Purchases and Sales Made in Q3 2021 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 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
Samalin Investment Counsel, LLC

Chappaqua, NY
SELL
 -
-9.8K
- 66.57%
$255K - $273K
4.92K $178K
Nov 09, 2021 Q3 2021
Waypoint Wealth Partners Inc.

SELL
 -
-10.4K
- 0.49%
$270K - $290K
2.11M $76.1M
Oct 13, 2021 Q3 2021
Soundmark Wealth Management, LLC

SELL
 -
-10.5K
- 0.73%
$274K - $294K
1.43M $51.6M
Oct 13, 2021 Q3 2021
N.E.W. Advisory Services LLC

SELL
 -
-11.2K
- 1.71%
$293K - $314K
648K $23.4M
Nov 04, 2021 Q3 2021
Exencial Wealth Advisors, LLC

Oklahoma City, OK
SELL
 -
-11.4K
Closed
$298K - $319K
0 $0
Oct 12, 2021 Q3 2021
Ifg Advisory, LLC

SELL
 -
-12K
- 1.28%
$313K - $335K
927K $33.5M
Nov 12, 2021 Q3 2021
Cibc Private Wealth Group, LLC

SELL
 -
-12K
- 35.8%
$313K - $335K
21.5K $778K
Nov 03, 2021 Q3 2021
Tap Consulting, LLC

SELL
 -
-12.7K
Closed
$331K - $354K
0 $0
Nov 01, 2021 Q3 2021
Avion Wealth

The Woodlands, TX
SELL
 -
-12.9K
- 2.82%
$335K - $359K
444K $16M
Nov 15, 2021 Q3 2021
Natixis Advisors, L.P.

Boston, MA
SELL
 -
-12.9K
- 47.99%
$336K - $360K
14K $505K
Mar 22, 2023 Q3 2021
American Portfolios Advisors

Holbrook, NY
SELL
 -
-13.2K
- 6.35%
$344K - $368K
195K $7.04M
Nov 16, 2021 Q3 2021
Jane Street Group, LLC

New York, NY
SELL
 -
-14.9K
Closed
$389K - $416K
0 $0
Nov 15, 2021 Q3 2021
Wells Fargo & Company

San Francisco, CA
SELL
 -
-14.9K
- 24.37%
$389K - $417K
46.3K $1.67M
Nov 12, 2021 Q3 2021
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-15.4K
- 6.42%
$400K - $428K
224K $8.08M
Nov 12, 2021 Q3 2021
Summit Wealth Group, LLC

White River Junction, VT
SELL
 -
-16.9K
- 5.59%
$441K - $472K
286K $10.3M
Oct 14, 2021 Q3 2021
Oakwell Private Wealth Management, LLC

SELL
 -
-20.5K
- 28.99%
$535K - $573K
50.3K $1.82M
Nov 01, 2021 Q3 2021
Ae Wealth Management LLC

SELL
 -
-20.9K
- 21.29%
$545K - $583K
77.3K $2.79M
Oct 12, 2021 Q3 2021
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-21K
- 13.59%
$546K - $585K
133K $4.81M
Nov 02, 2021 Q3 2021
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

SELL
 -
-23.3K
- 2.51%
$607K - $650K
903K $32.6M
Feb 15, 2022 Q3 2021
Lido Advisors, LLC

Los Angeles, CA
SELL
 -
-23.8K
- 71.05%
$620K - $664K
9.7K $350K
Oct 18, 2021 Q3 2021
Symmetry Partners, LLC

SELL
 -
-25.1K
- 5.54%
$655K - $701K
428K $15.5M
Nov 12, 2021 Q3 2021
3 D/L Capital Management, LLC

SELL
 -
-25.5K
Closed
$663K - $710K
0 $0
Nov 15, 2021 Q3 2021
Northern Trust Corp

Chicago, IL
SELL
 -
-27.3K
- 15.61%
$712K - $762K
148K $5.33M
Nov 15, 2021 Q3 2021
Ubs Group Ag

