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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
40.9KNew |
$919K - $1.05M
|
40.9K
$1.42M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
40.7K+ 12.88% |
$915K - $1.05M
|
357K
$12.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
40.2K+ 27.28% |
$904K - $1.04M
|
188K
$6.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
39.7K+ 2.21% |
$893K - $1.02M
|
1.84M
$64M
|
|
|
Jan 25, 2023
Q4 2022
|
Wealth Advisors, Inc.
|
BUY
|
- |
39.5KNew |
$889K - $1.02M
|
39.5K
$1.38M
|
|
|
Jan 23, 2023
Q4 2022
|
Better Wealth, LLC
|
BUY
|
- |
38.9K+ 1.47% |
$875K - $1M
|
2.68M
$93.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
38K+ 59.61% |
$855K - $981K
|
102K
$3.54M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
37.4K+ 14.01% |
$841K - $965K
|
304K
$10.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
36.6K+ 26.58% |
$824K - $945K
|
174K
$6.07M
|
|
|
Jan 13, 2023
Q4 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
35.6KNew |
$800K - $918K
|
35.6K
$1.24M
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
35.3KNew |
$794K - $912K
|
35.3K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
33.3K+ 13.76% |
$750K - $861K
|
276K
$9.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
33KNew |
$742K - $852K
|
33K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
32.2KNew |
$725K - $832K
|
32.2K
$1.12M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
30.3K+ 1.99% |
$682K - $783K
|
1.56M
$54.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
29.9K+ 2.36% |
$673K - $772K
|
1.3M
$45.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
29.1K+ 3.59% |
$654K - $750K
|
839K
$29.2M
|
|
|
Dec 05, 2023
Q4 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
29.1K+ 4.1% |
$653K - $750K
|
738K
$25.7M
|
|
|
Jan 13, 2023
Q4 2022
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
28.3K+ 945.15% |
$636K - $729K
|
31.3K
$1.09M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
27K+ 14.49% |
$607K - $697K
|
213K
$7.43M
|
|
|
Feb 06, 2023
Q4 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
26.4K+ 3.62% |
$593K - $681K
|
755K
$26.3M
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
26.3K+ 10.11% |
$592K - $679K
|
286K
$9.97M
|
|
|
Feb 08, 2023
Q4 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
26.2K+ 82.93% |
$589K - $676K
|
57.8K
$2.01M
|
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
25.2K+ 11.34% |
$567K - $650K
|
247K
$8.62M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
25K+ 100.0% |
$562K - $645K
|
50K
$1.74M
|
|
|
Jan 27, 2023
Q4 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
24.2K+ 14.08% |
$545K - $625K
|
196K
$6.83M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
24K+ 6.83% |
$540K - $620K
|
376K
$13.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
23.5K+ 1.51% |
$528K - $606K
|
1.58M
$54.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
22.4K+ 19.62% |
$503K - $577K
|
136K
$4.75M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21.6KNew |
$486K - $558K
|
21.6K
$753K
|
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
21.5KNew |
$482K - $554K
|
21.5K
$747K
|
|
|
Feb 06, 2023
Q4 2022
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
21.3K+ 1.21% |
$479K - $550K
|
1.78M
$62.1M
|
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
BUY
|
- |
21.3KNew |
$478K - $549K
|
21.3K
$740K
|
|
|
Jan 26, 2023
Q4 2022
|
Financial Council Asset Management Inc
|
BUY
|
- |
21.2K+ 27.72% |
$476K - $546K
|
97.6K
$3.4M
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
BUY
|
- |
21KNew |
$472K - $541K
|
21K
$730K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
20.9K+ 127.4% |
$469K - $539K
|
37.2K
$1.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
20.5K+ 20.93% |
$461K - $529K
|
118K
$4.12M
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
20.2KNew |
$454K - $521K
|
20.2K
$702K
|
|
|
Feb 02, 2023
Q4 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
19.9K+ 1.41% |
$448K - $514K
|
1.43M
$49.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
19.7K+ 1.93% |
$442K - $507K
|
1.04M
$36.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
18.6KNew |
$418K - $479K
|
18.6K
$646K
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
18.2K+ 10.5% |
$409K - $469K
|
192K
$6.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
18.1KNew |
$407K - $467K
|
18.1K
$630K
|
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
17.7KNew |
$398K - $456K
|
17.7K
$616K
|
|
|
Feb 13, 2023
Q4 2022
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
17.7KNew |
$397K - $456K
|
17.7K
$615K
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
17.6K+ 20.64% |
$397K - $455K
|
103K
$3.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
17.6KNew |
$395K - $454K
|
17.6K
$612K
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
17.5K+ 20.21% |
$395K - $453K
|
104K
$3.63M
|
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
17.5K+ 2.84% |
$393K - $451K
|
633K
$22M
|
|
|
Feb 08, 2023
Q4 2022
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
17.3KNew |
$389K - $447K
|
17.3K
$603K
|