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 09, 2023
Q4 2022
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
7.65K+ 10.58% |
$172K - $198K
|
80K
$2.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
7.53K+ 22.21% |
$169K - $194K
|
41.5K
$1.44M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
BUY
|
- |
7.45K+ 13.86% |
$168K - $192K
|
61.2K
$2.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Kraft Asset Management, LLC
|
BUY
|
- |
7.31K+ 0.83% |
$164K - $189K
|
888K
$30.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
7.28K+ 1.68% |
$164K - $188K
|
442K
$15.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.22K+ 19.12% |
$162K - $186K
|
45K
$1.57M
|
|
|
Feb 07, 2023
Q4 2022
|
Retirement Capital Strategies
|
BUY
|
- |
7.11KNew |
$160K - $184K
|
7.11K
$248K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
6.94KNew |
$156K - $179K
|
6.94K
$242K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.65K+ 3.76% |
$149K - $172K
|
183K
$6.38M
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
BUY
|
- |
6.1K+ 65.35% |
$137K - $157K
|
15.4K
$537K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.05K+ 11.64% |
$136K - $156K
|
58K
$2.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
5.83K+ 11.97% |
$131K - $150K
|
54.5K
$1.9M
|
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
5.67K+ 8.62% |
$128K - $146K
|
71.5K
$2.49M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
5.57K+ 10.83% |
$125K - $144K
|
57.1K
$1.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
5.56KNew |
$125K - $143K
|
5.56K
$193K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5.45K+ 69.56% |
$123K - $141K
|
13.3K
$463K
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
5.15K+ 24.05% |
$116K - $133K
|
26.5K
$924K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.06K+ 0.86% |
$114K - $131K
|
597K
$20.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
4.93K+ 38.26% |
$111K - $127K
|
17.8K
$620K
|
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4.59K+ 45.85% |
$103K - $118K
|
14.6K
$509K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
4.42K+ 3.52% |
$99.4K - $114K
|
130K
$4.52M
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
4.39KNew |
$98.8K - $113K
|
4.39K
$153K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.21K+ 9.32% |
$94.7K - $109K
|
49.4K
$1.72M
|
|
|
Jan 19, 2023
Q4 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.59K+ 13.48% |
$80.8K - $92.7K
|
30.2K
$1.05M
|
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3.41K+ 0.94% |
$76.6K - $87.9K
|
364K
$12.7M
|
|
|
May 31, 2023
Q4 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
3.27K+ 1.83% |
$73.5K - $84.3K
|
181K
$6.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
3.08K+ 3.18% |
$69.2K - $79.4K
|
99.8K
$3.48M
|
|
|
Feb 07, 2023
Q4 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
2.9K+ 33.43% |
$65.2K - $74.8K
|
11.6K
$403K
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.8K+ 5.67% |
$62.9K - $72.2K
|
52.1K
$1.81M
|
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.73K+ 15.61% |
$61.4K - $70.5K
|
20.2K
$704K
|
|
|
Jan 20, 2023
Q4 2022
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
2.67K+ 1.29% |
$60K - $68.9K
|
209K
$7.27M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.33K+ 1.61% |
$52.3K - $60.1K
|
147K
$5.12M
|
|
|
May 09, 2023
Q4 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
2.3K+ 0.64% |
$51.7K - $59.3K
|
363K
$12.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.24K+ 2.99% |
$50.4K - $57.9K
|
77.4K
$2.69M
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
2.23K+ 2.89% |
$50.2K - $57.6K
|
79.3K
$2.76M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.16K+ 14.85% |
$48.6K - $55.7K
|
16.7K
$581K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.11K+ 1.58% |
$47.3K - $54.3K
|
135K
$4.72M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.97KNew |
$44.3K - $50.8K
|
1.97K
$68.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.88K+ 4.38% |
$42.3K - $48.6K
|
44.8K
$1.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.81K+ 0.62% |
$40.8K - $46.8K
|
292K
$10.2M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.81K+ 0.62% |
$40.8K - $46.8K
|
292K
$10.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
BUY
|
- |
1.48K+ 3.17% |
$33.3K - $38.2K
|
48.2K
$1.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.32K+ 8.66% |
$29.6K - $34K
|
16.5K
$576K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
1.22KNew |
$27.3K - $31.4K
|
1.22K
$42.3K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.18KNew |
$26.6K - $30.6K
|
1.18K
$41.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.07K+ 1.55% |
$24K - $27.5K
|
69.9K
$2.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
893New |
$20.1K - $23K
|
893
$31.1K
|
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
867+ 3.8% |
$19.5K - $22.4K
|
23.7K
$824K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
592New |
$13.3K - $15.3K
|
592
$20.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
530+ 30.81% |
$11.9K - $13.7K
|
2.25K
$78.3K
|