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
|
Rise Advisors, LLC
|
BUY
|
- |
90+ 0.28% |
$2.79K - $3.09K
|
32.4K
$1.17M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
89+ 0.83% |
$2.76K - $3.05K
|
10.8K
$390K
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
87+ 0.28% |
$2.7K - $2.98K
|
31.6K
$1.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
81+ 0.27% |
$2.52K - $2.78K
|
30K
$1.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
81+ 0.38% |
$2.52K - $2.78K
|
21.1K
$762K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
80+ 4.26% |
$2.48K - $2.74K
|
1.96K
$70.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
80+ 0.28% |
$2.48K - $2.74K
|
28.2K
$1.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
78+ 0.15% |
$2.42K - $2.67K
|
51.5K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
78+ 0.15% |
$2.42K - $2.67K
|
51.5K
$1.86M
|
|
|
Oct 11, 2024
Q3 2024
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
70+ 0.2% |
$2.17K - $2.4K
|
35.9K
$1.29M
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
68+ 0.15% |
$2.11K - $2.33K
|
44.3K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
65+ 0.28% |
$2.02K - $2.23K
|
23.6K
$852K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
60+ 0.59% |
$1.86K - $2.06K
|
10.2K
$369K
|
|
|
Oct 17, 2024
Q3 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
56+ 0.28% |
$1.74K - $1.92K
|
20.3K
$732K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
55+ 0.02% |
$1.71K - $1.89K
|
289K
$10.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
47+ 0.28% |
$1.46K - $1.61K
|
17K
$612K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
45+ 0.12% |
$1.4K - $1.54K
|
37.9K
$1.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
43+ 0.27% |
$1.34K - $1.47K
|
15.7K
$567K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
41+ 0.04% |
$1.27K - $1.41K
|
104K
$3.75M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
39+ 13.88% |
$1.21K - $1.34K
|
320
$11.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
38+ 0.2% |
$1.18K - $1.3K
|
19K
$685K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
37+ 0.24% |
$1.15K - $1.27K
|
15.2K
$547K
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
35+ 0.13% |
$1.09K - $1.2K
|
27K
$973K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
34+ 0.27% |
$1.06K - $1.17K
|
12.6K
$454K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
30+ 0.27% |
$932 - $1.03K
|
11.1K
$401K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
29+ 0.28% |
$900 - $994
|
10.5K
$379K
|
|
|
Nov 13, 2024
Q3 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
27+ 0.15% |
$838 - $926
|
17.9K
$645K
|
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
BUY
|
- |
26+ 0.28% |
$807 - $892
|
9.35K
$337K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
25+ 23.81% |
$776 - $857
|
130
$4.69K
|
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
25+ 0.28% |
$776 - $857
|
9.02K
$325K
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
24+ 0.27% |
$745 - $823
|
8.92K
$322K
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
22+ 0.27% |
$683 - $754
|
8.1K
$292K
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
22+ 0.27% |
$683 - $754
|
8.03K
$290K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
21+ 0.27% |
$652 - $720
|
7.93K
$286K
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
20+ 0.27% |
$621 - $686
|
7.32K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
19+ 0.28% |
$590 - $652
|
6.83K
$246K
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
19+ 0.11% |
$590 - $652
|
17.1K
$616K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
19+ 0.28% |
$590 - $652
|
6.87K
$248K
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
18+ 0.29% |
$559 - $617
|
6.27K
$226K
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
17+ 0.27% |
$528 - $583
|
6.23K
$225K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
16+ 0.06% |
$497 - $549
|
26.8K
$965K
|
|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
16+ 0.07% |
$497 - $549
|
24.4K
$879K
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
16+ 0.24% |
$497 - $549
|
6.78K
$245K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
15+ 0.27% |
$466 - $514
|
5.53K
$200K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
15+ 0.14% |
$466 - $514
|
11.1K
$400K
|
|
|
Oct 07, 2024
Q3 2024
|
Exeter Financial, LLC
|
BUY
|
- |
14+ 0.08% |
$435 - $480
|
16.7K
$603K
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
13+ 0.04% |
$404 - $446
|
30.3K
$1.09M
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
13+ 0.01% |
$404 - $446
|
236K
$8.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
12+ 0.16% |
$373 - $411
|
7.29K
$263K
|
|
|
Oct 25, 2024
Q3 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
10+ 0.01% |
$311 - $343
|
77.1K
$2.78M
|