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 01, 2022
Q3 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-3.01K- 4.39% |
$67K - $79.9K
|
65.6K
$2.24M
|
|
|
Nov 15, 2022
Q3 2022
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-3.23K- 18.01% |
$71.8K - $85.7K
|
14.7K
$502K
|
|
|
Nov 07, 2022
Q3 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-3.66K- 21.73% |
$81.4K - $97.1K
|
13.2K
$450K
|
|
|
Oct 26, 2022
Q3 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-3.73K- 1.18% |
$83K - $99K
|
312K
$10.6M
|
|
|
Oct 12, 2022
Q3 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-3.75K- 0.38% |
$83.3K - $99.4K
|
985K
$33.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.81K- 8.9% |
$84.8K - $101K
|
39K
$1.33M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.96K- 23.1% |
$88.2K - $105K
|
13.2K
$450K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-4.01K- 20.87% |
$89.2K - $106K
|
15.2K
$519K
|
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-4.06K- 15.26% |
$90.3K - $108K
|
22.6K
$770K
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-4.15K- 0.29% |
$92.4K - $110K
|
1.41M
$48.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-4.21K- 2.3% |
$93.7K - $112K
|
179K
$6.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-4.25K- 5.65% |
$94.5K - $113K
|
71K
$2.42M
|
|
|
Nov 04, 2022
Q3 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-4.27K- 2.64% |
$95K - $113K
|
157K
$5.37M
|
|
|
Oct 18, 2022
Q3 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-4.32K- 5.74% |
$96K - $115K
|
71K
$2.42M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.35K- 0.68% |
$96.8K - $115K
|
632K
$21.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.36K- 0.86% |
$96.9K - $116K
|
500K
$17.1M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-7.34K- 36.28% |
$163K - $195K
|
12.9K
$440K
|
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-7.39K- 36.88% |
$164K - $196K
|
12.6K
$431K
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-7.61K- 33.39% |
$169K - $202K
|
15.2K
$518K
|
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-7.85KClosed |
$174K - $208K
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Capital Advisors Inc
|
SELL
|
- |
-8.54K- 40.78% |
$190K - $227K
|
12.4K
$423K
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-8.68K- 0.75% |
$193K - $230K
|
1.15M
$39.2M
|
|
|
Oct 25, 2022
Q3 2022
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-9.11K- 1.27% |
$203K - $242K
|
710K
$24.2M
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-9.16K- 8.22% |
$204K - $243K
|
102K
$3.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-9.64KClosed |
$214K - $256K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-9.83K- 3.27% |
$219K - $261K
|
290K
$9.91M
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-9.83K- 3.27% |
$219K - $261K
|
290K
$9.91M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-9.97K- 1.18% |
$222K - $265K
|
835K
$28.5M
|
|
|
Nov 01, 2022
Q3 2022
|
Claris Advisors, LLC
|
SELL
|
- |
-10K- 0.8% |
$222K - $265K
|
1.24M
$42.4M
|
|
|
Oct 12, 2022
Q3 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-10.2K- 0.39% |
$228K - $272K
|
2.62M
$89.3M
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-10.6K- 0.39% |
$235K - $280K
|
2.66M
$90.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-11.3K- 2.67% |
$251K - $300K
|
411K
$14M
|
|
|
Oct 25, 2022
Q3 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-11.4K- 0.56% |
$253K - $302K
|
2.03M
$69.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-11.6K- 0.45% |
$257K - $307K
|
2.53M
$86.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-11.7K- 7.94% |
$259K - $310K
|
135K
$4.61M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-12.4K- 97.05% |
$275K - $328K
|
375
$12.8K
|
|
|
Nov 01, 2022
Q3 2022
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-12.5K- 1.05% |
$278K - $332K
|
1.18M
$40.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-12.6K- 1.4% |
$281K - $335K
|
893K
$30.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-12.7K- 17.11% |
$282K - $336K
|
61.3K
$2.09M
|
|
|
Oct 25, 2022
Q3 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-13.5K- 5.72% |
$300K - $358K
|
222K
$7.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.5K- 7.28% |
$300K - $358K
|
172K
$5.87M
|
|
|
Oct 26, 2022
Q3 2022
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-13.8K- 0.55% |
$307K - $366K
|
2.48M
$84.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-14.7K- 1.69% |
$327K - $391K
|
858K
$29.3M
|
|
|
Oct 26, 2022
Q3 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-17.4K- 1.22% |
$387K - $462K
|
1.41M
$48M
|
|
|
Oct 12, 2022
Q3 2022
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-19.4K- 2.71% |
$432K - $516K
|
699K
$23.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-20.2K- 30.9% |
$449K - $536K
|
45.2K
$1.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-20.7K- 31.56% |
$461K - $550K
|
44.9K
$1.53M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-20.8K- 32.64% |
$463K - $552K
|
42.9K
$1.47M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-20.9K- 1.35% |
$465K - $555K
|
1.53M
$52.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-23.2K- 23.62% |
$517K - $616K
|
75.1K
$2.56M
|