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 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
8.54KNew |
$265K - $293K
|
8.54K
$308K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8.4KNew |
$261K - $288K
|
8.4K
$303K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
8.28K+ 4.94% |
$257K - $284K
|
176K
$6.34M
|
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
8.16K+ 13.59% |
$253K - $280K
|
68.2K
$2.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.98K+ 2.04% |
$248K - $274K
|
400K
$14.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.73K+ 0.48% |
$240K - $265K
|
1.6M
$57.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
7.58K+ 3.78% |
$235K - $260K
|
208K
$7.51M
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
7.54KNew |
$234K - $259K
|
7.54K
$272K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
7.54K+ 2.29% |
$234K - $258K
|
337K
$12.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
7.51K+ 2.31% |
$233K - $258K
|
333K
$12M
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
7.31K+ 0.81% |
$227K - $251K
|
915K
$33M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
7.3K+ 40.77% |
$227K - $250K
|
25.2K
$909K
|
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
7.29KNew |
$226K - $250K
|
7.29K
$263K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
7.2KNew |
$224K - $247K
|
7.2K
$260K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
7.17K+ 7.67% |
$223K - $246K
|
101K
$3.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
BUY
|
- |
6.86K+ 2.06% |
$213K - $235K
|
340K
$12.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.85KNew |
$213K - $235K
|
6.85K
$247K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.84K+ 14.42% |
$212K - $235K
|
54.3K
$1.96M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6.8K+ 186.27% |
$211K - $233K
|
10.4K
$377K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.72KNew |
$209K - $230K
|
6.72K
$242K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
6.69K+ 17.47% |
$208K - $229K
|
45K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
6.59KNew |
$204K - $226K
|
6.59K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
6.48K+ 2.52% |
$201K - $222K
|
264K
$9.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.45KNew |
$200K - $221K
|
6.45K
$232K
|
|
|
Oct 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
6.39K+ 2.1% |
$198K - $219K
|
311K
$11.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Shearwater Capital LLC
|
BUY
|
- |
6.28K+ 0.37% |
$195K - $215K
|
1.69M
$61.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.25K+ 1.5% |
$194K - $214K
|
422K
$15.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Rs Crum Inc.
|
BUY
|
- |
6.24K+ 0.51% |
$194K - $214K
|
1.24M
$44.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
6.2KNew |
$193K - $213K
|
6.2K
$224K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
6.18KNew |
$192K - $212K
|
6.18K
$223K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.06KNew |
$188K - $208K
|
6.06K
$218K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
5.99KNew |
$186K - $205K
|
5.99K
$216K
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
5.96KNew |
$185K - $204K
|
5.96K
$215K
|
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
5.95KNew |
$185K - $204K
|
5.95K
$215K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.93KNew |
$184K - $203K
|
5.93K
$214K
|
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
5.92KNew |
$184K - $203K
|
5.92K
$214K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
5.9KNew |
$183K - $202K
|
5.9K
$213K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
5.88KNew |
$183K - $202K
|
5.88K
$212K
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
5.87KNew |
$182K - $201K
|
5.87K
$212K
|
|
|
Oct 11, 2024
Q3 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
5.57K+ 0.29% |
$173K - $191K
|
1.92M
$69.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
5.39K+ 4.14% |
$167K - $185K
|
135K
$4.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
5.36K+ 7.09% |
$167K - $184K
|
81K
$2.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.2K+ 27.64% |
$161K - $178K
|
24K
$866K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
5.17K+ 3.88% |
$161K - $177K
|
138K
$4.99M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
5.15K+ 13.66% |
$160K - $177K
|
42.9K
$1.55M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.09K+ 21.81% |
$158K - $175K
|
28.4K
$1.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5.08K+ 10.71% |
$158K - $174K
|
52.5K
$1.89M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.06K+ 1.11% |
$157K - $174K
|
462K
$16.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
5.03K+ 2.6% |
$156K - $172K
|
198K
$7.15M
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
4.91K+ 4.15% |
$152K - $168K
|
123K
$4.44M
|