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
Apr 14, 2022 Q1 2022
Capital Performance Advisors LLP

SELL
 -
-5.58K
- 0.34%
$144K - $163K
1.62M $58.3M
May 12, 2022 Q1 2022
Smith Chas P & Associates Pa Cpas

SELL
 -
-6.96K
Closed
$179K - $203K
0 $0
May 16, 2022 Q1 2022
Wells Fargo & Company

San Francisco, CA
SELL
 -
-7K
- 8.69%
$180K - $205K
73.6K $2.65M
May 16, 2022 Q1 2022
Royal Bank Of Canada

Toronto, A6
SELL
 -
-7.12K
- 3.89%
$183K - $208K
176K $6.35M
Apr 21, 2022 Q1 2022
Chicago Capital, LLC

SELL
 -
-7.17K
Closed
$185K - $209K
0 $0
May 13, 2022 Q1 2022
Hancock Whitney Investment Services Inc.

New Orleans, LA
SELL
 -
-7.22K
Closed
$186K - $211K
0 $0
May 13, 2022 Q1 2022
Founders Financial Securities LLC

SELL
 -
-7.29K
- 20.64%
$188K - $213K
28K $1.01M
Apr 21, 2022 Q1 2022
Retirement Capital Strategies

SELL
 -
-7.41K
Closed
$191K - $216K
0 $0
Apr 08, 2022 Q1 2022
Bridges Investment Management Inc

SELL
 -
-7.5K
Closed
$193K - $219K
0 $0
May 13, 2022 Q1 2022
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-7.8K
- 29.02%
$201K - $228K
19.1K $688K
May 05, 2022 Q1 2022
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
SELL
 -
-8.07K
- 39.33%
$208K - $236K
12.4K $449K
May 10, 2022 Q1 2022
Wealthstream Advisors, Inc.

SELL
 -
-8.55K
Closed
$220K - $250K
0 $0
Apr 28, 2022 Q1 2022
Shanker Valleau Wealth Advisors, Inc.

SELL
 -
-8.82K
- 0.37%
$227K - $258K
2.38M $85.8M
May 10, 2022 Q1 2022
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-9.67K
- 7.97%
$249K - $282K
112K $4.02M
May 17, 2022 Q1 2022
Lido Advisors, LLC

Los Angeles, CA
SELL
 -
-9.7K
Closed
$250K - $283K
0 $0
Apr 20, 2022 Q1 2022
Gps Wealth Strategies Group, LLC

SELL
 -
-9.97K
Closed
$257K - $291K
0 $0
Apr 20, 2022 Q1 2022
Ironwood Financial, LLC

SELL
 -
-10.4K
Closed
$267K - $302K
0 $0
May 12, 2022 Q1 2022
Arjuna Capital

SELL
 -
-10.5K
Closed
$270K - $306K
0 $0
May 13, 2022 Q1 2022
Wsfs Capital Management, LLC

Philadelphia, PA
SELL
 -
-10.6K
Closed
$274K - $311K
0 $0
Apr 21, 2022 Q1 2022
Cornerstone Wealth Management, LLC

SELL
 -
-11K
Closed
$283K - $321K
0 $0
Apr 15, 2022 Q1 2022
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
SELL
 -
-11.1K
Closed
$286K - $324K
0 $0
Apr 19, 2022 Q1 2022
Fifth Third Bancorp

SELL
 -
-11.3K
- 39.02%
$291K - $330K
17.6K $636K
May 03, 2022 Q1 2022
Modera Wealth Management, LLC

SELL
 -
-11.4K
- 0.68%
$294K - $333K
1.66M $60M
Apr 29, 2022 Q1 2022
Annapolis Financial Services, LLC

SELL
 -
-11.5K
- 16.42%
$297K - $337K
58.7K $2.12M
May 05, 2022 Q1 2022
Daniels&Tansey,Llp

SELL
 -
-11.9K
Closed
$307K - $348K
0 $0
May 16, 2022 Q1 2022
Southern Wealth Management, LLP

Dallas, TX
SELL
 -
-12K
Closed
$308K - $350K
0 $0
May 12, 2022 Q1 2022
Quadrant Private Wealth Management, LLC

Bethlehem, PA
SELL
 -
-12.2K
- 34.66%
$314K - $356K
23K $828K
Jul 28, 2023 Q1 2022
Passive Capital Management, Llc.

