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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
253+ 1.03% |
$5.63K - $6.71K
|
24.9K
$860K
|
|
|
Nov 09, 2022
Q3 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
239+ 0.37% |
$5.32K - $6.34K
|
65.2K
$2.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
231+ 0.43% |
$5.14K - $6.13K
|
54.1K
$1.87M
|
|
|
Nov 02, 2022
Q3 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
216+ 0.22% |
$4.8K - $5.73K
|
97.1K
$3.36M
|
|
|
Oct 27, 2022
Q3 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
183+ 0.38% |
$4.07K - $4.86K
|
48.3K
$1.67M
|
|
|
Oct 27, 2022
Q3 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
162+ 0.34% |
$3.6K - $4.3K
|
48.3K
$1.67M
|
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
BUY
|
- |
161+ 0.38% |
$3.58K - $4.27K
|
42.7K
$1.48M
|
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
139+ 0.16% |
$3.09K - $3.69K
|
85.4K
$2.95M
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
125New |
$2.78K - $3.32K
|
125
$4.32K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
121+ 1.33% |
$2.69K - $3.21K
|
9.2K
$318K
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
119+ 0.39% |
$2.65K - $3.16K
|
30.8K
$1.07M
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
119+ 0.17% |
$2.65K - $3.16K
|
68.8K
$2.38M
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
119+ 0.38% |
$2.65K - $3.16K
|
31.6K
$1.09M
|
|
|
Oct 13, 2022
Q3 2022
|
Exeter Financial, LLC
|
BUY
|
- |
114+ 0.96% |
$2.54K - $3.03K
|
12K
$414K
|
|
|
Oct 27, 2022
Q3 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
114+ 0.34% |
$2.54K - $3.03K
|
33.6K
$1.16M
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
110+ 1.16% |
$2.45K - $2.92K
|
9.58K
$331K
|
|
|
Nov 04, 2022
Q3 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
101+ 0.03% |
$2.25K - $2.68K
|
368K
$12.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
100+ 0.39% |
$2.22K - $2.65K
|
25.7K
$888K
|
|
|
Oct 20, 2022
Q3 2022
|
Stonnington Group, LLC
|
BUY
|
- |
96+ 0.39% |
$2.14K - $2.55K
|
24.7K
$855K
|
|
|
Oct 19, 2022
Q3 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
78+ 0.39% |
$1.73K - $2.07K
|
20.2K
$699K
|
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
70+ 0.14% |
$1.56K - $1.86K
|
49.8K
$1.72M
|
|
|
Oct 17, 2022
Q3 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
65+ 0.39% |
$1.45K - $1.73K
|
16.8K
$582K
|
|
|
Oct 24, 2022
Q3 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
64+ 0.39% |
$1.42K - $1.7K
|
16.5K
$572K
|
|
|
Oct 11, 2022
Q3 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
55+ 0.19% |
$1.22K - $1.46K
|
28.5K
$986K
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
54+ 0.3% |
$1.2K - $1.43K
|
18.2K
$627K
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
54+ 0.3% |
$1.2K - $1.43K
|
18.2K
$627K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
53+ 0.03% |
$1.18K - $1.41K
|
207K
$7.16M
|
|
|
Oct 26, 2022
Q3 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
49+ 0.38% |
$1.09K - $1.3K
|
12.9K
$445K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
48+ 0.37% |
$1.07K - $1.27K
|
13K
$448K
|
|
|
Nov 08, 2022
Q3 2022
|
Camden Capital, LLC
|
BUY
|
- |
45+ 0.29% |
$1K - $1.19K
|
15.4K
$534K
|
|
|
Oct 14, 2022
Q3 2022
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
40+ 1.36% |
$890 - $1.06K
|
2.99K
$103K
|
|
|
Nov 09, 2022
Q3 2022
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
37+ 0.39% |
$823 - $982
|
9.41K
$325K
|
|
|
Nov 10, 2022
Q3 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
36+ 0.39% |
$801 - $955
|
9.33K
$323K
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
32+ 0.26% |
$712 - $849
|
12.3K
$425K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
31+ 0.39% |
$689 - $823
|
8K
$277K
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
30+ 0.13% |
$667 - $796
|
22.5K
$777K
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
28+ 0.05% |
$623 - $743
|
55.6K
$1.92M
|
|
|
Oct 19, 2022
Q3 2022
|
Evensky & Katz LLC
|
BUY
|
- |
27+ 0.32% |
$600 - $717
|
8.42K
$291K
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
24+ 0.18% |
$534 - $637
|
13.7K
$473K
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
23+ 0.37% |
$512 - $610
|
6.28K
$217K
|
|
|
Nov 18, 2022
Q3 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
20+ 0.19% |
$445 - $531
|
10.3K
$357K
|
|
|
Nov 14, 2022
Q3 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
16+ 0.01% |
$356 - $425
|
228K
$7.88M
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
14+ 0.1% |
$311 - $372
|
13.7K
$472K
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
BUY
|
- |
13+ 0.0% |
$289 - $345
|
282K
$9.74M
|
|
|
Oct 28, 2022
Q3 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
13+ 0.05% |
$289 - $345
|
27.7K
$958K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
11+ 0.26% |
$245 - $292
|
4.24K
$147K
|
|
|
Nov 03, 2022
Q3 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
8+ 0.05% |
$178 - $212
|
14.6K
$506K
|
|
|
Nov 04, 2022
Q3 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
3+ 0.0% |
$66.7 - $79.6
|
186K
$6.44M
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
2+ 0.37% |
$44.5 - $53.1
|
537
$18.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 0.14% |
$44.5 - $53.1
|
1.39K
$48K
|