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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-25.7K- 1.33% |
$571K - $681K
|
1.9M
$64.8M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-27.9K- 42.5% |
$621K - $741K
|
37.8K
$1.29M
|
|
|
Oct 03, 2022
Q3 2022
|
Symmetry Partners, LLC
|
SELL
|
- |
-28K- 3.44% |
$624K - $744K
|
788K
$26.9M
|
|
|
Nov 04, 2022
Q3 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-29.4K- 1.69% |
$653K - $779K
|
1.7M
$58.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-32.6K- 1.5% |
$724K - $864K
|
2.14M
$72.9M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-34.8K- 8.87% |
$773K - $923K
|
357K
$12.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-37.3K- 2.55% |
$830K - $991K
|
1.43M
$48.7M
|
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-38.2K- 1.52% |
$850K - $1.01M
|
2.47M
$84.5M
|
|
|
Oct 21, 2022
Q3 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-43K- 5.99% |
$957K - $1.14M
|
675K
$23.1M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-46.1K- 5.38% |
$1.02M - $1.22M
|
810K
$27.6M
|
|
|
Oct 31, 2022
Q3 2022
|
Hemington Wealth Management
|
SELL
|
- |
-46.4K- 4.12% |
$1.03M - $1.23M
|
1.08M
$36.9M
|
|
|
Oct 12, 2022
Q3 2022
|
Keudell
|
SELL
|
- |
-49.7K- 4.14% |
$1.11M - $1.32M
|
1.15M
$39.3M
|
|
|
Oct 28, 2022
Q3 2022
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-50.1K- 3.8% |
$1.11M - $1.33M
|
1.27M
$43.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-50.3K- 1.51% |
$1.12M - $1.34M
|
3.28M
$112M
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-53.7K- 1.31% |
$1.2M - $1.43M
|
4.06M
$139M
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-54.5K- 7.36% |
$1.21M - $1.45M
|
687K
$23.4M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-60.3K- 32.84% |
$1.34M - $1.6M
|
123K
$4.21M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-61.1K- 70.71% |
$1.36M - $1.62M
|
25.3K
$864K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-64.7K- 7.02% |
$1.44M - $1.72M
|
857K
$29.3M
|
|
|
Oct 05, 2022
Q3 2022
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-68.8K- 2.87% |
$1.53M - $1.83M
|
2.33M
$79.5M
|
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-72.6K- 8.44% |
$1.62M - $1.93M
|
788K
$26.9M
|
|
|
Nov 08, 2022
Q3 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-79.3K- 1.68% |
$1.76M - $2.11M
|
4.63M
$158M
|
|
|
Oct 11, 2022
Q3 2022
|
Helen Stephens Group, LLC
|
SELL
|
- |
-79.9K- 10.81% |
$1.78M - $2.12M
|
659K
$22.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-85.1K- 6.25% |
$1.89M - $2.26M
|
1.28M
$43.6M
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
SELL
|
- |
-85.3K- 3.22% |
$1.9M - $2.26M
|
2.56M
$87.5M
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-90.3K- 17.53% |
$2.01M - $2.4M
|
425K
$14.5M
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-91.7K- 1.85% |
$2.04M - $2.43M
|
4.87M
$166M
|
|
|
Nov 08, 2022
Q3 2022
|
Wms Partners, LLC
|
SELL
|
- |
-97.3K- 9.21% |
$2.16M - $2.58M
|
959K
$32.7M
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-126K- 21.38% |
$2.79M - $3.34M
|
462K
$15.8M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-209K- 3.18% |
$4.66M - $5.56M
|
6.38M
$218M
|
|
|
Jul 28, 2023
Q3 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-408K- 52.3% |
$9.07M - $10.8M
|
372K
$12.7M
|
|
|
Nov 02, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-9.4M- 95.5% |
$209M - $250M
|
443K
$15.1M
|