Purchases and Sales Made in Q2 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 Q2 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
Aug 12, 2022 Q2 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
14.9M
New
$340M - $415M
14.9M $520M
Jul 20, 2022 Q2 2022
Geometric Wealth Advisors

BUY
 -
3.78M
New
$86.1M - $105M
3.78M $132M
Aug 11, 2022 Q2 2022
Syverson Strege & CO

West Des Moines, IA
BUY
 -
2.79M
New
$63.4M - $77.4M
2.79M $97M
Jul 29, 2022 Q2 2022
Better Wealth, LLC

BUY
 -
2.56M
New
$58.3M - $71.1M
2.56M $89.2M
Jul 08, 2022 Q2 2022
Apella Capital, LLC

BUY
 -
2.48M
New
$56.5M - $69M
2.48M $86.5M
Aug 15, 2022 Q2 2022
Forum Financial Management, LP

Lombard, IL
BUY
 -
2.03M
+ 7.21%
$46.2M - $56.4M
30.2M $1.05B
Aug 08, 2022 Q2 2022
Integrated Wealth Concepts LLC

BUY
 -
2.01M
+ 2424.2%
$45.7M - $55.7M
2.09M $72.8M
Aug 10, 2022 Q2 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
1.9M
+ 980.66%
$43.1M - $52.6M
2.09M $72.7M
Jul 22, 2022 Q2 2022
Forvis Wealth Advisors, LLC

BUY
 -
1.75M
+ 454.18%
$39.9M - $48.6M
2.14M $74.4M
Jul 08, 2022 Q2 2022
New Capital Management LP

BUY
 -
1.57M
New
$35.8M - $43.7M
1.57M $54.8M
Jul 19, 2022 Q2 2022
Commonwealth Equity Services, LLC

BUY
 -
1.44M
+ 31.76%
$32.7M - $40M
5.97M $208M
Aug 09, 2022 Q2 2022
Vance Wealth, Inc.

Santa Clarita, CA
BUY
 -
1.42M
New
$32.4M - $39.6M
1.42M $49.6M
Jul 11, 2022 Q2 2022
Planning Center, Inc.

BUY
 -
1.04M
New
$23.6M - $28.8M
1.04M $36.1M
Jul 25, 2022 Q2 2022
First Purpose Wealth LLC

BUY
 -
1.03M
New
$23.3M - $28.5M
1.03M $35.7M
Jul 21, 2022 Q2 2022
Pb Mares Wealth Management LLC

BUY
 -
991K
New
$22.6M - $27.5M
991K $34.5M
Jul 07, 2022 Q2 2022
Mc Lean Asset Management Corp

BUY
 -
989K
New
$22.5M - $27.5M
989K $34.4M
Aug 04, 2022 Q2 2022
Ifg Advisory, LLC

BUY
 -
931K
New
$21.2M - $25.9M
931K $32.4M
Jul 26, 2022 Q2 2022
Northwest Wealth Management, LLC

BUY
 -
781K
New
$17.8M - $21.7M
781K $27.2M
Jul 28, 2023 Q2 2022
Passive Capital Management, Llc.

Baltimore, MD
BUY
 -
780K
New
$17.7M - $21.7M
780K $27.2M
Jul 19, 2022 Q2 2022
Lake Point Wealth Management

BUY
 -
732K
New
$16.7M - $20.3M
732K $25.5M
Aug 01, 2022 Q2 2022
N.E.W. Advisory Services LLC

BUY
 -
617K
New
$14M - $17.1M
617K $21.5M
Jul 13, 2022 Q2 2022
Allworth Financial LP

BUY
 -
592K
+ 40.69%
$13.5M - $16.4M
2.05M $71.2M
Aug 12, 2022 Q2 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
582K
+ 308.46%
$13.2M - $16.2M
771K $26.8M
Aug 11, 2023 Q2 2022
Hill Investment Group Partners, LLC

