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 22, 2022
                  Q2 2022
                 
               |   
            
              
   
      Evolution Advisers, Inc.
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -2.14K- 11.36% | 
            
                                   
                  $48.6K - $59.3K
                 
             |    
            
                                 
                16.7K
                $651K
                
             |               
            |
| 
               
                  Jul 21, 2022
                  Q2 2022
                 
               |   
            
              
   
      Winthrop Advisory Group LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -2.46K- 0.66% | 
            
                                   
                  $55.9K - $68.2K
                 
             |    
            
                                 
                368K
                $14.4M
                
             |               
            |
| 
               
                  Aug 02, 2022
                  Q2 2022
                 
               |   
            
              
   
      Kovitz Investment Group Partners, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -2.63K- 20.81% | 
            
                                   
                  $59.9K - $73.1K
                 
             |    
            
                                 
                10K
                $391K
                
             |               
            |
| 
               
                  Aug 12, 2022
                  Q2 2022
                 
               |   
            
              
   
      Jim Simons                        
      Renaissance Technologies LLC | New York, Ny
   
           
             | 
            
               SELL                   
             | 
            - | 
              -2.7K- 23.48% | 
            
                                   
                  $61.4K - $75K
                 
             |    
            
                                 
                8.8K
                $343K
                
             |               
            |
| 
               
                  Aug 10, 2022
                  Q2 2022
                 
               |   
            
              
   
      Ameritas Advisory Services, LLC
       
           
            Lincoln, NE  | 
            
               SELL                   
             | 
            - | 
              -2.76K- 3.34% | 
            
                                   
                  $62.7K - $76.5K
                 
             |    
            
                                 
                79.7K
                $3.11M
                
             |               
            |
| 
               
                  Aug 15, 2022
                  Q2 2022
                 
               |   
            
              
   
      Inter Ocean Capital Group, LLC
       
           
            Nashville, TN  | 
            
               SELL                   
             | 
            - | 
              -2.76K- 9.24% | 
            
                                   
                  $62.8K - $76.7K
                 
             |    
            
                                 
                27.1K
                $1.06M
                
             |               
            |
| 
               
                  Aug 08, 2022
                  Q2 2022
                 
               |   
            
              
   
      Merit Financial Group, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -2.84K- 0.59% | 
            
                                   
                  $64.7K - $79K
                 
             |    
            
                                 
                480K
                $18.7M
                
             |               
            |
| 
               
                  Aug 15, 2022
                  Q2 2022
                 
               |   
            
              
   
      Sand Hill Global Advisors, LLC
       
           
            Palo Alto, CA  | 
            
               SELL                   
             | 
            - | 
              -3K- 15.87% | 
            
                                   
                  $68.3K - $83.4K
                 
             |    
            
                                 
                15.9K
                $621K
                
             |               
            |
| 
               
                  Jul 22, 2022
                  Q2 2022
                 
               |   
            
              
   
      Geneos Wealth Management Inc.
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -3.05KClosed | 
            
                                   
                  $69.3K - $84.6K
                 
             |    
            
                                 
                0
                $0
                
             |               
            |
| 
               
                  Aug 09, 2022
                  Q2 2022
                 
               |   
            
              
   
      Tiaa, Fsb
       
           
            St. Louis, MO  | 
            
               SELL                   
             | 
            - | 
              -3.24K- 3.04% | 
            
                                   
                  $73.8K - $90K
                 
             |    
            
                                 
                103K
                $4.03M
                
             |               
            |
| 
               
                  Jul 27, 2022
                  Q2 2022
                 
               |   
            
              
   
      Fortress Wealth Management, Inc.
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -3.28K- 18.32% | 
            
                                   
                  $74.6K - $91.1K
                 
             |    
            
                                 
                14.6K
                $571K
                
             |               
            |
| 
               
                  Jul 15, 2022
                  Q2 2022
                 
               |   
            
              
   
      Capital Advisors Inc
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -3.33K- 13.72% | 
            
                                   
                  $75.7K - $92.4K
                 
             |    
            
                                 
                20.9K
                $817K
                
             |               
            |
| 
               
                  Jul 29, 2022
                  Q2 2022
                 
               |   
            
              
   
