Purchases and Sales Made in Q4 2023 in Dimensional ETF Tr U S Core Eq (DFAC)

DFAC Quotes by TradingView

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 05, 2024 Q4 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
13.6K
New
$339K - $400K
13.6K $476K
Jan 08, 2024 Q4 2023
Mc Lean Asset Management Corp

BUY
 -
13.2K
+ 5.31%
$330K - $389K
263K $9.19M
Jan 09, 2024 Q4 2023
Soundmark Wealth Management, LLC

BUY
 -
12.9K
+ 1.68%
$321K - $378K
778K $27.2M
Feb 08, 2024 Q4 2023
Quarry Hill Advisors, LLC

St Paul, MN
BUY
 -
12.7K
+ 1.89%
$318K - $375K
688K $24.1M
Jan 29, 2024 Q4 2023
Financial Council Asset Management Inc

BUY
 -
12.7K
+ 10.24%
$317K - $374K
137K $4.79M
Jan 24, 2024 Q4 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
12.3K
+ 7.04%
$307K - $362K
187K $6.55M
Feb 09, 2024 Q4 2023
Barry Investment Advisors, LLC

BUY
 -
12.2K
New
$303K - $357K
12.2K $426K
Jan 30, 2024 Q4 2023
Investment Advisory Group, LLC

BUY
 -
12.1K
+ 2.32%
$301K - $356K
533K $18.7M
Jan 23, 2024 Q4 2023
Visionary Horizons, LLC

Knoxville, TN
BUY
 -
11.9K
New
$297K - $350K
11.9K $417K
Feb 14, 2024 Q4 2023
Mariner, LLC

Overland Park, KS
BUY
 -
11.9K
+ 0.37%
$295K - $348K
3.2M $112M
Feb 14, 2024 Q4 2023
Synergy Financial Group, LTD

BUY
 -
11.7K
New
$291K - $344K
11.7K $409K
Feb 26, 2024 Q4 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
11.6K
+ 3.12%
$288K - $340K
382K $13.4M
May 06, 2024 Q4 2023
Camelot Technology Advisors, Inc.

San Francisco, CA
BUY
 -
11.4K
New
$285K - $336K
11.4K $401K
Feb 08, 2024 Q4 2023
Efficient Advisors, LLC

BUY
 -
11K
+ 0.78%
$273K - $322K
1.41M $49.3M
Feb 12, 2024 Q4 2023
Apollon Financial, LLC

Mount Pleasant, SC
BUY
 -
10.9K
New
$271K - $320K
10.9K $381K
Feb 08, 2024 Q4 2023
Apexium Financial, LP

BUY
 -
10.5K
New
$262K - $309K
10.5K $369K
Mar 26, 2024 Q4 2023
Fairman Group, LLC

Chesterbrook, PA
BUY
 -
10.4K
New
$260K - $306K
10.4K $365K
Jan 25, 2024 Q4 2023
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
10.4K
New
$258K - $304K
10.4K $363K
Feb 09, 2024 Q4 2023
Bayshore Asset Management, LLC

BUY
 -
10.3K
+ 0.83%
$256K - $302K
1.25M $43.7M
Feb 14, 2024 Q4 2023
Prospera Financial Services Inc

BUY
 -
9.98K
New
$249K - $293K
9.98K $349K
Feb 05, 2024 Q4 2023
Steele Capital Management, Inc.

Dubuque, IA
BUY
 -
9.86K
New
$246K - $290K
9.86K $345K
Feb 13, 2024 Q4 2023
Running Point Capital Advisors, LLC

BUY
 -
9.69K
+ 6.53%
$241K - $285K
158K $5.53M
Feb 07, 2024 Q4 2023
Iams Wealth Management, LLC

Omaha, NE
BUY
 -
9.65K
New
$240K - $283K
9.65K $338K
Jan 17, 2024 Q4 2023
Waterway Wealth Management, LLC

The Woodlands, TX
BUY
 -
9.58K
New
$239K - $281K
9.58K $335K
Jan 19, 2024 Q4 2023
Blb&B Advisors, LLC

