Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
147M+ 108449.86% |
$3.3B - $3.78B
|
147M
$5.11B
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.17M+ 38.57% |
$139M - $159M
|
22.2M
$772M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.89M+ 90.34% |
$110M - $126M
|
10.3M
$359M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.37MNew |
$98.3M - $113M
|
4.37M
$152M
|
|
|
Feb 09, 2023
Q4 2022
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.05MNew |
$68.7M - $78.8M
|
3.05M
$106M
|
|
|
Feb 13, 2023
Q4 2022
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
2.87MNew |
$64.6M - $74.1M
|
2.87M
$100M
|
|
|
Jan 23, 2023
Q4 2022
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
2.85MNew |
$64.2M - $73.6M
|
2.85M
$99.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.85M+ 163.9% |
$64M - $73.4M
|
4.58M
$160M
|
|
|
Jul 19, 2023
Q4 2022
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
2.6MNew |
$58.4M - $67M
|
2.6M
$90.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investment Group, Inc.
|
BUY
|
- |
2.09M+ 7068.31% |
$46.9M - $53.9M
|
2.12M
$73.7M
|
|
|
Feb 22, 2023
Q4 2022
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
2.02MNew |
$45.4M - $52.1M
|
2.02M
$70.3M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.81MNew |
$40.8M - $46.8M
|
1.81M
$63.2M
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1.8MNew |
$40.5M - $46.4M
|
1.8M
$62.6M
|
|
|
Aug 14, 2023
Q4 2022
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
1.71MNew |
$38.5M - $44.2M
|
1.71M
$59.6M
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.58MNew |
$35.6M - $40.8M
|
1.58M
$55.1M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.5MNew |
$33.7M - $38.7M
|
1.5M
$52.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Efficient Advisors, LLC
|
BUY
|
- |
1.33M+ 12768.99% |
$29.8M - $34.2M
|
1.34M
$46.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.32M+ 57.14% |
$29.8M - $34.2M
|
3.64M
$127M
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
1.28MNew |
$28.8M - $33.1M
|
1.28M
$44.7M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1.18MNew |
$26.5M - $30.4M
|
1.18M
$41M
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
1.14MNew |
$25.7M - $29.5M
|
1.14M
$39.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Planning Center, Inc.
|
BUY
|
- |
1.08M+ 103.1% |
$24.4M - $28M
|
2.14M
$74.4M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.08M+ 9565.96% |
$24.3M - $27.9M
|
1.09M
$38.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.07M+ 3.1% |
$24M - $27.5M
|
35.4M
$1.23B
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.04M+ 15.6% |
$23.3M - $26.7M
|
7.67M
$267M
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
948K+ 3.0% |
$21.3M - $24.5M
|
32.5M
$1.13B
|
|
|
Jul 20, 2023
Q4 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
887K+ 15.18% |
$19.9M - $22.9M
|
6.73M
$234M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
868K+ 188.59% |
$19.5M - $22.4M
|
1.33M
$46.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
856K+ 44.03% |
$19.2M - $22.1M
|
2.8M
$97.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
843K+ 18.57% |
$19M - $21.7M
|
5.38M
$187M
|
|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
789K+ 46.59% |
$17.8M - $20.4M
|
2.48M
$86.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
697KNew |
$15.7M - $18M
|
697K
$24.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
681K+ 20.23% |
$15.3M - $17.6M
|
4.05M
$141M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
645K+ 102.0% |
$14.5M - $16.6M
|
1.28M
$44.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
645KNew |
$14.5M - $16.6M
|
645K
$22.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
612K+ 2498.13% |
$13.8M - $15.8M
|
636K
$22.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
610KNew |
$13.7M - $15.7M
|
610K
$21.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
602K+ 42303.09% |
$13.5M - $15.5M
|
604K
$21M
|
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
599KNew |
$13.5M - $15.5M
|
599K
$20.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
588K+ 12.26% |
$13.2M - $15.2M
|
5.38M
$188M
|
|
|
Feb 13, 2023
Q4 2022
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
541KNew |
$12.2M - $14M
|
541K
$18.8M
|
|
|
Jun 25, 2024
Q4 2022
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
531KNew |
$11.9M - $13.7M
|
531K
$18.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
523KNew |
$11.8M - $13.5M
|
523K
$18.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
513KNew |
$11.5M - $13.2M
|
513K
$17.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
497K+ 216.24% |
$11.2M - $12.8M
|
727K
$25.3M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
491K+ 21.14% |
$11.1M - $12.7M
|
2.82M
$98.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
473K+ 86.53% |
$10.6M - $12.2M
|
1.02M
$35.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
472K+ 6.17% |
$10.6M - $12.2M
|
8.12M
$283M
|
|
|
Jan 11, 2023
Q4 2022
|
New Capital Management LP
|
BUY
|
- |
454K+ 25.53% |
$10.2M - $11.7M
|
2.23M
$77.8M
|
|
|
Oct 15, 2024
Q4 2022
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
453KNew |
$10.2M - $11.7M
|
453K
$15.8M
|