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 18, 2022
Q1 2022
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-27.3KClosed |
$702K - $797K
|
0
$0
|
|
|
May 31, 2023
Q1 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-28.7K- 13.03% |
$738K - $837K
|
191K
$6.9M
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-30.4K- 37.15% |
$782K - $887K
|
51.4K
$1.85M
|
|
|
Apr 05, 2024
Q1 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-30.6KClosed |
$787K - $893K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-31.5K- 2.44% |
$812K - $921K
|
1.26M
$45.5M
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-34.3KClosed |
$884K - $1M
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-34.5KClosed |
$890K - $1.01M
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-35.2KClosed |
$906K - $1.03M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-35.6KClosed |
$918K - $1.04M
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-41.1KClosed |
$1.06M - $1.2M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-44.3K- 96.89% |
$1.14M - $1.29M
|
1.42K
$51.3K
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-44.3KClosed |
$1.14M - $1.29M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-44.6K- 34.54% |
$1.15M - $1.3M
|
84.6K
$3.05M
|
|
|
Apr 13, 2022
Q1 2022
|
Austin Asset Management CO Inc
|
SELL
|
- |
-46.1K- 1.07% |
$1.19M - $1.35M
|
4.25M
$153M
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-47.3KClosed |
$1.22M - $1.38M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-49.9KClosed |
$1.28M - $1.46M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-52KClosed |
$1.34M - $1.52M
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
SELL
|
- |
-54.8K- 1.08% |
$1.41M - $1.6M
|
5M
$180M
|
|
|
May 11, 2022
Q1 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-56.4KClosed |
$1.45M - $1.65M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Truepoint, Inc.
|
SELL
|
- |
-61.7K- 12.09% |
$1.59M - $1.8M
|
449K
$16.2M
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-62.8K- 53.7% |
$1.62M - $1.83M
|
54.2K
$1.95M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-63.1K- 3.12% |
$1.63M - $1.84M
|
1.96M
$70.6M
|
|
|
Apr 20, 2022
Q1 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-63.3KClosed |
$1.63M - $1.85M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-64.2K- 59.99% |
$1.65M - $1.88M
|
42.8K
$1.54M
|
|
|
Apr 12, 2022
Q1 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-67.1KClosed |
$1.73M - $1.96M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
SELL
|
- |
-69.2K- 1.36% |
$1.78M - $2.02M
|
5.03M
$182M
|
|
|
Aug 25, 2022
Q1 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-69.2K- 2.53% |
$1.78M - $2.02M
|
2.67M
$96.3M
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-69.8K- 4.26% |
$1.8M - $2.04M
|
1.57M
$56.6M
|
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-71.3K- 1.41% |
$1.84M - $2.08M
|
4.98M
$180M
|
|
|
May 16, 2022
Q1 2022
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-77.2K- 89.29% |
$1.99M - $2.26M
|
9.26K
$334K
|
|
|
May 10, 2022
Q1 2022
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-79.1K- 14.12% |
$2.04M - $2.31M
|
481K
$17.4M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-79.4KClosed |
$2.05M - $2.32M
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-84.8K- 2.95% |
$2.19M - $2.48M
|
2.79M
$101M
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-85.9K- 72.57% |
$2.21M - $2.51M
|
32.5K
$1.17M
|
|
|
Apr 08, 2022
Q1 2022
|
Atwater Malick LLC
|
SELL
|
- |
-86.3KClosed |
$2.22M - $2.52M
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-91.1KClosed |
$2.35M - $2.66M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-91.4K- 4.18% |
$2.35M - $2.67M
|
2.1M
$75.6M
|
|
|
Apr 25, 2022
Q1 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-91.6KClosed |
$2.36M - $2.68M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-91.8K- 2.23% |
$2.36M - $2.68M
|
4.03M
$145M
|
|
|
May 17, 2022
Q1 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-92.7KClosed |
$2.39M - $2.71M
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-92.9KClosed |
$2.39M - $2.71M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-99.8K- 2.07% |
$2.57M - $2.91M
|
4.72M
$170M
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-101KClosed |
$2.61M - $2.96M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-128K- 12.9% |
$3.3M - $3.74M
|
864K
$31.2M
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-133KClosed |
$3.42M - $3.88M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-136K- 15.16% |
$3.5M - $3.97M
|
760K
$27.4M
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-141KClosed |
$3.62M - $4.1M
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-148K- 5.47% |
$3.82M - $4.33M
|
2.57M
$92.5M
|
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-154K- 3.52% |
$3.96M - $4.49M
|
4.21M
$152M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-170K- 91.46% |
$4.37M - $4.95M
|
15.8K
$571K
|