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 |
---|---|---|---|---|---|---|---|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
9.71K+ 5.47% |
$221K - $270K
|
187K
$6.52M
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.7KNew |
$221K - $269K
|
9.7K
$338K
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.51K+ 1.64% |
$216K - $264K
|
588K
$20.5M
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
BUY
|
- |
9.22KNew |
$210K - $256K
|
9.22K
$321K
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
9.08KNew |
$207K - $252K
|
9.08K
$316K
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
9.03KNew |
$205K - $251K
|
9.03K
$314K
|
|
Aug 12, 2022
Q2 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
8.94K+ 0.32% |
$203K - $248K
|
2.81M
$97.7M
|
|
Aug 09, 2022
Q2 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
8.93K+ 56.82% |
$203K - $248K
|
24.6K
$858K
|
|
Jul 11, 2022
Q2 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
8.77K+ 0.13% |
$200K - $244K
|
6.75M
$235M
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
8.71KNew |
$198K - $242K
|
8.71K
$303K
|
|
Jul 18, 2022
Q2 2022
|
Carlson Capital Management
|
BUY
|
- |
7.92K+ 9.87% |
$180K - $220K
|
88.1K
$3.07M
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.9K+ 19747.5% |
$180K - $219K
|
7.94K
$276K
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
7.14K+ 10.28% |
$162K - $198K
|
76.5K
$2.66M
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
6.97K+ 5.21% |
$158K - $193K
|
141K
$4.9M
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.72K+ 17.51% |
$153K - $187K
|
45.1K
$1.57M
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
6.71K+ 7.23% |
$153K - $186K
|
99.5K
$3.46M
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
6.66KNew |
$152K - $185K
|
6.66K
$232K
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
6.45K+ 5.75% |
$147K - $179K
|
119K
$4.13M
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
6.25KNew |
$142K - $174K
|
6.25K
$218K
|
|
Aug 15, 2022
Q2 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
6.18K+ 17.6% |
$141K - $172K
|
41.3K
$1.44M
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
5.86K+ 5.63% |
$133K - $163K
|
110K
$3.83M
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
5.75K+ 1.38% |
$131K - $160K
|
423K
$14.7M
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.49K+ 5.05% |
$125K - $152K
|
114K
$3.98M
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
5.38K+ 1.06% |
$122K - $149K
|
515K
$17.9M
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.26K+ 2.53% |
$120K - $146K
|
213K
$7.43M
|
|
Jul 11, 2022
Q2 2022
|
Mjp Associates Inc
|
BUY
|
- |
5.12K+ 11.6% |
$117K - $142K
|
49.3K
$1.72M
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
5.11KNew |
$116K - $142K
|
5.11K
$178K
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.93K+ 56.37% |
$112K - $137K
|
13.7K
$476K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.64KNew |
$105K - $129K
|
4.64K
$161K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.57K+ 0.83% |
$104K - $127K
|
557K
$19.4M
|
|
Jul 18, 2022
Q2 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
4.47K+ 1.09% |
$102K - $124K
|
415K
$14.5M
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.46K+ 35.09% |
$101K - $124K
|
17.2K
$598K
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.44K+ 2.19% |
$101K - $123K
|
207K
$7.21M
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.4K+ 0.09% |
$100K - $122K
|
4.72M
$164M
|
|
Aug 11, 2022
Q2 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
4.25KNew |
$96.7K - $118K
|
4.25K
$148K
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.23K+ 7.82% |
$96.3K - $118K
|
58.4K
$2.03M
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.06KNew |
$92.3K - $113K
|
4.06K
$141K
|
|
Jul 19, 2022
Q2 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
3.89K+ 11.23% |
$88.5K - $108K
|
38.5K
$1.34M
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.7K+ 22.62% |
$84.1K - $103K
|
20K
$697K
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
3.47K+ 14.32% |
$79K - $96.4K
|
27.7K
$965K
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
3.19KNew |
$72.5K - $88.6K
|
3.19K
$111K
|
|
Aug 01, 2022
Q2 2022
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
3.1K+ 0.26% |
$70.5K - $86.1K
|
1.19M
$41.5M
|
|
Aug 05, 2022
Q2 2022
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
2.95KNew |
$67.1K - $81.9K
|
2.95K
$103K
|
|
Aug 02, 2022
Q2 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
2.61K+ 13.17% |
$59.3K - $72.4K
|
22.4K
$780K
|
|
Aug 02, 2022
Q2 2022
|
Heritage Investment Group, Inc.
|
BUY
|
- |
2.43K+ 8.95% |
$55.2K - $67.3K
|
29.5K
$1.03M
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2.26K+ 19.89% |
$51.4K - $62.7K
|
13.6K
$474K
|
|
Aug 01, 2022
Q2 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
2.18K+ 2.31% |
$49.7K - $60.6K
|
96.9K
$3.37M
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
2.13K+ 2.57% |
$48.5K - $59.2K
|
85.3K
$2.97M
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.95K+ 9.38% |
$44.4K - $54.2K
|
22.8K
$793K
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.88K+ 5.33% |
$42.7K - $52.1K
|
37.1K
$1.29M
|