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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
165+ 0.41% |
$4.39K - $4.8K
|
40.7K
$1.42M
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
157+ 0.37% |
$4.18K - $4.57K
|
42.8K
$1.49M
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
146+ 0.19% |
$3.89K - $4.25K
|
76.1K
$2.65M
|
|
|
Apr 05, 2024
Q4 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
124+ 0.41% |
$3.3K - $3.61K
|
30.6K
$1.06M
|
|
|
Jan 19, 2022
Q4 2021
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
121+ 0.42% |
$3.22K - $3.52K
|
29.3K
$1.02M
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
103+ 1.26% |
$2.74K - $3K
|
8.26K
$288K
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
100+ 0.34% |
$2.66K - $2.91K
|
29.6K
$1.03M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
93+ 3.71% |
$2.48K - $2.71K
|
2.6K
$90.5K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
89New |
$2.37K - $2.59K
|
89
$3.1K
|
|
|
Jan 19, 2022
Q4 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
66+ 0.4% |
$1.76K - $1.92K
|
16.4K
$570K
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
59+ 0.38% |
$1.57K - $1.72K
|
15.6K
$545K
|
|
|
Feb 02, 2022
Q4 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
58+ 0.09% |
$1.54K - $1.69K
|
66.3K
$2.31M
|
|
|
Jan 18, 2022
Q4 2021
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
58+ 0.2% |
$1.54K - $1.69K
|
28.4K
$988K
|
|
|
Jan 25, 2022
Q4 2021
|
Prw Wealth Management LLC
|
BUY
|
- |
56+ 0.41% |
$1.49K - $1.63K
|
13.9K
$482K
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
55+ 0.31% |
$1.46K - $1.6K
|
18K
$627K
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
55+ 0.31% |
$1.46K - $1.6K
|
18K
$627K
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
54New |
$1.44K - $1.57K
|
54
$1.88K
|
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
48+ 0.06% |
$1.28K - $1.4K
|
73.9K
$2.57M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
47+ 0.74% |
$1.25K - $1.37K
|
6.4K
$223K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
46+ 0.14% |
$1.22K - $1.34K
|
32.2K
$1.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
46+ 0.41% |
$1.22K - $1.34K
|
11.4K
$396K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
44+ 0.41% |
$1.17K - $1.28K
|
10.7K
$373K
|
|
|
Feb 11, 2022
Q4 2021
|
Arjuna Capital
|
BUY
|
- |
42+ 0.4% |
$1.12K - $1.22K
|
10.5K
$365K
|
|
|
Feb 02, 2022
Q4 2021
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
38+ 0.41% |
$1.01K - $1.11K
|
9.32K
$325K
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
34+ 0.15% |
$905 - $989
|
22.9K
$798K
|
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
31+ 0.41% |
$826 - $902
|
7.66K
$267K
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
25+ 0.29% |
$666 - $727
|
8.73K
$304K
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
22+ 0.4% |
$586 - $640
|
5.58K
$194K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
20+ 0.41% |
$533 - $582
|
4.94K
$172K
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
20+ 0.23% |
$533 - $582
|
8.89K
$309K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
15+ 0.11% |
$399 - $436
|
13.6K
$474K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
14+ 0.0% |
$373 - $407
|
287K
$9.99M
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
13+ 0.05% |
$346 - $378
|
26.6K
$926K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
13+ 0.05% |
$346 - $378
|
27.6K
$961K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
11+ 0.27% |
$293 - $320
|
4.13K
$144K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
11+ 0.02% |
$293 - $320
|
53.9K
$1.88M
|
|
|
Jan 26, 2022
Q4 2021
|
Aprio Wealth Management, LLC
|
BUY
|
- |
8+ 0.01% |
$213 - $233
|
91.1K
$3.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
5+ 0.41% |
$133 - $145
|
1.23K
$42.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
3+ 0.0% |
$79.9 - $87.3
|
186K
$6.49M
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 0.44% |
$53.3 - $58.2
|
455
$15.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
2+ 0.38% |
$53.3 - $58.2
|
532
$18.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
1+ 0.0% |
$26.6 - $29.1
|
487K
$17M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-7- 0.03% |
$186 - $204
|
27.3K
$950K
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-8- 0.01% |
$213 - $233
|
149K
$5.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12- 0.01% |
$320 - $349
|
221K
$7.69M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-14- 0.07% |
$373 - $407
|
18.8K
$654K
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
SELL
|
- |
-25- -0.0% |
$666 - $727
|
2.47M
$86.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-36- 0.04% |
$959 - $1.05K
|
93.1K
$3.24M
|