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 16, 2024
Q4 2023
|
Exeter Financial, LLC
|
BUY
|
- |
173+ 1.15% |
$4.31K - $5.08K
|
15.2K
$532K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
170New |
$4.23K - $4.99K
|
170
$5.95K
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
157+ 0.14% |
$3.91K - $4.61K
|
115K
$4.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
155+ 0.36% |
$3.86K - $4.55K
|
43.5K
$1.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
146+ 0.35% |
$3.64K - $4.29K
|
41.6K
$1.46M
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
144+ 0.15% |
$3.59K - $4.23K
|
99K
$3.47M
|
|
|
Jan 31, 2024
Q4 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
125+ 0.51% |
$3.11K - $3.67K
|
24.8K
$869K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
119+ 0.31% |
$2.96K - $3.5K
|
38.4K
$1.34M
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
115+ 0.36% |
$2.86K - $3.38K
|
32.1K
$1.12M
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
BUY
|
- |
110+ 0.23% |
$2.74K - $3.23K
|
48.7K
$1.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
110+ 0.23% |
$2.74K - $3.23K
|
48.7K
$1.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
109+ 1.07% |
$2.72K - $3.2K
|
10.3K
$361K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
103+ 0.85% |
$2.57K - $3.03K
|
12.2K
$426K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
86+ 0.2% |
$2.14K - $2.53K
|
44.2K
$1.55M
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
82+ 0.36% |
$2.04K - $2.41K
|
22.9K
$801K
|
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
69+ 0.31% |
$1.72K - $2.03K
|
22.5K
$786K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
62+ 0.43% |
$1.54K - $1.82K
|
14.5K
$508K
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
59+ 0.35% |
$1.47K - $1.73K
|
16.8K
$590K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
55+ 0.35% |
$1.37K - $1.62K
|
15.6K
$546K
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
50+ 0.18% |
$1.25K - $1.47K
|
28.4K
$993K
|
|
|
Mar 15, 2024
Q4 2023
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
49+ 0.35% |
$1.22K - $1.44K
|
13.9K
$487K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
43+ 0.35% |
$1.07K - $1.26K
|
12.5K
$437K
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
35+ 0.37% |
$872 - $1.03K
|
9.44K
$331K
|
|
|
Jan 31, 2024
Q4 2023
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
34+ 0.36% |
$847 - $999
|
9.46K
$331K
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
33+ 0.35% |
$822 - $970
|
9.51K
$333K
|
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
32+ 0.36% |
$797 - $940
|
8.95K
$313K
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
32+ 0.33% |
$797 - $940
|
9.65K
$338K
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
BUY
|
- |
32+ 0.35% |
$797 - $940
|
9.28K
$325K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
31+ 0.2% |
$772 - $911
|
15.4K
$538K
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
26+ 0.31% |
$648 - $764
|
8.55K
$299K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
22+ 0.16% |
$548 - $646
|
13.9K
$486K
|
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
19+ 0.19% |
$473 - $558
|
10.3K
$360K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
17+ 0.02% |
$423 - $499
|
99.6K
$3.49M
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
16+ 0.05% |
$399 - $470
|
30.3K
$1.06M
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
15+ 0.05% |
$374 - $441
|
27.8K
$973K
|
|
|
Feb 13, 2024
Q4 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
15+ 0.0% |
$374 - $441
|
309K
$10.8M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
14+ 1400.0% |
$349 - $411
|
15
$525
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
14+ 1400.0% |
$349 - $411
|
15
$525
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
13+ 0.0% |
$324 - $382
|
282K
$9.87M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
13+ 0.01% |
$324 - $382
|
108K
$3.77M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
8+ 0.02% |
$199 - $235
|
33.9K
$1.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
8+ 0.09% |
$199 - $235
|
9.34K
$327K
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
3+ 0.01% |
$74.7 - $88.1
|
21.4K
$750K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
2+ 0.04% |
$49.8 - $58.8
|
5.5K
$193K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2+ 0.01% |
$49.8 - $58.8
|
39.6K
$1.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
2+ 0.03% |
$49.8 - $58.8
|
7.84K
$274K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
1+ 0.0% |
$24.9 - $29.4
|
24.9K
$872K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1- 0.23% |
$24.9 - $29.4
|
440
$15.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12- 0.03% |
$299 - $353
|
46.3K
$1.62M
|