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 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.97K- 0.91% |
$44.2K - $50.7K
|
215K
$8.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.99K- 22.55% |
$44.6K - $51.2K
|
6.82K
$266K
|
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.02K- 2.42% |
$45.4K - $52.1K
|
81.3K
$3.17M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-2.28K- 3.12% |
$51.2K - $58.8K
|
70.8K
$2.76M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.37K- 14.68% |
$53.2K - $61K
|
13.7K
$536K
|
|
|
Feb 06, 2023
Q4 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-2.78K- 0.89% |
$62.5K - $71.7K
|
309K
$12.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-2.79K- 5.96% |
$62.7K - $72K
|
44K
$1.72M
|
|
|
Feb 06, 2023
Q4 2022
|
Capital Performance Advisors LLP
|
SELL
|
- |
-2.93K- 0.18% |
$66K - $75.7K
|
1.59M
$62.1M
|
|
|
Apr 28, 2025
Q4 2022
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-2.94K- 7.24% |
$66.1K - $75.9K
|
37.7K
$1.47M
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.02K- 14.78% |
$67.9K - $78K
|
17.4K
$680K
|
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-3.13K- 10.19% |
$70.5K - $80.9K
|
27.6K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-3.15K- 0.1% |
$70.8K - $81.2K
|
3.27M
$128M
|
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-3.21K- 17.77% |
$72.3K - $82.9K
|
14.9K
$580K
|
|
|
Jan 12, 2023
Q4 2022
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-3.22K- 4.54% |
$72.4K - $83.1K
|
67.8K
$2.64M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-3.25K- 1.82% |
$73K - $83.8K
|
175K
$6.85M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-3.32K- 5.87% |
$74.7K - $85.7K
|
53.2K
$2.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.52K- 8.1% |
$79.2K - $90.9K
|
39.9K
$1.56M
|
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-3.53K- 0.96% |
$79.4K - $91.1K
|
364K
$14.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-3.7K- 15.35% |
$83.1K - $95.4K
|
20.4K
$795K
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-3.78K- 0.38% |
$85K - $97.5K
|
981K
$38.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.19K- 6.94% |
$94.3K - $108K
|
56.2K
$2.19M
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-4.42K- 2.67% |
$99.4K - $114K
|
161K
$6.29M
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-4.48K- 2.67% |
$101K - $116K
|
163K
$6.37M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-4.78K- 0.4% |
$107K - $123K
|
1.2M
$46.7M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.82K- 1.35% |
$108K - $124K
|
353K
$13.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-5.11K- 1.83% |
$115K - $132K
|
274K
$10.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Shearwater Capital LLC
|
SELL
|
- |
-5.23K- 0.34% |
$118K - $135K
|
1.54M
$59.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-5.47K- 10.99% |
$123K - $141K
|
44.3K
$1.73M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.66K- 0.63% |
$127K - $146K
|
887K
$34.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
SELL
|
- |
-6K- 5.49% |
$135K - $155K
|
103K
$4.03M
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-6.38K- 1.61% |
$143K - $165K
|
388K
$15.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-6.66K- 12.32% |
$150K - $172K
|
47.4K
$1.85M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-6.73K- 6.69% |
$151K - $174K
|
93.8K
$3.66M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-7K- 52.84% |
$157K - $181K
|
6.25K
$244K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-7K- 52.84% |
$157K - $181K
|
6.25K
$244K
|
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-7.33K- 32.6% |
$165K - $189K
|
15.2K
$592K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.68K- 1.6% |
$173K - $198K
|
472K
$18.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-8.01K- 3.02% |
$180K - $207K
|
258K
$10M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-8.32K- 14.59% |
$187K - $215K
|
48.7K
$1.9M
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-8.43K- 20.48% |
$190K - $218K
|
32.7K
$1.28M
|
|
|
Aug 11, 2023
Q4 2022
|
Rs Crum Inc.
|
SELL
|
- |
-8.65K- 0.7% |
$195K - $223K
|
1.22M
$47.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
SELL
|
- |
-10K- 9.55% |
$226K - $259K
|
95.1K
$3.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10.9K- 22.65% |
$244K - $280K
|
37.1K
$1.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-10.9K- 0.64% |
$246K - $282K
|
1.69M
$66M
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-11.1K- 16.98% |
$250K - $287K
|
54.4K
$2.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-12.1K- 19.57% |
$271K - $311K
|
49.6K
$1.93M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-12.3K- 21.9% |
$276K - $317K
|
43.8K
$1.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-12.4K- 20.63% |
$280K - $321K
|
47.9K
$1.87M
|
|
|
Feb 10, 2023
Q4 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-12.5K- 25.87% |
$282K - $324K
|
35.9K
$1.4M
|
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-13K- 43.37% |
$291K - $334K
|
16.9K
$660K
|