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 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
4.89K+ 4.98% |
$152K - $168K
|
103K
$3.71M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
4.81K+ 8.18% |
$149K - $165K
|
63.5K
$2.29M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
4.61K+ 0.75% |
$143K - $158K
|
619K
$22.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
4.54K+ 3.47% |
$141K - $156K
|
136K
$4.89M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
4.53K+ 0.82% |
$141K - $155K
|
559K
$20.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
4.35K+ 28.7% |
$135K - $149K
|
19.5K
$704K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4.3K+ 56.44% |
$134K - $147K
|
11.9K
$430K
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
4.24K+ 0.55% |
$131K - $145K
|
771K
$27.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
4.12K+ 0.61% |
$128K - $141K
|
684K
$24.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
3.59K+ 3.29% |
$112K - $123K
|
113K
$4.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
3.37K+ 0.99% |
$105K - $116K
|
342K
$12.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.31K+ 24.27% |
$103K - $114K
|
17K
$611K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
3.08KNew |
$95.6K - $106K
|
3.08K
$111K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.07K+ 5.61% |
$95.2K - $105K
|
57.7K
$2.08M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.03K+ 14.85% |
$94.1K - $104K
|
23.4K
$845K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
3K+ 22.42% |
$93.2K - $103K
|
16.4K
$591K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
2.83K+ 12.32% |
$88K - $97.1K
|
25.8K
$931K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
2.79K+ 2.35% |
$86.7K - $95.8K
|
122K
$4.39M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.68K+ 2.63% |
$83.1K - $91.8K
|
104K
$3.76M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.67K+ 0.63% |
$83K - $91.7K
|
425K
$15.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.58K+ 5.01% |
$80.1K - $88.5K
|
54.1K
$1.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.44K+ 4.6% |
$75.8K - $83.7K
|
55.4K
$2M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.34K+ 44.43% |
$72.6K - $80.1K
|
7.6K
$274K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.33K+ 22.13% |
$72.3K - $79.9K
|
12.9K
$463K
|
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
2.22K+ 2.84% |
$68.9K - $76.1K
|
80.3K
$2.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.2K+ 0.28% |
$68.4K - $75.6K
|
799K
$28.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
2.16KNew |
$67.2K - $74.2K
|
2.16K
$78K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.14K+ 1.56% |
$66.5K - $73.4K
|
140K
$5.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2.06KNew |
$63.8K - $70.5K
|
2.06K
$74.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.05K+ 2.21% |
$63.5K - $70.1K
|
94.4K
$3.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2.04K+ 0.73% |
$63.4K - $70.1K
|
284K
$10.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.04K+ 8.35% |
$63.2K - $69.8K
|
26.4K
$954K
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.96K+ 0.11% |
$60.9K - $67.2K
|
1.77M
$63.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.96K+ 0.33% |
$60.9K - $67.2K
|
596K
$21.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1.92K+ 5.35% |
$59.7K - $66K
|
37.9K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.88K+ 2.04% |
$58.4K - $64.5K
|
93.8K
$3.38M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.83K+ 8.86% |
$56.8K - $62.7K
|
22.5K
$810K
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
1.77K+ 0.1% |
$55K - $60.7K
|
1.84M
$66.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.71K+ 9.39% |
$53.2K - $58.8K
|
20K
$720K
|
|
|
Nov 14, 2024
Q3 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
1.65K+ 8.35% |
$51.2K - $56.6K
|
21.4K
$772K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
1.61K+ 1.14% |
$50K - $55.2K
|
143K
$5.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.58K+ 0.49% |
$49.1K - $54.2K
|
327K
$11.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
1.5K+ 0.86% |
$46.4K - $51.3K
|
176K
$6.34M
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
1.45K+ 20.2% |
$44.9K - $49.6K
|
8.61K
$310K
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.44K+ 0.48% |
$44.6K - $49.2K
|
303K
$10.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.43K+ 8.57% |
$44.3K - $49K
|
18.1K
$652K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.42K+ 6.97% |
$44.2K - $48.8K
|
21.8K
$787K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.36K+ 1.48% |
$42.2K - $46.6K
|
93K
$3.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.19K+ 15.99% |
$37K - $40.8K
|
8.64K
$311K
|
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
1.12K+ 2.0% |
$34.8K - $38.5K
|
57.2K
$2.06M
|