Purchases and Sales Made in Q2 2024 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 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
Aug 13, 2024 Q2 2024
Private Wealth Management Group, LLC

Princeton, NJ
BUY
 -
8.43K
+ 0.94%
$254K - $273K
903K $32.1M
Jul 31, 2024 Q2 2024
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
8.41K
New
$253K - $272K
8.41K $299K
Jul 12, 2024 Q2 2024
Qrg Capital Management, Inc.

Berwyn, PA
BUY
 -
8.4K
+ 52.43%
$253K - $272K
24.4K $868K
Aug 13, 2024 Q2 2024
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
8.32K
+ 6.13%
$250K - $269K
144K $5.12M
Jul 26, 2024 Q2 2024
Cascade Wealth Advisors, Inc

Wenatchee, WA
BUY
 -
8.27K
New
$249K - $268K
8.27K $294K
Jul 30, 2024 Q2 2024
Stone Point Wealth LLC

BUY
 -
8.08K
+ 8.32%
$243K - $261K
105K $3.74M
Jul 29, 2024 Q2 2024
Dechtman Wealth Management, LLC

Centennial, CO
BUY
 -
8.01K
New
$241K - $259K
8.01K $285K
Aug 13, 2024 Q2 2024
Prospera Financial Services Inc

BUY
 -
7.92K
+ 79.28%
$238K - $256K
17.9K $637K
Aug 14, 2024 Q2 2024
Paul Tudor Jones Tudor Investment Corp Et Al | Stamford, Ct
BUY
 -
7.86K
New
$237K - $254K
7.86K $280K
Jul 19, 2024 Q2 2024
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
7.84K
+ 5.35%
$236K - $254K
154K $5.49M
Aug 14, 2024 Q2 2024
Essential Planning, Llc.

Portsmouth, NH
BUY
 -
7.73K
+ 21.17%
$233K - $250K
44.2K $1.57M
Jul 22, 2024 Q2 2024
Financial Management Network Inc

BUY
 -
7.7K
New
$232K - $249K
7.7K $274K
Jul 31, 2024 Q2 2024
Htg Investment Advisors, Inc.

New Canaan, CT
BUY
 -
7.34K
+ 1.07%
$221K - $238K
694K $24.7M
Aug 15, 2024 Q2 2024
Silver Lake Advisory, LLC

BUY
 -
7.3K
New
$220K - $236K
7.3K $260K
Jul 31, 2024 Q2 2024
Essex Financial Services, Inc.

BUY
 -
7.22K
New
$217K - $234K
7.22K $257K
Jul 12, 2024 Q2 2024
Williams & Novak, LLC

Westlake Village, CA
BUY
 -
7.16K
New
$215K - $232K
7.16K $255K
Jul 11, 2024 Q2 2024
New Capital Management LP

BUY
 -
7.14K
+ 0.26%
$215K - $231K
2.8M $99.5M
Jul 25, 2024 Q2 2024
Firethorn Wealth Partners, LLC

BUY
 -
7.05K
+ 1.47%
$212K - $228K
488K $17.4M
Aug 14, 2024 Q2 2024
Qube Research & Technologies LTD

London, X0
BUY
 -
7.02K
+ 82.94%
$211K - $227K
15.5K $551K
Jul 26, 2024 Q2 2024
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
6.94K
New
$209K - $225K
6.94K $247K
Aug 13, 2024 Q2 2024
Ever Source Wealth Advisors, LLC

BUY
 -
6.91K
+ 1.53%
$208K - $224K
457K $16.3M
Aug 09, 2024 Q2 2024
Avantax Advisory Services, Inc.

