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 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
1.5K+ 0.78% |
$34.2K - $41.7K
|
194K
$7.57M
|
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.45K+ 0.55% |
$32.9K - $40.2K
|
266K
$10.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.44K+ 1.44% |
$32.7K - $39.9K
|
101K
$3.95M
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.39KNew |
$31.6K - $38.5K
|
1.39K
$54.1K
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.35KNew |
$30.7K - $37.5K
|
1.35K
$52.7K
|
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
1.13K+ 4.35% |
$25.8K - $31.5K
|
27.2K
$1.06M
|
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
981+ 8.7% |
$22.3K - $27.2K
|
12.3K
$478K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
807+ 4.34% |
$18.4K - $22.4K
|
19.4K
$757K
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
602+ 0.07% |
$13.7K - $16.7K
|
922K
$36M
|
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
BUY
|
- |
587+ 1.46% |
$13.4K - $16.3K
|
40.7K
$1.59M
|
|
|
Aug 12, 2022
Q2 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
565+ 1.83% |
$12.9K - $15.7K
|
31.5K
$1.23M
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
561New |
$12.8K - $15.6K
|
561
$21.9K
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
535New |
$12.2K - $14.9K
|
535
$20.9K
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
515+ 1.52% |
$11.7K - $14.3K
|
34.4K
$1.34M
|
|
|
Jul 12, 2022
Q2 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
364+ 3.59% |
$8.28K - $10.1K
|
10.5K
$409K
|
|
|
Jul 28, 2022
Q2 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
344+ 1.76% |
$7.83K - $9.55K
|
19.9K
$776K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
300New |
$6.83K - $8.33K
|
300
$11.7K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
255New |
$5.8K - $7.08K
|
255
$9.95K
|
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
234+ 0.48% |
$5.32K - $6.5K
|
49.2K
$1.92M
|
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
209+ 1.68% |
$4.75K - $5.8K
|
12.7K
$494K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
188+ 0.33% |
$4.28K - $5.22K
|
56.8K
$2.22M
|
|
|
Aug 01, 2022
Q2 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
180+ 0.38% |
$4.1K - $5K
|
48.1K
$1.88M
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
180+ 0.56% |
$4.1K - $5K
|
32.5K
$1.27M
|
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
BUY
|
- |
160+ 0.38% |
$3.64K - $4.44K
|
42.5K
$1.66M
|
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
152+ 0.37% |
$3.46K - $4.22K
|
40.9K
$1.6M
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
118+ 0.38% |
$2.68K - $3.28K
|
31.4K
$1.23M
|
|
|
Jul 18, 2022
Q2 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
109+ 0.33% |
$2.48K - $3.03K
|
33.5K
$1.31M
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
95+ 2.3% |
$2.16K - $2.64K
|
4.23K
$165K
|
|
|
Sep 22, 2022
Q2 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
75+ 0.37% |
$1.71K - $2.08K
|
20.2K
$787K
|
|
|
Jul 13, 2022
Q2 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
54+ 0.19% |
$1.23K - $1.5K
|
28.5K
$1.11M
|
|
|
Jul 14, 2022
Q2 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
52New |
$1.18K - $1.44K
|
52
$2.03K
|
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
51+ 0.28% |
$1.16K - $1.42K
|
18.1K
$706K
|
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
51+ 0.28% |
$1.16K - $1.42K
|
18.1K
$706K
|
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
46+ 0.04% |
$1.05K - $1.28K
|
125K
$4.86M
|
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
45+ 0.06% |
$1.02K - $1.25K
|
74K
$2.89M
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
45+ 0.35% |
$1.02K - $1.25K
|
12.9K
$504K
|
|
|
Aug 03, 2022
Q2 2022
|
Camden Capital, LLC
|
BUY
|
- |
42+ 0.27% |
$956 - $1.17K
|
15.4K
$601K
|
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
41+ 0.38% |
$933 - $1.14K
|
10.8K
$421K
|
|
|
May 05, 2025
Q2 2022
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
41+ 0.16% |
$933 - $1.14K
|
25.9K
$1.01M
|
|
|
Aug 02, 2022
Q2 2022
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
35+ 0.37% |
$796 - $972
|
9.38K
$366K
|
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
BUY
|
- |
35+ 0.28% |
$796 - $972
|
12.3K
$481K
|
|
|
Aug 12, 2022
Q2 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
34+ 0.37% |
$774 - $944
|
9.3K
$363K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
30New |
$683 - $833
|
30
$1.17K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
30+ 0.38% |
$683 - $833
|
7.97K
$311K
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
29+ 0.13% |
$660 - $805
|
22.5K
$877K
|
|
|
Jul 19, 2022
Q2 2022
|
Evensky & Katz LLC
|
BUY
|
- |
27+ 0.32% |
$614 - $750
|
8.39K
$327K
|
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
21+ 0.38% |
$478 - $583
|
5.61K
$219K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
19New |
$432 - $528
|
19
$741
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
14+ 0.36% |
$319 - $389
|
3.85K
$150K
|
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
14+ 0.1% |
$319 - $389
|
13.6K
$532K
|