Purchases and Sales Made in Q1 2022 in Dimensional ETF Tr U S Core Eq (DFAC)

DFAC Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr U S Core Eq (DFAC) during Q1 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
May 02, 2022 Q1 2022
Kraft Asset Management, LLC

BUY
 -
89K
+ 11.07%
$2.29M - $2.6M
893K $32.2M
May 04, 2022 Q1 2022
Summit Wealth Group, LLC

White River Junction, VT
BUY
 -
87K
+ 31.9%
$2.24M - $2.54M
360K $13M
May 06, 2022 Q1 2022
Index Fund Advisors, Inc.

BUY
 -
86.7K
New
$2.23M - $2.53M
86.7K $3.13M
Apr 26, 2022 Q1 2022
Cherrydale Wealth Management, LLC

BUY
 -
84.6K
+ 9.77%
$2.18M - $2.47M
950K $34.3M
Apr 26, 2022 Q1 2022
Kestra Advisory Services, LLC

BUY
 -
81.4K
+ 6.39%
$2.1M - $2.38M
1.36M $48.9M
May 09, 2022 Q1 2022
Waypoint Wealth Partners Inc.

BUY
 -
79.1K
+ 3.72%
$2.04M - $2.31M
2.2M $79.5M
Apr 14, 2022 Q1 2022
Advisor Net Financial, Inc

BUY
 -
75.6K
+ 10.13%
$1.95M - $2.21M
822K $29.6M
May 10, 2022 Q1 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
72.9K
+ 18.78%
$1.88M - $2.13M
461K $16.6M
May 11, 2022 Q1 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
70.3K
New
$1.81M - $2.05M
70.3K $2.54M
May 09, 2022 Q1 2022
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
66.4K
+ 198.75%
$1.71M - $1.94M
99.8K $3.6M
May 12, 2022 Q1 2022
Jackson Thornton Asset Management, LLC

BUY
 -
65.2K
+ 1.53%
$1.68M - $1.9M
4.33M $156M
Apr 22, 2022 Q1 2022
Allworth Financial LP

BUY
 -
65K
+ 4.68%
$1.67M - $1.9M
1.45M $52.4M
May 13, 2022 Q1 2022
Plancorp, LLC

BUY
 -
62.7K
+ 0.55%
$1.61M - $1.83M
11.5M $416M
May 16, 2022 Q1 2022
Colony Group LLC

Boston, MA
BUY
 -
61.5K
+ 52.96%
$1.58M - $1.8M
178K $6.4M
May 11, 2022 Q1 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
58.8K
+ 2.76%
$1.51M - $1.72M
2.19M $79M
May 16, 2022 Q1 2022
Schubert & CO

BUY
 -
58.7K
+ 16.74%
$1.51M - $1.72M
409K $14.8M
Sep 06, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
58.3K
+ 878.07%
$1.5M - $1.7M
65K $2.34M
Apr 14, 2022 Q1 2022
Mattern Wealth Management LLC

BUY
 -
57.7K
New
$1.49M - $1.69M
57.7K $2.08M
Apr 22, 2022 Q1 2022
Cva Family Office, LLC

BUY
 -
57.1K
+ 12.61%
$1.47M - $1.67M
510K $18.4M
May 10, 2022 Q1 2022
Rather & Kittrell, Inc.

Knoxville, TN
BUY
 -
50.7K
+ 12.1%
$1.31M - $1.48M
469K $16.9M
Apr 29, 2022 Q1 2022
Tci Wealth Advisors, Inc.

