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 08, 2024
Q3 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-41.3K- 1.89% |
$1.28M - $1.42M
|
2.14M
$77.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-42.6K- 15.27% |
$1.32M - $1.46M
|
236K
$8.59M
|
|
|
Oct 21, 2024
Q3 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-43.1K- 3.59% |
$1.34M - $1.48M
|
1.16M
$42.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-46K- 5.0% |
$1.43M - $1.58M
|
875K
$31.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-47.1K- 26.77% |
$1.46M - $1.62M
|
129K
$4.68M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-55K- 1.71% |
$1.71M - $1.89M
|
3.16M
$115M
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-55.6K- 15.63% |
$1.73M - $1.91M
|
300K
$10.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-56.7K- 2.58% |
$1.76M - $1.94M
|
2.14M
$77.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-57.7K- 1.35% |
$1.79M - $1.98M
|
4.22M
$153M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-57.7K- 1.06% |
$1.79M - $1.98M
|
5.37M
$195M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-59.6K- 1.14% |
$1.85M - $2.04M
|
5.18M
$188M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-65.4K- 1.02% |
$2.03M - $2.24M
|
6.36M
$231M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-66.6K- 3.0% |
$2.07M - $2.28M
|
2.15M
$78.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-69.9K- 0.53% |
$2.17M - $2.4M
|
13.1M
$476M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-71.2K- 2.15% |
$2.21M - $2.44M
|
3.25M
$118M
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-72.8K- 15.02% |
$2.26M - $2.5M
|
412K
$15M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-73.3K- 2.62% |
$2.28M - $2.51M
|
2.73M
$99.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-77.1K- 1.04% |
$2.4M - $2.64M
|
7.32M
$266M
|
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-90.2K- 11.85% |
$2.8M - $3.09M
|
671K
$24.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-99.5K- 5.26% |
$3.09M - $3.41M
|
1.79M
$65.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-102K- 4.6% |
$3.18M - $3.51M
|
2.13M
$77.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-107K- 1.1% |
$3.32M - $3.67M
|
9.65M
$351M
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-124K- 12.46% |
$3.86M - $4.26M
|
873K
$31.7M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-128K- 56.05% |
$3.96M - $4.37M
|
100K
$3.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-140K- 1.3% |
$4.33M - $4.78M
|
10.6M
$386M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-140K- 1.41% |
$4.33M - $4.79M
|
9.77M
$355M
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-145K- 23.7% |
$4.51M - $4.98M
|
468K
$17M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-149K- 3.21% |
$4.63M - $5.11M
|
4.5M
$163M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-161K- 9.54% |
$4.99M - $5.51M
|
1.52M
$55.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-183K- 3.81% |
$5.68M - $6.27M
|
4.62M
$168M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-187K- 7.22% |
$5.81M - $6.41M
|
2.4M
$87.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-203K- 6.39% |
$6.31M - $6.97M
|
2.98M
$108M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-203K- 6.39% |
$6.31M - $6.97M
|
2.98M
$108M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-209K- 10.34% |
$6.49M - $7.17M
|
1.81M
$66M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-269K- 15.17% |
$8.34M - $9.21M
|
1.5M
$54.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-307K- 22.51% |
$9.54M - $10.5M
|
1.06M
$38.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-349K- 16.02% |
$10.8M - $12M
|
1.83M
$66.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-360K- 12.8% |
$11.2M - $12.3M
|
2.45M
$89.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-448K- 17.16% |
$13.9M - $15.4M
|
2.16M
$78.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-454K- 53.02% |
$14.1M - $15.6M
|
402K
$14.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-516K- 49.51% |
$16M - $17.7M
|
526K
$19.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-621K- 54.98% |
$19.3M - $21.3M
|
509K
$18.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-745K- 58.2% |
$23.1M - $25.5M
|
535K
$19.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-779K- 46.08% |
$24.2M - $26.7M
|
912K
$33.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1.83M- 39.82% |
$56.9M - $62.8M
|
2.77M
$101M
|