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 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
7.14KNew |
$178K - $210K
|
7.14K
$260K
|
|
|
Jan 19, 2024
Q4 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
7.14KNew |
$178K - $210K
|
7.14K
$260K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Capital Strategies
|
BUY
|
- |
7.11KNew |
$177K - $209K
|
7.11K
$259K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
7.07KNew |
$176K - $208K
|
7.07K
$258K
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
7.06K+ 18.15% |
$176K - $208K
|
46K
$1.68M
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
7.03KNew |
$175K - $206K
|
7.03K
$256K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.98K+ 2.52% |
$174K - $205K
|
284K
$10.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
6.96KNew |
$173K - $204K
|
6.96K
$254K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
6.96KNew |
$173K - $204K
|
6.96K
$254K
|
|
|
Jan 30, 2024
Q4 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
6.94KNew |
$173K - $204K
|
6.94K
$253K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.93K+ 11.13% |
$173K - $204K
|
69.2K
$2.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
6.9K+ 2.44% |
$172K - $203K
|
289K
$10.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
6.87KNew |
$171K - $202K
|
6.87K
$250K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
6.87KNew |
$171K - $202K
|
6.87K
$250K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
6.78K+ 5.98% |
$169K - $199K
|
120K
$4.38M
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
6.78K+ 7.74% |
$169K - $199K
|
94.3K
$3.44M
|
|
|
Jan 23, 2024
Q4 2023
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
6.7K+ 0.76% |
$167K - $197K
|
888K
$32.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
6.59K+ 26.18% |
$164K - $194K
|
31.8K
$1.16M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.41K+ 0.14% |
$160K - $188K
|
4.52M
$165M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
6.32K+ 30.28% |
$157K - $186K
|
27.2K
$991K
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
6.23K+ 3.12% |
$155K - $183K
|
206K
$7.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
6.04K+ 5.23% |
$150K - $177K
|
121K
$4.43M
|
|
|
Feb 01, 2024
Q4 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
5.81K+ 41.21% |
$145K - $171K
|
19.9K
$725K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.77K+ 3.26% |
$144K - $169K
|
183K
$6.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
5.77K+ 6.94% |
$144K - $169K
|
88.8K
$3.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
5.67K+ 4.28% |
$141K - $167K
|
138K
$5.03M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
5.61K+ 23.66% |
$140K - $165K
|
29.3K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.6K+ 88.15% |
$139K - $165K
|
12K
$436K
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
5.5K+ 28.32% |
$137K - $162K
|
24.9K
$909K
|
|
|
Jan 22, 2024
Q4 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
5.49K+ 1.13% |
$137K - $161K
|
492K
$17.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.34K+ 17.0% |
$133K - $157K
|
36.7K
$1.34M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5.32K+ 50.26% |
$132K - $156K
|
15.9K
$579K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
BUY
|
- |
5.29KNew |
$132K - $156K
|
5.29K
$193K
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
5.1K+ 4.19% |
$127K - $150K
|
127K
$4.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
5.01K+ 50.8% |
$125K - $147K
|
14.9K
$542K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
4.94K+ 33.51% |
$123K - $145K
|
19.7K
$718K
|
|
|
Feb 06, 2024
Q4 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
4.91K+ 44.51% |
$122K - $144K
|
15.9K
$580K
|
|
|
Nov 14, 2024
Q4 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
4.89K+ 0.13% |
$122K - $144K
|
3.63M
$132M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4.87KNew |
$121K - $143K
|
4.87K
$178K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
4.84K+ 0.6% |
$120K - $142K
|
809K
$29.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
4.68K+ 0.77% |
$117K - $137K
|
609K
$22.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
4.64K+ 1.32% |
$115K - $136K
|
356K
$13M
|
|
|
Feb 07, 2024
Q4 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
4.54K+ 2.02% |
$113K - $133K
|
230K
$8.37M
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
4.49KNew |
$112K - $132K
|
4.49K
$164K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
4.03K+ 3.47% |
$100K - $118K
|
120K
$4.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.01K+ 64.13% |
$99.8K - $118K
|
10.3K
$374K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
4.01K+ 64.13% |
$99.8K - $118K
|
10.3K
$374K
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
3.99K+ 12.67% |
$99.4K - $117K
|
35.5K
$1.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.94K+ 9.06% |
$98.2K - $116K
|
47.5K
$1.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
3.68K+ 19.74% |
$91.7K - $108K
|
22.3K
$814K
|