Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-723- 2.26% |
$18K - $21.2K
|
31.3K
$1.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-726- 2.6% |
$18.1K - $21.3K
|
27.2K
$988K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-740- 15.5% |
$18.4K - $21.7K
|
4.03K
$147K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-758- 5.79% |
$18.9K - $22.3K
|
12.3K
$448K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-780- 28.89% |
$19.4K - $22.9K
|
1.92K
$69.8K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-788- 0.07% |
$19.6K - $23.2K
|
1.07M
$38.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-816- 5.97% |
$20.3K - $24K
|
12.9K
$467K
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-826- 2.45% |
$20.6K - $24.3K
|
32.8K
$1.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-839- 9.16% |
$20.9K - $24.6K
|
8.32K
$303K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-916- 13.07% |
$22.8K - $26.9K
|
6.09K
$221K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-917- 0.25% |
$22.8K - $26.9K
|
368K
$13.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-921- 9.67% |
$22.9K - $27.1K
|
8.61K
$313K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-923- 0.48% |
$23K - $27.1K
|
191K
$6.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-930- 0.11% |
$23.2K - $27.3K
|
831K
$30.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-946- 0.11% |
$23.6K - $27.8K
|
868K
$31.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-955- 0.27% |
$23.8K - $28.1K
|
356K
$12.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-1.01K- 0.47% |
$25.1K - $29.6K
|
213K
$7.75M
|
|
|
Jan 29, 2024
Q4 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-1.06K- 8.8% |
$26.4K - $31.2K
|
11K
$400K
|
|
|
Jan 24, 2024
Q4 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-1.07K- 0.4% |
$26.6K - $31.3K
|
268K
$9.74M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.09K- 6.2% |
$27.2K - $32.1K
|
16.5K
$600K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.1K- 7.81% |
$27.5K - $32.4K
|
13K
$473K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-1.24K- 1.61% |
$30.8K - $36.4K
|
75.4K
$2.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-1.37K- 2.26% |
$34.1K - $40.2K
|
59K
$2.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.53K- 1.59% |
$38K - $44.9K
|
94.2K
$3.43M
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.56K- 15.68% |
$38.8K - $45.7K
|
8.37K
$304K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.62K- 3.0% |
$40.3K - $47.5K
|
52.3K
$1.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-1.66K- 2.01% |
$41.4K - $48.8K
|
81K
$2.94M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.67K- 10.28% |
$41.6K - $49.1K
|
14.6K
$530K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-1.71K- 13.99% |
$42.6K - $50.2K
|
10.5K
$382K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.72K- 10.18% |
$42.8K - $50.5K
|
15.2K
$551K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.8K- 9.83% |
$44.9K - $53K
|
16.5K
$601K
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-1.85K- 0.3% |
$46K - $54.2K
|
621K
$22.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.87K- 2.38% |
$46.7K - $55.1K
|
77K
$2.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.89K- 14.42% |
$47.1K - $55.6K
|
11.2K
$408K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.94K- 0.2% |
$48.3K - $56.9K
|
983K
$35.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.94K- 1.53% |
$48.4K - $57K
|
125K
$4.55M
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-2K- 0.56% |
$49.8K - $58.7K
|
358K
$13M
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-2K- 7.35% |
$49.9K - $58.9K
|
25.3K
$918K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-2.07K- 9.23% |
$51.6K - $60.9K
|
20.4K
$741K
|
|
|
May 23, 2024
Q4 2023
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-2.1K- 16.46% |
$52.3K - $61.7K
|
10.7K
$387K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.12K- 25.14% |
$52.7K - $62.2K
|
6.3K
$229K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.18K- 1.39% |
$54.3K - $64K
|
154K
$5.61M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-2.19K- 5.69% |
$54.6K - $64.4K
|
36.4K
$1.32M
|
|
|
Feb 07, 2024
Q4 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-2.22K- 1.26% |
$55.3K - $65.3K
|
174K
$6.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-2.23K- 52.21% |
$55.5K - $65.5K
|
2.04K
$74.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.31K- 2.49% |
$57.5K - $67.8K
|
90.4K
$3.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-2.33K- 0.66% |
$58.1K - $68.5K
|
350K
$12.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.41K- 21.76% |
$60.1K - $70.8K
|
8.67K
$315K
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-2.48K- 0.27% |
$61.7K - $72.7K
|
913K
$33.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-2.5K- 16.7% |
$62.3K - $73.4K
|
12.5K
$453K
|