      Wealth Architects, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -3.46K- 7.8% | 
            
                                   
                  $78.7K - $96.1K
                 
             |    
            
                                 
                40.9K
                $1.6M
                
             |               
            |
| 
               
                  Aug 12, 2022
                  Q2 2022
                 
               |   
            
              
   
      Robertson Stephens Wealth Management, LLC
       
           
            San Francisco, CA  | 
            
               SELL                   
             | 
            - | 
              -3.79K- 1.71% | 
            
                                   
                  $86.2K - $105K
                 
             |    
            
                                 
                217K
                $8.47M
                
             |               
            |
| 
               
                  Aug 23, 2022
                  Q2 2022
                 
               |   
            
              
   
      Captrust Financial Advisors
       
           
            Raleigh, NC  | 
            
               SELL                   
             | 
            - | 
              -3.8K- 0.44% | 
            
                                   
                  $86.4K - $105K
                 
             |    
            
                                 
                856K
                $33.4M
                
             |               
            |
| 
               
                  Aug 15, 2022
                  Q2 2022
                 
               |   
            
              
   
      Rowland & CO Investment Counsel
       
           
            Atlanta, GA  | 
            
               SELL                   
             | 
            - | 
              -3.88KClosed | 
            
                                   
                  $88.2K - $108K
                 
             |    
            
                                 
                0
                $0
                
             |               
            |
| 
               
                  Aug 10, 2022
                  Q2 2022
                 
               |   
            
              
   
      Virtue Capital Management, LLC
       
           
            Brentwood, TN  | 
            
               SELL                   
             | 
            - | 
              -4.37K- 6.61% | 
            
                                   
                  $99.3K - $121K
                 
             |    
            
                                 
                61.7K
                $2.41M
                
             |               
            |
| 
               
                  Jul 12, 2022
                  Q2 2022
                 
               |   
            
              
   
      Pinnacle Bancorp, Inc.
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -4.5KClosed | 
            
                                   
                  $102K - $125K
                 
             |    
            
                                 
                0
                $0
                
             |               
            |
| 
               
                  Jul 27, 2022
                  Q2 2022
                 
               |   
            
              
   
      Aquire Wealth Advisors, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -4.53K- 5.68% | 
            
                                   
                  $103K - $126K
                 
             |    
            
                                 
                75.3K
                $2.94M
                
             |               
            |
| 
               
                  Jul 25, 2022
                  Q2 2022
                 
               |   
            
              
   
      Aspiriant, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -4.58K- 1.6% | 
            
                                   
                  $104K - $127K
                 
             |    
            
                                 
                282K
                $11M
                
             |               
            |
| 
               
                  Aug 15, 2022
                  Q2 2022
                 
               |   
            
              
   
      Samalin Investment Counsel, LLC
       
           
            Chappaqua, NY  | 
            
               SELL                   
             | 
            - | 
              -4.95KClosed | 
            
                                   
                  $113K - $137K
                 
             |    
            
                                 
                0
                $0
                
             |               
            |
| 
               
                  Aug 11, 2022
                  Q2 2022
                 
               |   
            
              
   
      Avion Wealth
       
           
            The Woodlands, TX  | 
            
               SELL                   
             | 
            - | 
              -5.02K- 1.2% | 
            
                                   
                  $114K - $139K
                 
             |    
            
                                 
                412K
                $16.1M
                
             |               
            |
| 
               
                  Aug 11, 2022
                  Q2 2022
                 
               |   
            
              
   
      Silver Oak Advisory Group, Inc.
       
