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 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1+ 0.01% |
$22.2 - $26.5
|
14.5K
$496K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1- -0.0% |
$22.2 - $26.5
|
31.6K
$1.08M
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1- -0.0% |
$22.2 - $26.5
|
52K
$1.77M
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1- 0.01% |
$22.2 - $26.5
|
10.8K
$368K
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-62- 0.48% |
$1.38K - $1.65K
|
12.9K
$440K
|
|
Oct 18, 2022
Q3 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-75- 0.34% |
$1.67K - $1.99K
|
22.3K
$760K
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-87- 0.26% |
$1.93K - $2.31K
|
33.9K
$1.16M
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-93- 0.23% |
$2.07K - $2.47K
|
40.9K
$1.39M
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-94- 0.08% |
$2.09K - $2.49K
|
124K
$4.22M
|
|
Nov 14, 2022
Q3 2022
|
Rs Crum Inc.
|
SELL
|
- |
-100- 0.01% |
$2.22K - $2.65K
|
1.15M
$39.3M
|
|
Nov 14, 2022
Q3 2022
|
Vista Finance, LLC
|
SELL
|
- |
-110- 0.91% |
$2.45K - $2.92K
|
12K
$409K
|
|
Nov 22, 2022
Q3 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-209Closed |
$4.65K - $5.55K
|
0
$0
|
|
Nov 07, 2022
Q3 2022
|
Monument Capital Management
|
SELL
|
- |
-222- 1.98% |
$4.94K - $5.89K
|
11K
$376K
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-225- 0.2% |
$5K - $5.97K
|
114K
$3.89M
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-228- 0.4% |
$5.07K - $6.05K
|
56.6K
$1.93M
|
|
Oct 12, 2022
Q3 2022
|
Mjp Associates Inc
|
SELL
|
- |
-243- 0.49% |
$5.4K - $6.45K
|
49.1K
$1.67M
|
|
Oct 13, 2022
Q3 2022
|
Foster Group, Inc.
|
SELL
|
- |
-301- 1.45% |
$6.69K - $7.99K
|
20.5K
$698K
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-360- 2.18% |
$8.01K - $9.55K
|
16.2K
$552K
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-375- 3.67% |
$8.34K - $9.95K
|
9.84K
$336K
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-391- 0.45% |
$8.7K - $10.4K
|
85.9K
$2.93M
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-593- 0.8% |
$13.2K - $15.7K
|
73.1K
$2.49M
|
|
Nov 14, 2022
Q3 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-616- 3.87% |
$13.7K - $16.3K
|
15.3K
$522K
|
|
Nov 14, 2022
Q3 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-630- 3.37% |
$14K - $16.7K
|
18.1K
$617K
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
SELL
|
- |
-633- 2.33% |
$14.1K - $16.8K
|
26.6K
$907K
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-799- 0.46% |
$17.8K - $21.2K
|
172K
$5.88M
|
|
Oct 24, 2022
Q3 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-810- 4.07% |
$18K - $21.5K
|
19.1K
$651K
|
|
Nov 14, 2022
Q3 2022
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-825- 5.76% |
$18.3K - $21.9K
|
13.5K
$460K
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-840- 1.37% |
$18.7K - $22.3K
|
60.4K
$2.06M
|
|
Oct 28, 2022
Q3 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-901- 0.16% |
$20K - $23.9K
|
547K
$18.7M
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-986- 8.0% |
$21.9K - $26.2K
|
11.3K
$387K
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-991- 3.05% |
$22K - $26.3K
|
31.5K
$1.07M
|
|
Oct 13, 2022
Q3 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.06K- 1.23% |
$23.5K - $28.1K
|
85K
$2.9M
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-1.23K- 2.34% |
$27.4K - $32.8K
|
51.5K
$1.76M
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.25K- 9.49% |
$27.8K - $33.2K
|
11.9K
$407K
|
|
Oct 12, 2022
Q3 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-1.35KClosed |
$30K - $35.9K
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-1.42K- 0.23% |
$31.6K - $37.8K
|
615K
$21M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.52K- 0.29% |
$33.8K - $40.3K
|
527K
$18M
|
|
May 31, 2023
Q3 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-1.6K- 0.84% |
$35.7K - $42.6K
|
189K
$6.44M
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.7K- 6.18% |
$37.9K - $45.2K
|
25.8K
$882K
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.99K- 1.06% |
$44.3K - $52.8K
|
186K
$6.36M
|
|
Dec 05, 2023
Q3 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-2K- 0.28% |
$44.4K - $52.9K
|
709K
$24.2M
|
|
Aug 07, 2024
Q3 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-2.06K- 5.09% |
$45.8K - $54.7K
|
38.4K
$1.31M
|
|
Oct 18, 2022
Q3 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-2.28K- 4.66% |
$50.8K - $60.6K
|
46.7K
$1.59M
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
SELL
|
- |
-2.35K- 2.49% |
$52.4K - $62.5K
|
92.4K
$3.15M
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.37K- 5.64% |
$52.6K - $62.8K
|
39.6K
$1.35M
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.45K- 0.93% |
$54.4K - $64.9K
|
260K
$8.88M
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-2.46K- 7.64% |
$54.6K - $65.2K
|
29.7K
$1.01M
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.47K- 4.01% |
$55K - $65.7K
|
59.2K
$2.02M
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2.77K- 2.68% |
$61.7K - $73.6K
|
101K
$3.43M
|