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 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
13+ 0.15% |
$296 - $361
|
8.91K
$348K
|
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
11+ 0.04% |
$250 - $305
|
26.6K
$1.04M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
11+ 0.02% |
$250 - $305
|
53.9K
$2.1M
|
|
|
Aug 09, 2022
Q2 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2+ 0.0% |
$45.5 - $55.5
|
186K
$7.27M
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1+ 0.01% |
$22.8 - $27.8
|
8.9K
$347K
|
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.82% |
$22.8 - $27.8
|
123
$4.8K
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
1+ 0.0% |
$22.8 - $27.8
|
24.9K
$972K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-7- 0.01% |
$159 - $194
|
49K
$1.91M
|
|
|
Jul 18, 2022
Q2 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-33- 0.05% |
$751 - $916
|
69.7K
$2.72M
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-45- 0.24% |
$1.02K - $1.25K
|
18.5K
$721K
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-56- 0.2% |
$1.27K - $1.56K
|
27.5K
$1.07M
|
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-114- 0.07% |
$2.59K - $3.17K
|
173K
$6.75M
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-129- 3.02% |
$2.93K - $3.58K
|
4.14K
$162K
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-160- 0.14% |
$3.64K - $4.44K
|
111K
$4.35M
|
|
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-226- 0.81% |
$5.14K - $6.28K
|
27.6K
$1.08M
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-233- 0.68% |
$5.3K - $6.47K
|
34K
$1.33M
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-250- 1.22% |
$5.69K - $6.94K
|
20.2K
$788K
|
|
|
Aug 23, 2023
Q2 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-263- 0.09% |
$5.98K - $7.3K
|
280K
$10.9M
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-276- 0.67% |
$6.28K - $7.66K
|
40.7K
$1.59M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-281- 3.2% |
$6.39K - $7.8K
|
8.51K
$332K
|
|
|
Aug 11, 2022
Q2 2022
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-290- 2.33% |
$6.6K - $8.05K
|
12.2K
$474K
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-297- 0.57% |
$6.76K - $8.25K
|
52.1K
$2.03M
|
|
|
Aug 15, 2022
Q2 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-303- 0.15% |
$6.89K - $8.41K
|
196K
$7.65M
|
|
|
Jul 25, 2022
Q2 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-365- 0.12% |
$8.3K - $10.1K
|
316K
$12.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-372- 0.75% |
$8.46K - $10.3K
|
49.4K
$1.93M
|
|
|
Jul 15, 2022
Q2 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-396- 3.73% |
$9.01K - $11K
|
10.2K
$398K
|
|
|
Aug 02, 2022
Q2 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-488- 1.87% |
$11.1K - $13.6K
|
25.6K
$999K
|
|
|
Aug 15, 2022
Q2 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-600- 2.61% |
$13.7K - $16.7K
|
22.4K
$873K
|
|
|
Jul 27, 2022
Q2 2022
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-611- 3.68% |
$13.9K - $17K
|
16K
$623K
|
|
|
Aug 09, 2022
Q2 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-620- 0.38% |
$14.1K - $17.2K
|
162K
$6.31M
|
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-638- 0.43% |
$14.5K - $17.7K
|
147K
$5.73M
|
|
|
Jul 25, 2022
Q2 2022
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-713- 7.57% |
$16.2K - $19.8K
|
8.71K
$340K
|
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-754- 2.69% |
$17.2K - $20.9K
|
27.3K
$1.06M
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-779Closed |
$17.7K - $21.6K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-800- 81.38% |
$18.2K - $22.2K
|
183
$7.14K
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
SELL
|
- |
-809- 0.22% |
$18.4K - $22.5K
|
369K
$14.4M
|
|
|
Aug 02, 2022
Q2 2022
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-824- 0.17% |
$18.7K - $22.9K
|
480K
$18.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-951- 2.27% |
$21.6K - $26.4K
|
40.9K
$1.6M
|
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-964- 2.25% |
$21.9K - $26.8K
|
42K
$1.64M
|
|
|
May 31, 2023
Q2 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-1.03K- 0.54% |
$23.5K - $28.7K
|
190K
$7.42M
|
|
|
Jul 26, 2022
Q2 2022
|
Prw Wealth Management LLC
|
SELL
|
- |
-1.05K- 7.58% |
$23.9K - $29.2K
|
12.8K
$501K
|
|
|
Jul 18, 2022
Q2 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.2K- 11.75% |
$27.2K - $33.2K
|
8.97K
$350K
|
|
|
Aug 11, 2022
Q2 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.22K- 0.72% |
$27.8K - $33.9K
|
168K
$6.57M
|
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.31KClosed |
$29.7K - $36.3K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.65K- 8.1% |
$37.5K - $45.8K
|
18.7K
$730K
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.91K- 1.91% |
$43.5K - $53.1K
|
98.4K
$3.84M
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.91K- 3.33% |
$43.5K - $53.2K
|
55.6K
$2.17M
|
|
|
Aug 02, 2022
Q2 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-1.95K- 1.18% |
$44.4K - $54.2K
|
163K
$6.37M
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.06K- 1.51% |
$46.8K - $57.1K
|
134K
$5.23M
|