Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-9.38K- 20.1% |
$282K - $304K
|
37.3K
$1.33M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-9.46K- 2.44% |
$285K - $306K
|
378K
$13.4M
|
|
|
Jul 02, 2024
Q2 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-9.57K- 0.84% |
$288K - $310K
|
1.14M
$40.4M
|
|
|
Jul 05, 2024
Q2 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-9.85K- 10.18% |
$297K - $319K
|
86.9K
$3.09M
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-9.86K- 1.58% |
$297K - $319K
|
614K
$21.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-10K- 3.36% |
$302K - $325K
|
289K
$10.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-11.4K- 5.3% |
$343K - $369K
|
204K
$7.24M
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-12.2K- 4.18% |
$366K - $394K
|
279K
$9.91M
|
|
|
Aug 12, 2024
Q2 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-12.5K- 0.3% |
$378K - $406K
|
4.22M
$150M
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-13K- 1.87% |
$390K - $420K
|
680K
$24.2M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-13K- 1.39% |
$391K - $421K
|
921K
$32.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-13.1K- 72.79% |
$395K - $425K
|
4.91K
$175K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-13.3K- 3.66% |
$399K - $429K
|
349K
$12.4M
|
|
|
Aug 20, 2024
Q2 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-14.9K- 16.72% |
$449K - $483K
|
74.4K
$2.65M
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-17.1K- 1.34% |
$513K - $552K
|
1.25M
$44.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-17.1K- 17.05% |
$515K - $554K
|
83.3K
$2.96M
|
|
|
Jul 17, 2024
Q2 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-17.2K- 1.43% |
$518K - $557K
|
1.19M
$42.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-17.9K- 48.78% |
$539K - $580K
|
18.8K
$669K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-18.1K- 1.51% |
$544K - $585K
|
1.18M
$42.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-18.6K- 5.53% |
$560K - $603K
|
318K
$11.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-18.9K- 29.09% |
$568K - $611K
|
46K
$1.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-19.1K- 0.46% |
$575K - $618K
|
4.15M
$148M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-19.3K- 5.27% |
$581K - $625K
|
347K
$12.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-19.5K- 2.07% |
$587K - $632K
|
921K
$32.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-19.6K- 6.12% |
$590K - $635K
|
301K
$10.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-21.1K- 3.08% |
$633K - $681K
|
663K
$23.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-21.5K- 1.51% |
$648K - $697K
|
1.4M
$49.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-22.5K- 31.29% |
$676K - $727K
|
49.3K
$1.76M
|
|
|
Jul 19, 2024
Q2 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-23.4K- 3.31% |
$704K - $757K
|
683K
$24.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-23.5K- 1.8% |
$706K - $760K
|
1.28M
$45.4M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-24K- 4.59% |
$722K - $777K
|
499K
$17.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-24.6K- 1.13% |
$740K - $796K
|
2.16M
$76.7M
|
|
|
Jul 02, 2024
Q2 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-24.9K- 1.13% |
$751K - $807K
|
2.18M
$77.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
SELL
|
- |
-26.2K- 5.23% |
$790K - $850K
|
475K
$16.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-26.3K- 1.42% |
$792K - $852K
|
1.83M
$65M
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-27.1K- 22.1% |
$816K - $878K
|
95.6K
$3.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-28.5K- 2.18% |
$859K - $924K
|
1.28M
$45.5M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-28.8K- 30.64% |
$867K - $933K
|
65.3K
$2.32M
|
|
|
Jul 24, 2024
Q2 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-30.2K- 1.27% |
$908K - $977K
|
2.35M
$83.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-30.9K- 1.65% |
$928K - $999K
|
1.83M
$65.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-30.9K- 3.0% |
$929K - $999K
|
997K
$35.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Claris Advisors, LLC
|
SELL
|
- |
-33.4K- 2.05% |
$1.01M - $1.08M
|
1.59M
$56.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-34K- 1.95% |
$1.02M - $1.1M
|
1.7M
$60.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-34.6K- 11.05% |
$1.04M - $1.12M
|
279K
$9.92M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-36.3K- 2.38% |
$1.09M - $1.18M
|
1.49M
$53.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-36.7K- 5.26% |
$1.1M - $1.19M
|
662K
$23.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-37.3K- 0.87% |
$1.12M - $1.21M
|
4.28M
$152M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-38.8K- 4.35% |
$1.17M - $1.26M
|
852K
$30.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-40.3K- 5.12% |
$1.21M - $1.3M
|
746K
$26.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-41.3K- 1.45% |
$1.24M - $1.34M
|
2.81M
$100M
|