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
Apr 13, 2023 Q1 2023
Prosperity Planning, Inc.

BUY
 -
371
+ 0.27%
$8.97K - $9.86K
137K $4.3M
Apr 20, 2023 Q1 2023
Wealthpoint, LLC

BUY
 -
362
+ 1.63%
$8.75K - $9.62K
22.6K $710K
Apr 19, 2023 Q1 2023
Central Trust CO

Jefferson City, MO
BUY
 -
330
+ 2.48%
$7.98K - $8.77K
13.6K $427K
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
322
+ 0.27%
$7.79K - $8.56K
120K $3.77M
May 02, 2023 Q1 2023
Advisory Alpha, LLC

BUY
 -
273
+ 2.0%
$6.6K - $7.26K
13.9K $438K
Apr 20, 2023 Q1 2023
Uma Financial Services, Inc.

BUY
 -
265
+ 0.14%
$6.41K - $7.04K
192K $6.02M
May 15, 2023 Q1 2023
Zacks Investment Management

Chicago, IL
BUY
 -
249
+ 0.48%
$6.02K - $6.62K
52.4K $1.64M
May 01, 2023 Q1 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
237
+ 0.06%
$5.73K - $6.3K
411K $12.9M
Apr 20, 2023 Q1 2023
Cranbrook Wealth Management, LLC

BUY
 -
207
New
$5.01K - $5.5K
207 $6.5K
Apr 19, 2023 Q1 2023
Atwater Malick LLC

BUY
 -
200
+ 0.24%
$4.84K - $5.32K
84.8K $2.66M
Apr 26, 2023 Q1 2023
Werba Rubin Papier Wealth Management

San Jose, CA
BUY
 -
192
+ 0.19%
$4.64K - $5.1K
101K $3.16M
Apr 12, 2023 Q1 2023
Private Trust CO Na

BUY
 -
174
+ 0.16%
$4.21K - $4.62K
111K $3.47M
Apr 13, 2023 Q1 2023
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
165
+ 1.38%
$3.99K - $4.39K
12.1K $379K
Apr 20, 2023 Q1 2023
Sage Rhino Capital LLC

BUY
 -
162
+ 0.84%
$3.92K - $4.31K
19.5K $613K
May 09, 2023 Q1 2023
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
140
+ 0.24%
$3.39K - $3.72K
58.4K $1.83M
Oct 17, 2023 Q1 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
BUY
 -
132
New
$3.19K - $3.51K
132 $4.14K
May 11, 2023 Q1 2023
Townsquare Capital LLC

BUY
 -
123
+ 1.08%
$2.97K - $3.27K
11.5K $361K
May 01, 2023 Q1 2023
Blue Chip Partners, Inc.

BUY
 -
116
+ 0.24%
$2.8K - $3.08K
48.7K $1.53M
Apr 19, 2023 Q1 2023
Marcum Wealth, LLC

BUY
 -
106
+ 0.16%
$2.56K - $2.82K
67.7K $2.12M
May 01, 2023 Q1 2023
Ieq Capital, LLC

BUY
 -
103
+ 0.24%
$2.49K - $2.74K
43K $1.35M
Apr 20, 2023 Q1 2023
Pettinga Financial Advisors, LLC

BUY
 -
100
+ 0.59%
$2.42K - $2.66K
17K $535K
May 09, 2023 Q1 2023
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
99
+ 0.24%
$2.39K - $2.63K
41.2K $1.29M
May 04, 2023 Q1 2023
Wealthcare Capital Management LLC

Richmond, VA
BUY
 -
95
+ 0.57%
$2.3K - $2.53K
16.6K $522K
May 04, 2023 Q1 2023
Larson Financial Group LLC

BUY
 -
87
+ 0.16%
$2.1K - $2.31K
53.3K $1.67M
Apr 05, 2023 Q1 2023
Rise Advisors, LLC

BUY
 -
77
+ 0.24%
$1.86K - $2.05K
31.8K $998K
Apr 04, 2024 Q1 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
75
+ 0.24%
$1.81K - $1.99K
31.1K $975K
May 03, 2023 Q1 2023
Websterrogers Financial Advisors, LLC

BUY
 -
65
+ 0.02%
$1.57K - $1.73K
309K $9.7M
Apr 28, 2023 Q1 2023
Disciplined Equity Management, Inc.

BUY
 -
60
+ 0.19%
$1.45K - $1.59K
31.3K $983K
May 03, 2023 Q1 2023
Better Money Decisions, LLC

BUY
 -
60
+ 0.22%
$1.45K - $1.59K
27.8K $872K
Apr 27, 2023 Q1 2023
Sawtooth Solutions, LLC

BUY
 -
58
+ 0.37%
$1.4K - $1.54K
15.7K $492K
Apr 21, 2023 Q1 2023
Capital Investment Advisory Services, LLC

BUY
 -
50
+ 2.22%
$1.21K - $1.33K
2.3K $72.2K
Apr 11, 2023 Q1 2023
Wealth Enhancement & Preservation Of Ga, LLC

Alpharetta, GA
BUY
 -
50
+ 0.25%
$1.21K - $1.33K
20.4K $640K
Apr 04, 2023 Q1 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
49
+ 0.24%
$1.18K - $1.3K
20.4K $641K
May 11, 2023 Q1 2023
M&T Bank Corp

BUY
 -
43
+ 0.09%
$1.04K - $1.14K
48.8K $1.53M
May 03, 2023 Q1 2023
Rebalance, LLC

Palo Alto, CA
BUY
 -
40
+ 0.24%
$967 - $1.06K
16.8K $528K
Dec 13, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
34
+ 0.19%
$822 - $904
18.3K $573K
May 12, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
34
+ 0.19%
$822 - $904
18.3K $573K
May 09, 2023 Q1 2023
Brainard Capital Management LLC

Austin, TX
BUY
 -
33
+ 0.19%
$798 - $877
17.3K $544K
May 15, 2023 Q1 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
30
+ 0.23%
$725 - $797
13K $410K
May 02, 2023 Q1 2023
V Wealth Advisors LLC

BUY
 -
29
+ 0.13%
$701 - $771
22.1K $694K
May 10, 2023 Q1 2023
Wallace Advisory Group, LLC

Lafayette, CA
BUY
 -
23
+ 0.25%
$556 - $611
9.38K $294K
Apr 12, 2023 Q1 2023
Mokosak Advisory Group, LLC

BUY
 -
23
+ 0.24%
$556 - $611
9.48K $298K
May 11, 2023 Q1 2023
Bbr Partners, LLC

New York, NY
BUY
 -
22
+ 0.23%
$532 - $585
9.4K $295K
Apr 18, 2023 Q1 2023
Frg Family Wealth Advisors LLC

BUY
 -
22
+ 0.25%
$532 - $585
8.85K $278K
May 04, 2023 Q1 2023
Holistic Financial Partners

BUY
 -
21
+ 0.24%
$508 - $558
8.88K $279K
May 02, 2023 Q1 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
20
+ 0.16%
$484 - $532
12.4K $388K
Apr 24, 2023 Q1 2023
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
18
+ 0.03%
$435 - $478
55.7K $1.75M
Apr 20, 2023 Q1 2023
Evensky & Katz LLC

BUY
 -
17
+ 0.2%
$411 - $452
8.47K $266K
Apr 28, 2023 Q1 2023
New Millennium Group LLC

Sandy, UT
BUY
 -
15
+ 0.24%
$363 - $399
6.32K $198K

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