Purchases and Sales Made in Q1 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 Q1 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
May 28, 2024 Q1 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
176K
+ 38.67%
$4.26M - $4.68M
632K $22.3M
Sep 26, 2023 Q1 2023
Decision Point Financial, LLC

Mesa, AZ
BUY
 -
171K
+ 13.35%
$4.14M - $4.55M
1.45M $51.3M
May 15, 2023 Q1 2023
Betterment LLC

New York, NY
BUY
 -
170K
+ 24.94%
$4.12M - $4.53M
854K $30.1M
May 10, 2023 Q1 2023
Zhang Financial LLC

BUY
 -
168K
+ 21.72%
$4.05M - $4.45M
939K $33.1M
Apr 11, 2023 Q1 2023
Pure Financial Advisors, LLC

BUY
 -
167K
+ 3.68%
$4.04M - $4.44M
4.71M $166M
May 08, 2023 Q1 2023
Fiducient Advisors LLC

BUY
 -
167K
New
$4.04M - $4.44M
167K $5.89M
May 09, 2023 Q1 2023
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
161K
+ 8.98%
$3.9M - $4.29M
1.96M $69.2M
Apr 17, 2023 Q1 2023
Financial Insights, Inc.

BUY
 -
158K
+ 57.64%
$3.83M - $4.21M
433K $15.3M
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
157K
+ 109.97%
$3.79M - $4.16M
299K $10.5M
May 16, 2023 Q1 2023
Colony Group LLC

Boston, MA
BUY
 -
156K
+ 51.2%
$3.78M - $4.16M
462K $16.3M
Apr 26, 2023 Q1 2023
Chicago Partners Investment Group LLC

BUY
 -
155K
+ 14.91%
$3.74M - $4.11M
1.19M $42.1M
May 02, 2023 Q1 2023
Savant Capital, LLC

BUY
 -
153K
+ 2.94%
$3.7M - $4.06M
5.36M $189M
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
152K
+ 5.4%
$3.68M - $4.04M
2.97M $105M
May 12, 2023 Q1 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
152K
+ 815.37%
$3.67M - $4.04M
171K $6.02M
Apr 17, 2023 Q1 2023
Baker Boyer National Bank

BUY
 -
146K
+ 8.86%
$3.53M - $3.88M
1.79M $63.3M
Apr 18, 2023 Q1 2023
Park Avenue Securities LLC

BUY
 -
144K
+ 10.84%
$3.48M - $3.83M
1.47M $51.9M
May 08, 2023 Q1 2023
Phillips Financial Management, LLC

BUY
 -
138K
+ 12.66%
$3.34M - $3.67M
1.23M $43.4M
May 10, 2023 Q1 2023
Caerus Investment Advisors, LLC

BUY
 -
137K
New
$3.31M - $3.63M
137K $4.82M
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
131K
+ 21.76%
$3.18M - $3.49M
735K $25.9M
Apr 13, 2023 Q1 2023
Venture Visionary Partners LLC

BUY
 -
127K
+ 566.92%
$3.08M - $3.38M
150K $5.28M
May 08, 2023 Q1 2023
Brighton Jones LLC

BUY
 -
126K
+ 15.83%
$3.04M - $3.34M
920K $32.4M
May 05, 2023 Q1 2023
Claris Advisors, LLC

BUY
 -
125K
+ 9.69%
$3.03M - $3.33M
1.42M $50M
Apr 13, 2023 Q1 2023
Retirement Solution Inc.

