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 14, 2022 Q3 2022
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
32.2K
+ 102.34%
$717K - $856K
63.7K $2.18M
Nov 14, 2022 Q3 2022
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
30.8K
New
$684K - $816K
30.8K $1.05M
Nov 14, 2022 Q3 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
28.6K
+ 77.15%
$636K - $759K
65.7K $2.24M
Oct 27, 2022 Q3 2022
Northwest Wealth Management, LLC

BUY
 -
28.2K
+ 3.61%
$626K - $747K
809K $27.6M
Oct 24, 2022 Q3 2022
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
26.6K
New
$593K - $707K
26.6K $909K
Oct 26, 2022 Q3 2022
Ml & R Wealth Management LLC

BUY
 -
25.6K
+ 3.64%
$570K - $680K
729K $24.9M
Nov 14, 2022 Q3 2022
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
25K
New
$556K - $664K
25K $853K
Nov 02, 2022 Q3 2022
Five Oceans Advisors

BUY
 -
24.6K
+ 12.13%
$548K - $654K
228K $7.77M
Nov 22, 2022 Q3 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
24.5K
+ 71.27%
$544K - $649K
58.8K $2.01M
Nov 14, 2022 Q3 2022
Sutton Place Investors LLC

Katonah, NY
BUY
 -
24K
+ 12.26%
$535K - $638K
220K $7.52M
Oct 31, 2022 Q3 2022
Cypress Point Wealth Management, LLC

Dallas, TX
BUY
 -
22.7K
+ 13.86%
$506K - $604K
187K $6.38M
Oct 31, 2022 Q3 2022
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
22.6K
New
$502K - $599K
22.6K $771K
Nov 02, 2022 Q3 2022
Retirement Income Solutions, Inc

Ann Arbor, MI
BUY
 -
22.5K
New
$500K - $597K
22.5K $768K
Oct 31, 2022 Q3 2022
Vance Wealth, Inc.

Santa Clarita, CA
BUY
 -
22.2K
+ 1.56%
$494K - $589K
1.45M $49.4M
Nov 10, 2022 Q3 2022
Plancorp, LLC

BUY
 -
21.5K
+ 0.19%
$479K - $572K
11.5M $391M
Oct 24, 2022 Q3 2022
City State Bank

Norwalk, IA
BUY
 -
21.4K
New
$476K - $568K
21.4K $730K
Nov 07, 2022 Q3 2022
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
20.7K
+ 32.94%
$459K - $548K
83.4K $2.85M
Oct 26, 2022 Q3 2022
Capital Performance Advisors LLP

BUY
 -
19.8K
+ 1.26%
$440K - $525K
1.59M $54.4M
Oct 17, 2022 Q3 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
19.6K
+ 43.4%
$435K - $519K
64.7K $2.21M
Oct 13, 2022 Q3 2022
Advisory Services & Investments, LLC

BUY
 -
19.5K
+ 5.23%
$434K - $518K
393K $13.4M
Oct 24, 2022 Q3 2022
Investment Advisory Group, LLC

BUY
 -
19.1K
+ 4.61%
$425K - $508K
434K $14.8M
Nov 08, 2022 Q3 2022
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
18.8K
New
$419K - $500K
18.8K $643K
Nov 14, 2022 Q3 2022
Integrated Wealth Concepts LLC

BUY
 -
18.2K
+ 0.87%
$404K - $482K
2.11M $71.9M
Oct 21, 2022 Q3 2022
Spinnaker Investment Group, LLC

BUY
 -
17.9K
New
$398K - $475K
17.9K $611K
Nov 09, 2022 Q3 2022
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
17.5K
New
$389K - $464K
17.5K $597K
Oct 13, 2022 Q3 2022
Baldrige Asset Management LLC

BUY
 -
17.4K
+ 2.59%
$386K - $461K
687K $23.4M
Nov 14, 2022 Q3 2022
Northwestern Mutual Wealth Management CO

BUY
 -
17.4K
+ 11.84%
$386K - $461K
164K $5.6M
Nov 03, 2022 Q3 2022
Lincoln National Corp

BUY
 -
17K
+ 1.11%
$379K - $452K
1.55M $53M
Nov 02, 2022 Q3 2022
Tranquilli Financial Advisor LLC

Clinton, NJ
BUY
 -
17K
+ 116.72%
$379K - $452K
31.6K $1.08M
Nov 09, 2022 Q3 2022
Essential Planning, Llc.

Portsmouth, NH
BUY
 -
16.8K
New
$374K - $446K
16.8K $574K
Oct 20, 2022 Q3 2022
Dynamic Advisor Solutions LLC

BUY
 -
16.3K
+ 5.1%
$362K - $432K
335K $11.5M
Nov 10, 2022 Q3 2022
Destination Wealth Management

BUY
 -
16.2K
New
$360K - $430K
16.2K $553K
Nov 14, 2022 Q3 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
16.2K
+ 22.26%
$359K - $429K
88.7K $3.03M
Oct 07, 2022 Q3 2022
Global Trust Asset Management, LLC

BUY
 -
16.1K
+ 58.9%
$358K - $428K
43.5K $1.48M
Oct 12, 2022 Q3 2022
Mission Wealth Management, LP

BUY
 -
15.5K
+ 14.09%
$344K - $411K
125K $4.28M
Nov 09, 2022 Q3 2022
Edge Capital Group, LLC

BUY
 -
15.2K
New
$337K - $402K
15.2K $517K
Oct 31, 2022 Q3 2022
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
15K
+ 17.27%
$333K - $398K
102K $3.47M
Oct 26, 2022 Q3 2022
Orion Capital Management LLC

BUY
 -
15K
+ 14.81%
$333K - $398K
116K $3.97M
Oct 13, 2022 Q3 2022
Financial Council Asset Management Inc

BUY
 -
14.9K
+ 24.26%
$332K - $396K
76.4K $2.61M
Oct 18, 2022 Q3 2022
Planning Center, Inc.

BUY
 -
14.6K
+ 1.41%
$325K - $388K
1.05M $35.9M
Oct 25, 2022 Q3 2022
Ae Wealth Management LLC

BUY
 -
14.4K
+ 9.72%
$321K - $383K
163K $5.56M
Oct 17, 2022 Q3 2022
Transcend Capital Advisors, LLC

BUY
 -
14.2K
New
$316K - $378K
14.2K $486K
Jan 04, 2023 Q3 2022
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
13.7K
New
$305K - $365K
13.7K $469K
Oct 12, 2022 Q3 2022
Evanson Asset Management, LLC

BUY
 -
13.6K
+ 0.36%
$302K - $360K
3.73M $127M
Nov 14, 2022 Q3 2022
Segall Bryant & Hamill, LLC

Chicago, IL
BUY
 -
13.1K
New
$290K - $347K
13.1K $446K
Oct 24, 2022 Q3 2022
Wealth Architects, LLC

BUY
 -
12.9K
+ 31.45%
$286K - $341K
53.8K $1.84M
Oct 13, 2022 Q3 2022
Pfg Advisors

BUY
 -
12.7K
+ 138.03%
$283K - $338K
21.9K $749K
Nov 10, 2022 Q3 2022
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
12.2K
+ 24.61%
$271K - $323K
61.6K $2.1M
Oct 28, 2022 Q3 2022
Mc Carthy Asset Management, Inc.

BUY
 -
12.1K
+ 6.26%
$270K - $322K
206K $7.04M

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