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 07, 2022 Q3 2022
D.A. Davidson & Co.

BUY
 -
3.98K
+ 7.65%
$88.6K - $106K
56K $1.94M
Dec 13, 2022 Q3 2022
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
3.97K
+ 0.27%
$88.3K - $105K
1.48M $51.3M
Jan 03, 2023 Q3 2022
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
3.88K
+ 19.2%
$86.3K - $103K
24.1K $832K
Nov 08, 2022 Q3 2022
Ifp Advisors, Inc

BUY
 -
3.81K
+ 5.87%
$84.8K - $101K
68.8K $2.38M
Nov 03, 2022 Q3 2022
Global Retirement Partners, LLC

BUY
 -
3.74K
+ 2.79%
$83.2K - $99.3K
138K $4.76M
Oct 24, 2022 Q3 2022
First Purpose Wealth LLC

BUY
 -
3.69K
+ 0.36%
$82.1K - $98K
1.03M $35.6M
Oct 20, 2022 Q3 2022
Ellsworth Advisors, LLC

BUY
 -
3.59K
+ 41.19%
$79.8K - $95.2K
12.3K $425K
Nov 10, 2022 Q3 2022
Warwick Investment Management, Inc.

BUY
 -
3.55K
+ 0.13%
$79K - $94.2K
2.81M $97.1M
Nov 10, 2022 Q3 2022
Concord Wealth Partners

BUY
 -
3.29K
+ 3.23%
$73.2K - $87.4K
105K $3.63M
Oct 31, 2022 Q3 2022
Avion Wealth

The Woodlands, TX
BUY
 -
3.04K
+ 0.74%
$67.7K - $80.8K
415K $14.3M
Nov 14, 2022 Q3 2022
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
BUY
 -
3K
+ 7.34%
$66.8K - $79.7K
43.9K $1.52M
Oct 25, 2022 Q3 2022
Balasa Dinverno & Foltz LLC

Itasca, IL
BUY
 -
2.94K
+ 2.36%
$65.4K - $78K
128K $4.41M
Nov 14, 2022 Q3 2022
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
2.69K
+ 5.46%
$59.8K - $71.3K
51.9K $1.79M
Oct 26, 2022 Q3 2022
Bard Financial Services, Inc.

BUY
 -
2.57K
+ 6.52%
$57K - $68.1K
41.9K $1.45M
Nov 14, 2022 Q3 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
2.44K
+ 11.44%
$54.3K - $64.8K
23.8K $821K
Nov 14, 2022 Q3 2022
Sanctuary Wealth Management, L.L.C.

BUY
 -
2.26K
+ 4.86%
$50.2K - $59.9K
48.7K $1.68M
Oct 21, 2022 Q3 2022
Gemmer Asset Management LLC

BUY
 -
1.98K
+ 3.36%
$44.1K - $52.7K
61K $2.11M
Nov 02, 2022 Q3 2022
North Rock Partners, LLC

BUY
 -
1.97K
+ 7.6%
$43.8K - $52.2K
27.9K $963K
Nov 14, 2022 Q3 2022
Northern Trust Corp

Chicago, IL
BUY
 -
1.91K
+ 3.26%
$42.4K - $50.6K
60.3K $2.08M
Oct 25, 2022 Q3 2022
Fifth Third Bancorp

BUY
 -
1.77K
+ 10.0%
$39.3K - $46.8K
19.4K $671K
Nov 04, 2022 Q3 2022
Gradient Capital Advisors, LLC

BUY
 -
1.53K
+ 17.08%
$34.1K - $40.7K
10.5K $363K
Nov 14, 2022 Q3 2022
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
1.5K
+ 7.85%
$33.4K - $39.8K
20.6K $712K
Oct 13, 2022 Q3 2022
Resource Consulting Group Inc

BUY
 -
1.46K
+ 8.2%
$32.4K - $38.7K
19.2K $665K
Oct 14, 2022 Q3 2022
Collective Family Office LLC