BUY
 -
9.46K
New
$236K - $278K
9.46K $331K
Feb 06, 2024 Q4 2023
Regions Financial Corp

BUY
 -
8.92K
+ 2.35%
$222K - $262K
389K $13.6M
Feb 08, 2024 Q4 2023
Adroit Compliance, LLC

Rockford, IL
BUY
 -
8.37K
New
$208K - $246K
8.37K $293K
Jan 09, 2024 Q4 2023
Pioneer Wealth Management Group

Austin, TX
BUY
 -
8.21K
+ 15.89%
$205K - $241K
59.9K $2.1M
Feb 08, 2024 Q4 2023
First National Advisers, LLC

Omaha, NE
BUY
 -
8.16K
New
$203K - $240K
8.16K $286K
Apr 30, 2024 Q4 2023
Embree Financial Group

Chicago, IL
BUY
 -
8.13K
New
$203K - $239K
8.13K $285K
Jul 03, 2024 Q4 2023
Mills Wealth Advisors LLC

Southlake, TX
BUY
 -
8.01K
+ 1.35%
$199K - $235K
601K $21M
Jan 24, 2024 Q4 2023
Stratos Wealth Partners, Ltd.

BUY
 -
8K
+ 2.56%
$199K - $235K
321K $11.2M
Jan 22, 2024 Q4 2023
Five Oceans Advisors

BUY
 -
7.82K
+ 2.49%
$195K - $230K
321K $11.2M
Jan 23, 2024 Q4 2023
Total Clarity Wealth Management, Inc.

BUY
 -
7.79K
New
$194K - $229K
7.79K $272K
Feb 14, 2024 Q4 2023
Investmark Advisory Group LLC

BUY
 -
7.73K
+ 3.3%
$192K - $227K
242K $8.47M
Apr 01, 2024 Q4 2023
Ims Capital Management

BUY
 -
7.71K
New
$192K - $226K
7.71K $270K
Jan 29, 2024 Q4 2023
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
7.68K
+ 1.03%
$191K - $226K
755K $26.4M
Mar 11, 2024 Q4 2023
Vanguard Group Inc

Valley Forge, PA
BUY
 -
7.57K
+ 7.88%
$189K - $223K
104K $3.63M
Jan 18, 2024 Q4 2023
Caprock Group, Inc.

BUY
 -
7.52K
+ 47.2%
$187K - $221K
23.5K $821K
Jan 19, 2024 Q4 2023
Von Berge Wealth Management Group, LLC

BUY
 -
7.43K
New
$185K - $218K
7.43K $260K
Mar 15, 2024 Q4 2023
Blue Chip Wealth Advisors LLC

Milton, GA
BUY
 -
7.39K
New
$184K - $217K
7.39K $259K
Feb 02, 2024 Q4 2023
Silver Oak Advisory Group, Inc.

Portland, OR
BUY
 -
7.35K
+ 2.39%
$183K - $216K
315K $11M
Feb 12, 2024 Q4 2023
Scotia Capital Inc.

BUY
 -
7.35K
New
$183K - $216K
7.35K $257K
Feb 14, 2024 Q4 2023
Camarda Financial Advisors, LLC

Fleming Island, FL
BUY
 -
7.27K
New
$181K - $214K
7.27K $254K
Jan 29, 2024 Q4 2023
Horst & Graben Wealth Management LLC

BUY
 -
7.26K
New
$181K - $213K
7.26K $254K
Apr 19, 2024 Q4 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
7.25K
New
$180K - $213K
7.25K $254K
Feb 08, 2024 Q4 2023
Haverford Trust CO

Radnor, PA
BUY
 -
7.24K
New
$180K - $213K
7.24K $253K
Jan 17, 2024 Q4 2023
Ifg Advisory, LLC

BUY
 -
7.22K
+ 0.8%
$180K - $212K
907K $31.7M
Jan 22, 2024 Q4 2023
Chicago Capital, LLC

BUY
 -
7.17K
New
$179K - $211K
7.17K $251K

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