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
Oct 28, 2021 Q3 2021
Intrua Financial, LLC

Houston, TX
SELL
 -
-200
- 1.5%
$5.21K - $5.58K
13.2K $432K
Nov 16, 2021 Q3 2021
Nicolet Advisory Services, LLC

Green Bay, WI
SELL
 -
-252
- 0.13%
$6.57K - $7.03K
196K $6.42M
Nov 09, 2021 Q3 2021
Black Rock Inc.

New York, NY
SELL
 -
-256
- 0.29%
$6.67K - $7.14K
86.8K $2.85M
Nov 05, 2021 Q3 2021
Ropes Wealth Advisors LLC

Boston, MA
SELL
 -
-258
- 1.67%
$6.72K - $7.2K
15.2K $497K
Oct 07, 2021 Q3 2021
Garrett Investment Advisors LLC

SELL
 -
-296
- 0.24%
$7.71K - $8.26K
124K $4.07M
Oct 15, 2021 Q3 2021
Wj Wealth Management, LLC

SELL
 -
-300
- 0.16%
$7.82K - $8.37K
191K $6.26M
Oct 21, 2021 Q3 2021
First American Trust, Fsb

SELL
 -
-360
- 1.72%
$9.38K - $10K
20.5K $673K
Nov 17, 2021 Q3 2021
Colony Group LLC

Boston, MA
SELL
 -
-360
- 0.31%
$9.38K - $10K
116K $3.79M
Nov 05, 2021 Q3 2021
Mission Wealth Management, LP

SELL
 -
-382
- 0.89%
$9.95K - $10.7K
42.3K $1.39M
Oct 08, 2021 Q3 2021
Monterey Private Wealth, Inc.

SELL
 -
-423
- 1.47%
$11K - $11.8K
28.3K $929K
Nov 16, 2021 Q3 2021
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-473
- 0.09%
$12.3K - $13.2K
540K $17.7M
Nov 12, 2021 Q3 2021
Chicago Partners Investment Group LLC

SELL
 -
-483
- 0.07%
$12.6K - $13.5K
704K $23.1M
Nov 15, 2021 Q3 2021
D.A. Davidson & Co.

SELL
 -
-483
- 1.05%
$12.6K - $13.5K
45.7K $1.5M
Nov 15, 2021 Q3 2021
Glenmede Trust CO Na

Philadelphia, PA
SELL
 -
-569
- 4.15%
$14.8K - $15.9K
13.1K $431K
Nov 09, 2021 Q3 2021
Sawtooth Solutions, LLC

SELL
 -
-598
- 3.06%
$15.6K - $16.7K
18.9K $621K
Nov 16, 2021 Q3 2021
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-673
- 3.94%
$17.5K - $18.8K
16.4K $539K
Nov 15, 2021 Q3 2021
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-720
- 0.08%
$18.8K - $20.1K
895K $29.3M
Oct 18, 2021 Q3 2021
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
SELL
 -
-729
- 5.58%
$19K - $20.3K
12.3K $404K
Oct 27, 2021 Q3 2021
Merit Financial Group, LLC

SELL
 -
-807
- 0.17%
$21K - $22.5K
487K $16M
Nov 04, 2021 Q3 2021
Tradewinds Capital Management, LLC

SELL
 -
-825
- 7.97%
$21.5K - $23K
9.52K $312K
Nov 12, 2021 Q3 2021
Moneta Group Investment Advisors LLC

St Louis, MO
SELL
 -
-1.3K
- 0.86%
$33.8K - $36.2K
149K $4.88M
Nov 01, 2021 Q3 2021
Cedar Brook Financial Partners, LLC

Cleveland, OH
SELL
 -
-1.31K
- 5.83%
$34.1K - $36.5K
21.1K $693K
Nov 12, 2021 Q3 2021
Personal Capital Advisors Corp

SELL
 -
-1.32K
- 6.07%
$34.5K - $36.9K
20.5K $671K
Nov 12, 2021 Q3 2021
Cedar Wealth Management, LLC

Walnut Creek, CA
SELL
 -
-1.39K
- 0.45%
$36.1K - $38.6K
304K $9.96M
Oct 25, 2021 Q3 2021
Boston Trust Walden Corp

