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 15, 2022
Q2 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-15.4K- 0.46% |
$349K - $426K
|
3.33M
$130M
|
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-16.4K- 2.39% |
$373K - $455K
|
670K
$26.1M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-16.4KClosed |
$374K - $456K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-17.2K- 0.39% |
$391K - $477K
|
4.37M
$171M
|
|
|
May 09, 2023
Q2 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-18K- 5.33% |
$410K - $500K
|
320K
$12.5M
|
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-18.1K- 0.43% |
$412K - $502K
|
4.19M
$164M
|
|
|
Jul 27, 2022
Q2 2022
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-18.9K- 20.11% |
$431K - $526K
|
75.2K
$2.94M
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-19.7K- 60.79% |
$449K - $548K
|
12.7K
$497K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-20.6K- 0.94% |
$468K - $572K
|
2.17M
$84.7M
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-20.9K- 24.65% |
$474K - $579K
|
63.7K
$2.49M
|
|
|
Jul 11, 2022
Q2 2022
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-20.9KClosed |
$476K - $581K
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-21KClosed |
$477K - $582K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-21.7K- 2.93% |
$493K - $602K
|
718K
$28M
|
|
|
Aug 01, 2022
Q2 2022
|
Kraft Asset Management, LLC
|
SELL
|
- |
-22.2K- 2.49% |
$505K - $617K
|
870K
$34M
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
SELL
|
- |
-25.3K- 6.19% |
$577K - $704K
|
384K
$15M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-26.2K- 15.15% |
$596K - $727K
|
147K
$5.72M
|
|
|
Jul 08, 2022
Q2 2022
|
Baker Boyer National Bank
|
SELL
|
- |
-27.9K- 1.67% |
$635K - $775K
|
1.64M
$64.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-28.3K- 21.84% |
$644K - $786K
|
101K
$3.95M
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-28.4K- 1.88% |
$645K - $788K
|
1.48M
$57.8M
|
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-28.6K- 11.59% |
$651K - $794K
|
218K
$8.51M
|
|
|
Aug 09, 2022
Q2 2022
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-30.7K- 1.76% |
$699K - $854K
|
1.72M
$67M
|
|
|
Aug 05, 2022
Q2 2022
|
Wms Partners, LLC
|
SELL
|
- |
-31.5K- 2.9% |
$717K - $876K
|
1.06M
$41.2M
|
|
|
Aug 02, 2022
Q2 2022
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-32.7K- 0.75% |
$744K - $908K
|
4.3M
$168M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-33.6K- 1.72% |
$765K - $933K
|
1.93M
$75.1M
|
|
|
Jul 26, 2022
Q2 2022
|
Capital Performance Advisors LLP
|
SELL
|
- |
-41K- 2.54% |
$933K - $1.14M
|
1.58M
$61.5M
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-41.6K- 4.55% |
$946K - $1.16M
|
873K
$34.1M
|
|
|
Aug 02, 2022
Q2 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-43.4K- 22.53% |
$987K - $1.2M
|
149K
$5.82M
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-43.5K- 3.5% |
$990K - $1.21M
|
1.2M
$46.9M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-51.9K- 26.29% |
$1.18M - $1.44M
|
146K
$5.68M
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-52.1K- 1.91% |
$1.18M - $1.45M
|
2.67M
$104M
|
|
|
Jul 14, 2022
Q2 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-52.5K- 2.5% |
$1.19M - $1.46M
|
2.04M
$79.7M
|
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-53.7K- 2.09% |
$1.22M - $1.49M
|
2.51M
$98.1M
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
SELL
|
- |
-55.4K- 2.05% |
$1.26M - $1.54M
|
2.64M
$103M
|
|
|
Aug 11, 2022
Q2 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-56.4K- 3.15% |
$1.28M - $1.57M
|
1.73M
$67.6M
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-58.8K- 23.81% |
$1.34M - $1.63M
|
188K
$7.35M
|
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-59.6K- 6.47% |
$1.36M - $1.65M
|
860K
$33.6M
|
|
|
Jul 25, 2022
Q2 2022
|
Foster Group, Inc.
|
SELL
|
- |
-60K- 74.3% |
$1.36M - $1.67M
|
20.8K
$810K
|
|
|
Aug 08, 2022
Q2 2022
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-62.1K- 2.9% |
$1.41M - $1.72M
|
2.08M
$81.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-65KClosed |
$1.48M - $1.8M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-66.3KClosed |
$1.51M - $1.84M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-67.1K- 5.32% |
$1.53M - $1.86M
|
1.19M
$46.6M
|
|
|
Jul 07, 2022
Q2 2022
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-72.4K- 7.61% |
$1.65M - $2.01M
|
878K
$34.3M
|
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
SELL
|
- |
-72.6K- 1.44% |
$1.65M - $2.02M
|
4.96M
$194M
|
|
|
Aug 15, 2022
Q2 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-78.1KClosed |
$1.78M - $2.17M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
SELL
|
- |
-81.7K- 0.71% |
$1.86M - $2.27M
|
11.4M
$447M
|
|
|
Jul 18, 2022
Q2 2022
|
Keudell
|
SELL
|
- |
-113K- 8.6% |
$2.57M - $3.14M
|
1.2M
$46.8M
|
|
|
Aug 25, 2022
Q2 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-127K- 4.77% |
$2.9M - $3.53M
|
2.54M
$99.2M
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-131K- 8.22% |
$2.98M - $3.64M
|
1.46M
$57.1M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-133K- 7.68% |
$3.03M - $3.69M
|
1.6M
$62.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-135KClosed |
$3.07M - $3.75M
|
0
$0
|