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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.97K+ 0.27% |
$88.3K - $105K
|
1.48M
$50.7M
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.88K+ 19.2% |
$86.3K - $103K
|
24.1K
$822K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.81K+ 5.87% |
$84.8K - $101K
|
68.8K
$2.35M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.74K+ 2.79% |
$83.2K - $99.3K
|
138K
$4.7M
|
|
|
Oct 24, 2022
Q3 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
3.69K+ 0.36% |
$82.1K - $98K
|
1.03M
$35.1M
|
|
|
Oct 20, 2022
Q3 2022
|
Ellsworth Advisors, LLC
|
BUY
|
- |
3.59K+ 41.19% |
$79.8K - $95.2K
|
12.3K
$420K
|
|
|
Nov 10, 2022
Q3 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
3.55K+ 0.13% |
$79K - $94.2K
|
2.81M
$95.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Concord Wealth Partners
|
BUY
|
- |
3.29K+ 3.23% |
$73.2K - $87.4K
|
105K
$3.59M
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3.04K+ 0.74% |
$67.7K - $80.8K
|
415K
$14.2M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.04K+ 29.46% |
$67.5K - $80.5K
|
13.3K
$455K
|
|
|
Nov 14, 2022
Q3 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
3K+ 7.34% |
$66.8K - $79.7K
|
43.9K
$1.5M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
2.94K+ 2.36% |
$65.4K - $78K
|
128K
$4.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.69K+ 5.46% |
$59.8K - $71.3K
|
51.9K
$1.77M
|
|
|
Oct 26, 2022
Q3 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
2.57K+ 6.52% |
$57K - $68.1K
|
41.9K
$1.43M
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.44K+ 11.44% |
$54.3K - $64.8K
|
23.8K
$811K
|
|
|
Nov 14, 2022
Q3 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
2.26K+ 4.86% |
$50.2K - $59.9K
|
48.7K
$1.66M
|
|
|
Oct 21, 2022
Q3 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.98K+ 3.36% |
$44.1K - $52.7K
|
61K
$2.08M
|
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
BUY
|
- |
1.97K+ 7.6% |
$43.8K - $52.2K
|
27.9K
$951K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.91K+ 3.26% |
$42.4K - $50.6K
|
60.3K
$2.06M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.77K+ 10.0% |
$39.3K - $46.8K
|
19.4K
$662K
|
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.53K+ 17.08% |
$34.1K - $40.7K
|
10.5K
$359K
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.5K+ 7.85% |
$33.4K - $39.8K
|
20.6K
$704K
|
|
|
Oct 13, 2022
Q3 2022
|
Resource Consulting Group Inc
|
BUY
|
- |
1.46K+ 8.2% |
$32.4K - $38.7K
|
19.2K
$656K
|
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
BUY
|
- |
1.35K+ 4.29% |
$30K - $35.7K
|
32.8K
$1.12M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.34K+ 15.02% |
$29.7K - $35.5K
|
10.2K
$349K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.16KNew |
$25.9K - $30.9K
|
1.16K
$39.7K
|
|
|
Oct 21, 2022
Q3 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
1.14K+ 2.09% |
$25.4K - $30.4K
|
55.9K
$1.91M
|
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
970+ 1.52% |
$21.6K - $25.7K
|
64.6K
$2.2M
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
933+ 4.81% |
$20.7K - $24.8K
|
20.3K
$694K
|
|
|
Nov 10, 2022
Q3 2022
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
786+ 0.32% |
$17.5K - $20.9K
|
245K
$8.37M
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
698+ 0.5% |
$15.5K - $18.5K
|
142K
$4.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
559+ 0.7% |
$12.4K - $14.8K
|
80.3K
$2.74M
|
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
539+ 0.7% |
$12K - $14.3K
|
77.1K
$2.63M
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
505+ 3.71% |
$11.2K - $13.4K
|
14.1K
$482K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
485+ 1.95% |
$10.8K - $12.9K
|
25.4K
$867K
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
448+ 1.5% |
$9.96K - $11.9K
|
30.2K
$1.03M
|
|
|
Oct 28, 2022
Q3 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
442+ 2.37% |
$9.83K - $11.7K
|
19.1K
$651K
|
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
BUY
|
- |
441+ 1.08% |
$9.81K - $11.7K
|
41.2K
$1.41M
|
|
|
Nov 09, 2022
Q3 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
410+ 0.24% |
$9.12K - $10.9K
|
169K
$5.76M
|
|
|
Nov 09, 2022
Q3 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
388+ 1.73% |
$8.63K - $10.3K
|
22.8K
$778K
|
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
BUY
|
- |
372+ 0.01% |
$8.27K - $9.87K
|
2.48M
$84.8M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
357+ 0.38% |
$7.94K - $9.47K
|
94.4K
$3.22M
|
|
|
Nov 17, 2023
Q3 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
344+ 1.26% |
$7.65K - $9.13K
|
27.6K
$942K
|
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
336+ 0.19% |
$7.47K - $8.92K
|
173K
$5.92M
|
|
|
Nov 01, 2022
Q3 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
330+ 0.5% |
$7.34K - $8.76K
|
65.8K
$2.25M
|
|
|
Nov 02, 2022
Q3 2022
|
Atwater Malick LLC
|
BUY
|
- |
318+ 0.38% |
$7.07K - $8.44K
|
84.2K
$2.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
264New |
$5.87K - $7.01K
|
264
$9.01K
|
|
|
Nov 03, 2022
Q3 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
256+ 26.23% |
$5.69K - $6.79K
|
1.23K
$42K
|
|
|
Nov 14, 2022
Q3 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
253+ 1.03% |
$5.63K - $6.71K
|
24.9K
$849K
|
|
|
Nov 09, 2022
Q3 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
239+ 0.37% |
$5.32K - $6.34K
|
65.2K
$2.23M
|