BUY
 -
1.35K
+ 4.29%
$30K - $35.7K
32.8K $1.13M
Nov 10, 2022 Q3 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
1.34K
+ 15.02%
$29.7K - $35.5K
10.2K $354K
Aug 07, 2024 Q3 2022
Abound Wealth Management

Franklin, TN
BUY
 -
1.16K
New
$25.9K - $30.9K
1.16K $40.2K
Oct 21, 2022 Q3 2022
Rb Capital Management, LLC

BUY
 -
1.14K
+ 2.09%
$25.4K - $30.4K
55.9K $1.93M
Oct 11, 2022 Q3 2022
Clarus Wealth Advisors

BUY
 -
970
+ 1.52%
$21.6K - $25.7K
64.6K $2.23M
Oct 14, 2022 Q3 2022
Gradient Investments LLC

BUY
 -
933
+ 4.81%
$20.7K - $24.8K
20.3K $703K
Nov 06, 2024 Q3 2022
Concord Asset Management, Llc/Va

Abingdon, VA
BUY
 -
828
+ 6.21%
$18.4K - $22K
14.2K $490K
Nov 10, 2022 Q3 2022
Intelligent Financial Strategies

Excelsior, MN
BUY
 -
786
+ 0.32%
$17.5K - $20.9K
245K $8.48M
Oct 12, 2022 Q3 2022
Aurora Private Wealth, Inc.

BUY
 -
698
+ 0.5%
$15.5K - $18.5K
142K $4.89M
Nov 14, 2022 Q3 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
559
+ 0.7%
$12.4K - $14.8K
80.3K $2.78M
Nov 14, 2022 Q3 2022
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
539
+ 0.7%
$12K - $14.3K
77.1K $2.66M
Oct 26, 2022 Q3 2022
Moisand Fitzgerald Tamayo, LLC

BUY
 -
505
+ 3.71%
$11.2K - $13.4K
14.1K $488K
Nov 14, 2022 Q3 2022
Kovack Advisors, Inc.

BUY
 -
485
+ 1.95%
$10.8K - $12.9K
25.4K $878K
Nov 09, 2022 Q3 2022
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
448
+ 1.5%
$9.96K - $11.9K
30.2K $1.04M
Oct 28, 2022 Q3 2022
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
442
+ 2.37%
$9.83K - $11.7K
19.1K $659K
Nov 14, 2022 Q3 2022
E Rn Financial, LLC

BUY
 -
441
+ 1.08%
$9.81K - $11.7K
41.2K $1.42M
Nov 09, 2022 Q3 2022
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
410
+ 0.24%
$9.12K - $10.9K
169K $5.83M
Nov 09, 2022 Q3 2022
3 D/L Capital Management, LLC

BUY
 -
388
+ 1.73%
$8.63K - $10.3K
22.8K $788K
Oct 11, 2022 Q3 2022
Apella Capital, LLC

BUY
 -
372
+ 0.01%
$8.27K - $9.87K
2.48M $85.9M
Nov 08, 2022 Q3 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
357
+ 0.38%
$7.94K - $9.47K
94.4K $3.26M
Nov 17, 2023 Q3 2022
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
344
+ 1.26%
$7.65K - $9.13K
27.6K $954K
Oct 06, 2022 Q3 2022
Uma Financial Services, Inc.

BUY
 -
336
+ 0.19%
$7.47K - $8.92K
173K $5.99M
Nov 01, 2022 Q3 2022
Waterfront Wealth Inc.

BUY
 -
330
+ 0.5%
$7.34K - $8.76K
65.8K $2.27M
Nov 02, 2022 Q3 2022
Atwater Malick LLC

BUY
 -
318
+ 0.38%
$7.07K - $8.44K
84.2K $2.91M
Nov 14, 2022 Q3 2022
Howe & Rusling Inc

Rochester, NY
BUY
 -
264
New
$5.87K - $7.01K
264 $9.12K
Nov 03, 2022 Q3 2022
Maryland Capital Advisors Inc.

BUY
 -
256
+ 26.23%
$5.69K - $6.79K
1.23K $42.6K

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