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 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-108K- 96.72% |
$2.88M - $3.15M
|
3.67K
$123K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-207K- 9.85% |
$5.52M - $6.03M
|
1.9M
$63.7M
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
SELL
|
- |
-257K- 8.39% |
$6.84M - $7.47M
|
2.8M
$94.1M
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
SELL
|
- |
-272K- 5.11% |
$7.25M - $7.92M
|
5.06M
$170M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-316K- 18.13% |
$8.42M - $9.2M
|
1.43M
$47.9M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-323K- 10.62% |
$8.59M - $9.38M
|
2.71M
$91.2M
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-328K- 7.65% |
$8.72M - $9.53M
|
3.96M
$133M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-532K- 3.36% |
$14.2M - $15.5M
|
15.3M
$513M
|
|
|
Jan 18, 2022
Q4 2021
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-683K- 47.88% |
$18.2M - $19.9M
|
744K
$25M
|
|
|
Jan 13, 2022
Q4 2021
|
Hemington Wealth Management
|
SELL
|
- |
-905KClosed |
$24.1M - $26.3M
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-991K- 85.71% |
$26.4M - $28.8M
|
165K
$5.55M
|