Purchases and Sales Made in Q1 2024 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 Q1 2024. 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 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-103K- 10.38% |
$2.95M - $3.29M
|
890K
$31.7M
|
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-107K- 54.44% |
$3.05M - $3.41M
|
89.3K
$3.18M
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-111K- 6.0% |
$3.18M - $3.55M
|
1.74M
$61.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-115K- 17.92% |
$3.28M - $3.66M
|
525K
$18.7M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-120K- 7.87% |
$3.44M - $3.84M
|
1.41M
$50.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-122K- 28.09% |
$3.51M - $3.91M
|
314K
$11.2M
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-124K- 48.49% |
$3.55M - $3.97M
|
132K
$4.7M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-132K- 7.95% |
$3.77M - $4.21M
|
1.52M
$54.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-136K- 63.83% |
$3.89M - $4.35M
|
77.1K
$2.75M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-153K- 3.44% |
$4.39M - $4.9M
|
4.31M
$154M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-157K- 18.59% |
$4.5M - $5.02M
|
688K
$24.5M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-160K- 7.84% |
$4.58M - $5.11M
|
1.88M
$66.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-184K- 5.63% |
$5.28M - $5.89M
|
3.09M
$110M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-198K- 41.29% |
$5.66M - $6.32M
|
281K
$10M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-212K- 9.49% |
$6.06M - $6.77M
|
2.02M
$72M
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-233K- 8.42% |
$6.68M - $7.46M
|
2.54M
$90.4M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-262K- 44.16% |
$7.49M - $8.36M
|
331K
$11.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-350K- 4.77% |
$10M - $11.2M
|
6.98M
$249M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-393K- 25.32% |
$11.3M - $12.6M
|
1.16M
$41.3M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-409K- 5.92% |
$11.7M - $13.1M
|
6.5M
$232M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-449K- 82.02% |
$12.9M - $14.4M
|
98.5K
$3.51M
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-555K- 79.21% |
$15.9M - $17.7M
|
146K
$5.19M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-584K- 9.86% |
$16.7M - $18.7M
|
5.34M
$190M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-922K- 2.28% |
$26.4M - $29.4M
|
39.4M
$1.41B
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1.11M- 24.18% |
$31.8M - $35.5M
|
3.49M
$124M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.56M- 37.81% |
$44.7M - $49.9M
|
2.57M
$91.5M
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2.25M- 99.21% |
$64.4M - $71.9M
|
17.9K
$639K
|