Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
8.43KNew |
$220K - $235K
|
8.43K
$305K
|
|
Oct 27, 2021
Q3 2021
|
Hills Bank & Trust CO
|
BUY
|
- |
8.35KNew |
$217K - $233K
|
8.35K
$302K
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.07K+ 7.48% |
$210K - $225K
|
116K
$4.19M
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
7.75K+ 1.2% |
$202K - $216K
|
654K
$23.6M
|
|
Oct 21, 2021
Q3 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
7.63K+ 5.55% |
$199K - $213K
|
145K
$5.24M
|
|
Nov 12, 2021
Q3 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
5.77K+ 10.04% |
$150K - $161K
|
63.3K
$2.29M
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
5.56KNew |
$145K - $155K
|
5.56K
$201K
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.55K+ 7.81% |
$145K - $155K
|
76.6K
$2.77M
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.46K+ 20.68% |
$142K - $152K
|
31.9K
$1.15M
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
5.16K+ 2.02% |
$134K - $144K
|
260K
$9.4M
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.04K+ 1.63% |
$131K - $141K
|
314K
$11.3M
|
|
Oct 20, 2021
Q3 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
4.9K+ 2.11% |
$128K - $137K
|
237K
$8.55M
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.76KNew |
$124K - $133K
|
4.76K
$172K
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4.5KNew |
$117K - $126K
|
4.5K
$163K
|
|
Oct 21, 2021
Q3 2021
|
Efficient Advisors, LLC
|
BUY
|
- |
4.08K+ 8.03% |
$106K - $114K
|
54.8K
$1.98M
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.91K+ 22.9% |
$102K - $109K
|
21K
$758K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
3.89K+ 157.94% |
$101K - $108K
|
6.35K
$229K
|
|
May 09, 2023
Q3 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
3.79K+ 1.13% |
$98.7K - $106K
|
339K
$12.2M
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.67K+ 3.39% |
$95.6K - $102K
|
112K
$4.04M
|
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2.99KNew |
$77.9K - $83.4K
|
2.99K
$108K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.51KNew |
$65.3K - $69.9K
|
2.51K
$90.5K
|
|
Nov 15, 2021
Q3 2021
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
2.47K+ 9.93% |
$64.2K - $68.8K
|
27.3K
$986K
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.39K+ 2.56% |
$62.3K - $66.7K
|
95.8K
$3.46M
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.14K+ 4.1% |
$55.8K - $59.7K
|
54.3K
$1.96M
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.14KNew |
$55.6K - $59.6K
|
2.14K
$77.1K
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.13K+ 4.2% |
$55.5K - $59.5K
|
52.9K
$1.91M
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.98K+ 29.45% |
$51.6K - $55.2K
|
8.7K
$314K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.92K+ 19.89% |
$50.1K - $53.7K
|
11.6K
$419K
|
|
Oct 06, 2021
Q3 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
1.65K+ 2.45% |
$43.1K - $46.1K
|
69.2K
$2.5M
|
|
Nov 02, 2021
Q3 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.58K+ 20.49% |
$41.3K - $44.2K
|
9.32K
$337K
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.48K+ 1.43% |
$38.5K - $41.2K
|
105K
$3.78M
|
|
Oct 12, 2021
Q3 2021
|
Marquette Asset Management, LLC
|
BUY
|
- |
1.31KNew |
$34K - $36.4K
|
1.31K
$47.2K
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.29K+ 4.24% |
$33.6K - $36K
|
31.7K
$1.15M
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.24K+ 0.69% |
$32.4K - $34.7K
|
181K
$6.53M
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.16K+ 11.05% |
$30.1K - $32.2K
|
11.6K
$419K
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.06K+ 7.28% |
$27.5K - $29.5K
|
15.6K
$563K
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
983New |
$25.6K - $27.4K
|
983
$35.5K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
837+ 0.5% |
$21.8K - $23.4K
|
168K
$6.08M
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
773+ 6.63% |
$20.1K - $21.6K
|
12.4K
$449K
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
702+ 68.96% |
$18.3K - $19.6K
|
1.72K
$62.1K
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
606+ 1.92% |
$15.8K - $16.9K
|
32.2K
$1.16M
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
453New |
$11.8K - $12.6K
|
453
$16.4K
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
296+ 0.85% |
$7.71K - $8.26K
|
35.1K
$1.27M
|
|
Oct 14, 2021
Q3 2021
|
Atwater Malick LLC
|
BUY
|
- |
244+ 0.27% |
$6.36K - $6.81K
|
89.5K
$3.23M
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
243+ 0.28% |
$6.33K - $6.78K
|
87K
$3.14M
|
|
Nov 12, 2021
Q3 2021
|
Marietta Wealth Management, LLC
|
BUY
|
- |
198+ 0.28% |
$5.16K - $5.52K
|
71.3K
$2.58M
|
|
Oct 20, 2021
Q3 2021
|
Domani Wealth, LLC
|
BUY
|
- |
170+ 0.23% |
$4.43K - $4.74K
|
73.3K
$2.65M
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
149+ 0.26% |
$3.88K - $4.16K
|
56.5K
$2.04M
|
|
Nov 02, 2021
Q3 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
133+ 0.28% |
$3.47K - $3.71K
|
47.7K
$1.72M
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
BUY
|
- |
118+ 0.28% |
$3.08K - $3.29K
|
42.1K
$1.52M
|