Purchases and Sales Made in Q3 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 Q3 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
Oct 31, 2022 Q3 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
9.56M
+ 3300.08%
$213M - $254M
9.85M $358M
Nov 14, 2022 Q3 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
4.67M
+ 70.88%
$104M - $124M
11.3M $409M
Nov 10, 2022 Q3 2022
Cerity Partners LLC

New York, NY
BUY
 -
3.41M
+ 2425.12%
$75.9M - $90.5M
3.55M $129M
Nov 14, 2022 Q3 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
2.32M
+ 6741.83%
$51.6M - $61.6M
2.36M $85.7M
Nov 07, 2022 Q3 2022
Forum Financial Management, LP

Lombard, IL
BUY
 -
1.34M
+ 4.44%
$29.9M - $35.6M
31.6M $1.15B
Oct 11, 2022 Q3 2022
Geometric Wealth Advisors

BUY
 -
1.04M
+ 27.51%
$23.2M - $27.6M
4.82M $175M
Nov 15, 2022 Q3 2022
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
1.01M
+ 999.23%
$22.5M - $26.8M
1.11M $40.4M
Nov 14, 2022 Q3 2022
Capstone Financial Advisors, Inc.

Downers Grove, IL
BUY
 -
920K
+ 21.98%
$20.5M - $24.4M
5.11M $186M
Nov 14, 2022 Q3 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
756K
+ 5.06%
$16.8M - $20.1M
15.7M $571M
Nov 29, 2022 Q3 2022
Awm Capital, LLC

BUY
 -
702K
+ 94.14%
$15.6M - $18.6M
1.45M $52.6M
Nov 14, 2022 Q3 2022
Commonwealth Equity Services, LLC

BUY
 -
669K
+ 11.21%
$14.9M - $17.7M
6.64M $241M
Nov 09, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
584K
New
$13M - $15.5M
584K $21.2M
Feb 08, 2023 Q3 2022
Wealth Spring Partners, LLC

Long Beach, CA
BUY
 -
484K
New
$10.8M - $12.9M
484K $17.6M
Nov 01, 2022 Q3 2022
Assetmark, Inc

BUY
 -
480K
+ 21.1%
$10.7M - $12.7M
2.76M $100M
Oct 13, 2022 Q3 2022
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
459K
+ 6.38%
$10.2M - $12.2M
7.65M $278M
Nov 09, 2022 Q3 2022
Chicago Partners Investment Group LLC

BUY
 -
424K
+ 71.52%
$9.44M - $11.3M
1.02M $37M
Oct 27, 2022 Q3 2022
Asset Dedication, LLC

BUY
 -
395K
+ 26.4%
$8.79M - $10.5M
1.89M $68.8M
Nov 09, 2022 Q3 2022
Syverson Strege & CO

West Des Moines, IA
BUY
 -
330K
+ 11.83%
$7.33M - $8.75M
3.12M $113M
Nov 01, 2022 Q3 2022
Kestra Advisory Services, LLC

BUY
 -
321K
+ 23.11%
$7.13M - $8.51M
1.71M $62.1M
Nov 10, 2022 Q3 2022
Envestnet Asset Management Inc

BUY
 -
317K
+ 2.03%
$7.06M - $8.43M
16M $581M
Nov 03, 2022 Q3 2022
Heritage Financial Services, LLC

BUY
 -
310K
+ 10.15%
$6.9M - $8.23M
3.36M $122M
Oct 25, 2022 Q3 2022
Pb Mares Wealth Management LLC

BUY
 -
303K
+ 30.55%
$6.74M - $8.04M
1.29M $47M
Oct 18, 2022 Q3 2022
Allworth Financial LP

BUY
 -
279K
+ 13.62%
$6.2M - $7.4M
2.32M $84.5M
Oct 13, 2022 Q3 2022
Forvis Wealth Advisors, LLC

BUY
 -
257K
+ 12.02%
$5.71M - $6.82M
2.39M $87M
Nov 08, 2022 Q3 2022
Phillips Financial Management, LLC