           
            Portland, OR  | 
            
               SELL                   
             | 
            - | 
              -5.03K- 2.05% | 
            
                                   
                  $114K - $140K
                 
             |    
            
                                 
                241K
                $9.39M
                
             |               
            |
| 
               
                  Jul 15, 2022
                  Q2 2022
                 
               |   
            
              
   
      Investmark Advisory Group LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -5.29K- 2.27% | 
            
                                   
                  $120K - $147K
                 
             |    
            
                                 
                228K
                $8.89M
                
             |               
            |
| 
               
                  Jul 19, 2022
                  Q2 2022
                 
               |   
            
              
   
      Cardinal Point Wealth Management Partners, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -5.68K- 11.28% | 
            
                                   
                  $129K - $158K
                 
             |    
            
                                 
                44.6K
                $1.74M
                
             |               
            |
| 
               
                  Jul 07, 2022
                  Q2 2022
                 
               |   
            
              
   
      Wipfli Financial Advisors Llc,
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -6.22K- 2.97% | 
            
                                   
                  $142K - $173K
                 
             |    
            
                                 
                203K
                $7.93M
                
             |               
            |
| 
               
                  Aug 11, 2022
                  Q2 2022
                 
               |   
            
              
   
      United Capital Financial Advisers, LLC
       
           
            Newport Beach, CA  | 
            
               SELL                   
             | 
            - | 
              -6.9K- 0.81% | 
            
                                   
                  $157K - $192K
                 
             |    
            
                                 
                845K
                $33M
                
             |               
            |
| 
               
                  Jul 22, 2022
                  Q2 2022
                 
               |   
            
              
   
      Briggs Advisory Group, Inc.
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -7.05K- 10.01% | 
            
                                   
                  $160K - $196K
                 
             |    
            
                                 
                63.4K
                $2.47M
                
             |               
            |
| 
               
                  Jul 27, 2022
                  Q2 2022
                 
               |   
            
              
   
      Index Fund Advisors, Inc.
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -7.19K- 8.29% | 
            
                                   
                  $163K - $200K
                 
             |    
            
                                 
                79.5K
                $3.1M
                
             |               
            |
| 
               
                  Aug 01, 2022
                  Q2 2022
                 
               |   
            
              
   
      Horst & Graben Wealth Management LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -7.3KClosed | 
            
                                   
                  $166K - $203K
                 
             |    
            
                                 
                0
                $0
                
             |               
            |
| 
               
                  Jul 25, 2022
                  Q2 2022
                 
               |   
            
              
   
      Institute For Wealth Management, Llc.
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -7.35KClosed | 
            
                                   
                  $167K - $204K
                 
             |    
            
                                 
                0
                $0
                
             |               
            |
| 
               
                  Aug 16, 2022
                  Q2 2022
                 
               |   
            
              
   
      Thrivent Financial For Lutherans
       
           
            Minneapolis, MN  | 
            
               SELL                   
             | 
            - | 
              -7.45K- 39.04% | 
            
                                   
                  $169K - $207K
                 
             |    
            
                                 
                11.6K
                $454K
                
             |               
            |
| 
               
                  Aug 04, 2022
                  Q2 2022
                 
               |   
            
              
   
      Slate Stone Wealth, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -7.56KClosed | 
            
                                   
                  $172K - $210K
                 
             |    
            
                                 
                0
                $0
                
             |               
            |
| 
               
                  Aug 03, 2022
                  Q2 2022
                 
               |   
            
              
   
      Cibc Private Wealth Group, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -7.6K- 35.6% | 
            
                                   
                  $173K - $211K
                 
             |    
            
                                 
                13.7K
                $536K
                
             |               
            |
| 
               
                  Jul 21, 2022
                  Q2 2022
                 
               |   
            
              
   
      Tradewinds Capital Management, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -7.98KClosed | 
            
                                   
                  $181K - $222K
                 
             |    
            
                                 
                0
                $0
                
             |               
            |
| 
               
                  Aug 12, 2022
                  Q2 2022
                 
               |   
            
              
   
      Mogy Joel R Investment Counsel Inc
       
           
            Beverly Hills, CA  | 
            
               SELL                   
             | 
            - | 
              -8.13KClosed | 
            
                                   
                  $185K - $226K
                 
             |    
            
                                 
                0
                $0
                
             |               
            |
| 
               
                  Aug 12, 2022
                  Q2 2022
                 
               |   
            
              
   
      Wells Fargo & Company
       
           
            San Francisco, CA  | 
            
               SELL                   
             | 
            - | 
              -8.18K- 11.12% | 
            
                                   
                  $186K - $227K
                 
             |    
            
                                 
                65.4K
                $2.55M
                
             |               
            |
| 
               
                  Jul 18, 2022
                  Q2 2022
                 
               |   
            
              
   