SELL
 -
-29.9K
- 1.9%
$780K - $835K
1.54M $55.7M
Nov 12, 2021 Q3 2021
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-30.2K
- 69.09%
$788K - $843K
13.5K $489K
Nov 16, 2021 Q3 2021
Advisor Resource Council

SELL
 -
-31K
Closed
$808K - $865K
0 $0
Nov 10, 2021 Q3 2021
Tfo Tdc, LLC

SELL
 -
-31.1K
- 0.61%
$810K - $867K
5.06M $183M
Nov 02, 2021 Q3 2021
Vista Wealth Management Group, LLC

SELL
 -
-33.4K
- 1.47%
$871K - $932K
2.24M $80.8M
Nov 12, 2021 Q3 2021
Coldstream Capital Management Inc

SELL
 -
-35.5K
Closed
$925K - $990K
0 $0
Nov 15, 2021 Q3 2021
Plancorp, LLC

SELL
 -
-38K
- 0.33%
$990K - $1.06M
11.5M $415M
Nov 12, 2021 Q3 2021
Meridian Wealth Partners, LLC

Blue Bell, PA
SELL
 -
-41.4K
- 1.23%
$1.08M - $1.16M
3.31M $120M
Nov 09, 2021 Q3 2021
Prime Capital Investment Advisors, LLC

Overland Park, KS
SELL
 -
-41.6K
Closed
$1.08M - $1.16M
0 $0
Nov 15, 2021 Q3 2021
Royal Bank Of Canada

Toronto, A6
SELL
 -
-41.7K
- 19.46%
$1.09M - $1.16M
173K $6.23M
Nov 10, 2021 Q3 2021
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-41.9K
- 0.85%
$1.09M - $1.17M
4.91M $177M
Oct 25, 2021 Q3 2021
Cerity Partners LLC

New York, NY
SELL
 -
-43.2K
- 75.74%
$1.12M - $1.2M
13.8K $499K
Nov 15, 2021 Q3 2021
Betterment LLC

New York, NY
SELL
 -
-43.3K
- 15.38%
$1.13M - $1.21M
238K $8.6M
Nov 22, 2021 Q3 2021
Comerica Bank

SELL
 -
-48.1K
- 1.55%
$1.25M - $1.34M
3.06M $111M
Nov 04, 2021 Q3 2021
Modera Wealth Management, LLC

SELL
 -
-63.1K
- 4.06%
$1.64M - $1.76M
1.49M $53.8M
Nov 12, 2021 Q3 2021
Wms Partners, LLC

SELL
 -
-64.8K
- 5.31%
$1.69M - $1.81M
1.16M $41.8M
Nov 12, 2021 Q3 2021
Savant Capital, LLC

SELL
 -
-69.7K
- 1.32%
$1.82M - $1.94M
5.21M $188M
Nov 09, 2021 Q3 2021
Merriman Wealth Management, LLC

SELL
 -
-89K
- 2.93%
$2.32M - $2.48M
2.95M $107M
Nov 12, 2021 Q3 2021
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-98.5K
- 1.41%
$2.57M - $2.75M
6.89M $249M
Nov 12, 2021 Q3 2021
Mc Carthy Asset Management, Inc.

SELL
 -
-193K
Closed
$5.02M - $5.38M
0 $0
Nov 16, 2021 Q3 2021
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-216K
Closed
$5.62M - $6.01M
0 $0
Nov 09, 2021 Q3 2021
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
SELL
 -
-238K
- 86.81%
$6.19M - $6.63M
36.1K $1.3M
Nov 09, 2021 Q3 2021
Private Ocean, LLC

SELL
 -
-242K
- 4.34%
$6.29M - $6.74M
5.33M $193M
Oct 07, 2021 Q3 2021
Envestnet Asset Management Inc

SELL
 -
-279K
- 1.73%
$7.27M - $7.78M
15.8M $571M
Oct 12, 2021 Q3 2021
Cva Family Office, LLC

SELL
 -
-404K
Closed
$10.5M - $11.3M
0 $0
Nov 05, 2021 Q3 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-464K
- 18.95%
$12.1M - $13M
1.99M $71.8M

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