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
Bos Asset Management, LLC

Springfield, IL
BUY
 -
8.07K
New
$210K - $228K
8.07K $291K
May 20, 2024 Q3 2023
Parallel Advisors, LLC

BUY
 -
7.44K
+ 46.65%
$194K - $210K
23.4K $843K
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

BUY
 -
7.44K
+ 46.65%
$194K - $210K
23.4K $843K
Oct 12, 2023 Q3 2023
Shanker Valleau Wealth Advisors, Inc.

BUY
 -
6.74K
+ 0.3%
$176K - $190K
2.24M $80.9M
Nov 01, 2023 Q3 2023
Mosaic Family Wealth Partners, LLC

St. Louis, MO
BUY
 -
6.67K
+ 45.25%
$174K - $188K
21.4K $772K
Oct 13, 2023 Q3 2023
Garrett Investment Advisors LLC

BUY
 -
6.61K
+ 2.78%
$172K - $187K
244K $8.81M
Nov 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
6.51K
+ 11.39%
$170K - $184K
63.6K $2.29M
Oct 13, 2023 Q3 2023
Pfg Advisors

BUY
 -
6.44K
+ 3.87%
$168K - $182K
173K $6.24M
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
6.35K
New
$165K - $179K
6.35K $229K
Nov 08, 2023 Q3 2023
Aptus Capital Advisors, LLC

BUY
 -
5.92K
+ 6.84%
$154K - $167K
92.5K $3.34M
Oct 18, 2023 Q3 2023
25 LLC

St. Louis, MO
BUY
 -
5.81K
+ 6.64%
$151K - $164K
93.3K $3.36M
Nov 14, 2023 Q3 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
5.66K
+ 1.18%
$147K - $160K
487K $17.6M
Nov 14, 2023 Q3 2023
Cwa Asset Management Group, LLC

BUY
 -
5.57K
+ 9.09%
$145K - $157K
66.9K $2.41M
Oct 23, 2023 Q3 2023
Sheets Smith Wealth Management

BUY
 -
5.51K
New
$144K - $156K
5.51K $199K
Nov 09, 2023 Q3 2023
Wealth Architects, LLC

BUY
 -
5.47K
+ 4.97%
$142K - $154K
115K $4.16M
Nov 08, 2023 Q3 2023
Annis Gardner Whiting Capital Advisors, LLC

Tampa, FL
BUY
 -
5.41K
New
$141K - $153K
5.41K $195K
Oct 10, 2023 Q3 2023
Soundmark Wealth Management, LLC

BUY
 -
5.32K
+ 0.7%
$139K - $150K
765K $27.6M
Nov 14, 2023 Q3 2023
Knightsbridge Asset Management, LLC

Newport Beach, CA
BUY
 -
5.25K
+ 1.73%
$137K - $148K
309K $11.1M
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
5.14K
+ 0.62%
$134K - $145K
832K $30M
Nov 13, 2023 Q3 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
4.96K
+ 1.51%
$129K - $140K
333K $12M
Oct 11, 2023 Q3 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
4.95K
+ 62.87%
$129K - $140K
12.8K $462K
Nov 07, 2023 Q3 2023
Warwick Investment Management, Inc.

BUY
 -
4.87K
+ 0.18%
$127K - $137K
2.77M $99.9M
Nov 01, 2023 Q3 2023
Csenge Advisory Group

BUY
 -
4.86K
+ 52.49%
$126K - $137K
14.1K $509K
Oct 16, 2023 Q3 2023
City State Bank

Norwalk, IA
BUY
 -
4.75K
+ 15.96%
$124K - $134K
34.5K $1.24M
Oct 10, 2023 Q3 2023
Wedmont Private Capital

BUY
 -
4.7K
+ 56.05%
$122K - $133K
13.1K $472K
Nov 03, 2023 Q3 2023
Aspire Private Capital, LLC

BUY
 -
4.67K
+ 46.38%
$122K - $132K
14.8K $532K
Nov 07, 2023 Q3 2023
Financial Counselors Inc

BUY
 -
4.64K
+ 5.44%
$121K - $131K
89.9K $3.24M
Oct 17, 2023 Q3 2023
Gem Asset Management, LLC

Plymouth, MI
BUY
 -
4.54K
+ 5.83%
$118K - $128K
82.5K $2.97M
Nov 02, 2023 Q3 2023
Rf&L Wealth Management, LLC

Acton, MA
BUY
 -
4.51K
+ 1.57%
$118K - $127K
292K $10.5M
Nov 13, 2023 Q3 2023
Truvestments Capital LLC

Sarasota, FL
BUY
 -
4.27K
New
$111K - $120K
4.27K $154K
Oct 25, 2023 Q3 2023
Concord Wealth Partners

BUY
 -
4.17K
+ 4.0%
$108K - $118K
108K $3.91M
Nov 14, 2023 Q3 2023
Mai Capital Management

BUY
 -
4.04K
+ 3.79%
$105K - $114K
110K $3.98M
Oct 23, 2023 Q3 2023
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
4K
+ 32.28%
$104K - $113K
16.4K $591K
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
3.97K
+ 20.08%
$103K - $112K
23.7K $855K
Nov 14, 2023 Q3 2023
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
3.95K
+ 47.26%
$103K - $112K
12.3K $444K
Nov 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
3.81K
+ 0.44%
$99.2K - $107K
876K $31.6M
Nov 06, 2024 Q3 2023
Concord Asset Management, Llc/Va

Abingdon, VA
BUY
 -
3.67K
+ 26.76%
$95.6K - $104K
17.4K $627K
Nov 09, 2023 Q3 2023
Tortoise Investment Management, LLC

BUY
 -
3.61K
+ 2.14%
$94K - $102K
172K $6.2M
Nov 08, 2023 Q3 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
3.6K
+ 16.71%
$93.9K - $102K
25.2K $908K
Oct 25, 2023 Q3 2023
Forvis Wealth Advisors, LLC

BUY
 -
3.36K
+ 0.12%
$87.6K - $94.8K
2.93M $105M
Nov 08, 2023 Q3 2023
Essential Planning, Llc.

Portsmouth, NH
BUY
 -
3.2K
+ 21.16%
$83.5K - $90.4K
18.3K $661K
Oct 30, 2023 Q3 2023
Melfa Wealth Management, LLC

Westborough, MA
BUY
 -
3.16K
+ 1.17%
$82.4K - $89.3K
274K $9.86M
Oct 30, 2023 Q3 2023
Oakwell Private Wealth Management, LLC

BUY
 -
3.1K
+ 8.17%
$80.8K - $87.6K
41.1K $1.48M
Jul 03, 2024 Q3 2023
Mills Wealth Advisors LLC

Southlake, TX
BUY
 -
3.02K
+ 0.51%
$78.7K - $85.3K
593K $21.4M
Jan 02, 2024 Q3 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
3K
New
$78.2K - $84.7K
3K $108K
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
2.93K
New
$76.3K - $82.7K
2.93K $106K
Nov 02, 2023 Q3 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
2.47K
+ 0.61%
$64.4K - $69.8K
410K $14.8M
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
2.46K
New
$64.2K - $69.5K
2.46K $88.9K
Nov 08, 2023 Q3 2023
Argent Trust CO

Nashville, TN
BUY
 -
2.3K
+ 20.21%
$59.9K - $64.8K
13.7K $493K

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