Purchases and Sales Made in Q1 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 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 |
---|---|---|---|---|---|---|---|
Apr 29, 2022
Q1 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
4.43K+ 14.66% |
$114K - $129K
|
34.6K
$1.26M
|
|
May 13, 2022
Q1 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
4.16K+ 14.2% |
$107K - $121K
|
33.4K
$1.21M
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
BUY
|
- |
3.98K+ 34.98% |
$103K - $116K
|
15.4K
$558K
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
3.66K+ 0.24% |
$94.2K - $107K
|
1.52M
$55.1M
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.66K+ 2.5% |
$94.2K - $107K
|
150K
$5.46M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.56K+ 8.32% |
$91.7K - $104K
|
46.4K
$1.69M
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
3.56K+ 50.0% |
$91.6K - $104K
|
10.7K
$388K
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
3.53K+ 7.73% |
$91K - $103K
|
49.2K
$1.79M
|
|
May 02, 2022
Q1 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
3.49K+ 4.78% |
$89.9K - $102K
|
76.5K
$2.78M
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.33K+ 0.39% |
$85.7K - $97.2K
|
852K
$31M
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.05KNew |
$78.5K - $89K
|
3.05K
$111K
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
2.69K+ 0.19% |
$69.3K - $78.5K
|
1.44M
$52.2M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.51K+ 1.47% |
$64.7K - $73.3K
|
173K
$6.28M
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.43K+ 2.49% |
$62.7K - $71.1K
|
100K
$3.64M
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.28K+ 10.73% |
$58.6K - $66.5K
|
23.5K
$853K
|
|
Aug 07, 2024
Q1 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
2.06K+ 5.36% |
$53.1K - $60.2K
|
40.5K
$1.47M
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.97K+ 0.22% |
$50.7K - $57.5K
|
915K
$33.2M
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
1.82K+ 0.15% |
$47K - $53.3K
|
1.24M
$45.2M
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.76K+ 0.32% |
$45.3K - $51.3K
|
552K
$20.1M
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.67K+ 64.36% |
$43.1K - $48.8K
|
4.27K
$155K
|
|
Apr 29, 2022
Q1 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.66K+ 0.41% |
$42.8K - $48.5K
|
411K
$14.9M
|
|
Apr 19, 2022
Q1 2022
|
Mjp Associates Inc
|
BUY
|
- |
1.64K+ 3.85% |
$42.2K - $47.9K
|
44.2K
$1.61M
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.57K+ 0.92% |
$40.5K - $45.9K
|
173K
$6.29M
|
|
May 03, 2022
Q1 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
1.56K+ 0.64% |
$40.1K - $45.5K
|
246K
$8.93M
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.51KNew |
$39K - $44.2K
|
1.51K
$55K
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.42K+ 2.78% |
$36.5K - $41.3K
|
52.4K
$1.9M
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.33K+ 0.09% |
$34.3K - $38.9K
|
1.51M
$54.9M
|
|
May 13, 2022
Q1 2022
|
E Rn Financial, LLC
|
BUY
|
- |
1.33K+ 3.43% |
$34.3K - $38.9K
|
40.1K
$1.46M
|
|
Apr 21, 2022
Q1 2022
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
1.31K+ 0.07% |
$33.7K - $38.3K
|
1.78M
$64.7M
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.27K+ 3.21% |
$32.8K - $37.2K
|
41K
$1.49M
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
BUY
|
- |
1.15K+ 4.62% |
$29.6K - $33.6K
|
26.1K
$948K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.13K+ 1.49% |
$29.1K - $33K
|
77K
$2.8M
|
|
May 10, 2022
Q1 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
922+ 1707.41% |
$23.8K - $26.9K
|
976
$35.5K
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
846New |
$21.8K - $24.7K
|
846
$30.8K
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
836+ 1.06% |
$21.5K - $24.4K
|
79.8K
$2.9M
|
|
May 09, 2022
Q1 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
611+ 3.82% |
$15.7K - $17.8K
|
16.6K
$603K
|
|
May 16, 2022
Q1 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
531+ 1.28% |
$13.7K - $15.5K
|
41.9K
$1.52M
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
252+ 0.15% |
$6.49K - $7.36K
|
170K
$6.17M
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
250+ 3.91% |
$6.44K - $7.3K
|
6.65K
$242K
|
|
Apr 27, 2022
Q1 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
160+ 0.83% |
$4.12K - $4.67K
|
19.5K
$710K
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
157+ 0.19% |
$4.04K - $4.59K
|
82.5K
$3M
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
122New |
$3.14K - $3.56K
|
122
$4.43K
|
|
Apr 29, 2022
Q1 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
117+ 1.16% |
$3.01K - $3.42K
|
10.2K
$370K
|
|
May 04, 2022
Q1 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
107+ 0.22% |
$2.76K - $3.13K
|
48K
$1.74M
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
105+ 0.08% |
$2.7K - $3.07K
|
135K
$4.91M
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
BUY
|
- |
95+ 0.22% |
$2.45K - $2.77K
|
42.4K
$1.54M
|
|
May 16, 2022
Q1 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
91+ 0.22% |
$2.34K - $2.66K
|
40.8K
$1.48M
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
86+ 0.2% |
$2.22K - $2.51K
|
42.9K
$1.56M
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
BUY
|
- |
79+ 0.1% |
$2.04K - $2.31K
|
83.1K
$3.02M
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
70+ 0.22% |
$1.8K - $2.04K
|
31.3K
$1.14M
|