Purchases and Sales Made in Q1 2022 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 Q1 2022. 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
May 04, 2022 Q1 2022
Greenspring Advisors, LLC

BUY
 -
6.55M
+ 3525.83%
$169M - $191M
6.74M $235M
May 16, 2022 Q1 2022
Forum Financial Management, LP

Lombard, IL
BUY
 -
3.1M
+ 12.37%
$79.9M - $90.6M
28.2M $981M
May 27, 2022 Q1 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
2.99M
+ 7276.87%
$77.1M - $87.4M
3.03M $106M
Aug 11, 2022 Q1 2022
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
1.64M
New
$42.2M - $47.9M
1.64M $57.1M
May 10, 2022 Q1 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
1.62M
+ 34.94%
$41.7M - $47.3M
6.25M $218M
May 17, 2022 Q1 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
1.27M
+ 3525.68%
$32.6M - $37M
1.3M $45.3M
May 20, 2022 Q1 2022
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
1.17M
New
$30.2M - $34.2M
1.17M $40.8M
May 04, 2022 Q1 2022
Commonwealth Equity Services, LLC

BUY
 -
1.15M
+ 34.01%
$29.6M - $33.6M
4.53M $158M
May 13, 2022 Q1 2022
Mariner, LLC

Overland Park, KS
BUY
 -
1.06M
+ 114.89%
$27.2M - $30.8M
1.97M $68.7M
Aug 30, 2022 Q1 2022
Heritage Financial Services, LLC

BUY
 -
1.01M
+ 175.28%
$26M - $29.4M
1.58M $55.1M
May 04, 2022 Q1 2022
Hemington Wealth Management

BUY
 -
953K
New
$24.5M - $27.8M
953K $33.2M
Apr 28, 2022 Q1 2022
Applied Capital LLC

BUY
 -
819K
New
$21.1M - $23.9M
819K $28.5M
May 04, 2022 Q1 2022
Envestnet Asset Management Inc

BUY
 -
747K
+ 4.89%
$19.2M - $21.8M
16M $558M
Aug 11, 2023 Q1 2022
Hill Investment Group Partners, LLC

St. Louis, MO
BUY
 -
639K
+ 32.5%
$16.5M - $18.7M
2.6M $90.7M
May 12, 2022 Q1 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
598K
+ 6182.17%
$15.4M - $17.5M
607K $21.2M
May 13, 2022 Q1 2022
Assetmark, Inc

BUY
 -
542K
+ 28.54%
$14M - $15.8M
2.44M $84.9M
Jul 20, 2023 Q1 2022
Rockwood Wealth Management, LLC

New Hope, PA
BUY
 -
449K
+ 9.19%
$11.6M - $13.1M
5.33M $186M
May 13, 2022 Q1 2022
Monograph Wealth Advisors, LLC

BUY
 -
436K
+ 11.05%
$11.2M - $12.7M
4.39M $153M
Apr 28, 2022 Q1 2022
Midwest Heritage Bank, Fsb

BUY
 -
350K
+ 91.28%
$9.01M - $10.2M
733K $25.5M
May 02, 2022 Q1 2022
Jfs Wealth Advisors, LLC

BUY
 -
335K
+ 13.99%
$8.62M - $9.77M
2.73M $94.9M
May 04, 2022 Q1 2022
Dowling & Yahnke LLC

San Diego, CA
BUY
 -
308K
+ 17.37%
$7.93M - $8.99M
2.08M $72.4M
May 16, 2022 Q1 2022
Eaton Vance Management

Boston, MA
BUY
 -
298K
+ 24197.32%
$7.69M - $8.71M
300K $10.4M
Aug 23, 2023 Q1 2022
Rappaport Reiches Capital Management, LLC

Skokie`, IL
BUY
 -
281K
New
$7.23M - $8.2M
281K $9.78M
May 13, 2022 Q1 2022
Brighton Jones LLC

BUY
 -
233K
+ 68.65%
$6M - $6.81M
572K $19.9M
Apr 04, 2022 Q1 2022
Symmetry Partners, LLC

