Purchases and Sales Made in Q1 2022 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 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 |
---|---|---|---|---|---|---|---|
Apr 14, 2022
Q1 2022
|
Capital Performance Advisors LLP
|
SELL
|
- |
-5.58K- 0.34% |
$144K - $163K
|
1.62M
$56.3M
|
|
May 12, 2022
Q1 2022
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-6.96KClosed |
$179K - $203K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7K- 8.69% |
$180K - $205K
|
73.6K
$2.56M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.12K- 3.89% |
$183K - $208K
|
176K
$6.13M
|
|
Apr 21, 2022
Q1 2022
|
Chicago Capital, LLC
|
SELL
|
- |
-7.17KClosed |
$185K - $209K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-7.22KClosed |
$186K - $211K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-7.29K- 20.64% |
$188K - $213K
|
28K
$976K
|
|
Apr 21, 2022
Q1 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-7.41KClosed |
$191K - $216K
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-7.5KClosed |
$193K - $219K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.8K- 29.02% |
$201K - $228K
|
19.1K
$664K
|
|
Apr 27, 2022
Q1 2022
|
Exeter Financial, LLC
|
SELL
|
- |
-7.89KClosed |
$203K - $230K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-8.07K- 39.33% |
$208K - $236K
|
12.4K
$433K
|
|
May 10, 2022
Q1 2022
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-8.55KClosed |
$220K - $250K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-8.82K- 0.37% |
$227K - $258K
|
2.38M
$82.8M
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-9.67K- 7.97% |
$249K - $282K
|
112K
$3.89M
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.7KClosed |
$250K - $283K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-9.97KClosed |
$257K - $291K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-10.4KClosed |
$267K - $302K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Arjuna Capital
|
SELL
|
- |
-10.5KClosed |
$270K - $306K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-10.6KClosed |
$274K - $311K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-11KClosed |
$283K - $321K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-11.1KClosed |
$286K - $324K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-11.3K- 39.02% |
$291K - $330K
|
17.6K
$614K
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-11.4K- 0.68% |
$294K - $333K
|
1.66M
$57.9M
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-11.5K- 16.42% |
$297K - $337K
|
58.7K
$2.04M
|
|
May 05, 2022
Q1 2022
|
Daniels&Tansey,Llp
|
SELL
|
- |
-11.9KClosed |
$307K - $348K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-12KClosed |
$308K - $350K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-12.2K- 34.66% |
$314K - $356K
|
23K
$800K
|
|
Jul 28, 2023
Q1 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-12.3KClosed |
$317K - $360K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-13.2K- 1.67% |
$339K - $384K
|
774K
$26.9M
|
|
Apr 27, 2022
Q1 2022
|
Shearwater Capital LLC
|
SELL
|
- |
-13.3K- 0.87% |
$341K - $387K
|
1.51M
$52.6M
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-14.2K- 39.95% |
$366K - $415K
|
21.3K
$743K
|
|
May 16, 2022
Q1 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-14.6K- 15.78% |
$377K - $427K
|
78.1K
$2.72M
|
|
Apr 22, 2022
Q1 2022
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-15.1K- 13.8% |
$388K - $440K
|
94.2K
$3.28M
|
|
Apr 15, 2022
Q1 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-15.5K- 24.09% |
$400K - $454K
|
49K
$1.71M
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-15.6KClosed |
$403K - $457K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-16.4KClosed |
$422K - $478K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Baker Boyer National Bank
|
SELL
|
- |
-18.7K- 1.11% |
$482K - $547K
|
1.67M
$58.2M
|
|
Aug 12, 2022
Q1 2022
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-19K- 0.67% |
$488K - $554K
|
2.8M
$97.4M
|
|
May 10, 2022
Q1 2022
|
Wms Partners, LLC
|
SELL
|
- |
-19.1K- 1.72% |
$491K - $557K
|
1.09M
$37.9M
|
|
May 11, 2022
Q1 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-19.5K- 62.2% |
$502K - $569K
|
11.8K
$412K
|
|
May 04, 2022
Q1 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-20K- 4.58% |
$516K - $585K
|
417K
$14.5M
|
|
Apr 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-22.7KClosed |
$585K - $663K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-22.9KClosed |
$590K - $669K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-23.1KClosed |
$596K - $676K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-23.5KClosed |
$606K - $687K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-24.3KClosed |
$625K - $709K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-25.2KClosed |
$649K - $736K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-26.1K- 24.15% |
$673K - $763K
|
82.1K
$2.86M
|
|
Apr 12, 2022
Q1 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-26.1KClosed |
$673K - $763K
|
0
$0
|