Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
67.7K+ 35.96% |
$1.76M - $1.91M
|
256K
$9.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
67.1K+ 12.34% |
$1.75M - $1.89M
|
611K
$21.7M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
65.9K+ 2.3% |
$1.72M - $1.86M
|
2.93M
$104M
|
|
|
Nov 14, 2023
Q3 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
63.8K+ 2.99% |
$1.66M - $1.8M
|
2.2M
$78.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Straight Path Wealth Management
|
BUY
|
- |
62.4K+ 8.04% |
$1.62M - $1.76M
|
838K
$29.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
59.2K+ 8.97% |
$1.54M - $1.67M
|
719K
$25.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
57.9K+ 0.85% |
$1.51M - $1.63M
|
6.9M
$245M
|
|
|
Oct 18, 2023
Q3 2023
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
57.7K+ 2.0% |
$1.5M - $1.63M
|
2.95M
$105M
|
|
|
Oct 19, 2023
Q3 2023
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
54.3K+ 1.82% |
$1.42M - $1.53M
|
3.04M
$108M
|
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
BUY
|
- |
53.1K+ 20.41% |
$1.38M - $1.5M
|
313K
$11.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
52.4K+ 70.43% |
$1.37M - $1.48M
|
127K
$4.51M
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
50.8K+ 11.84% |
$1.32M - $1.43M
|
480K
$17.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
50.8KNew |
$1.32M - $1.43M
|
50.8K
$1.81M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
49.8K+ 11.54% |
$1.3M - $1.41M
|
482K
$17.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
49.8K+ 2.43% |
$1.3M - $1.41M
|
2.1M
$74.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
49.7K+ 4.14% |
$1.3M - $1.4M
|
1.25M
$44.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
49.3KNew |
$1.28M - $1.39M
|
49.3K
$1.75M
|
|
|
Oct 31, 2023
Q3 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
48.6K+ 14.94% |
$1.27M - $1.37M
|
374K
$13.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
47.3K+ 6.06% |
$1.23M - $1.33M
|
828K
$29.4M
|
|
|
Oct 19, 2023
Q3 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
46.6K+ 5.26% |
$1.21M - $1.32M
|
933K
$33.2M
|
|
|
Oct 15, 2024
Q3 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
45.7K+ 8.23% |
$1.19M - $1.29M
|
601K
$21.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
45.4K+ 1.45% |
$1.18M - $1.28M
|
3.18M
$113M
|
|
|
Oct 24, 2023
Q3 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
44.8K+ 7.83% |
$1.17M - $1.26M
|
617K
$21.9M
|
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
BUY
|
- |
44.3KNew |
$1.15M - $1.25M
|
44.3K
$1.57M
|
|
|
Oct 31, 2023
Q3 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
37.7K+ 7.02% |
$983K - $1.06M
|
575K
$20.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
37.5K+ 89.02% |
$976K - $1.06M
|
79.5K
$2.83M
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
35.7K+ 5.44% |
$931K - $1.01M
|
693K
$24.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
34.9K+ 15.67% |
$910K - $986K
|
258K
$9.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
34.4K+ 3.79% |
$897K - $972K
|
943K
$33.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
33.9K+ 1.87% |
$884K - $958K
|
1.85M
$65.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
33.5K+ 20.89% |
$872K - $944K
|
194K
$6.89M
|
|
|
Nov 08, 2023
Q3 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
33.3KNew |
$868K - $940K
|
33.3K
$1.18M
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
32.4K+ 1.69% |
$844K - $914K
|
1.95M
$69.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Chico Wealth Ria
|
BUY
|
- |
32.1K+ 2.33% |
$836K - $906K
|
1.41M
$50.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
31.9K+ 169.76% |
$831K - $900K
|
50.7K
$1.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Applied Capital LLC
|
BUY
|
- |
28.5K+ 2.64% |
$743K - $805K
|
1.11M
$39.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
27.9K+ 4.34% |
$726K - $787K
|
671K
$23.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
27.9K+ 132.45% |
$726K - $787K
|
48.9K
$1.74M
|
|
|
Oct 30, 2023
Q3 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
27.3K+ 2.8% |
$710K - $769K
|
1M
$35.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
BUY
|
- |
27.3KNew |
$710K - $769K
|
27.3K
$969K
|
|
|
Oct 17, 2023
Q3 2023
|
Shearwater Capital LLC
|
BUY
|
- |
27.1K+ 1.66% |
$705K - $764K
|
1.66M
$59.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
24.9K+ 14.2% |
$648K - $701K
|
200K
$7.11M
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
23.8KNew |
$620K - $672K
|
23.8K
$847K
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
BUY
|
- |
23.7K+ 5.47% |
$618K - $669K
|
457K
$16.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
23.1K+ 24.97% |
$602K - $652K
|
116K
$4.11M
|
|
|
Nov 09, 2023
Q3 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
22.7K+ 0.66% |
$592K - $642K
|
3.48M
$124M
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
22.5K+ 20.44% |
$585K - $634K
|
132K
$4.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
22KNew |
$573K - $621K
|
22K
$782K
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
21.2K+ 4.24% |
$552K - $598K
|
521K
$18.5M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
20.9K+ 23.96% |
$546K - $591K
|
108K
$3.85M
|