Purchases and Sales Made in Q2 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 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2022
Q2 2022
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-161KClosed |
$3.66M - $4.47M
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-162K- 5.81% |
$3.68M - $4.5M
|
2.63M
$91.5M
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-163K- 6.69% |
$3.71M - $4.53M
|
2.28M
$79.3M
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-180K- 23.31% |
$4.1M - $5.01M
|
593K
$20.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-182K- 9.23% |
$4.15M - $5.06M
|
1.79M
$62.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-199K- 12.66% |
$4.52M - $5.52M
|
1.37M
$47.7M
|
|
|
Jul 22, 2022
Q2 2022
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-218K- 23.25% |
$4.96M - $6.05M
|
719K
$25M
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-272K- 5.45% |
$6.18M - $7.55M
|
4.71M
$164M
|
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-290K- 5.79% |
$6.59M - $8.04M
|
4.71M
$164M
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-300KClosed |
$6.82M - $8.32M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-314K- 4.55% |
$7.15M - $8.73M
|
6.59M
$229M
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-347K- 42.22% |
$7.89M - $9.64M
|
475K
$16.5M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-347K- 2.17% |
$7.9M - $9.64M
|
15.7M
$546M
|
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
SELL
|
- |
-449KClosed |
$10.2M - $12.5M
|
0
$0
|
|
|
Sep 02, 2022
Q2 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-542K- 11.46% |
$12.3M - $15M
|
4.19M
$146M
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.74M- 90.45% |
$62.4M - $76.2M
|
290K
$10.1M
|