Purchases and Sales Made in Q3 2021 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 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
Oct 26, 2021 Q3 2021	Balasa Dinverno & Foltz LLC Itasca, IL	BUY	-	43.6K + 63.79%	$1.14M - $1.22M	112K $3.78M
Nov 10, 2021 Q3 2021	Creative Planning Overland Park, KS	BUY	-	41.8K + 16.48%	$1.09M - $1.17M	295K $9.96M
Nov 10, 2021 Q3 2021	Us Bancorp \De\	BUY	-	40.9K + 306.25%	$1.07M - $1.14M	54.2K $1.83M
Oct 27, 2021 Q3 2021	Mc Lean Asset Management Corp	BUY	-	39.6K + 4.42%	$1.03M - $1.1M	936K $31.6M
Nov 12, 2021 Q3 2021	Trustmark National Bank Trust Department Jackson, MS	BUY	-	39.1K New	$1.02M - $1.09M	39.1K $1.32M
Oct 13, 2021 Q3 2021	Mjp Associates Inc	BUY	-	38.4K New	$999K - $1.07M	38.4K $1.29M
Oct 20, 2021 Q3 2021	Johnson Bixby & Associates, LLC	BUY	-	38.4K New	$999K - $1.07M	38.4K $1.29M
Nov 10, 2021 Q3 2021	Bokf, Na Tulsa, OK	BUY	-	37.8K New	$984K - $1.05M	37.8K $1.27M
Nov 09, 2021 Q3 2021	Annapolis Financial Services, LLC	BUY	-	37.2K + 333.34%	$970K - $1.04M	48.4K $1.63M
Oct 12, 2021 Q3 2021	Stonnington Group, LLC	BUY	-	32.4K New	$844K - $904K	32.4K $1.09M
Nov 15, 2021 Q3 2021	Jacobi Capital Management LLC	BUY	-	32.2K New	$838K - $897K	32.2K $1.08M
Nov 09, 2021 Q3 2021	Vanguard Personalized Indexing Management, LLC Oakland, CA	BUY	-	31.6K New	$824K - $882K	31.6K $1.07M
Nov 10, 2021 Q3 2021	Financial Council Asset Management Inc	BUY	-	30K New	$781K - $837K	30K $1.01M
Aug 11, 2023 Q3 2021	Hill Investment Group Partners, LLC St. Louis, MO	BUY	-	27.7K + 1.45%	$723K - $774K	1.93M $65.2M
Oct 14, 2021 Q3 2021	Forvis Wealth Advisors, LLC	BUY	-	24.4K + 6.75%	$636K - $681K	386K $13M
Oct 25, 2021 Q3 2021	S. R. Schill & Associates Mercer Island, WA	BUY	-	23.4K New	$611K - $654K	23.4K $791K
Nov 15, 2021 Q3 2021	Integrated Advisors Network LLC Palos Verdes Estates, CA	BUY	-	23.1K + 6.95%	$603K - $646K	356K $12M
Nov 12, 2021 Q3 2021	Lido Advisors, LLC Los Angeles, CA	BUY	-	22.4K + 200.45%	$583K - $624K	33.5K $1.13M
Oct 19, 2021 Q3 2021	Falcon Wealth Planning	BUY	-	20K New	$522K - $559K	20K $676K
Nov 09, 2021 Q3 2021	Wealth Architects, LLC	BUY	-	19.6K New	$510K - $546K	19.6K $660K
Nov 10, 2021 Q3 2021	Dorsey & Whitney Trust CO LLC Sioux Falls, SD	BUY	-	19.1K New	$498K - $533K	19.1K $645K
Nov 15, 2021 Q3 2021	Susquehanna International Group, LLP Bala Cynwyd, PA	BUY	-	19K New	$496K - $531K	19K $642K
Oct 18, 2021 Q3 2021	Gradient Investments LLC	BUY	-	18.6K New	$484K - $519K	18.6K $627K
Nov 12, 2021 Q3 2021	Laurel Wealth Advisors, Inc. Solana Beach, CA	BUY	-	17.9K + 124.07%	$466K - $498K	32.3K $1.09M
Nov 10, 2021 Q3 2021	Orion Portfolio Solutions, LLC	BUY	-	17.7K + 12.71%	$461K - $494K	157K $5.29M
Oct 19, 2021 Q3 2021	Fundamentun, LLC Beachwood, OH	BUY	-	17.6K New	$457K - $490K	17.6K $592K
Nov 16, 2021 Q3 2021	Cetera Advisor Networks LLC El Segundo, CA	BUY	-	16.9K + 24.35%	$440K - $471K	86.2K $2.91M
