Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-74.6K- 3.15% |
$1.86M - $2.03M
|
2.29M
$80.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-76.7K- 3.84% |
$1.91M - $2.08M
|
1.92M
$67.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-81.5K- 44.32% |
$2.03M - $2.21M
|
102K
$3.61M
|
|
|
Jul 25, 2023
Q2 2023
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-84.9K- 13.97% |
$2.11M - $2.31M
|
523K
$18.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-86.2K- 10.49% |
$2.14M - $2.34M
|
736K
$26M
|
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-87.6K- 4.39% |
$2.18M - $2.38M
|
1.91M
$67.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-94.1K- 3.76% |
$2.34M - $2.55M
|
2.41M
$84.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-111K- 92.89% |
$2.75M - $3M
|
8.47K
$299K
|
|
|
Aug 04, 2023
Q2 2023
|
Hemington Wealth Management
|
SELL
|
- |
-125K- 14.04% |
$3.1M - $3.39M
|
763K
$26.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-125K- 60.87% |
$3.12M - $3.4M
|
80.6K
$2.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-134K- 3.01% |
$3.33M - $3.64M
|
4.32M
$152M
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-165K- 14.5% |
$4.11M - $4.49M
|
975K
$34.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-167K- 16.87% |
$4.15M - $4.53M
|
823K
$29M
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-219K- 10.94% |
$5.45M - $5.96M
|
1.79M
$63M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-224K- 15.75% |
$5.58M - $6.09M
|
1.2M
$42.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-291K- 4.04% |
$7.25M - $7.91M
|
6.93M
$244M
|
|
|
Aug 14, 2023
Q2 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-293K- 49.14% |
$7.29M - $7.96M
|
303K
$10.7M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-341K- 4.55% |
$8.48M - $9.26M
|
7.15M
$252M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-621K- 92.86% |
$15.4M - $16.9M
|
47.8K
$1.69M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-654K- 17.62% |
$16.3M - $17.8M
|
3.06M
$108M
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-940K- 12.08% |
$23.4M - $25.5M
|
6.84M
$241M
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-30.1M- 95.99% |
$748M - $817M
|
1.26M
$44.3M
|