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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2023
Q3 2023
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-92- 0.97% |
$2.4K - $2.6K
|
9.42K
$339K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-96- 11.18% |
$2.5K - $2.71K
|
763
$27.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Holistic Financial Partners
|
SELL
|
- |
-107- 1.2% |
$2.79K - $3.02K
|
8.8K
$316K
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-117- 1.13% |
$3.05K - $3.3K
|
10.3K
$369K
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-120- 0.15% |
$3.13K - $3.39K
|
78.8K
$2.83M
|
|
|
Oct 31, 2023
Q3 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-127- 0.51% |
$3.31K - $3.58K
|
24.7K
$888K
|
|
|
Oct 25, 2023
Q3 2023
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-147- 1.02% |
$3.83K - $4.15K
|
14.3K
$512K
|
|
|
Jan 08, 2025
Q3 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-192- 9.95% |
$5K - $5.42K
|
1.74K
$62.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-200- 2.4% |
$5.21K - $5.64K
|
8.15K
$293K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-208- 1.36% |
$5.42K - $5.87K
|
15K
$541K
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-210- 0.18% |
$5.47K - $5.93K
|
115K
$4.12M
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-220- 0.13% |
$5.73K - $6.21K
|
165K
$5.93M
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-224- 0.12% |
$5.84K - $6.32K
|
192K
$6.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-225- 1.17% |
$5.86K - $6.35K
|
19.1K
$686K
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-233- 0.53% |
$6.07K - $6.58K
|
44.1K
$1.58M
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
SELL
|
- |
-254- 1.31% |
$6.62K - $7.17K
|
19.1K
$687K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-259- 1.02% |
$6.75K - $7.31K
|
25.3K
$908K
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-260- 0.17% |
$6.77K - $7.34K
|
157K
$5.64M
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-261- 0.8% |
$6.8K - $7.37K
|
32.3K
$1.16M
|
|
|
Oct 10, 2023
Q3 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-279- 0.1% |
$7.27K - $7.87K
|
269K
$9.67M
|
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-299- 3.68% |
$7.79K - $8.44K
|
7.83K
$282K
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-340- 0.75% |
$8.86K - $9.59K
|
44.8K
$1.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-342- 0.59% |
$8.91K - $9.65K
|
57.5K
$2.07M
|
|
|
Oct 31, 2023
Q3 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-369- 1.2% |
$9.61K - $10.4K
|
30.3K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-370- 4.21% |
$9.64K - $10.4K
|
8.42K
$303K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-391- 1.99% |
$10.2K - $11K
|
19.2K
$692K
|
|
|
Oct 20, 2023
Q3 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-395- 11.33% |
$10.3K - $11.1K
|
3.09K
$111K
|
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-417- 1.51% |
$10.9K - $11.8K
|
27.3K
$980K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-470- 3.78% |
$12.2K - $13.3K
|
12K
$430K
|
|
|
Dec 05, 2024
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-472- 1.13% |
$12.3K - $13.3K
|
41.5K
$1.49M
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-502- 4.0% |
$13.1K - $14.2K
|
12.1K
$433K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-533- 0.01% |
$13.9K - $15K
|
4.52M
$163M
|
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
SELL
|
- |
-544- 1.11% |
$14.2K - $15.4K
|
48.6K
$1.75M
|
|
|
Oct 10, 2023
Q3 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-600- 6.49% |
$15.6K - $16.9K
|
8.64K
$311K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-612- 1.23% |
$15.9K - $17.3K
|
49.3K
$1.77M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-620- 5.3% |
$16.2K - $17.5K
|
11.1K
$398K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-640- 2.87% |
$16.7K - $18.1K
|
21.7K
$779K
|
|
|
Oct 19, 2023
Q3 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-659- 4.22% |
$17.2K - $18.6K
|
15K
$538K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-685- 0.34% |
$17.8K - $19.3K
|
200K
$7.18M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-703- 3.34% |
$18.3K - $19.8K
|
20.4K
$733K
|
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
SELL
|
- |
-713- 4.94% |
$18.6K - $20.1K
|
13.7K
$494K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-719- 6.13% |
$18.7K - $20.3K
|
11K
$396K
|
|
|
Oct 25, 2023
Q3 2023
|
Horizon Financial Services, LLC
|
SELL
|
- |
-736- 7.34% |
$19.2K - $20.8K
|
9.29K
$334K
|
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-827- 42.52% |
$21.5K - $23.3K
|
1.12K
$40.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-843- 10.0% |
$22K - $23.8K
|
7.59K
$273K
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-938- 0.26% |
$24.4K - $26.5K
|
360K
$12.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-959- 0.88% |
$25K - $27.1K
|
108K
$3.87M
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-998- 0.54% |
$26K - $28.2K
|
184K
$6.63M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.03K- 0.58% |
$26.8K - $29K
|
177K
$6.36M
|
|
|
Nov 06, 2023
Q3 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.05K- 1.07% |
$27.3K - $29.5K
|
97.2K
$3.49M
|