BUY
 -
226K
+ 53.34%
$5.81M - $6.59M
649K $22.6M
Apr 21, 2022 Q1 2022
Asset Dedication, LLC

BUY
 -
200K
+ 18.09%
$5.15M - $5.84M
1.3M $45.4M
May 17, 2022 Q1 2022
Jane Street Group, LLC

New York, NY
BUY
 -
198K
New
$5.09M - $5.77M
198K $6.88M
Apr 27, 2022 Q1 2022
Helen Stephens Group, LLC

BUY
 -
194K
+ 39.35%
$5.01M - $5.68M
688K $24M
May 11, 2022 Q1 2022
Mc Carthy Asset Management, Inc.

BUY
 -
193K
New
$4.96M - $5.63M
193K $6.71M
May 10, 2022 Q1 2022
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
169K
+ 30.58%
$4.36M - $4.95M
723K $25.2M
Oct 17, 2024 Q1 2022
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
160K
+ 1482.61%
$4.13M - $4.69M
171K $5.96M
May 16, 2022 Q1 2022
Ubs Group Ag

BUY
 -
153K
+ 9.68%
$3.94M - $4.46M
1.73M $60.3M
Jul 14, 2022 Q1 2022
Global Retirement Partners, LLC

BUY
 -
136K
New
$3.51M - $3.98M
136K $4.74M
May 16, 2022 Q1 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
135K
+ 254.36%
$3.49M - $3.96M
189K $6.57M
Aug 01, 2022 Q1 2022
Awm Capital, LLC

BUY
 -
129K
+ 54.85%
$3.33M - $3.78M
365K $12.7M
Apr 04, 2022 Q1 2022
Garrett Investment Advisors LLC

BUY
 -
126K
+ 104.59%
$3.25M - $3.69M
247K $8.6M
May 13, 2022 Q1 2022
Capstone Financial Advisors, Inc.

Downers Grove, IL
BUY
 -
126K
+ 2.74%
$3.25M - $3.69M
4.73M $165M
May 04, 2022 Q1 2022
Worth Pointe, LLC

La Jolla, CA
BUY
 -
122K
+ 6.04%
$3.14M - $3.56M
2.14M $74.5M
May 16, 2022 Q1 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
121K
+ 1441.5%
$3.12M - $3.54M
130K $4.51M
May 16, 2022 Q1 2022
Betterment LLC

New York, NY
BUY
 -
113K
+ 33.71%
$2.9M - $3.29M
446K $15.5M
Apr 29, 2022 Q1 2022
Park Avenue Securities LLC

BUY
 -
111K
+ 36.34%
$2.87M - $3.25M
418K $14.5M
May 03, 2022 Q1 2022
Steward Financial Group LLC

BUY
 -
110K
+ 4.26%
$2.84M - $3.22M
2.7M $93.9M
May 04, 2022 Q1 2022
First Ascent Asset Management, LLC

BUY
 -
100K
+ 6.95%
$2.59M - $2.93M
1.54M $53.8M
May 09, 2022 Q1 2022
Keb Asset Management, LLC

Springfield, IL
BUY
 -
95.7K
+ 5.79%
$2.46M - $2.8M
1.75M $60.9M
May 18, 2022 Q1 2022
Ifg Advisors, LLC

BUY
 -
94.7K
New
$2.44M - $2.77M
94.7K $3.3M
May 24, 2022 Q1 2022
M Holdings Securities, Inc.

Portland, OR
BUY
 -
92.9K
+ 8.05%
$2.39M - $2.71M
1.25M $43.4M
May 12, 2022 Q1 2022
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
92.8K
New
$2.39M - $2.71M
92.8K $3.23M
May 11, 2022 Q1 2022
Orion Capital Management LLC

BUY
 -
91.5K
New
$2.36M - $2.67M
91.5K $3.19M
Apr 21, 2022 Q1 2022
Claris Advisors, LLC

BUY
 -
89.3K
+ 8.06%
$2.3M - $2.61M
1.2M $41.7M

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