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 | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
113+ 0.28% |
$2.94K - $3.15K
|
40.5K
$1.41M
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
108+ 0.25% |
$2.81K - $3.01K
|
42.7K
$1.49M
|
|
|
Apr 05, 2024
Q3 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
85+ 0.28% |
$2.22K - $2.37K
|
30.4K
$1.06M
|
|
|
Oct 12, 2021
Q3 2021
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
82+ 0.28% |
$2.14K - $2.29K
|
29.1K
$1.01M
|
|
|
Oct 21, 2021
Q3 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
59+ 0.01% |
$1.54K - $1.65K
|
532K
$18.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
45+ 0.15% |
$1.17K - $1.26K
|
30.6K
$1.07M
|
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
39+ 0.22% |
$1.02K - $1.09K
|
18K
$625K
|
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
39+ 0.22% |
$1.02K - $1.09K
|
18K
$625K
|
|
|
Nov 05, 2021
Q3 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
39+ 0.06% |
$1.02K - $1.09K
|
66.2K
$2.31M
|
|
|
Nov 12, 2021
Q3 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
34+ 0.05% |
$886 - $949
|
73.9K
$2.57M
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
30New |
$782 - $837
|
30
$1.04K
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
30+ 0.28% |
$782 - $837
|
10.7K
$372K
|
|
|
Oct 21, 2021
Q3 2021
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
26+ 0.28% |
$678 - $725
|
9.28K
$323K
|
|
|
Nov 12, 2021
Q3 2021
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
25+ 0.27% |
$652 - $698
|
9.21K
$321K
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
24+ 0.27% |
$625 - $670
|
8.79K
$306K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
23+ 0.1% |
$599 - $642
|
22.9K
$797K
|
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
22+ 0.1% |
$573 - $614
|
22.9K
$798K
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20+ 0.06% |
$521 - $558
|
35.6K
$1.24M
|
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
15+ 0.17% |
$391 - $419
|
8.87K
$309K
|
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
14+ 0.19% |
$365 - $391
|
7.55K
$263K
|
|
|
Oct 18, 2021
Q3 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
14+ 0.07% |
$365 - $391
|
20.5K
$713K
|
|
|
Nov 02, 2021
Q3 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
13+ 0.01% |
$339 - $363
|
93.1K
$3.24M
|
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
BUY
|
- |
9+ 0.0% |
$235 - $251
|
287K
$9.99M
|
|
|
Nov 02, 2021
Q3 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
9+ 0.12% |
$235 - $251
|
7.63K
$266K
|
|
|
Nov 10, 2021
Q3 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
9+ 0.03% |
$235 - $251
|
26.6K
$926K
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
9+ 0.03% |
$235 - $251
|
27.6K
$960K
|
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
8+ 0.19% |
$208 - $223
|
4.12K
$143K
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
3+ 0.24% |
$78.2 - $83.7
|
1.23K
$42.8K
|
|
|
Nov 10, 2021
Q3 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
2+ 0.01% |
$52.1 - $55.8
|
20.8K
$725K
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
2+ 0.38% |
$52.1 - $55.8
|
530
$18.5K
|
|
|
Nov 04, 2021
Q3 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2+ 0.0% |
$52.1 - $55.8
|
186K
$6.49M
|
|
|
Nov 15, 2021
Q3 2021
|
Foster Group, Inc.
|
BUY
|
- |
1+ 0.0% |
$26.1 - $27.9
|
81.9K
$2.85M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
SELL
|
- |
-1- -0.0% |
$26.1 - $27.9
|
25.2K
$877K
|
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-6Closed |
$156 - $167
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-11- 0.06% |
$287 - $307
|
18.8K
$654K
|
|
|
Nov 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-40- 0.18% |
$1.04K - $1.12K
|
22.4K
$780K
|
|
|
Nov 03, 2021
Q3 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-43- 0.15% |
$1.12K - $1.2K
|
28.4K
$989K
|
|
|
Nov 16, 2021
Q3 2021
|
E Rn Financial, LLC
|
SELL
|
- |
-57- 0.15% |
$1.49K - $1.59K
|
38.8K
$1.35M
|
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-74- 0.14% |
$1.93K - $2.06K
|
53.3K
$1.85M
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-90- 0.18% |
$2.35K - $2.51K
|
49.1K
$1.71M
|
|
|
Nov 12, 2021
Q3 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-91- 0.3% |
$2.37K - $2.54K
|
30.4K
$1.06M
|
|
|
Nov 15, 2021
Q3 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-92- 0.13% |
$2.4K - $2.57K
|
73.4K
$2.56M
|
|
|
Oct 12, 2021
Q3 2021
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-121- 0.04% |
$3.15K - $3.38K
|
323K
$11.3M
|
|
|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-143- 1.6% |
$3.73K - $3.99K
|
8.79K
$306K
|
|
|
Nov 01, 2021
Q3 2021
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-160- 0.78% |
$4.17K - $4.46K
|
20.4K
$709K
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-171- 0.58% |
$4.46K - $4.77K
|
29.5K
$1.03M
|
|
|
Oct 14, 2021
Q3 2021
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-177- 0.19% |
$4.61K - $4.94K
|
91.1K
$3.17M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-190- 1.48% |
$4.95K - $5.3K
|
12.7K
$441K
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-192- 0.69% |
$5K - $5.36K
|
27.8K
$968K
|