      Brinker Capital Investments, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -8.19K- 28.82% | 
            
                                   
                  $186K - $227K
                 
             |    
            
                                 
                20.2K
                $789K
                
             |               
            |
| 
               
                  Jul 25, 2022
                  Q2 2022
                 
               |   
            
              
   
      Summit Financial Strategies, Inc.
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -8.26KClosed | 
            
                                   
                  $188K - $229K
                 
             |    
            
                                 
                0
                $0
                
             |               
            |
| 
               
                  Jul 27, 2022
                  Q2 2022
                 
               |   
            
              
   
      Waddell & Associates, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -8.45KClosed | 
            
                                   
                  $192K - $235K
                 
             |    
            
                                 
                0
                $0
                
             |               
            |
| 
               
                  Aug 08, 2022
                  Q2 2022
                 
               |   
            
              
   
      Resources Investment Advisors, Llc.
       
           
            Overland Park, KS  | 
            
               SELL                   
             | 
            - | 
              -8.94K- 8.68% | 
            
                                   
                  $203K - $248K
                 
             |    
            
                                 
                94.1K
                $3.67M
                
             |               
            |
| 
               
                  Aug 02, 2022
                  Q2 2022
                 
               |   
            
              
   
      Maple Capital Management, Inc.
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -9.36KClosed | 
            
                                   
                  $213K - $260K
                 
             |    
            
                                 
                0
                $0
                
             |               
            |
| 
               
                  Aug 12, 2022
                  Q2 2022
                 
               |   
            
              
   
      Haverford Trust CO
       
           
            Radnor, PA  | 
            
               SELL                   
             | 
            - | 
              -9.71KClosed | 
            
                                   
                  $221K - $270K
                 
             |    
            
                                 
                0
                $0
                
             |               
            |
| 
               
                  Jul 21, 2022
                  Q2 2022
                 
               |   
            
              
   
      Marotta Asset Management
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -10.2KClosed | 
            
                                   
                  $232K - $283K
                 
             |    
            
                                 
                0
                $0
                
             |               
            |
| 
               
                  Jul 28, 2022
                  Q2 2022
                 
               |   
            
              
   
      Latitude Advisors, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -10.7KClosed | 
            
                                   
                  $243K - $296K
                 
             |    
            
                                 
                0
                $0
                
             |               
            |
| 
               
                  Aug 15, 2022
                  Q2 2022
                 
               |   
            
              
   
      Mutual Advisors, LLC
       
           
            Casper, WY  | 
            
               SELL                   
             | 
            - | 
              -11K- 11.17% | 
            
                                   
                  $249K - $304K
                 
             |    
            
                                 
                87.2K
                $3.4M
                
             |               
            |
| 
               
                  Jul 27, 2022
                  Q2 2022
                 
               |   
            
              
   
      Riverview Trust CO
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -12.1KClosed | 
            
                                   
                  $276K - $337K
                 
             |    
            
                                 
                0
                $0
                
             |               
            |
| 
               
                  Aug 09, 2022
                  Q2 2022
                 
               |   
            
              
   
      Henrickson Nauta Wealth Advisors, Inc.
       
           
            Belmont, MI  | 
            
               SELL                   
             | 
            - | 
              -12.6K- 0.88% | 
            
                                   
                  $287K - $350K
                 
             |    
            
                                 
                1.42M
                $55.6M
                
             |               
            |
| 
               
                  Aug 11, 2022
                  Q2 2022
                 
               |   
            
              
   
      Ep Wealth Advisors, LLC
       
           
            Torrance, CA  | 
            
               SELL                   
             | 
            - | 
              -14.4K- 1.22% | 
            
                                   
                  $326K - $399K
                 
             |    
            
                                 
                1.16M
                $45.2M
                
             |               
            |
| 
               
                  Jul 13, 2022
                  Q2 2022
                 
               |   
            
              
   
      Midwest Heritage Bank, Fsb
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -14.6K- 2.0% | 
            
                                   
                  $333K - $407K
                 
             |    
            
                                 
                718K
                $28M
                
             |