Purchases and Sales Made in Q3 2021 in Dimensional ETF Tr U S Core Eq (DFAC)

DFAC Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr U S Core Eq (DFAC) during Q3 2021. 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
Nov 02, 2021 Q3 2021
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
2.63M
+ 888.02%
$68.5M - $73.3M
2.92M $102M
Dec 10, 2021 Q3 2021
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
1.76M
New
$45.9M - $49.1M
1.76M $61.3M
Nov 01, 2021 Q3 2021
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
1.51M
New
$39.3M - $42M
1.51M $52.5M
Nov 10, 2021 Q3 2021
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
1.35M
+ 4.13%
$35.3M - $37.7M
34.1M $1.19B
Oct 07, 2021 Q3 2021
New Capital Management LP

BUY
 -
1.35M
New
$35.1M - $37.5M
1.35M $46.9M
Jan 18, 2022 Q3 2021
Apella Capital, LLC

BUY
 -
1.19M
+ 92.64%
$31M - $33.2M
2.47M $86.1M
Oct 06, 2021 Q3 2021
Hemington Wealth Management

BUY
 -
905K
New
$23.6M - $25.3M
905K $31.5M
Oct 15, 2021 Q3 2021
Advisor Net Financial, Inc

BUY
 -
697K
New
$18.2M - $19.5M
697K $24.3M
Oct 29, 2021 Q3 2021
Versant Capital Management, Inc

BUY
 -
678K
New
$17.7M - $18.9M
678K $23.6M
Nov 03, 2021 Q3 2021
Sloy Dahl & Holst, LLC

BUY
 -
560K
New
$14.6M - $15.6M
560K $19.5M
Oct 28, 2021 Q3 2021
Truepoint, Inc.

BUY
 -
482K
New
$12.6M - $13.4M
482K $16.8M
Nov 15, 2021 Q3 2021
Mariner, LLC

Overland Park, KS
BUY
 -
409K
+ 85.03%
$10.7M - $11.4M
890K $31M
Nov 04, 2021 Q3 2021
Regions Financial Corp

BUY
 -
370K
New
$9.65M - $10.3M
370K $12.9M
Nov 04, 2021 Q3 2021
Mather Group, Llc.

Chicago, IL
BUY
 -
364K
+ 67.09%
$9.49M - $10.2M
907K $31.6M
Nov 15, 2021 Q3 2021
Lpl Financial LLC

Fort Mill, SC
BUY
 -
363K
+ 2.75%
$9.47M - $10.1M
13.6M $473M
Nov 12, 2021 Q3 2021
Dowling & Yahnke LLC

San Diego, CA
BUY
 -
323K
+ 29.87%
$8.41M - $9M
1.4M $48.9M
Nov 15, 2021 Q3 2021
Capstone Financial Advisors, Inc.

Downers Grove, IL
BUY
 -
318K
+ 7.81%
$8.29M - $8.87M
4.39M $153M
Oct 21, 2021 Q3 2021
Red Wave Investments LLC

Dillsburg, PA
BUY
 -
305K
New
$7.95M - $8.51M
305K $10.6M
Feb 15, 2022 Q3 2021
Awm Capital, LLC

BUY
 -
259K
New
$6.75M - $7.23M
259K $9.02M
Nov 05, 2021 Q3 2021
Truist Financial Corp

BUY
 -
253K
+ 147.12%
$6.59M - $7.06M
425K $14.8M
Nov 02, 2021 Q3 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
198K
+ 10.13%
$5.15M - $5.52M
2.15M $74.8M
Oct 13, 2021 Q3 2021
Wj Wealth Management, LLC

BUY
 -
191K
New
$4.98M - $5.33M
191K $6.65M
Oct 18, 2021 Q3 2021
Asset Dedication, LLC

BUY
 -
191K
+ 24.16%
$4.97M - $5.32M
979K $34.1M
Nov 15, 2021 Q3 2021
Mml Investors Services, LLC

Springfield, MA
BUY
 -
185K
+ 29.68%
$4.81M - $5.15M
806K $28.1M
Nov 10, 2021 Q3 2021
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
135K
New
$3.52M - $3.76M
135K $4.7M
Nov 15, 2021 Q3 2021
First Ascent Asset Management, LLC

BUY
 -
123K
+ 9.05%
$3.2M - $3.43M
1.48M $51.6M
Oct 08, 2021 Q3 2021
Prosperity Planning, Inc.

