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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.44K- 9.77% |
$44.6K - $49.3K
|
13.3K
$483K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.46K- 9.54% |
$45.2K - $50K
|
13.8K
$502K
|
|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.47K- 0.53% |
$45.6K - $50.4K
|
274K
$9.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.5K- 0.68% |
$46.6K - $51.4K
|
221K
$8.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-1.56K- 6.28% |
$48.5K - $53.5K
|
23.3K
$847K
|
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-1.59K- 1.52% |
$49.2K - $54.3K
|
103K
$3.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.75K- 0.51% |
$54.3K - $59.9K
|
340K
$12.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.8K- 4.73% |
$55.9K - $61.7K
|
36.2K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.85K- 1.47% |
$57.3K - $63.3K
|
124K
$4.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-1.99K- 0.32% |
$61.7K - $68.1K
|
610K
$22.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-2.08K- 0.55% |
$64.5K - $71.2K
|
376K
$13.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-2.11K- 8.74% |
$65.6K - $72.5K
|
22.1K
$802K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.61K- 2.94% |
$81K - $89.5K
|
86.2K
$3.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2.62K- 1.85% |
$81.3K - $89.8K
|
139K
$5.06M
|
|
|
Oct 10, 2024
Q3 2024
|
Atwater Malick LLC
|
SELL
|
- |
-2.73K- 3.35% |
$84.6K - $93.4K
|
78.6K
$2.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-2.82K- 10.46% |
$87.5K - $96.7K
|
24.1K
$877K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.86K- 1.36% |
$88.7K - $98K
|
207K
$7.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-2.88K- 0.84% |
$89.4K - $98.7K
|
339K
$12.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-2.94K- 5.11% |
$91.2K - $101K
|
54.5K
$1.98M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.07K- 7.11% |
$95.4K - $105K
|
40.1K
$1.46M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.12K- 2.89% |
$96.8K - $107K
|
105K
$3.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-3.46K- 22.47% |
$107K - $119K
|
11.9K
$434K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.8K- 0.57% |
$118K - $130K
|
666K
$24.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-4.18K- 13.29% |
$130K - $143K
|
27.3K
$991K
|
|
|
Oct 18, 2024
Q3 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-4.18K- 0.35% |
$130K - $143K
|
1.18M
$43M
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-4.36K- 6.15% |
$135K - $149K
|
66.5K
$2.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-4.67K- 1.62% |
$145K - $160K
|
283K
$10.3M
|
|
|
Nov 19, 2024
Q3 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-4.77K- 0.31% |
$148K - $163K
|
1.51M
$55M
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-4.85K- 2.2% |
$151K - $166K
|
216K
$7.85M
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-5.17K- 3.25% |
$161K - $177K
|
154K
$5.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-5.71K- 2.96% |
$177K - $196K
|
187K
$6.79M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-5.81K- 9.86% |
$180K - $199K
|
53.1K
$1.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-6.14K- 15.1% |
$191K - $211K
|
34.5K
$1.26M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
SELL
|
- |
-6.14K- 8.09% |
$191K - $211K
|
69.8K
$2.54M
|
|
|
Oct 08, 2024
Q3 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-6.23K- 7.48% |
$194K - $214K
|
77K
$2.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-6.24K- 4.33% |
$194K - $214K
|
138K
$5.01M
|
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-6.42K- 0.55% |
$199K - $220K
|
1.16M
$42M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-6.7K- 1.91% |
$208K - $230K
|
344K
$12.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-6.89K- 1.45% |
$214K - $236K
|
468K
$17M
|
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-6.96K- 4.4% |
$216K - $239K
|
151K
$5.49M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-7.03K- 52.21% |
$218K - $241K
|
6.43K
$234K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-7.13K- 1.18% |
$221K - $245K
|
598K
$21.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-7.16K- 2.57% |
$222K - $245K
|
271K
$9.86M
|
|
|
Oct 18, 2024
Q3 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-7.5K- 1.1% |
$233K - $257K
|
675K
$24.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-8.02K- 0.87% |
$249K - $275K
|
913K
$33.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.34K- 1.05% |
$259K - $286K
|
782K
$28.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-8.43K- 8.21% |
$262K - $289K
|
94.3K
$3.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-8.79K- 6.6% |
$273K - $301K
|
124K
$4.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
SELL
|
- |
-8.84K- 0.98% |
$274K - $303K
|
896K
$32.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.96K- 1.6% |
$278K - $307K
|
550K
$20M
|