BUY
 -
6.85K
+ 5.09%
$206K - $222K
141K $5.03M
Aug 07, 2024 Q2 2024
Gem Asset Management, LLC

Plymouth, MI
BUY
 -
6.79K
+ 6.8%
$204K - $220K
107K $3.79M
Jul 15, 2024 Q2 2024
Transform Wealth, LLC

BUY
 -
6.57K
New
$198K - $213K
6.57K $234K
Jul 29, 2024 Q2 2024
Innealta Capital, LLC

Austin, TX
BUY
 -
6.45K
New
$194K - $209K
6.45K $230K
Aug 13, 2024 Q2 2024
Stifel Financial Corp

St. Louis, MO
BUY
 -
6.43K
+ 1.61%
$194K - $208K
407K $14.5M
Jul 30, 2024 Q2 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
6.37K
New
$192K - $206K
6.37K $227K
Jul 25, 2024 Q2 2024
New Millennium Group LLC

Sandy, UT
BUY
 -
6.25K
New
$188K - $202K
6.25K $222K
Aug 12, 2024 Q2 2024
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
6.25K
+ 6.4%
$188K - $202K
104K $3.69M
Jul 23, 2024 Q2 2024
Bridge Advisory, LLC

BUY
 -
6.24K
New
$188K - $202K
6.24K $222K
Jul 30, 2024 Q2 2024
Wmg Financial Advisors, LLC

BUY
 -
6.23K
New
$188K - $202K
6.23K $222K
Jul 26, 2024 Q2 2024
Sprinkle Financial Consultants LLC

Littleton, CO
BUY
 -
6.21K
New
$187K - $201K
6.21K $221K
Jul 12, 2024 Q2 2024
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
6.17K
+ 35.89%
$186K - $200K
23.4K $831K
Aug 14, 2024 Q2 2024
American Investment Services, Inc.

BUY
 -
6.01K
+ 28.54%
$181K - $195K
27.1K $963K
Aug 13, 2024 Q2 2024
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
5.8K
+ 0.13%
$175K - $188K
4.52M $161M
Oct 22, 2024 Q2 2024
Callan Capital, LLC

La Jolla, CA
BUY
 -
5.67K
+ 4.72%
$171K - $184K
126K $4.47M
Aug 12, 2024 Q2 2024
Argent Trust CO

Nashville, TN
BUY
 -
5.58K
+ 47.06%
$168K - $181K
17.4K $620K
Aug 02, 2024 Q2 2024
Index Fund Advisors, Inc.

BUY
 -
5.53K
+ 5.22%
$166K - $179K
111K $3.97M
Jul 15, 2024 Q2 2024
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
5.44K
+ 1.41%
$164K - $176K
392K $13.9M
Aug 01, 2024 Q2 2024
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
5.26K
New
$158K - $170K
5.26K $187K
Aug 06, 2024 Q2 2024
Choreo, LLC

Minneapolis, MN
BUY
 -
5.26K
+ 6.82%
$158K - $170K
82.4K $2.93M
Jul 29, 2024 Q2 2024
Ridgewood Investments LLC

BUY
 -
5.21K
New
$157K - $169K
5.21K $185K
Jul 31, 2024 Q2 2024
Turtle Creek Wealth Advisors, LLC

Dallas, TX
BUY
 -
4.99K
New
$150K - $162K
4.99K $178K
Jul 25, 2024 Q2 2024
Oceanside Advisors LLC

Mount Pleasant, SC
BUY
 -
4.71K
+ 1.57%
$142K - $152K
304K $10.8M
Aug 14, 2024 Q2 2024
Israel Englander Millennium Management LLC | New York, Ny
BUY
 -
4.59K
+ 13.56%
$138K - $149K
38.5K $1.37M
Jul 22, 2024 Q2 2024
Fifth Third Bancorp

BUY
 -
4.24K
+ 12.68%
$128K - $137K
37.7K $1.34M
Aug 13, 2024 Q2 2024
Shakespeare Wealth Management, Inc.

Pewaukee, WI
BUY
 -
4.1K
+ 12.89%
$123K - $133K
35.9K $1.28M
Aug 01, 2024 Q2 2024
Natixis Advisors, L.P.

Boston, MA
BUY
 -
4.05K
+ 28.2%
$122K - $131K
18.4K $655K
Jul 08, 2024 Q2 2024
City State Bank

Norwalk, IA
BUY
 -
3.93K
+ 11.44%
$118K - $127K
38.3K $1.36M

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