Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-8.79K- 6.6% |
$273K - $301K
|
124K
$4.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
SELL
|
- |
-8.84K- 0.98% |
$274K - $303K
|
896K
$31.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.96K- 1.6% |
$278K - $307K
|
550K
$19.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-9.04K- 3.73% |
$281K - $310K
|
233K
$8.23M
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9.45K- 0.75% |
$293K - $324K
|
1.24M
$43.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-9.83K- 6.13% |
$305K - $337K
|
150K
$5.31M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-9.99K- 2.88% |
$310K - $343K
|
337K
$11.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-10.3K- 24.72% |
$321K - $354K
|
31.5K
$1.11M
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-10.5K- 5.14% |
$325K - $359K
|
193K
$6.81M
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-10.5K- 3.2% |
$327K - $361K
|
319K
$11.2M
|
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-11.1K- 6.53% |
$345K - $381K
|
159K
$5.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
SELL
|
- |
-11.3K- 2.37% |
$350K - $387K
|
464K
$16.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-11.4K- 1.72% |
$354K - $391K
|
652K
$23M
|
|
|
Oct 18, 2024
Q3 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-11.9K- 0.65% |
$370K - $409K
|
1.81M
$64M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-12.9K- 30.78% |
$400K - $442K
|
29K
$1.02M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-12.9K- 34.63% |
$401K - $443K
|
24.4K
$860K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-13.2K- 85.05% |
$409K - $452K
|
2.32K
$81.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-13.7K- 0.51% |
$427K - $471K
|
2.68M
$94.7M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-14.4K- 2.16% |
$448K - $495K
|
653K
$23M
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-14.9K- 4.1% |
$464K - $512K
|
350K
$12.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-15K- 2.85% |
$465K - $513K
|
511K
$18M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-15.5K- 0.78% |
$481K - $531K
|
1.98M
$69.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-15.7K- 0.92% |
$488K - $539K
|
1.69M
$59.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-15.8K- 0.98% |
$490K - $541K
|
1.6M
$56.5M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-15.9K- 58.85% |
$495K - $546K
|
11.1K
$393K
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-16.2K- 63.47% |
$502K - $555K
|
9.31K
$328K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-16.5K- 63.04% |
$511K - $564K
|
9.65K
$340K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-16.5K- 1.42% |
$513K - $567K
|
1.14M
$40.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-16.7K- 6.25% |
$519K - $573K
|
251K
$8.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-17.5K- 1.76% |
$543K - $599K
|
977K
$34.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-17.6K- 2.94% |
$545K - $602K
|
579K
$20.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-18K- 1.85% |
$560K - $618K
|
954K
$33.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
SELL
|
- |
-18.4K- 0.88% |
$573K - $632K
|
2.07M
$73M
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-18.5K- 3.79% |
$574K - $634K
|
470K
$16.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-18.9K- 10.73% |
$587K - $648K
|
157K
$5.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-21K- 6.02% |
$652K - $720K
|
328K
$11.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-23.8K- 2.69% |
$738K - $815K
|
859K
$30.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-24K- 1.23% |
$746K - $824K
|
1.93M
$67.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-24.7K- 50.0% |
$768K - $848K
|
24.7K
$873K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-25.4K- 9.78% |
$789K - $871K
|
234K
$8.27M
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-25.5K- 2.1% |
$791K - $874K
|
1.19M
$41.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-25.5K- 0.61% |
$793K - $875K
|
4.19M
$148M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-25.9K- 3.05% |
$806K - $890K
|
826K
$29.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-27.4K- 56.41% |
$850K - $938K
|
21.1K
$746K
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-29.1K- 0.84% |
$905K - $999K
|
3.43M
$121M
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-29.7K- 1.37% |
$921K - $1.02M
|
2.13M
$75.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-30.1K- 1.03% |
$934K - $1.03M
|
2.9M
$102M
|
|
|
Nov 13, 2024
Q3 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-31.3K- 7.8% |
$971K - $1.07M
|
370K
$13.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-32.6K- 17.21% |
$1.01M - $1.12M
|
157K
$5.53M
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-38.1K- 60.8% |
$1.18M - $1.3M
|
24.5K
$865K
|