Purchases and Sales Made in Q3 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 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
97.6K+ 25.07% |
$2.17M - $2.59M
|
487K
$17.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
97.6K+ 159.09% |
$2.17M - $2.59M
|
159K
$5.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
94.3K+ 12.24% |
$2.1M - $2.5M
|
865K
$31.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
89.5K+ 34.13% |
$1.99M - $2.38M
|
352K
$12.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
87.5K+ 66.02% |
$1.95M - $2.32M
|
220K
$8M
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
85K+ 1.8% |
$1.89M - $2.26M
|
4.8M
$174M
|
|
|
Nov 01, 2022
Q3 2022
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
83.1K+ 1.93% |
$1.85M - $2.21M
|
4.38M
$159M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
79K+ 124.06% |
$1.76M - $2.1M
|
143K
$5.18M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
78.7K+ 80.37% |
$1.75M - $2.09M
|
177K
$6.42M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
78.4K+ 61.87% |
$1.74M - $2.08M
|
205K
$7.45M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
78.4K+ 61.87% |
$1.74M - $2.08M
|
205K
$7.45M
|
|
|
Oct 28, 2022
Q3 2022
|
Better Wealth, LLC
|
BUY
|
- |
75.8K+ 2.96% |
$1.69M - $2.01M
|
2.64M
$95.9M
|
|
|
Oct 17, 2022
Q3 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
66.2KNew |
$1.47M - $1.76M
|
66.2K
$2.41M
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
59.6K+ 9.68% |
$1.32M - $1.58M
|
675K
$24.5M
|
|
|
Oct 24, 2022
Q3 2022
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
59K+ 6.72% |
$1.31M - $1.56M
|
937K
$34.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
58.3K+ 22.63% |
$1.3M - $1.55M
|
316K
$11.5M
|
|
|
Aug 23, 2023
Q3 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
58K+ 20.66% |
$1.29M - $1.54M
|
338K
$12.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
57.5K+ 65.9% |
$1.28M - $1.53M
|
145K
$5.26M
|
|
|
Oct 24, 2022
Q3 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
56.2K+ 3.43% |
$1.25M - $1.49M
|
1.69M
$61.6M
|
|
|
Oct 27, 2022
Q3 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
56K+ 61.31% |
$1.25M - $1.49M
|
147K
$5.36M
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
55.9K+ 72.22% |
$1.24M - $1.48M
|
133K
$4.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
55.3K+ 7.56% |
$1.23M - $1.47M
|
787K
$28.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
53.7K+ 11.06% |
$1.2M - $1.43M
|
540K
$19.6M
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
53.2K+ 3.16% |
$1.18M - $1.41M
|
1.74M
$63.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
51.7KNew |
$1.15M - $1.37M
|
51.7K
$1.88M
|
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
50.4K+ 21.76% |
$1.12M - $1.34M
|
282K
$10.3M
|
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
50KNew |
$1.11M - $1.33M
|
50K
$1.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
49K+ 556.82% |
$1.09M - $1.3M
|
57.8K
$2.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
47.7K+ 2.99% |
$1.06M - $1.27M
|
1.65M
$59.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
47.5K+ 70.74% |
$1.06M - $1.26M
|
115K
$4.17M
|
|
|
Nov 07, 2022
Q3 2022
|
Steward Financial Group LLC
|
BUY
|
- |
46.7K+ 1.77% |
$1.04M - $1.24M
|
2.69M
$97.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
46.7K+ 43.75% |
$1.04M - $1.24M
|
153K
$5.58M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
45.6K+ 39.97% |
$1.01M - $1.21M
|
160K
$5.81M
|
|
|
Oct 27, 2022
Q3 2022
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
44.6K+ 2.59% |
$992K - $1.18M
|
1.76M
$64.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Applied Capital LLC
|
BUY
|
- |
44K+ 4.81% |
$979K - $1.17M
|
959K
$34.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
44K+ 8.69% |
$978K - $1.17M
|
550K
$20M
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
43K+ 187.29% |
$957K - $1.14M
|
66K
$2.4M
|
|
|
Oct 07, 2022
Q3 2022
|
Austin Asset Management CO Inc
|
BUY
|
- |
41.2K+ 0.96% |
$916K - $1.09M
|
4.32M
$157M
|
|
|
May 09, 2023
Q3 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
41.1K+ 12.85% |
$914K - $1.09M
|
361K
$13.1M
|
|
|
Aug 11, 2023
Q3 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
38.6K+ 1.23% |
$858K - $1.02M
|
3.17M
$115M
|
|
|
Oct 31, 2022
Q3 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
38.6K+ 16.03% |
$858K - $1.02M
|
279K
$10.1M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
36.8K+ 8.68% |
$817K - $975K
|
460K
$16.7M
|
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
36.7K+ 142.29% |
$817K - $975K
|
62.6K
$2.27M
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
34.2K+ 8.67% |
$760K - $906K
|
428K
$15.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
33.8K+ 53.6% |
$751K - $896K
|
96.7K
$3.52M
|
|
|
Oct 14, 2022
Q3 2022
|
Baker Boyer National Bank
|
BUY
|
- |
33.7K+ 2.05% |
$750K - $895K
|
1.68M
$61M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
33.6K+ 17.94% |
$747K - $892K
|
221K
$8.03M
|
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
33.1K+ 207.2% |
$736K - $879K
|
49.1K
$1.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
32.8KNew |
$729K - $871K
|
32.8K
$1.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
32.3K+ 16.32% |
$717K - $856K
|
230K
$8.35M
|