Oct 08, 2021 Q3 2021	Foster Victor Wealth Advisors, LLC	BUY	-	16.3K New	$425K - $455K	16.3K $550K
Nov 09, 2021 Q3 2021	Dubuque Bank & Trust CO	BUY	-	16.1K New	$419K - $449K	16.1K $542K
Nov 12, 2021 Q3 2021	Bell Investment Advisors, Inc Oakland, CA	BUY	-	15.8K New	$411K - $440K	15.8K $532K
Oct 19, 2021 Q3 2021	Kestra Advisory Services, LLC	BUY	-	15.6K + 1.16%	$406K - $435K	1.36M $45.9M
Nov 16, 2021 Q3 2021	Cahill Financial Advisors Inc Edina, MN	BUY	-	14.6K + 5.3%	$379K - $406K	289K $9.75M
Nov 12, 2021 Q3 2021	Wsfs Capital Management, LLC Philadelphia, PA	BUY	-	14.5K New	$378K - $405K	14.5K $489K
Nov 04, 2021 Q3 2021	Prw Wealth Management LLC	BUY	-	13.8K New	$360K - $385K	13.8K $465K
Nov 09, 2021 Q3 2021	Advisory Alpha, LLC	BUY	-	13.6K New	$354K - $380K	13.6K $459K
Oct 21, 2021 Q3 2021	Avantax Advisory Services, Inc.	BUY	-	12.5K + 57.97%	$325K - $348K	34K $1.15M
Nov 09, 2021 Q3 2021	Washington Trust CO	BUY	-	11.4K + 78.49%	$298K - $319K	26K $875K
Nov 03, 2021 Q3 2021	Camden Capital, LLC	BUY	-	11.3K New	$295K - $316K	11.3K $382K
Nov 12, 2021 Q3 2021	Advisors Capital Management, LLC Ridgewood, NJ	BUY	-	11.1K New	$290K - $310K	11.1K $375K
Nov 15, 2021 Q3 2021	Beacon Pointe Advisors, LLC Newport Beach, CA	BUY	-	10.9K + 40.83%	$284K - $305K	37.6K $1.27M
Nov 10, 2021 Q3 2021	Comerica Securities,Inc.	BUY	-	10.5K + 1.06%	$273K - $292K	997K $33.6M
Nov 08, 2021 Q3 2021	Arjuna Capital	BUY	-	10.4K New	$272K - $291K	10.4K $352K
Nov 12, 2021 Q3 2021	Equitable Holdings, Inc. New York, NY	BUY	-	10.3K + 1.61%	$269K - $288K	650K $21.9M
Nov 03, 2021 Q3 2021	Nwam LLC Mercer Island, WA	BUY	-	10.2K + 13.44%	$267K - $286K	86.4K $2.91M
Oct 21, 2021 Q3 2021	Marotta Asset Management	BUY	-	10.2K New	$265K - $284K	10.2K $343K
Oct 22, 2021 Q3 2021	Horizon Financial Services, LLC	BUY	-	10K New	$261K - $280K	10K $338K
Nov 15, 2021 Q3 2021	Townsquare Capital LLC	BUY	-	9.18K New	$239K - $256K	9.18K $309K
Oct 28, 2021 Q3 2021	Retirement Capital Strategies	BUY	-	9.09K New	$237K - $254K	9.09K $307K
Nov 04, 2021 Q3 2021	Keel Point, LLC Huntsville, AL	BUY	-	8.86K New	$231K - $247K	8.86K $299K
Nov 01, 2021 Q3 2021	1900 Wealth Management LLC	BUY	-	8.66K + 28.46%	$226K - $242K	39.1K $1.32M

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Account

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

43.6K

41.8K

40.9K

39.6K

39.1K

38.4K

38.4K

37.8K

37.2K

32.4K

32.2K

31.6K

30K

27.7K

24.4K

23.4K

23.1K

22.4K

20K

19.6K

19.1K

19K

18.6K

17.9K

17.7K

17.6K

16.9K

16.3K

16.1K

15.8K

15.6K

14.6K

14.5K

13.8K

13.6K

12.5K

11.4K

11.3K

11.1K

10.9K

10.5K

10.4K

10.3K

10.2K

10.2K

10K

9.18K

9.09K

8.86K

8.66K

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Institutional Portfolio Updates

Insider Trading

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