Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
4.58K+ 0.69% |
$122K - $133K
|
667K
$23.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.27K+ 1.45% |
$114K - $124K
|
300K
$10.4M
|
|
|
Jan 18, 2022
Q4 2021
|
Mjp Associates Inc
|
BUY
|
- |
4.19K+ 10.93% |
$112K - $122K
|
42.5K
$1.48M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.06KNew |
$108K - $118K
|
4.06K
$141K
|
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4.02K+ 6.36% |
$107K - $117K
|
67.2K
$2.34M
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
3.88KNew |
$103K - $113K
|
3.88K
$135K
|
|
|
Feb 14, 2022
Q4 2021
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
3.88KNew |
$103K - $113K
|
3.88K
$135K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.46K+ 10.76% |
$92.2K - $101K
|
35.6K
$1.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.35K+ 4.38% |
$89.3K - $97.5K
|
79.9K
$2.78M
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
3.09K+ 33.67% |
$82.3K - $89.9K
|
12.3K
$427K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.78K+ 9.1% |
$74.1K - $81K
|
33.4K
$1.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.7K+ 0.3% |
$72K - $78.6K
|
895K
$31.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.63K+ 14.69% |
$70K - $76.4K
|
20.5K
$714K
|
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
2.53K+ 8.9% |
$67.3K - $73.5K
|
30.9K
$1.08M
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
2.36KNew |
$62.8K - $68.6K
|
2.36K
$82.1K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.32K+ 1.11% |
$61.6K - $67.3K
|
210K
$7.32M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.04K+ 1.21% |
$54.4K - $59.4K
|
170K
$5.93M
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.95K+ 0.5% |
$51.8K - $56.6K
|
388K
$13.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.93K+ 14.25% |
$51.3K - $56.1K
|
15.5K
$538K
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.68K+ 13.03% |
$44.7K - $48.9K
|
14.6K
$507K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.64KNew |
$43.8K - $47.8K
|
1.64K
$57.2K
|
|
|
Jan 20, 2022
Q4 2021
|
Efficient Advisors, LLC
|
BUY
|
- |
1.62K+ 2.96% |
$43.2K - $47.2K
|
56.4K
$1.97M
|
|
|
Feb 10, 2022
Q4 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
1.49K+ 0.28% |
$39.6K - $43.2K
|
533K
$18.6M
|
|
|
Feb 17, 2022
Q4 2021
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
1.34KNew |
$35.6K - $38.8K
|
1.34K
$46.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.26K+ 14.52% |
$33.7K - $36.8K
|
9.97K
$347K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.26K+ 0.08% |
$33.7K - $36.8K
|
1.51M
$52.5M
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.2KNew |
$32K - $35K
|
1.2K
$41.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.02KNew |
$27.2K - $29.7K
|
1.02K
$35.5K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
964+ 45.15% |
$25.7K - $28K
|
3.1K
$108K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
903+ 0.1% |
$24K - $26.3K
|
928K
$32.3M
|
|
|
Feb 03, 2022
Q4 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
854+ 0.36% |
$22.7K - $24.8K
|
238K
$8.27M
|
|
|
May 09, 2023
Q4 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
787+ 0.23% |
$21K - $22.9K
|
339K
$11.8M
|
|
|
Jan 31, 2022
Q4 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
736+ 7.9% |
$19.6K - $21.4K
|
10.1K
$350K
|
|
|
Nov 17, 2023
Q4 2021
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
729+ 2.67% |
$19.4K - $21.2K
|
28K
$974K
|
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
601+ 5.18% |
$16K - $17.5K
|
12.2K
$425K
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
552+ 0.48% |
$14.7K - $16.1K
|
116K
$4.04M
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
535+ 1.21% |
$14.2K - $15.6K
|
44.8K
$1.56M
|
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
534+ 3.65% |
$14.2K - $15.5K
|
15.2K
$528K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
404New |
$10.8K - $11.8K
|
404
$14.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
376+ 0.89% |
$10K - $10.9K
|
42.8K
$1.49M
|
|
|
Jan 14, 2022
Q4 2021
|
Five Oceans Advisors
|
BUY
|
- |
324+ 0.3% |
$8.63K - $9.43K
|
108K
$3.75M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
BUY
|
- |
300+ 1.34% |
$7.99K - $8.73K
|
22.7K
$791K
|
|
|
Jan 28, 2022
Q4 2021
|
Marietta Wealth Management, LLC
|
BUY
|
- |
292+ 0.41% |
$7.78K - $8.49K
|
71.6K
$2.49M
|
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
BUY
|
- |
265+ 0.11% |
$7.06K - $7.71K
|
251K
$8.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
246+ 0.7% |
$6.55K - $7.16K
|
35.3K
$1.23M
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
215+ 0.38% |
$5.73K - $6.25K
|
56.7K
$1.97M
|
|
|
Feb 16, 2022
Q4 2021
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
209New |
$5.57K - $6.08K
|
209
$7.28K
|
|
|
Feb 08, 2022
Q4 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
198+ 0.42% |
$5.27K - $5.76K
|
47.9K
$1.67M
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
174+ 0.41% |
$4.63K - $5.06K
|
42.3K
$1.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
170+ 0.34% |
$4.53K - $4.95K
|
49.9K
$1.74M
|