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 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
17.1KNew |
$386K - $442K
|
17.1K
$597K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
17KNew |
$383K - $439K
|
17K
$593K
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
16.8KNew |
$377K - $433K
|
16.8K
$584K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
16.2K+ 68.03% |
$364K - $417K
|
39.9K
$1.39M
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
15.8K+ 0.42% |
$354K - $407K
|
3.75M
$130M
|
|
|
Jan 12, 2023
Q4 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
15.6K+ 2.24% |
$351K - $403K
|
714K
$24.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
BUY
|
- |
15.6K+ 6.86% |
$351K - $403K
|
243K
$8.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
15.5K+ 29.83% |
$348K - $399K
|
67.4K
$2.35M
|
|
|
Feb 07, 2023
Q4 2022
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
15.3K+ 1.3% |
$345K - $395K
|
1.19M
$41.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15.2K+ 10.68% |
$343K - $393K
|
158K
$5.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
15K+ 129.22% |
$338K - $388K
|
26.7K
$928K
|
|
|
Feb 08, 2023
Q4 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
14.8K+ 3.04% |
$333K - $382K
|
502K
$17.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
14.8KNew |
$332K - $381K
|
14.8K
$514K
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.4K+ 22.3% |
$324K - $372K
|
79.1K
$2.75M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
14.4KNew |
$324K - $372K
|
14.4K
$501K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14K+ 2.19% |
$314K - $360K
|
653K
$22.7M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13.4K+ 8.16% |
$301K - $345K
|
177K
$6.18M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
13.2K+ 3.57% |
$297K - $340K
|
382K
$13.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
13.1KNew |
$294K - $337K
|
13.1K
$455K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
13K+ 0.91% |
$293K - $337K
|
1.44M
$50.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
13K+ 0.48% |
$293K - $336K
|
2.7M
$94M
|
|
|
Jan 26, 2023
Q4 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
12.9KNew |
$291K - $334K
|
12.9K
$450K
|
|
|
Jan 20, 2023
Q4 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
12.4K+ 20.34% |
$279K - $320K
|
73.4K
$2.56M
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
11.9KNew |
$268K - $308K
|
11.9K
$415K
|
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
11.6K+ 25.87% |
$260K - $298K
|
56.2K
$1.96M
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
10.9KNew |
$246K - $282K
|
10.9K
$381K
|
|
|
Jan 23, 2023
Q4 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
10.7K+ 12.28% |
$240K - $276K
|
97.7K
$3.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
10.3KNew |
$231K - $265K
|
10.3K
$357K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
9.78K+ 102.14% |
$220K - $253K
|
19.4K
$674K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
9.59K+ 73.55% |
$216K - $248K
|
22.6K
$788K
|
|
|
Feb 14, 2023
Q4 2022
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
9.51KNew |
$214K - $246K
|
9.51K
$331K
|
|
|
Feb 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
9.35KNew |
$210K - $241K
|
9.35K
$326K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9.18K+ 10.34% |
$206K - $237K
|
97.9K
$3.41M
|
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
BUY
|
- |
9.11KNew |
$205K - $235K
|
9.11K
$317K
|
|
|
Jan 17, 2023
Q4 2022
|
Lathrop Investment Management Corp
|
BUY
|
- |
9.05KNew |
$204K - $234K
|
9.05K
$315K
|
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
9.04KNew |
$203K - $233K
|
9.04K
$315K
|
|
|
Feb 07, 2023
Q4 2022
|
Holistic Financial Partners
|
BUY
|
- |
8.86KNew |
$199K - $229K
|
8.86K
$308K
|
|
|
Jan 25, 2023
Q4 2022
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
8.83KNew |
$199K - $228K
|
8.83K
$307K
|
|
|
Jan 18, 2023
Q4 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
8.78KNew |
$197K - $227K
|
8.78K
$306K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
8.76KNew |
$197K - $226K
|
8.76K
$305K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
8.71KNew |
$196K - $225K
|
8.71K
$303K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
8.63K+ 4.07% |
$194K - $223K
|
221K
$7.69M
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
8.61KNew |
$194K - $222K
|
8.61K
$300K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.43KNew |
$190K - $218K
|
8.43K
$294K
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
8.39KNew |
$189K - $216K
|
8.39K
$292K
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
8.3KNew |
$187K - $214K
|
8.3K
$289K
|
|
|
Jan 20, 2023
Q4 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
8.26KNew |
$186K - $213K
|
8.26K
$288K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.23K+ 78.98% |
$185K - $212K
|
18.6K
$649K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.14K+ 1.63% |
$183K - $210K
|
508K
$17.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
8.11K+ 36.96% |
$182K - $209K
|
30.1K
$1.05M
|