BUY
 -
45.6K
+ 2.94%
$1.18M - $1.33M
1.6M $57.5M
May 25, 2022 Q1 2022
Ever Source Wealth Advisors, LLC

BUY
 -
43.8K
+ 23.71%
$1.13M - $1.28M
229K $8.24M
Apr 29, 2022 Q1 2022
Cypress Point Wealth Management, LLC

Dallas, TX
BUY
 -
42K
+ 62.51%
$1.08M - $1.23M
109K $3.94M
May 13, 2022 Q1 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
38.9K
+ 4.4%
$1M - $1.14M
922K $33.2M
Apr 29, 2022 Q1 2022
Versant Capital Management, Inc

BUY
 -
38.2K
+ 5.53%
$983K - $1.12M
729K $26.3M
May 12, 2022 Q1 2022
Pinnacle Financial Group, LLC

BUY
 -
37.1K
New
$956K - $1.08M
37.1K $1.34M
May 13, 2022 Q1 2022
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
36.8K
+ 16.21%
$949K - $1.08M
264K $9.52M
Apr 27, 2022 Q1 2022
1900 Wealth Management LLC

BUY
 -
35.7K
+ 16.96%
$920K - $1.04M
246K $8.88M
May 16, 2022 Q1 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
35.2K
New
$907K - $1.03M
35.2K $1.27M
May 05, 2022 Q1 2022
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
34.5K
+ 0.48%
$888K - $1.01M
7.19M $259M
May 12, 2022 Q1 2022
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
29.9K
+ 8.35%
$769K - $873K
388K $14M
Apr 21, 2022 Q1 2022
Conrad Siegel Investment Advisors, Inc.

BUY
 -
27.8K
+ 3.06%
$716K - $812K
937K $33.8M
Apr 14, 2022 Q1 2022
Websterrogers Financial Advisors, LLC

BUY
 -
27.1K
+ 9.39%
$699K - $792K
316K $11.4M
May 09, 2022 Q1 2022
Dixon Hubard Feinour & Brown Inc

BUY
 -
25.7K
New
$662K - $751K
25.7K $927K
May 13, 2022 Q1 2022
Aveo Capital Partners, LLC

BUY
 -
24.3K
New
$626K - $710K
24.3K $876K
May 09, 2022 Q1 2022
Triad Financial Advisors, Inc.

Greensboro, NC
BUY
 -
24.1K
+ 1.36%
$620K - $703K
1.79M $64.5M
May 05, 2022 Q1 2022
Bridgewater Advisors Inc.

BUY
 -
23.1K
+ 24.86%
$596K - $676K
116K $4.19M
Apr 29, 2022 Q1 2022
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
22.3K
+ 47.22%
$573K - $650K
69.4K $2.5M
May 13, 2022 Q1 2022
Zacks Investment Management

Chicago, IL
BUY
 -
21.8K
+ 163.76%
$562K - $637K
35.1K $1.27M
May 03, 2022 Q1 2022
Venture Visionary Partners LLC

BUY
 -
20.7K
+ 46.12%
$533K - $605K
65.6K $2.37M
Apr 29, 2022 Q1 2022
Morris Financial Concepts, Inc.

BUY
 -
20.4K
+ 9.02%
$526K - $597K
247K $8.9M
May 19, 2022 Q1 2022
Orion Portfolio Solutions, LLC

BUY
 -
20.4K
+ 11.18%
$525K - $595K
203K $7.31M
May 06, 2022 Q1 2022
Wealth Enhancement & Preservation Of Ga, LLC

Alpharetta, GA
BUY
 -
20.1K
New
$517K - $587K
20.1K $724K
Apr 25, 2022 Q1 2022
Ti Trust, Inc

BUY
 -
20K
New
$515K - $584K
20K $721K
Apr 26, 2022 Q1 2022
Baldrige Asset Management LLC

BUY
 -
19K
+ 2.86%
$490K - $556K
686K $24.7M
May 02, 2022 Q1 2022
Regentatlantic Capital LLC

Morristown, NJ
BUY
 -
19K
New
$490K - $556K
19K $686K
May 06, 2022 Q1 2022
Phillips Financial Management, LLC

BUY
 -
18.5K
New
$477K - $541K
18.5K $668K
May 13, 2022 Q1 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
18.5K
+ 119.58%
$476K - $540K
33.9K $1.22M
May 12, 2022 Q1 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
18.4K
+ 0.27%
$474K - $538K
6.9M $249M

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