Purchases and Sales Made in Q3 2022 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 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
Nov 09, 2022 Q3 2022
Summit Wealth Group, LLC

White River Junction, VT
BUY
 -
97.6K
+ 25.07%
$2.17M - $2.59M
487K $16.6M
Nov 14, 2022 Q3 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
97.6K
+ 159.09%
$2.17M - $2.59M
159K $5.42M
Nov 14, 2022 Q3 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
94.3K
+ 12.24%
$2.1M - $2.5M
865K $29.5M
Nov 07, 2022 Q3 2022
Ever Source Wealth Advisors, LLC

BUY
 -
89.5K
+ 34.13%
$1.99M - $2.38M
352K $12M
Nov 14, 2022 Q3 2022
Nwam LLC

Mercer Island, WA
BUY
 -
87.5K
+ 66.02%
$1.95M - $2.32M
220K $7.51M
Oct 21, 2022 Q3 2022
Private Ocean, LLC

BUY
 -
85K
+ 1.8%
$1.89M - $2.26M
4.8M $164M
Nov 01, 2022 Q3 2022
Jackson Thornton Asset Management, LLC

BUY
 -
83.1K
+ 1.93%
$1.85M - $2.21M
4.38M $150M
Oct 25, 2022 Q3 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
79K
+ 124.06%
$1.76M - $2.1M
143K $4.87M
Nov 10, 2022 Q3 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
78.7K
+ 80.37%
$1.75M - $2.09M
177K $6.03M
May 14, 2024 Q3 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
78.4K
+ 61.87%
$1.74M - $2.08M
205K $7M
Oct 28, 2022 Q3 2022
Better Wealth, LLC

BUY
 -
75.8K
+ 2.96%
$1.69M - $2.01M
2.64M $90M
Oct 17, 2022 Q3 2022
American Financial Advisors, LLC

BUY
 -
66.2K
New
$1.47M - $1.76M
66.2K $2.26M
Nov 09, 2022 Q3 2022
Brighton Jones LLC

BUY
 -
59.6K
+ 9.68%
$1.32M - $1.58M
675K $23M
Oct 24, 2022 Q3 2022
Cherrydale Wealth Management, LLC

BUY
 -
59K
+ 6.72%
$1.31M - $1.56M
937K $32M
Nov 14, 2022 Q3 2022
Wealthsource Partners, LLC

BUY
 -
58.3K
+ 22.63%
$1.3M - $1.55M
316K $10.8M
Aug 23, 2023 Q3 2022
Rappaport Reiches Capital Management, LLC

Skokie`, IL
BUY
 -
58K
+ 20.66%
$1.29M - $1.54M
338K $11.6M
Nov 03, 2022 Q3 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
57.5K
+ 65.9%
$1.28M - $1.53M
145K $4.94M
Oct 24, 2022 Q3 2022
First Ascent Asset Management, LLC

BUY
 -
56.2K
+ 3.43%
$1.25M - $1.49M
1.69M $57.8M
Oct 27, 2022 Q3 2022
Pinnacle Financial Group, LLC

BUY
 -
56K
+ 61.31%
$1.25M - $1.49M
147K $5.03M
Nov 04, 2022 Q3 2022
Tortoise Investment Management, LLC

BUY
 -
55.9K
+ 72.22%
$1.24M - $1.48M
133K $4.55M
Nov 14, 2022 Q3 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
55.3K
+ 7.56%
$1.23M - $1.47M
787K $26.9M
Nov 14, 2022 Q3 2022
Rather & Kittrell, Inc.