BUY
 -
119K
New
$2.88M - $3.17M
119K $4.2M
Apr 18, 2023 Q1 2023
Helen Stephens Group, LLC

BUY
 -
118K
+ 14.74%
$2.85M - $3.13M
917K $32.4M
May 04, 2023 Q1 2023
Glassman Wealth Services

BUY
 -
117K
+ 14.91%
$2.83M - $3.12M
903K $31.9M
May 09, 2023 Q1 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
116K
+ 42.23%
$2.82M - $3.09M
392K $13.8M
May 05, 2023 Q1 2023
Assetmark, Inc

BUY
 -
114K
+ 3.95%
$2.76M - $3.03M
3M $106M
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

BUY
 -
112K
New
$2.71M - $2.98M
112K $3.96M
Apr 06, 2023 Q1 2023
New Capital Management LP

BUY
 -
108K
+ 4.85%
$2.62M - $2.88M
2.34M $82.6M
May 10, 2023 Q1 2023
First Ascent Asset Management, LLC

BUY
 -
108K
+ 4.35%
$2.61M - $2.87M
2.59M $91.4M
Apr 20, 2023 Q1 2023
Pfg Advisors

BUY
 -
106K
+ 352.6%
$2.56M - $2.82M
136K $4.8M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
97.5K
+ 13.41%
$2.36M - $2.59M
824K $29.1M
Jul 14, 2023 Q1 2023
Vanguard Group Inc

Valley Forge, PA
BUY
 -
96.1K
New
$2.32M - $2.56M
96.1K $3.39M
Aug 10, 2023 Q1 2023
Trellis Wealth Advisors LLC

San Luis Obispo, CA
BUY
 -
91.8K
+ 14.13%
$2.22M - $2.44M
741K $26.2M
May 03, 2023 Q1 2023
Syverson Strege & CO

West Des Moines, IA
BUY
 -
83.2K
+ 2.55%
$2.01M - $2.21M
3.35M $118M
May 15, 2023 Q1 2023
Copperleaf Capital, LLC

Raleigh, NC
BUY
 -
81.5K
+ 226.83%
$1.97M - $2.17M
117K $4.14M
Apr 26, 2023 Q1 2023
Straight Path Wealth Management

BUY
 -
80.6K
+ 14.16%
$1.95M - $2.14M
650K $22.9M
May 02, 2023 Q1 2023
Wealthstream Advisors, Inc.

BUY
 -
79.9K
+ 12.55%
$1.93M - $2.12M
716K $25.3M
May 10, 2023 Q1 2023
Vance Wealth, Inc.

Santa Clarita, CA
BUY
 -
79.5K
+ 5.61%
$1.92M - $2.11M
1.5M $52.8M
May 09, 2023 Q1 2023
Monograph Wealth Advisors, LLC

BUY
 -
79K
+ 1.47%
$1.91M - $2.1M
5.46M $193M
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
76.7K
+ 5.69%
$1.85M - $2.04M
1.42M $50.3M
May 02, 2023 Q1 2023
Heritage Investment Group, Inc.

BUY
 -
76.5K
+ 3.61%
$1.85M - $2.03M
2.19M $77.4M
May 12, 2023 Q1 2023
Capstone Financial Advisors, Inc.

Downers Grove, IL
BUY
 -
76.1K
+ 1.46%
$1.84M - $2.02M
5.27M $186M
May 09, 2023 Q1 2023
25 LLC

St. Louis, MO
BUY
 -
72K
New
$1.74M - $1.91M
72K $2.54M
May 05, 2023 Q1 2023
Steward Financial Group LLC

BUY
 -
70.5K
+ 2.61%
$1.7M - $1.87M
2.77M $97.8M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
70.3K
+ 1.93%
$1.7M - $1.87M
3.71M $131M
May 09, 2023 Q1 2023
Aptus Capital Advisors, LLC

BUY
 -
70K
+ 405.87%
$1.69M - $1.86M
87.2K $3.08M
May 09, 2023 Q1 2023
Efficient Advisors, LLC

BUY
 -
67.9K
+ 5.08%
$1.64M - $1.8M
1.4M $49.5M
Apr 14, 2023 Q1 2023
Onyx Financial Advisors, LLC

Idaho Falls, ID
BUY
 -
66.8K
+ 2.34%
$1.61M - $1.77M
2.92M $103M

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