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 26, 2023
Q3 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.1K- 0.81% |
$28.6K - $30.9K
|
134K
$4.88M
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
SELL
|
- |
-1.17K- 4.86% |
$30.3K - $32.9K
|
22.8K
$829K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.24K- 7.91% |
$32.3K - $35K
|
14.4K
$525K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.32K- 8.68% |
$34.3K - $37.2K
|
13.9K
$504K
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.33K- 3.36% |
$34.7K - $37.6K
|
38.3K
$1.39M
|
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.35K- 1.05% |
$35.1K - $38.1K
|
127K
$4.63M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.41K- 27.88% |
$36.7K - $39.8K
|
3.65K
$133K
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.43K- 6.7% |
$37.2K - $40.3K
|
19.9K
$724K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-1.65K- 0.8% |
$43K - $46.5K
|
204K
$7.42M
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.69K- 14.56% |
$44.1K - $47.7K
|
9.93K
$361K
|
|
|
Oct 20, 2023
Q3 2023
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-1.78K- 17.03% |
$46.4K - $50.3K
|
8.68K
$316K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.81K- 5.06% |
$47K - $50.9K
|
33.9K
$1.23M
|
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.81K- 0.86% |
$47.2K - $51.1K
|
209K
$7.59M
|
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.91K- 12.65% |
$49.7K - $53.8K
|
13.2K
$479K
|
|
|
Nov 03, 2023
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.91K- 12.65% |
$49.7K - $53.8K
|
13.2K
$479K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.99K- 0.54% |
$51.8K - $56.2K
|
369K
$13.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-2K- 4.58% |
$52.2K - $56.5K
|
41.8K
$1.52M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-2.01K- 0.53% |
$52.4K - $56.7K
|
380K
$13.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.07K- 1.07% |
$54K - $58.5K
|
192K
$6.96M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.23K- 1.48% |
$58.1K - $62.9K
|
148K
$5.38M
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-2.25K- 0.89% |
$58.6K - $63.5K
|
249K
$9.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-2.29K- 9.52% |
$59.5K - $64.5K
|
21.7K
$790K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-2.36K- 3.48% |
$61.6K - $66.7K
|
65.5K
$2.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-2.39K- 0.66% |
$62.2K - $67.3K
|
357K
$13M
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-2.64K- 16.62% |
$68.7K - $74.4K
|
13.2K
$481K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.68K- 0.34% |
$69.8K - $75.6K
|
789K
$28.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.73K- 14.38% |
$71.1K - $77K
|
16.3K
$591K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.87K- 21.52% |
$74.8K - $81K
|
10.5K
$381K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.88K- 0.3% |
$75.1K - $81.4K
|
953K
$34.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
SELL
|
- |
-3.03K- 7.29% |
$79K - $85.6K
|
38.6K
$1.4M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.22K- 0.86% |
$83.8K - $90.8K
|
370K
$13.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-3.59K- 13.8% |
$93.4K - $101K
|
22.4K
$814K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.59K- 19.32% |
$93.6K - $101K
|
15K
$545K
|
|
|
Oct 20, 2023
Q3 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-3.63K- 0.19% |
$94.5K - $102K
|
1.92M
$69.7M
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-3.63K- 2.37% |
$94.5K - $102K
|
149K
$5.43M
|
|
|
Oct 10, 2023
Q3 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-3.67K- 17.87% |
$95.5K - $103K
|
16.9K
$613K
|
|
|
Nov 08, 2023
Q3 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-4.3K- 22.9% |
$112K - $121K
|
14.5K
$527K
|
|
|
Nov 03, 2023
Q3 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-4.38K- 1.94% |
$114K - $123K
|
222K
$8.06M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-4.48K- 21.94% |
$117K - $126K
|
15.9K
$579K
|
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-4.56K- 4.1% |
$119K - $129K
|
107K
$3.88M
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-4.61K- 4.99% |
$120K - $130K
|
87.7K
$3.19M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.76K- 2.65% |
$124K - $134K
|
175K
$6.36M
|
|
|
Oct 30, 2023
Q3 2023
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-4.8K- 0.36% |
$125K - $136K
|
1.34M
$48.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-4.91K- 5.97% |
$128K - $139K
|
77.4K
$2.81M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-4.94K- 0.92% |
$129K - $139K
|
534K
$19.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-5.08K- 53.69% |
$132K - $143K
|
4.38K
$159K
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-5.18K- 0.56% |
$135K - $146K
|
916K
$33.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-5.3K- 0.59% |
$138K - $150K
|
899K
$32.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-5.67K- 1.89% |
$148K - $160K
|
295K
$10.7M
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-5.95K- 1.57% |
$155K - $168K
|
374K
$13.6M
|