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
Oct 19, 2023 Q3 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
2.22K
+ 12.8%
$57.8K - $62.6K
19.6K $711K
Nov 03, 2023 Q3 2023
N.E.W. Advisory Services LLC

BUY
 -
2.06K
+ 0.33%
$53.7K - $58.2K
623K $22.6M
Apr 12, 2024 Q3 2023
Lane & Associates LLC

Moorestown, NJ
BUY
 -
1.94K
+ 8.94%
$50.5K - $54.7K
23.6K $858K
Nov 14, 2023 Q3 2023
Raymond James Trust N.A.

BUY
 -
1.9K
+ 1.53%
$49.6K - $53.7K
127K $4.6M
Oct 20, 2023 Q3 2023
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
1.79K
+ 301.69%
$46.5K - $50.4K
2.38K $86.4K
Nov 13, 2023 Q3 2023
Tfb Advisors LLC

Overland Park, KS
BUY
 -
1.67K
+ 6.11%
$43.5K - $47.1K
29K $1.05M
Oct 20, 2023 Q3 2023
Brookstone Capital Management

BUY
 -
1.64K
+ 4.73%
$42.6K - $46.1K
36.2K $1.31M
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
1.59K
+ 1.39%
$41.4K - $44.9K
116K $4.23M
Nov 15, 2023 Q3 2023
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
1.52K
+ 2.53%
$39.7K - $43K
61.8K $2.25M
Nov 13, 2023 Q3 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
1.52K
+ 18.46%
$39.7K - $43K
9.78K $355K
Nov 03, 2023 Q3 2023
Us Bancorp \De\

BUY
 -
1.49K
+ 12.85%
$38.8K - $42.1K
13.1K $476K
Nov 07, 2023 Q3 2023
Security Financial Services, Inc.

BUY
 -
1.49K
+ 5.66%
$38.7K - $41.9K
27.7K $1.01M
Oct 12, 2023 Q3 2023
Wealthcare Capital Management LLC

Richmond, VA
BUY
 -
1.37K
+ 11.66%
$35.7K - $38.7K
13.1K $477K
Nov 15, 2023 Q3 2023
Rb Capital Management, LLC

BUY
 -
1.2K
+ 1.98%
$31.2K - $33.8K
61.5K $2.23M
Nov 01, 2023 Q3 2023
Focused Wealth Management, Inc

BUY
 -
1.16K
New
$30.1K - $32.6K
1.16K $42K
Nov 09, 2023 Q3 2023
Hallmark Capital Management Inc

BUY
 -
1.13K
New
$29.4K - $31.9K
1.13K $41K
Nov 03, 2023 Q3 2023
Pinnacle Financial Partners Inc

BUY
 -
1.09K
+ 6.61%
$28.4K - $30.8K
17.6K $639K
Nov 13, 2023 Q3 2023
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
993
+ 1.21%
$25.9K - $28K
83.1K $3.02M
Oct 12, 2023 Q3 2023
Global Trust Asset Management, LLC

BUY
 -
970
+ 2.34%
$25.3K - $27.4K
42.3K $1.54M
Oct 11, 2023 Q3 2023
Cva Family Office, LLC

BUY
 -
925
+ 0.18%
$24.1K - $26.1K
521K $18.9M
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
898
+ 1.98%
$23.4K - $25.3K
46.4K $1.69M
Nov 13, 2023 Q3 2023
Shakespeare Wealth Management, Inc.

Pewaukee, WI
BUY
 -
832
+ 2.89%
$21.7K - $23.5K
29.6K $1.08M
Nov 13, 2023 Q3 2023
Jacobi Capital Management LLC

BUY
 -
816
+ 1.59%
$21.3K - $23K
52.2K $1.9M
Oct 31, 2023 Q3 2023
Ifg Advisors, LLC

BUY
 -
816
+ 0.83%
$21.3K - $23K
98.9K $3.59M
Oct 25, 2023 Q3 2023
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
774
+ 1.13%
$20.2K - $21.8K
69.1K $2.51M
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
769
+ 1.61%
$20K - $21.7K
48.5K $1.76M
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
763
+ 8.91%
$19.9K - $21.5K
9.33K $339K
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
735
+ 3.57%
$19.1K - $20.7K
21.3K $775K
Nov 03, 2023 Q3 2023
Fiducient Advisors LLC

BUY
 -
616
+ 0.37%
$16K - $17.4K
168K $6.11M
Oct 18, 2023 Q3 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
588
+ 2.89%
$15.3K - $16.6K
20.9K $761K
Oct 30, 2023 Q3 2023
Sanctuary Wealth Management, L.L.C.

BUY
 -
550
+ 0.9%
$14.3K - $15.5K
61.5K $2.24M
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
441
New
$11.5K - $12.4K
441 $16K
Nov 09, 2023 Q3 2023
American Investment Services, Inc.

BUY
 -
440
+ 4.83%
$11.5K - $12.4K
9.55K $347K
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
440
+ 4.94%
$11.5K - $12.4K
9.34K $339K
Nov 06, 2023 Q3 2023
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
432
+ 0.34%
$11.3K - $12.2K
126K $4.58M
Oct 20, 2023 Q3 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
417
+ 2.72%
$10.9K - $11.8K
15.8K $573K
Nov 02, 2023 Q3 2023
Capital Investment Advisory Services, LLC

BUY
 -
400
+ 17.39%
$10.4K - $11.3K
2.7K $98.1K
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
358
+ 2.88%
$9.33K - $10.1K
12.8K $464K
Oct 17, 2023 Q3 2023
Atwater Malick LLC

BUY
 -
306
+ 0.36%
$7.97K - $8.64K
85.4K $3.1M
Nov 13, 2023 Q3 2023
Km Capital Management Ltd.

Austin, TX
BUY
 -
303
+ 0.37%
$7.89K - $8.55K
82.6K $3M
Nov 07, 2023 Q3 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
233
+ 1.5%
$6.07K - $6.58K
15.7K $572K
Oct 24, 2023 Q3 2023
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
215
+ 0.37%
$5.6K - $6.07K
58.9K $2.14M
Oct 25, 2023 Q3 2023
3 D/L Capital Management, LLC

BUY
 -
207
+ 0.82%
$5.39K - $5.84K
25.6K $930K
Oct 12, 2023 Q3 2023
Wp Wealth LLP

Fort Worth, TX
BUY
 -
205
+ 0.19%
$5.34K - $5.79K
109K $3.96M
Oct 30, 2023 Q3 2023
Blue Chip Partners, Inc.

BUY
 -
179
+ 0.37%
$4.66K - $5.05K
49K $1.78M
Oct 13, 2023 Q3 2023
Seaside Wealth Management, Inc.

Carlsbad, CA
BUY
 -
177
+ 0.27%
$4.61K - $4.99K
65.5K $2.38M
Nov 03, 2023 Q3 2023
Larson Financial Group LLC

BUY
 -
170
+ 0.32%
$4.43K - $4.8K
53.9K $1.96M
Nov 03, 2023 Q3 2023
Ieq Capital, LLC

BUY
 -
157
+ 0.36%
$4.09K - $4.43K
43.3K $1.57M
Nov 13, 2023 Q3 2023
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
152
+ 0.37%
$3.96K - $4.29K
41.5K $1.51M

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