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 12, 2022
Q1 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-172KClosed |
$4.42M - $5.01M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-188K- 0.55% |
$4.85M - $5.5M
|
33.9M
$1.22B
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-191KClosed |
$4.93M - $5.59M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Wj Wealth Management, LLC
|
SELL
|
- |
-203KClosed |
$5.24M - $5.94M
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Zhang Financial LLC
|
SELL
|
- |
-237K- 94.55% |
$6.1M - $6.92M
|
13.7K
$492K
|
|
|
May 04, 2022
Q1 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-238KClosed |
$6.12M - $6.94M
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-276KClosed |
$7.11M - $8.06M
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-327KClosed |
$8.42M - $9.55M
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-356K- 9.0% |
$9.17M - $10.4M
|
3.6M
$130M
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-376KClosed |
$9.69M - $11M
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Keudell
|
SELL
|
- |
-391K- 22.95% |
$10.1M - $11.4M
|
1.31M
$47.4M
|
|
|
Apr 11, 2022
Q1 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-658KClosed |
$16.9M - $19.2M
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-697KClosed |
$18M - $20.4M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-735KClosed |
$18.9M - $21.5M
|
0
$0
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-804K- 94.25% |
$20.7M - $23.5M
|
49.1K
$1.77M
|
|
|
May 13, 2022
Q1 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-823KClosed |
$21.2M - $24M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-876KClosed |
$22.6M - $25.6M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-927KClosed |
$23.9M - $27.1M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-928KClosed |
$23.9M - $27.1M
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-943KClosed |
$24.3M - $27.5M
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Planning Center, Inc.
|
SELL
|
- |
-959KClosed |
$24.7M - $28M
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-1.04MClosed |
$26.8M - $30.4M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Better Wealth, LLC
|
SELL
|
- |
-1.14MClosed |
$29.3M - $33.2M
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
New Capital Management LP
|
SELL
|
- |
-1.34MClosed |
$34.6M - $39.3M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.79M- 90.27% |
$46.2M - $52.4M
|
193K
$6.97M
|
|
|
Apr 20, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.81MClosed |
$46.7M - $53M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.88M- 95.79% |
$48.6M - $55.1M
|
82.8K
$2.98M
|
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
SELL
|
- |
-2.47MClosed |
$63.7M - $72.2M
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Geometric Wealth Advisors
|
SELL
|
- |
-3.57MClosed |
$92M - $104M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-6.51M- 97.22% |
$168M - $190M
|
186K
$6.7M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-13.5MClosed |
$348M - $395M
|
0
$0
|