BUY
 -
120K
New
$3.14M - $3.36M
120K $4.19M
Nov 02, 2021 Q3 2021
Allworth Financial LP

BUY
 -
118K
+ 13.57%
$3.07M - $3.29M
987K $34.4M
Nov 12, 2021 Q3 2021
Assetmark, Inc

BUY
 -
111K
+ 5.57%
$2.9M - $3.1M
2.11M $73.3M
Nov 09, 2021 Q3 2021
Jfs Wealth Advisors, LLC

BUY
 -
109K
+ 4.85%
$2.84M - $3.05M
2.36M $82.2M
Oct 13, 2021 Q3 2021
Five Oceans Advisors

BUY
 -
107K
New
$2.8M - $2.99M
107K $3.74M
Oct 28, 2021 Q3 2021
Dynamic Advisor Solutions LLC

BUY
 -
105K
+ 52.51%
$2.75M - $2.94M
306K $10.7M
Nov 16, 2021 Q3 2021
Sky View Investment Advisors, LLC

Shrewsbury, NJ
BUY
 -
93.8K
New
$2.44M - $2.62M
93.8K $3.26M
Oct 13, 2021 Q3 2021
West Hill Financial Advisors, Inc.

BUY
 -
93K
New
$2.42M - $2.59M
93K $3.24M
Nov 02, 2021 Q3 2021
Pb Mares Wealth Management LLC

BUY
 -
89.8K
+ 14.24%
$2.34M - $2.5M
720K $25.1M
Nov 12, 2021 Q3 2021
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
76.2K
New
$1.99M - $2.13M
76.2K $2.65M
Oct 21, 2021 Q3 2021
Park Avenue Securities LLC

BUY
 -
70.8K
+ 31.78%
$1.85M - $1.98M
294K $10.2M
Nov 15, 2021 Q3 2021
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
70.2K
+ 48.81%
$1.83M - $1.96M
214K $7.45M
Oct 29, 2021 Q3 2021
Tci Wealth Advisors, Inc.

BUY
 -
67.6K
+ 4.58%
$1.76M - $1.89M
1.54M $53.7M
Oct 20, 2021 Q3 2021
Northwest Wealth Management, LLC

BUY
 -
61.2K
+ 10.08%
$1.59M - $1.71M
668K $23.3M
Oct 07, 2021 Q3 2021
Pure Financial Advisors, LLC

BUY
 -
60.6K
+ 1.43%
$1.58M - $1.69M
4.29M $150M
Nov 09, 2021 Q3 2021
55 I, LLC

Boston, MA
BUY
 -
57.9K
+ 438.56%
$1.51M - $1.62M
71.1K $2.48M
Oct 13, 2021 Q3 2021
Evanson Asset Management, LLC

BUY
 -
56.1K
+ 1.33%
$1.46M - $1.57M
4.28M $149M
Nov 12, 2021 Q3 2021
Cpwm, LLC

Seattle, WA
BUY
 -
54.6K
+ 3.45%
$1.42M - $1.52M
1.64M $57.1M
Nov 10, 2021 Q3 2021
Frisch Financial Group, Inc.

Melville, NY
BUY
 -
51.9K
New
$1.35M - $1.45M
51.9K $1.81M
Nov 08, 2021 Q3 2021
Mraz, Amerine & Associates, Inc.

BUY
 -
49K
+ 128.07%
$1.28M - $1.37M
87.3K $3.04M
Nov 12, 2021 Q3 2021
Quadrant Private Wealth Management, LLC

Bethlehem, PA
BUY
 -
48.3K
New
$1.26M - $1.35M
48.3K $1.68M
Nov 12, 2021 Q3 2021
Jpmorgan Chase & CO

New York, NY
BUY
 -
45.7K
New
$1.19M - $1.28M
45.7K $1.59M
Oct 20, 2021 Q3 2021
Venture Visionary Partners LLC

BUY
 -
44.9K
New
$1.17M - $1.25M
44.9K $1.56M

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