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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
56+ 0.17% |
$1.44K - $1.64K
|
32.3K
$1.16M
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
45+ 0.04% |
$1.16K - $1.31K
|
103K
$3.71M
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
40New |
$1.03K - $1.17K
|
40
$1.44K
|
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
31+ 0.17% |
$799 - $906
|
18K
$651K
|
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
31+ 0.17% |
$799 - $906
|
18K
$651K
|
|
|
Apr 27, 2022
Q1 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
31+ 0.05% |
$799 - $906
|
66.3K
$2.39M
|
|
|
Apr 28, 2022
Q1 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
31+ 0.22% |
$799 - $906
|
13.9K
$501K
|
|
|
Apr 08, 2022
Q1 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
31+ 0.11% |
$799 - $906
|
28.4K
$1.02M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
27+ 0.04% |
$696 - $789
|
73.9K
$2.67M
|
|
|
Apr 26, 2022
Q1 2022
|
Vista Finance, LLC
|
BUY
|
- |
27+ 0.22% |
$696 - $789
|
12.1K
$436K
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
24+ 0.22% |
$618 - $701
|
10.7K
$387K
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
20+ 0.03% |
$515 - $584
|
57.5K
$2.07M
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
BUY
|
- |
20+ 0.16% |
$515 - $584
|
12.3K
$443K
|
|
|
May 05, 2022
Q1 2022
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
20+ 0.21% |
$515 - $584
|
9.34K
$337K
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
19+ 0.17% |
$489 - $555
|
11.3K
$407K
|
|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
19+ 0.06% |
$489 - $555
|
30.9K
$1.12M
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
17+ 0.08% |
$438 - $497
|
22.4K
$809K
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
17+ 0.21% |
$438 - $497
|
7.94K
$286K
|
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14+ 0.16% |
$361 - $409
|
8.75K
$315K
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
13+ 0.23% |
$335 - $380
|
5.59K
$202K
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
12+ 0.14% |
$309 - $351
|
8.9K
$321K
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
11+ 0.22% |
$283 - $321
|
4.95K
$178K
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
10New |
$258 - $292
|
10
$361
|
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
8+ 0.03% |
$206 - $234
|
27.6K
$995K
|
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
7+ 0.05% |
$180 - $204
|
13.6K
$491K
|
|
|
May 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
7+ 0.03% |
$180 - $204
|
26.6K
$959K
|
|
|
Apr 25, 2022
Q1 2022
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
7+ 0.0% |
$180 - $204
|
148K
$5.33M
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6+ 0.01% |
$155 - $175
|
53.9K
$1.94M
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
6+ 0.15% |
$155 - $175
|
4.13K
$149K
|
|
|
May 04, 2022
Q1 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
4+ 0.02% |
$103 - $117
|
17.9K
$646K
|
|
|
May 10, 2022
Q1 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2+ 0.0% |
$51.5 - $58.4
|
186K
$6.72M
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-10- 0.01% |
$258 - $292
|
86.3K
$3.11M
|
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
SELL
|
- |
-30Closed |
$773 - $876
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-38- 0.4% |
$979 - $1.11K
|
9.42K
$340K
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-46- 0.04% |
$1.18K - $1.34K
|
109K
$3.92M
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-65- 0.88% |
$1.67K - $1.9K
|
7.35K
$265K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-69- 0.12% |
$1.78K - $2.02K
|
56.6K
$2.04M
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-77- 19.06% |
$1.98K - $2.25K
|
327
$11.8K
|
|
|
May 10, 2022
Q1 2022
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-154- 1.06% |
$3.97K - $4.5K
|
14.3K
$517K
|
|
|
Nov 17, 2023
Q1 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-185- 0.66% |
$4.77K - $5.4K
|
27.8K
$1M
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-192- 0.73% |
$4.95K - $5.61K
|
26.1K
$941K
|
|
|
May 02, 2022
Q1 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-255- 2.07% |
$6.57K - $7.45K
|
12K
$434K
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-270- 1.44% |
$6.96K - $7.89K
|
18.5K
$668K
|
|
|
Apr 12, 2022
Q1 2022
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-325- 0.45% |
$8.37K - $9.49K
|
71.3K
$2.57M
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
SELL
|
- |
-358- 0.1% |
$9.22K - $10.5K
|
370K
$13.3M
|
|
|
Apr 27, 2022
Q1 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-361- 4.71% |
$9.3K - $10.5K
|
7.3K
$263K
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-375- 1.8% |
$9.66K - $11K
|
20.4K
$737K
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
SELL
|
- |
-409- 0.14% |
$10.5K - $11.9K
|
287K
$10.3M
|
|
|
Apr 22, 2022
Q1 2022
|
Foster Group, Inc.
|
SELL
|
- |
-454- 0.56% |
$11.7K - $13.3K
|
80.7K
$2.91M
|