Purchases and Sales Made in Q3 2024 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 2024. 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 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.65M+ 3095.6% |
$238M - $262M
|
7.9M
$285M
|
|
|
Nov 01, 2024
Q3 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
3.7MNew |
$115M - $127M
|
3.7M
$134M
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
3.46M+ 326.44% |
$107M - $119M
|
4.52M
$163M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.16M+ 5.91% |
$98M - $108M
|
56.6M
$2.04B
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.43M+ 5.1% |
$75.5M - $83.3M
|
50.1M
$1.81B
|
|
|
Oct 15, 2024
Q3 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
1.59MNew |
$49.3M - $54.4M
|
1.59M
$57.2M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.51M+ 49.18% |
$46.9M - $51.8M
|
4.58M
$165M
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
1.43M+ 343.81% |
$44.5M - $49.1M
|
1.85M
$66.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.08M+ 115.85% |
$33.5M - $37M
|
2.01M
$72.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
741K+ 22.75% |
$23M - $25.4M
|
4M
$144M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
650K+ 22.95% |
$20.2M - $22.3M
|
3.48M
$126M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
627K+ 25.05% |
$19.5M - $21.5M
|
3.13M
$113M
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
572K+ 57.9% |
$17.8M - $19.6M
|
1.56M
$56.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
450K+ 12.1% |
$14M - $15.4M
|
4.17M
$150M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
390K+ 4.64% |
$12.1M - $13.4M
|
8.81M
$318M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
386K+ 14.02% |
$12M - $13.2M
|
3.14M
$113M
|
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
342K+ 18.99% |
$10.6M - $11.7M
|
2.14M
$77.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
334K+ 6.4% |
$10.4M - $11.4M
|
5.55M
$200M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
299K+ 9.41% |
$9.27M - $10.2M
|
3.47M
$125M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
292KNew |
$9.06M - $10M
|
292K
$10.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
290KNew |
$9.01M - $9.95M
|
290K
$10.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
290KNew |
$9.01M - $9.95M
|
290K
$10.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
267K+ 12.05% |
$8.3M - $9.17M
|
2.48M
$89.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
250K+ 0.67% |
$7.77M - $8.58M
|
37.6M
$1.36B
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
238KNew |
$7.4M - $8.17M
|
238K
$8.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
211K+ 17.04% |
$6.56M - $7.24M
|
1.45M
$52.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
207K+ 59.74% |
$6.43M - $7.1M
|
554K
$20M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
207K+ 23.66% |
$6.42M - $7.09M
|
1.08M
$38.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
204K+ 47.79% |
$6.34M - $7M
|
631K
$22.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
203K+ 3.12% |
$6.3M - $6.95M
|
6.7M
$242M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
198K+ 5.32% |
$6.16M - $6.8M
|
3.93M
$142M
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
178K+ 3.79% |
$5.52M - $6.1M
|
4.88M
$176M
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
175K+ 2.45% |
$5.45M - $6.02M
|
7.33M
$264M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
171K+ 253.93% |
$5.32M - $5.88M
|
239K
$8.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
BUY
|
- |
169K+ 6.59% |
$5.26M - $5.81M
|
2.74M
$98.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
165K+ 7.85% |
$5.11M - $5.65M
|
2.26M
$81.6M
|
|
|
Oct 07, 2024
Q3 2024
|
New Capital Management LP
|
BUY
|
- |
163K+ 5.84% |
$5.07M - $5.6M
|
2.96M
$107M
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
160K+ 1.74% |
$4.97M - $5.48M
|
9.35M
$337M
|
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
147K+ 215.84% |
$4.56M - $5.04M
|
215K
$7.75M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
147K+ 11.67% |
$4.56M - $5.04M
|
1.41M
$50.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
143K+ 7.99% |
$4.43M - $4.9M
|
1.93M
$69.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
139K+ 51.7% |
$4.31M - $4.75M
|
407K
$14.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
133K+ 31.22% |
$4.12M - $4.55M
|
558K
$20.1M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
132K+ 6.14% |
$4.09M - $4.51M
|
2.27M
$82M
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
131K+ 5.35% |
$4.06M - $4.48M
|
2.57M
$92.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
128K+ 4.68% |
$3.97M - $4.38M
|
2.86M
$103M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
125K+ 121.55% |
$3.88M - $4.28M
|
228K
$8.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
115K+ 8.13% |
$3.57M - $3.94M
|
1.53M
$55.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
113K+ 159.58% |
$3.5M - $3.86M
|
183K
$6.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
110KNew |
$3.4M - $3.76M
|
110K
$3.95M
|