BUY
 -
241K
+ 58.23%
$5.36M - $6.4M
655K $23.8M
Nov 14, 2022 Q3 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
230K
+ 11.0%
$5.11M - $6.1M
2.32M $84.3M
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
208K
New
$4.63M - $5.52M
208K $7.56M
Nov 14, 2022 Q3 2022
Cpwm, LLC

Seattle, WA
BUY
 -
207K
+ 15.1%
$4.61M - $5.5M
1.58M $57.4M
Oct 11, 2022 Q3 2022
New Capital Management LP

BUY
 -
205K
+ 13.03%
$4.56M - $5.44M
1.78M $64.7M
Oct 10, 2024 Q3 2022
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
201K
+ 1876.44%
$4.48M - $5.35M
212K $7.71M
Oct 24, 2022 Q3 2022
Stratos Wealth Partners, Ltd.

BUY
 -
197K
+ 281.32%
$4.38M - $5.23M
267K $9.7M
Jul 20, 2023 Q3 2022
Rockwood Wealth Management, LLC

New Hope, PA
BUY
 -
187K
+ 3.31%
$4.16M - $4.96M
5.84M $212M
Nov 15, 2022 Q3 2022
Monograph Wealth Advisors, LLC

BUY
 -
167K
+ 3.82%
$3.71M - $4.43M
4.54M $165M
Nov 07, 2022 Q3 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
164K
+ 0.48%
$3.64M - $4.35M
34.4M $1.25B
Oct 06, 2022 Q3 2022
Pure Financial Advisors, LLC

BUY
 -
157K
+ 3.75%
$3.5M - $4.17M
4.35M $158M
Oct 26, 2022 Q3 2022
Chico Wealth Ria

BUY
 -
151K
+ 11.32%
$3.36M - $4.01M
1.49M $54M
Nov 10, 2022 Q3 2022
Mariner, LLC

Overland Park, KS
BUY
 -
151K
+ 8.42%
$3.36M - $4M
1.94M $70.6M
May 28, 2024 Q3 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
149K
+ 129.38%
$3.31M - $3.95M
264K $9.58M
Nov 03, 2022 Q3 2022
Caerus Investment Advisors, LLC

BUY
 -
145K
New
$3.23M - $3.85M
145K $5.28M
Oct 18, 2022 Q3 2022
Zhang Financial LLC

BUY
 -
134K
+ 29.37%
$2.98M - $3.56M
591K $21.5M
Nov 08, 2022 Q3 2022
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
134K
+ 7.53%
$2.98M - $3.56M
1.91M $69.5M
Oct 04, 2022 Q3 2022
Advisor Net Financial, Inc

BUY
 -
117K
+ 24.68%
$2.61M - $3.11M
592K $21.5M
Oct 26, 2022 Q3 2022
Financial Insights, Inc.

BUY
 -
111K
+ 313.69%
$2.46M - $2.94M
146K $5.31M
Nov 02, 2022 Q3 2022
Dowling & Yahnke LLC

San Diego, CA
BUY
 -
111K
+ 5.15%
$2.46M - $2.94M
2.26M $82.2M
Nov 09, 2022 Q3 2022
Glassman Wealth Services

BUY
 -
109K
+ 22.96%
$2.42M - $2.89M
584K $21.2M
Oct 21, 2022 Q3 2022
Straight Path Wealth Management

BUY
 -
109K
+ 98.84%
$2.42M - $2.89M
219K $7.96M
Nov 14, 2022 Q3 2022
Jane Street Group, LLC

New York, NY
BUY
 -
108K
+ 74.43%
$2.41M - $2.88M
254K $9.23M
Oct 28, 2022 Q3 2022
Ifg Advisory, LLC

BUY
 -
104K
+ 11.14%
$2.31M - $2.75M
1.03M $37.6M
Nov 04, 2022 Q3 2022
Western Wealth Management, LLC

BUY
 -
101K
+ 102.95%
$2.24M - $2.68M
199K $7.23M

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