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 10, 2022 Q1 2022
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
18.4K
+ 40.32%
$473K - $537K
63.9K $2.3M
May 09, 2022 Q1 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
18.2K
+ 22.79%
$469K - $532K
98.2K $3.53M
Apr 19, 2022 Q1 2022
Five Oceans Advisors

BUY
 -
16.9K
+ 15.67%
$434K - $493K
125K $4.48M
May 02, 2022 Q1 2022
Financial Council Asset Management Inc

BUY
 -
16.6K
+ 47.81%
$427K - $485K
51.3K $1.84M
May 20, 2022 Q1 2022
Sawtooth Solutions, LLC

BUY
 -
16.5K
New
$426K - $483K
16.5K $594K
Apr 29, 2022 Q1 2022
Wbh Advisory Inc

BUY
 -
16.5K
New
$424K - $481K
16.5K $592K
May 26, 2022 Q1 2022
Sutton Place Investors LLC

Katonah, NY
BUY
 -
16.5K
+ 9.15%
$424K - $481K
196K $7.06M
May 13, 2022 Q1 2022
Money Concepts Capital Corp

BUY
 -
16.4K
New
$423K - $480K
16.4K $590K
Oct 03, 2022 Q1 2022
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
16.3K
New
$421K - $477K
16.3K $587K
May 16, 2022 Q1 2022
Shakespeare Wealth Management, Inc.

Pewaukee, WI
BUY
 -
15.7K
New
$405K - $459K
15.7K $565K
Apr 27, 2022 Q1 2022
Argi Investment Services, LLC

BUY
 -
14.8K
New
$382K - $433K
14.8K $533K
May 11, 2022 Q1 2022
Lauterbach Financial Advisors, LLC

BUY
 -
14.8K
+ 1.15%
$381K - $432K
1.3M $46.9M
May 13, 2022 Q1 2022
Morgan Stanley

New York, NY
BUY
 -
14.7K
+ 1326.4%
$379K - $430K
15.8K $569K
Apr 18, 2022 Q1 2022
Ml & R Wealth Management LLC

BUY
 -
14.3K
+ 2.11%
$367K - $417K
690K $24.8M
Apr 19, 2022 Q1 2022
Waypoint Capital Advisors, LLC

BUY
 -
14K
+ 25.02%
$360K - $408K
69.8K $2.51M
May 16, 2022 Q1 2022
Brinker Capital Investments, LLC

BUY
 -
13.8K
+ 95.05%
$357K - $405K
28.4K $1.02M
May 12, 2022 Q1 2022
Nwam LLC

Mercer Island, WA
BUY
 -
13.8K
+ 13.25%
$355K - $403K
118K $4.24M
May 16, 2022 Q1 2022
Creative Planning

Overland Park, KS
BUY
 -
13.8K
+ 4.6%
$355K - $403K
313K $11.3M
Mar 21, 2023 Q1 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
13.5K
+ 6.48%
$347K - $394K
221K $7.96M
May 13, 2022 Q1 2022
Sequoia Financial Advisors, LLC

BUY
 -
13.4K
+ 2.38%
$346K - $392K
578K $20.8M
May 13, 2022 Q1 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
13.3K
+ 1.92%
$341K - $387K
705K $25.3M
Dec 05, 2023 Q1 2022
Morton Capital Management Llc/Ca

Calabasas, CA
BUY
 -
13.3K
+ 2.19%
$341K - $387K
618K $22.2M
May 02, 2022 Q1 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
13K
+ 3.59%
$335K - $379K
374K $13.5M
May 04, 2022 Q1 2022
Aptus Capital Advisors, LLC

BUY
 -
12.9K
New
$331K - $376K
12.9K $462K
Apr 22, 2022 Q1 2022
Kovitz Investment Group Partners, LLC

BUY
 -
12.6K
New
$326K - $369K
12.6K $455K
May 12, 2022 Q1 2022
Raymond James Trust N.A.

BUY
 -
12.6K
+ 12.65%
$324K - $368K
112K $4.03M
Apr 28, 2022 Q1 2022
Belpointe Asset Management LLC

BUY
 -
11.6K
+ 31.66%
$300K - $340K
48.4K $1.74M
May 12, 2022 Q1 2022
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
11.6K
New
$300K - $340K
11.6K $418K
May 13, 2022 Q1 2022
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
11.6K
+ 0.35%
$298K - $338K
3.34M $120M
May 13, 2022 Q1 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
11.5K
New
$296K - $336K
11.5K $413K
Apr 27, 2022 Q1 2022
Advisory Services & Investments, LLC

BUY
 -
11.2K
New
$287K - $326K
11.2K $401K
May 11, 2022 Q1 2022
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
10.6K
+ 54.66%
$272K - $309K
29.9K $1.07M
May 03, 2022 Q1 2022
Heritage Investment Group, Inc.

BUY
 -
10.5K
+ 63.22%
$270K - $307K
27.1K $975K
Apr 22, 2022 Q1 2022
Wipfli Financial Advisors Llc,

BUY
 -
10.2K
+ 5.13%
$263K - $298K
209K $7.53M
May 17, 2022 Q1 2022
Wealth Architects, LLC

BUY
 -
10.2K
+ 29.9%
$263K - $298K
44.4K $1.59M
Apr 18, 2022 Q1 2022
Elk River Wealth Management, LLC

BUY
 -
10.1K
New
$261K - $296K
10.1K $364K
May 13, 2022 Q1 2022
Caerus Investment Advisors, LLC

BUY
 -
10K
+ 6.65%
$259K - $293K
161K $5.78M
May 17, 2022 Q1 2022
Maple Capital Management, Inc.

BUY
 -
9.36K
New
$241K - $273K
9.36K $337K
May 10, 2022 Q1 2022
Cahill Wealth Management, LLC

Portage, MI
BUY
 -
7.35K
New
$189K - $215K
7.35K $264K
Apr 25, 2022 Q1 2022
Cerity Partners LLC

New York, NY
BUY
 -
7.04K
+ 5.97%
$181K - $206K
125K $4.49M
May 11, 2022 Q1 2022
Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN
BUY
 -
6.75K
+ 4.34%
$174K - $197K
162K $5.83M
Apr 25, 2022 Q1 2022
Balasa Dinverno & Foltz LLC

Itasca, IL
BUY
 -
6.55K
+ 5.55%
$169K - $191K
125K $4.48M
May 06, 2022 Q1 2022
Tortoise Investment Management, LLC

BUY
 -
6.42K
+ 14.33%
$165K - $187K
51.2K $1.84M
Apr 28, 2022 Q1 2022
Comerica Securities,Inc.

BUY
 -
6.37K
+ 0.7%
$164K - $186K
920K $33.1M
May 13, 2022 Q1 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
6.32K
+ 14.28%
$163K - $185K
50.6K $1.82M
May 10, 2022 Q1 2022
3 D/L Capital Management, LLC

BUY
 -
6.04K
+ 43.88%
$156K - $176K
19.8K $712K
Apr 25, 2022 Q1 2022
Mission Wealth Management, LP

BUY
 -
5.66K
+ 5.75%
$146K - $165K
104K $3.74M
Apr 29, 2022 Q1 2022
Tranquility Partners, LLC

BUY
 -
4.92K
+ 32.45%
$127K - $144K
20.1K $722K
Apr 14, 2022 Q1 2022
Aurora Private Wealth, Inc.

BUY
 -
4.49K
+ 3.47%
$116K - $131K
134K $4.81M

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