Knoxville, TN
BUY
 -
53.7K
+ 11.06%
$1.2M - $1.43M
540K $18.4M
Nov 01, 2022 Q3 2022
Modera Wealth Management, LLC

BUY
 -
53.2K
+ 3.16%
$1.18M - $1.41M
1.74M $59.2M
Nov 10, 2022 Q3 2022
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
51.7K
New
$1.15M - $1.37M
51.7K $1.77M
Oct 18, 2022 Q3 2022
Firethorn Wealth Partners, LLC

BUY
 -
50.4K
+ 21.76%
$1.12M - $1.34M
282K $9.63M
Apr 24, 2023 Q3 2022
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
50K
New
$1.11M - $1.33M
50K $1.71M
Nov 14, 2022 Q3 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
49K
+ 556.82%
$1.09M - $1.3M
57.8K $1.97M
Nov 10, 2022 Q3 2022
Ubs Group Ag

BUY
 -
47.7K
+ 2.99%
$1.06M - $1.27M
1.65M $56.2M
Nov 10, 2022 Q3 2022
Cahill Wealth Management, LLC

Portage, MI
BUY
 -
47.5K
+ 70.74%
$1.06M - $1.26M
115K $3.91M
Nov 07, 2022 Q3 2022
Steward Financial Group LLC

BUY
 -
46.7K
+ 1.77%
$1.04M - $1.24M
2.69M $91.7M
Nov 09, 2022 Q3 2022
Aveo Capital Partners, LLC

BUY
 -
46.7K
+ 43.75%
$1.04M - $1.24M
153K $5.24M
Nov 14, 2022 Q3 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
45.6K
+ 39.97%
$1.01M - $1.21M
160K $5.45M
Oct 27, 2022 Q3 2022
Keb Asset Management, LLC

Springfield, IL
BUY
 -
44.6K
+ 2.59%
$992K - $1.18M
1.76M $60.2M
Oct 25, 2022 Q3 2022
Applied Capital LLC

BUY
 -
44K
+ 4.81%
$979K - $1.17M
959K $32.7M
Nov 14, 2022 Q3 2022
Knightsbridge Asset Management, LLC

Newport Beach, CA
BUY
 -
44K
+ 8.69%
$978K - $1.17M
550K $18.8M
Nov 04, 2022 Q3 2022
V Wealth Advisors LLC

BUY
 -
43K
+ 187.29%
$957K - $1.14M
66K $2.25M
Oct 07, 2022 Q3 2022
Austin Asset Management CO Inc

BUY
 -
41.2K
+ 0.96%
$916K - $1.09M
4.32M $147M
May 09, 2023 Q3 2022
Mc Carthy Grittinger Financial Group, LLC

Milwaukee, WI
BUY
 -
41.1K
+ 12.85%
$914K - $1.09M
361K $12.3M
Aug 11, 2023 Q3 2022
Hill Investment Group Partners, LLC

St. Louis, MO
BUY
 -
38.6K
+ 1.23%
$858K - $1.02M
3.17M $108M
Oct 31, 2022 Q3 2022
Silver Oak Advisory Group, Inc.

Portland, OR
BUY
 -
38.6K
+ 16.03%
$858K - $1.02M
279K $9.53M
Nov 01, 2022 Q3 2022
Park Avenue Securities LLC

BUY
 -
36.8K
+ 8.68%
$817K - $975K
460K $15.7M
Nov 16, 2022 Q3 2022
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
36.7K
+ 142.29%
$817K - $975K
62.6K $2.14M
Nov 07, 2022 Q3 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
34.2K
+ 8.67%
$760K - $906K
428K $14.6M
Nov 14, 2022 Q3 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
33.8K
+ 53.6%
$751K - $896K
96.7K $3.3M
Oct 14, 2022 Q3 2022
Baker Boyer National Bank

BUY
 -
33.7K
+ 2.05%
$750K - $895K
1.68M $57.3M
Nov 15, 2022 Q3 2022
Colony Group LLC

Boston, MA
BUY
 -
33.6K
+ 17.94%
$747K - $892K
221K $7.54M
Nov 10, 2022 Q3 2022
Jackson Hole Capital Partners, LLC

BUY
 -
33.1K
+ 207.2%
$736K - $879K
49.1K $1.68M
Nov 14, 2022 Q3 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
32.8K
New
$729K - $871K
32.8K $1.12M
Nov 14, 2022 Q3 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
32.3K
+ 16.32%
$717K - $856K
230K $7.84M

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