Baltimore, MD
SELL
 -
-12.3K
Closed
$317K - $360K
0 $0
May 20, 2022 Q1 2022
Chicago Partners Investment Group LLC

SELL
 -
-13.2K
- 1.67%
$339K - $384K
774K $27.9M
Apr 27, 2022 Q1 2022
Shearwater Capital LLC

SELL
 -
-13.3K
- 0.87%
$341K - $387K
1.51M $54.5M
May 16, 2022 Q1 2022
Cibc Private Wealth Group, LLC

SELL
 -
-14.2K
- 39.95%
$366K - $415K
21.3K $769K
May 16, 2022 Q1 2022
First Capital Advisors Group, Llc.

Little Silver, NJ
SELL
 -
-14.6K
- 15.78%
$377K - $427K
78.1K $2.82M
Apr 22, 2022 Q1 2022
Mraz, Amerine & Associates, Inc.

SELL
 -
-15.1K
- 13.8%
$388K - $440K
94.2K $3.4M
Apr 15, 2022 Q1 2022
Domani Wealth, LLC

SELL
 -
-15.5K
- 24.09%
$400K - $454K
49K $1.77M
Apr 22, 2022 Q1 2022
Main Street Financial Solutions, LLC

SELL
 -
-15.6K
Closed
$403K - $457K
0 $0
Apr 14, 2022 Q1 2022
Foster Victor Wealth Advisors, LLC

SELL
 -
-16.4K
Closed
$422K - $478K
0 $0
Apr 15, 2022 Q1 2022
Baker Boyer National Bank

SELL
 -
-18.7K
- 1.11%
$482K - $547K
1.67M $60.3M
Aug 12, 2022 Q1 2022
Warwick Investment Management, Inc.

SELL
 -
-19K
- 0.67%
$488K - $554K
2.8M $101M
May 10, 2022 Q1 2022
Wms Partners, LLC

SELL
 -
-19.1K
- 1.72%
$491K - $557K
1.09M $39.2M
May 11, 2022 Q1 2022
King Luther Capital Management Corp

Fort Worth, TX
SELL
 -
-19.5K
- 62.2%
$502K - $569K
11.8K $427K
May 04, 2022 Q1 2022
Avion Wealth

The Woodlands, TX
SELL
 -
-20K
- 4.58%
$516K - $585K
417K $15M
Apr 27, 2022 Q1 2022
Wealthpoint, LLC

SELL
 -
-22.7K
Closed
$585K - $663K
0 $0
May 16, 2022 Q1 2022
V Wealth Advisors LLC

SELL
 -
-22.9K
Closed
$590K - $669K
0 $0
May 09, 2022 Q1 2022
Perennial Investment Advisors, LLC

Los Angeles, CA
SELL
 -
-23.1K
Closed
$596K - $676K
0 $0
May 06, 2022 Q1 2022
Morling Financial Advisors, LLC

SELL
 -
-23.5K
Closed
$606K - $687K
0 $0
Apr 18, 2022 Q1 2022
North Crest Asset Manangement, LLC

SELL
 -
-24.3K
Closed
$625K - $709K
0 $0
Apr 15, 2022 Q1 2022
Cra Financial Services, LLC

SELL
 -
-25.2K
Closed
$649K - $736K
0 $0
May 13, 2022 Q1 2022
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-26.1K
- 24.15%
$673K - $763K
82.1K $2.96M
Apr 12, 2022 Q1 2022
Wealthcare Capital Management LLC

Richmond, VA
SELL
 -
-26.1K
Closed
$673K - $763K
0 $0

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