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
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
11+ 0.08% |
$247 - $284
|
14.6K
$571K
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
11+ 0.05% |
$247 - $284
|
22.6K
$881K
|
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
4+ 0.0% |
$90 - $103
|
186K
$7.27M
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
3+ 0.56% |
$67.5 - $77.4
|
540
$21.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.01% |
$22.5 - $25.8
|
9.64K
$376K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-86- 0.7% |
$1.93K - $2.22K
|
12.2K
$477K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-121- 0.92% |
$2.72K - $3.12K
|
13.1K
$510K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-154- 1.08% |
$3.46K - $3.97K
|
14.1K
$549K
|
|
|
Feb 08, 2023
Q4 2022
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-158- 1.07% |
$3.55K - $4.08K
|
14.6K
$568K
|
|
|
May 05, 2025
Q4 2022
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-223- 0.86% |
$5.02K - $5.76K
|
25.7K
$1M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-224- 0.54% |
$5.04K - $5.78K
|
41.2K
$1.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-252- 0.29% |
$5.67K - $6.5K
|
85.6K
$3.34M
|
|
|
Jan 17, 2023
Q4 2022
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-255- 1.43% |
$5.73K - $6.58K
|
17.6K
$688K
|
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
SELL
|
- |
-260- 1.68% |
$5.85K - $6.71K
|
15.2K
$593K
|
|
|
Feb 03, 2023
Q4 2022
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-264- 1.26% |
$5.94K - $6.81K
|
20.7K
$807K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-320- 7.11% |
$7.2K - $8.26K
|
4.18K
$163K
|
|
|
Jan 23, 2023
Q4 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-346- 3.97% |
$7.78K - $8.93K
|
8.37K
$326K
|
|
|
Feb 08, 2023
Q4 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-371- 0.24% |
$8.34K - $9.58K
|
157K
$6.13M
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-405- 5.06% |
$9.11K - $10.5K
|
7.6K
$297K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-455- 1.0% |
$10.2K - $11.7K
|
45K
$1.76M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-483- 1.9% |
$10.9K - $12.5K
|
24.9K
$972K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-486- 1.88% |
$10.9K - $12.5K
|
25.4K
$989K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-521- 0.42% |
$11.7K - $13.4K
|
123K
$4.79M
|
|
|
Jan 20, 2023
Q4 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-525- 0.74% |
$11.8K - $13.6K
|
70.4K
$2.75M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-539- 3.33% |
$12.1K - $13.9K
|
15.6K
$610K
|
|
|
Jan 24, 2023
Q4 2022
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-581- 0.24% |
$13.1K - $15K
|
245K
$9.55M
|
|
|
Jan 18, 2023
Q4 2022
|
Resource Consulting Group Inc
|
SELL
|
- |
-588- 3.06% |
$13.2K - $15.2K
|
18.6K
$727K
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-638- 0.43% |
$14.3K - $16.5K
|
149K
$5.8M
|
|
|
Jan 10, 2023
Q4 2022
|
Rb Capital Management, LLC
|
SELL
|
- |
-667- 1.19% |
$15K - $17.2K
|
55.2K
$2.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-690- 5.46% |
$15.5K - $17.8K
|
12K
$466K
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
SELL
|
- |
-844- 0.96% |
$19K - $21.8K
|
87.3K
$3.41M
|
|
|
Jan 27, 2023
Q4 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-883- 4.63% |
$19.9K - $22.8K
|
18.2K
$709K
|
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
SELL
|
- |
-884- 4.32% |
$19.9K - $22.8K
|
19.6K
$764K
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-1K- 3.37% |
$22.5K - $25.8K
|
28.7K
$1.12M
|
|
|
Jan 19, 2023
Q4 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-1K- 9.53% |
$22.5K - $25.8K
|
9.49K
$370K
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1K- 6.61% |
$22.6K - $25.9K
|
14.2K
$553K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-1.12K- 2.55% |
$25.2K - $28.9K
|
42.8K
$1.67M
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.16KClosed |
$26.2K - $30K
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.18K- 0.96% |
$26.6K - $30.5K
|
122K
$4.77M
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.24K- 1.8% |
$27.9K - $32K
|
67.6K
$2.64M
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-1.24K- 12.63% |
$27.9K - $32.1K
|
8.59K
$335K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.25K- 10.63% |
$28.1K - $32.3K
|
10.5K
$410K
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.35K- 9.81% |
$30.3K - $34.8K
|
12.4K
$483K
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
SELL
|
- |
-1.44K- 0.63% |
$32.4K - $37.2K
|
226K
$8.84M
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.65K- 5.45% |
$37.1K - $42.6K
|
28.6K
$1.12M
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.7K- 2.0% |
$38.3K - $44K
|
83.2K
$3.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.84K- 1.09% |
$41.5K - $47.6K
|
167K
$6.52M
|
|
|
Jan 24, 2023
Q4 2022
|
Exeter Financial, LLC
|
SELL
|
- |
-1.91K- 15.93% |
$42.9K - $49.2K
|
10.1K
$393K
|