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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-9.33K- 18.4% |
$232K - $274K
|
41.4K
$1.51M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9.72K- 10.34% |
$242K - $285K
|
84.2K
$3.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
SELL
|
- |
-10.4K- 2.15% |
$260K - $307K
|
477K
$17.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-10.6K- 0.44% |
$264K - $311K
|
2.39M
$87.1M
|
|
|
Jan 19, 2024
Q4 2023
|
New Capital Management LP
|
SELL
|
- |
-10.6K- 0.44% |
$265K - $312K
|
2.43M
$88.8M
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-11K- 1.17% |
$275K - $324K
|
930K
$34M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-11.2K- 2.09% |
$278K - $328K
|
523K
$19.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-11.7K- 3.01% |
$290K - $342K
|
376K
$13.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-11.7K- 3.74% |
$291K - $343K
|
301K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.2K- 19.16% |
$304K - $358K
|
51.4K
$1.88M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-13K- 10.6% |
$323K - $382K
|
110K
$4M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-13.1K- 0.37% |
$326K - $384K
|
3.48M
$127M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-13.6K- 2.75% |
$338K - $398K
|
480K
$17.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Claris Advisors, LLC
|
SELL
|
- |
-13.6K- 0.84% |
$340K - $401K
|
1.6M
$58.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
SELL
|
- |
-14.6K- 2.5% |
$364K - $430K
|
571K
$20.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-15K- 0.81% |
$373K - $440K
|
1.84M
$67.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-15.1K- 24.48% |
$377K - $445K
|
46.7K
$1.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-15.7K- 0.71% |
$390K - $460K
|
2.19M
$80M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-16.4K- 63.56% |
$408K - $481K
|
9.39K
$343K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-17K- 2.37% |
$423K - $499K
|
701K
$25.6M
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-17.4KClosed |
$433K - $511K
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-18K- 14.29% |
$448K - $529K
|
108K
$3.94M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-19K- 1.99% |
$473K - $558K
|
933K
$34.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-19.4K- 2.03% |
$483K - $569K
|
934K
$34.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-19.8K- 37.18% |
$494K - $583K
|
33.5K
$1.22M
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-20.7K- 13.19% |
$515K - $607K
|
136K
$4.97M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-20.9K- 19.33% |
$522K - $615K
|
87.4K
$3.19M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-20.9K- 19.33% |
$522K - $615K
|
87.4K
$3.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-21.6K- 0.96% |
$537K - $633K
|
2.23M
$81.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-22.4K- 3.11% |
$557K - $657K
|
697K
$25.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-23.6K- 4.62% |
$587K - $693K
|
487K
$17.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-25.5K- 0.64% |
$634K - $748K
|
3.97M
$145M
|
|
|
Jan 19, 2024
Q4 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-26.7K- 6.5% |
$664K - $783K
|
383K
$14M
|
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
SELL
|
- |
-28.4K- 1.32% |
$707K - $834K
|
2.12M
$77.6M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-28.4K- 14.43% |
$708K - $835K
|
169K
$6.16M
|
|
|
Jan 12, 2024
Q4 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-30.4K- 1.7% |
$758K - $894K
|
1.76M
$64.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-30.9K- 0.74% |
$770K - $908K
|
4.15M
$151M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-31.8K- 0.95% |
$791K - $933K
|
3.32M
$121M
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-31.9K- 4.76% |
$795K - $938K
|
639K
$23.3M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-34.1K- 11.96% |
$849K - $1M
|
251K
$9.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-34.2K- 20.76% |
$852K - $1.01M
|
131K
$4.77M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-37.3K- 22.55% |
$929K - $1.1M
|
128K
$4.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
SELL
|
- |
-37.7K- 0.34% |
$939K - $1.11M
|
11M
$403M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-38.3K- 19.14% |
$953K - $1.12M
|
162K
$5.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-40K- 10.01% |
$997K - $1.18M
|
360K
$13.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-42K- 0.99% |
$1.05M - $1.23M
|
4.18M
$153M
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-42.5K- 9.09% |
$1.06M - $1.25M
|
425K
$15.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-44.6K- 1.28% |
$1.11M - $1.31M
|
3.44M
$126M
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-48.6K- 51.89% |
$1.21M - $1.43M
|
45.1K
$1.65M
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-48.8K- 1.57% |
$1.22M - $1.43M
|
3.06M
$112M
|