Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-3.19K- 7.07% |
$91.2K - $102K
|
41.9K
$1.45M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-3.3K- 2.53% |
$94.5K - $106K
|
127K
$4.39M
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-3.32K- 11.05% |
$94.9K - $106K
|
26.7K
$922K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.48K- 29.15% |
$99.7K - $111K
|
8.47K
$292K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3.52K- 8.51% |
$101K - $112K
|
37.8K
$1.31M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.54K- 1.25% |
$101K - $113K
|
280K
$9.67M
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-3.78K- 6.41% |
$108K - $121K
|
55.2K
$1.91M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.94K- 0.27% |
$113K - $126K
|
1.45M
$49.9M
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-3.97K- 0.1% |
$114K - $127K
|
4.14M
$143M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-3.99K- 0.57% |
$114K - $127K
|
693K
$23.9M
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-4.04K- 1.1% |
$116K - $129K
|
362K
$12.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.11K- 27.1% |
$118K - $131K
|
11.1K
$382K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.31K- 2.09% |
$123K - $138K
|
202K
$6.96M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-4.47K- 5.1% |
$128K - $143K
|
83.1K
$2.87M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-4.51K- 14.45% |
$129K - $144K
|
26.7K
$922K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.57K- 0.53% |
$131K - $146K
|
864K
$29.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-4.69K- 16.64% |
$134K - $150K
|
23.5K
$810K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.71K- 0.58% |
$135K - $150K
|
804K
$27.8M
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-4.71K- 9.63% |
$135K - $151K
|
44.2K
$1.53M
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-4.88K- 32.82% |
$140K - $156K
|
9.99K
$345K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.05K- 28.19% |
$144K - $161K
|
12.9K
$444K
|
|
|
Apr 12, 2024
Q1 2024
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-5.46K- 0.49% |
$156K - $174K
|
1.1M
$38.1M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.53K- 1.45% |
$158K - $177K
|
376K
$13M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-6.2K- 0.39% |
$177K - $198K
|
1.57M
$54.2M
|
|
|
May 01, 2024
Q1 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-6.25K- 1.28% |
$179K - $200K
|
481K
$16.6M
|
|
|
May 14, 2024
Q1 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-6.32K- 0.28% |
$181K - $202K
|
2.22M
$76.5M
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-6.48K- 1.98% |
$186K - $207K
|
321K
$11.1M
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-6.88K- 27.25% |
$197K - $220K
|
18.4K
$634K
|
|
|
May 15, 2024
Q1 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-7.45K- 20.77% |
$213K - $238K
|
28.4K
$981K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-7.61K- 7.64% |
$218K - $243K
|
92K
$3.17M
|
|
|
Apr 24, 2024
Q1 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-7.64K- 2.14% |
$219K - $244K
|
349K
$12M
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-7.85K- 2.19% |
$225K - $251K
|
350K
$12.1M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-8.24K- 5.73% |
$236K - $263K
|
136K
$4.68M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-8.35K- 9.24% |
$239K - $267K
|
82K
$2.83M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-8.92K- 1.46% |
$255K - $285K
|
604K
$20.9M
|
|
|
May 07, 2024
Q1 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-9.08K- 0.75% |
$260K - $290K
|
1.2M
$41.6M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-9.26K- 6.04% |
$265K - $296K
|
144K
$4.98M
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-9.6K- 5.05% |
$275K - $307K
|
181K
$6.23M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-9.65K- 16.35% |
$276K - $308K
|
49.4K
$1.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-9.73K- 2.59% |
$278K - $311K
|
366K
$12.6M
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-9.98K- 3.32% |
$285K - $319K
|
291K
$10M
|
|
|
Apr 25, 2024
Q1 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-10.1K- 0.82% |
$289K - $322K
|
1.22M
$42.1M
|
|
|
May 13, 2024
Q1 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-10.2K- 6.37% |
$292K - $326K
|
150K
$5.17M
|
|
|
May 14, 2024
Q1 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-10.4K- 12.81% |
$297K - $331K
|
70.6K
$2.44M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10.5K- 19.66% |
$299K - $334K
|
42.8K
$1.48M
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-10.6K- 1.74% |
$302K - $337K
|
597K
$20.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.7K- 0.7% |
$305K - $341K
|
1.52M
$52.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-10.7K- 3.07% |
$307K - $343K
|
340K
$11.7M
|
|
|
May 14, 2024
Q1 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-10.7K- 0.22% |
$307K - $343K
|
4.96M
$171M
|
|
|
Apr 10, 2024
Q1 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-10.9K- 8.41% |
$312K - $348K
|
119K
$4.09M
|