St. Louis, MO
BUY
 -
531K
+ 20.39%
$12.1M - $14.7M
3.14M $109M
Aug 12, 2022 Q2 2022
Knightsbridge Asset Management, LLC

Newport Beach, CA
BUY
 -
506K
New
$11.5M - $14.1M
506K $17.6M
Aug 15, 2022 Q2 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
504K
New
$11.5M - $14M
504K $17.6M
Aug 04, 2022 Q2 2022
Glassman Wealth Services

BUY
 -
475K
New
$10.8M - $13.2M
475K $16.5M
Jul 14, 2022 Q2 2022
Zhang Financial LLC

BUY
 -
443K
+ 3243.81%
$10.1M - $12.3M
457K $15.9M
Jul 22, 2022 Q2 2022
Phillips Financial Management, LLC

BUY
 -
395K
+ 2135.21%
$8.99M - $11M
414K $14.4M
Aug 01, 2022 Q2 2022
Awm Capital, LLC

BUY
 -
381K
+ 104.39%
$8.67M - $10.6M
746K $26M
Aug 12, 2022 Q2 2022
Financial Advocates Investment Management

Olympia, WA
BUY
 -
370K
New
$8.43M - $10.3M
370K $12.9M
Jul 27, 2022 Q2 2022
Advisory Services & Investments, LLC

BUY
 -
362K
+ 3248.53%
$8.24M - $10.1M
373K $13M
Jul 19, 2022 Q2 2022
Chico Wealth Ria

BUY
 -
348K
+ 35.25%
$7.91M - $9.66M
1.33M $46.5M
Aug 12, 2022 Q2 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
333K
+ 5.33%
$7.59M - $9.26M
6.58M $229M
Jul 20, 2023 Q2 2022
Rockwood Wealth Management, LLC

New Hope, PA
BUY
 -
325K
+ 6.1%
$7.4M - $9.03M
5.65M $197M
Aug 15, 2022 Q2 2022
Creative Planning

Overland Park, KS
BUY
 -
323K
+ 103.13%
$7.35M - $8.97M
636K $22.2M
Aug 12, 2022 Q2 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
321K
+ 0.95%
$7.31M - $8.93M
34.2M $1.19B
Jul 27, 2022 Q2 2022
Dynamic Advisor Solutions LLC

BUY
 -
319K
New
$7.26M - $8.86M
319K $11.1M
Aug 15, 2022 Q2 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
300K
New
$6.83M - $8.34M
300K $10.5M
Aug 05, 2022 Q2 2022
Waypoint Wealth Partners Inc.

BUY
 -
294K
+ 13.32%
$6.68M - $8.15M
2.5M $87M
Jul 20, 2022 Q2 2022
Safeguard Investment Advisory Group, LLC

BUY
 -
236K
New
$5.36M - $6.55M
236K $8.21M
Jul 19, 2022 Q2 2022
Asset Dedication, LLC

BUY
 -
193K
+ 14.81%
$4.39M - $5.36M
1.5M $52.2M
Aug 08, 2022 Q2 2022
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
183K
New
$4.16M - $5.08M
183K $6.37M
Jul 22, 2022 Q2 2022
Hemington Wealth Management

BUY
 -
173K
+ 18.19%
$3.94M - $4.81M
1.13M $39.2M
Aug 05, 2022 Q2 2022
Meridian Wealth Management, LLC

BUY
 -
173K
New
$3.93M - $4.8M
173K $6.02M
Aug 16, 2022 Q2 2022
M Holdings Securities, Inc.

Portland, OR
BUY
 -
171K
+ 13.69%
$3.88M - $4.74M
1.42M $49.4M
Oct 27, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
170K
+ 1071.1%
$3.86M - $4.71M
185K $6.46M
Aug 15, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
170K
+ 1071.1%
$3.86M - $4.71M
185K $6.46M
Aug 16, 2022 Q2 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
169K
+ 75.91%
$3.85M - $4.7M
392K $13.7M

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