Purchases and Sales Made in Q3 2022 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 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
12K+ 13.92% |
$266K - $318K
|
97.9K
$3.34M
|
|
|
Nov 02, 2022
Q3 2022
|
Bayshore Asset Management, LLC
|
BUY
|
- |
11K+ 0.93% |
$246K - $293K
|
1.21M
$41.1M
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
10.8K+ 2.81% |
$240K - $287K
|
395K
$13.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.6K+ 75.68% |
$235K - $281K
|
24.5K
$837K
|
|
|
Oct 12, 2022
Q3 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
10.5K+ 8.35% |
$234K - $279K
|
137K
$4.66M
|
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.4KNew |
$232K - $276K
|
10.4K
$355K
|
|
|
Nov 08, 2022
Q3 2022
|
Efficient Advisors, LLC
|
BUY
|
- |
10.4KNew |
$231K - $275K
|
10.4K
$354K
|
|
|
Nov 02, 2022
Q3 2022
|
Kraft Asset Management, LLC
|
BUY
|
- |
10.2K+ 1.17% |
$227K - $271K
|
881K
$30.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
10.2K+ 26.63% |
$227K - $270K
|
48.4K
$1.65M
|
|
|
Oct 11, 2022
Q3 2022
|
Marotta Asset Management
|
BUY
|
- |
10.2KNew |
$226K - $270K
|
10.2K
$347K
|
|
|
Oct 28, 2022
Q3 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
10.1K+ 6.25% |
$225K - $269K
|
172K
$5.87M
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
9.85K+ 308.97% |
$219K - $261K
|
13K
$445K
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
9.64KNew |
$214K - $256K
|
9.64K
$329K
|
|
|
Nov 08, 2022
Q3 2022
|
Capital Financial Services, LLC
|
BUY
|
- |
9.34KNew |
$208K - $248K
|
9.34K
$319K
|
|
|
Nov 03, 2022
Q3 2022
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
9.2K+ 0.44% |
$205K - $244K
|
2.09M
$71.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.17K+ 1.46% |
$204K - $243K
|
639K
$21.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
9.12K+ 0.14% |
$203K - $242K
|
6.76M
$231M
|
|
|
Nov 01, 2022
Q3 2022
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
8.97K+ 14.15% |
$199K - $238K
|
72.3K
$2.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8.8KNew |
$196K - $234K
|
8.8K
$300K
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8.77K+ 12.19% |
$195K - $233K
|
80.7K
$2.75M
|
|
|
Oct 19, 2022
Q3 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
8.71KNew |
$194K - $231K
|
8.71K
$297K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.53K+ 1.53% |
$190K - $226K
|
565K
$19.3M
|
|
|
Oct 19, 2022
Q3 2022
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
8.44K+ 1.76% |
$188K - $224K
|
489K
$16.7M
|
|
|
Oct 28, 2022
Q3 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
8.32K+ 51.47% |
$185K - $221K
|
24.5K
$836K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.09K+ 2.18% |
$180K - $215K
|
378K
$12.9M
|
|
|
Nov 15, 2022
Q3 2022
|
Maple Capital Management, Inc.
|
BUY
|
- |
8.07KNew |
$180K - $214K
|
8.07K
$276K
|
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
8K+ 19.37% |
$178K - $212K
|
49.3K
$1.68M
|
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.79K+ 61.54% |
$173K - $207K
|
20.4K
$698K
|
|
|
Nov 14, 2022
Q3 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
7.58K+ 7.73% |
$168K - $201K
|
106K
$3.61M
|
|
|
Oct 27, 2022
Q3 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
7.47K+ 9.39% |
$166K - $198K
|
87K
$2.97M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.23K+ 17.77% |
$161K - $192K
|
47.9K
$1.64M
|
|
|
Nov 09, 2022
Q3 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
6.97K+ 0.84% |
$155K - $185K
|
838K
$28.6M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
6.73K+ 3.31% |
$150K - $179K
|
210K
$7.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
BUY
|
- |
6.57K+ 23.69% |
$146K - $174K
|
34.3K
$1.17M
|
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
6.47KNew |
$144K - $172K
|
6.47K
$221K
|
|
|
Oct 25, 2022
Q3 2022
|
Shearwater Capital LLC
|
BUY
|
- |
6.43K+ 0.42% |
$143K - $171K
|
1.54M
$52.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
6.15K+ 15.96% |
$137K - $163K
|
44.7K
$1.52M
|
|
|
Oct 18, 2022
Q3 2022
|
First American Trust, Fsb
|
BUY
|
- |
5.74K+ 29.72% |
$128K - $152K
|
25.1K
$855K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
5.21K+ 1.09% |
$116K - $138K
|
483K
$16.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.82K+ 6.81% |
$107K - $128K
|
75.5K
$2.58M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.74K+ 20.72% |
$105K - $126K
|
27.6K
$943K
|
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4.5KNew |
$100K - $119K
|
4.5K
$154K
|
|
|
Nov 03, 2022
Q3 2022
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
4.48K+ 2.75% |
$99.7K - $119K
|
168K
$5.72M
|
|
|
Nov 15, 2022
Q3 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
4.43K+ 104.12% |
$98.4K - $117K
|
8.68K
$296K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
4.41KNew |
$98.1K - $117K
|
4.41K
$151K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.29K+ 1.8% |
$95.4K - $114K
|
242K
$8.27M
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.28K+ 33.12% |
$95.1K - $113K
|
17.2K
$586K
|
|
|
Nov 01, 2022
Q3 2022
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
4.24K+ 0.24% |
$94.3K - $113K
|
1.8M
$61.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
4.12K+ 4.99% |
$91.7K - $109K
|
86.8K
$2.96M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
3.98K+ 7.65% |
$88.6K - $106K
|
56K
$1.91M
|