
$257K - $278K
9.86K $356K
Nov 13, 2023 Q3 2023
Full Sail Capital, LLC

Oklahoma City, OK
BUY
 -
9.85K
New
$257K - $278K
9.85K $355K
Nov 13, 2023 Q3 2023
Pinnacle Financial Group, LLC

BUY
 -
9.77K
+ 2.29%
$255K - $276K
437K $15.8M
Oct 13, 2023 Q3 2023
Ullmann Wealth Partners Group, LLC

BUY
 -
9.62K
New
$251K - $271K
9.62K $347K
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
9.55K
+ 1.02%
$249K - $270K
946K $34.1M
Nov 21, 2023 Q3 2023
Invst, LLC

Indianapolis, IN
BUY
 -
9.53K
New
$248K - $269K
9.53K $344K
Oct 25, 2023 Q3 2023
Planning Center, Inc.

BUY
 -
9.47K
+ 0.44%
$247K - $267K
2.15M $77.6M
Oct 16, 2023 Q3 2023
Mc Broom & Associates, LLC

BUY
 -
9.4K
New
$245K - $265K
9.4K $339K
Nov 13, 2023 Q3 2023
Orin Green Financial, LLC

BUY
 -
9.16K
New
$239K - $259K
9.16K $330K
Nov 15, 2023 Q3 2023
Cravens & CO Advisors, LLC

Cookeville, TN
BUY
 -
9.12K
+ 2.76%
$238K - $257K
340K $12.3M
Nov 13, 2023 Q3 2023
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
BUY
 -
8.82K
+ 3.22%
$230K - $249K
282K $10.2M
Nov 08, 2023 Q3 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
8.65K
+ 2.98%
$225K - $244K
298K $10.8M
Oct 24, 2023 Q3 2023
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
8.53K
New
$222K - $241K
8.53K $308K
Nov 02, 2023 Q3 2023
Wealth Spring Partners, LLC

Long Beach, CA
BUY
 -
8.26K
+ 1.69%
$215K - $233K
498K $18M
Nov 14, 2023 Q3 2023
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
8.21K
New
$214K - $232K
8.21K $296K
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
8.12K
+ 18.52%
$212K - $229K
52K $1.87M

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