SELL
 -
-1.4K
- 6.1%
$36.5K - $39.1K
21.5K $706K
Oct 22, 2021 Q3 2021
Baldrige Asset Management LLC

SELL
 -
-1.42K
- 0.21%
$36.9K - $39.5K
662K $21.7M
Oct 12, 2021 Q3 2021
Carlson Capital Management

SELL
 -
-1.7K
- 2.07%
$44.3K - $47.4K
80.2K $2.63M
Oct 15, 2021 Q3 2021
Fifth Third Bancorp

SELL
 -
-1.88K
- 5.95%
$48.9K - $52.3K
29.6K $972K
Nov 04, 2021 Q3 2021
Accel Wealth Management

SELL
 -
-1.96K
- 71.44%
$51.1K - $54.7K
784 $25.7K
Aug 06, 2024 Q3 2021
Mason Investment Advisory Services, Inc.

Reston, VA
SELL
 -
-2K
- 4.71%
$52.1K - $55.8K
40.5K $1.33M
Oct 14, 2021 Q3 2021
Tiaa, Fsb

St. Louis, MO
SELL
 -
-2.59K
- 2.83%
$67.6K - $72.3K
89.1K $2.92M
Oct 20, 2021 Q3 2021
Zhang Financial LLC

SELL
 -
-2.75K
- 1.09%
$71.7K - $76.8K
250K $8.21M
Oct 25, 2021 Q3 2021
Krilogy Financial LLC

SELL
 -
-2.91K
- 3.36%
$75.8K - $81.1K
83.6K $2.74M
Nov 15, 2021 Q3 2021
Integrated Wealth Concepts LLC

SELL
 -
-3.29K
- 0.25%
$85.7K - $91.8K
1.31M $42.9M
Nov 08, 2021 Q3 2021
Rowland & CO Investment Counsel

Atlanta, GA
SELL
 -
-3.88K
Closed
$101K - $108K
0 $0
Oct 21, 2021 Q3 2021
Kestra Private Wealth Services, LLC

SELL
 -
-4.01K
- 6.93%
$105K - $112K
53.9K $1.77M
Oct 25, 2021 Q3 2021
Capital Advisors Inc

SELL
 -
-4.28K
- 15.01%
$112K - $119K
24.3K $796K
Oct 13, 2021 Q3 2021
Wipfli Financial Advisors Llc,

SELL
 -
-4.31K
- 1.85%
$112K - $120K
229K $7.5M
Nov 15, 2021 Q3 2021
Johnson Financial Group, LLC

Denver, CO
SELL
 -
-4.66K
- 20.75%
$122K - $130K
17.8K $584K
Nov 15, 2021 Q3 2021
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-4.75K
- 15.9%
$124K - $133K
25.1K $824K
Nov 05, 2021 Q3 2021
Lincoln National Corp

SELL
 -
-4.92K
- 0.32%
$128K - $137K
1.54M $50.6M
Oct 15, 2021 Q3 2021
Blue Sky Wealth Advisors, LLC

SELL
 -
-5.19K
- 2.81%
$135K - $145K
179K $5.87M
Oct 14, 2021 Q3 2021
Winthrop Advisory Group LLC

SELL
 -
-5.28K
- 1.36%
$137K - $147K
384K $12.6M
Oct 20, 2021 Q3 2021
Flagship Private Wealth, LLC

SELL
 -
-5.5K
Closed
$143K - $153K
0 $0
Nov 10, 2021 Q3 2021
Glassman Wealth Services

SELL
 -
-5.69K
- 4.11%
$148K - $159K
133K $4.36M
Oct 19, 2021 Q3 2021
Stratos Wealth Partners, Ltd.

SELL
 -
-6.54K
- 25.12%
$170K - $182K
19.5K $639K
Nov 08, 2021 Q3 2021
Aurora Private Wealth, Inc.

SELL
 -
-7.12K
- 5.19%
$186K - $199K
130K $4.26M
Nov 15, 2021 Q3 2021
Institute For Wealth Management, Llc.

SELL
 -
-7.41K
Closed
$193K - $207K
0 $0
May 31, 2023 Q3 2021
Abacus Wealth Partners, LLC

Santa Monica, CA
SELL
 -
-9.71K
- 4.12%
$253K - $271K
226K $7.4M

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