Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
25.1MNew |
$668M - $730M
|
25.1M
$912M
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
7.15MNew |
$191M - $208M
|
7.15M
$260M
|
|
|
Apr 07, 2022
Q4 2021
|
Greenspring Advisors, LLC
|
BUY
|
- |
6.7MNew |
$178M - $195M
|
6.7M
$243M
|
|
|
Jul 20, 2023
Q4 2021
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
4.88MNew |
$130M - $142M
|
4.88M
$177M
|
|
|
Feb 10, 2022
Q4 2021
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.63MNew |
$123M - $135M
|
4.63M
$168M
|
|
|
Jan 26, 2022
Q4 2021
|
Austin Asset Management CO Inc
|
BUY
|
- |
4.3MNew |
$114M - $125M
|
4.3M
$156M
|
|
|
Feb 07, 2022
Q4 2021
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
4.27MNew |
$114M - $124M
|
4.27M
$155M
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4.12MNew |
$110M - $120M
|
4.12M
$150M
|
|
|
Feb 10, 2022
Q4 2021
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
3.95MNew |
$105M - $115M
|
3.95M
$144M
|
|
|
Feb 23, 2022
Q4 2021
|
Geometric Wealth Advisors
|
BUY
|
- |
3.57MNew |
$95.1M - $104M
|
3.57M
$130M
|
|
|
Aug 04, 2022
Q4 2021
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2.82MNew |
$75M - $81.9M
|
2.82M
$102M
|
|
|
Aug 25, 2022
Q4 2021
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
2.74MNew |
$72.9M - $79.7M
|
2.74M
$99.6M
|
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
2.59MNew |
$68.9M - $75.2M
|
2.59M
$94M
|
|
|
Jan 27, 2022
Q4 2021
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
2.39MNew |
$63.6M - $69.5M
|
2.39M
$86.8M
|
|
|
Apr 06, 2022
Q4 2021
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
2.02MNew |
$53.7M - $58.7M
|
2.02M
$73.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
1.78MNew |
$47.4M - $51.7M
|
1.78M
$64.6M
|
|
|
May 09, 2022
Q4 2021
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
1.77MNew |
$47M - $51.4M
|
1.77M
$64.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Keudell
|
BUY
|
- |
1.7MNew |
$45.4M - $49.6M
|
1.7M
$62M
|
|
|
Feb 08, 2022
Q4 2021
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.65MNew |
$44M - $48.1M
|
1.65M
$60.1M
|
|
|
Jan 28, 2022
Q4 2021
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.62MNew |
$43.2M - $47.2M
|
1.62M
$58.9M
|
|
|
Jan 26, 2022
Q4 2021
|
Shearwater Capital LLC
|
BUY
|
- |
1.52MNew |
$40.6M - $44.3M
|
1.52M
$55.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.43MNew |
$38.2M - $41.7M
|
1.43M
$52.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Bayshore Asset Management, LLC
|
BUY
|
- |
1.29MNew |
$34.4M - $37.6M
|
1.29M
$47M
|
|
|
Feb 08, 2022
Q4 2021
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.29MNew |
$34.3M - $37.5M
|
1.29M
$46.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
1.2M+ 2975.21% |
$32M - $35M
|
1.24M
$45.2M
|
|
|
Jan 18, 2022
Q4 2021
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
1.19MNew |
$31.7M - $34.6M
|
1.19M
$43.3M
|
|
|
Mar 03, 2022
Q4 2021
|
Better Wealth, LLC
|
BUY
|
- |
1.14MNew |
$30.3M - $33.1M
|
1.14M
$41.3M
|
|
|
Feb 22, 2022
Q4 2021
|
Rs Crum Inc.
|
BUY
|
- |
1.13MNew |
$30M - $32.8M
|
1.13M
$41M
|
|
|
Jan 28, 2022
Q4 2021
|
Claris Advisors, LLC
|
BUY
|
- |
1.11MNew |
$29.5M - $32.2M
|
1.11M
$40.3M
|
|
|
Feb 24, 2022
Q4 2021
|
First Purpose Wealth LLC
|
BUY
|
- |
1.04MNew |
$27.7M - $30.2M
|
1.04M
$37.8M
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
977K+ 545.98% |
$26M - $28.4M
|
1.16M
$42M
|
|
|
Feb 15, 2022
Q4 2021
|
Planning Center, Inc.
|
BUY
|
- |
959KNew |
$25.5M - $27.9M
|
959K
$34.9M
|
|
|
Jan 28, 2022
Q4 2021
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
909KNew |
$24.2M - $26.5M
|
909K
$33.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
876KNew |
$23.3M - $25.5M
|
876K
$31.9M
|
|
|
Feb 01, 2022
Q4 2021
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
866KNew |
$23.1M - $25.2M
|
866K
$31.5M
|
|
|
Feb 18, 2022
Q4 2021
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
823KNew |
$21.9M - $23.9M
|
823K
$29.9M
|
|
|
Feb 02, 2022
Q4 2021
|
Kraft Asset Management, LLC
|
BUY
|
- |
804KNew |
$21.4M - $23.4M
|
804K
$29.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
801K+ 31.04% |
$21.3M - $23.3M
|
3.38M
$123M
|
|
|
Feb 02, 2022
Q4 2021
|
Ml & R Wealth Management LLC
|
BUY
|
- |
676KNew |
$18M - $19.7M
|
676K
$24.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
659K+ 50.33% |
$17.5M - $19.2M
|
1.97M
$71.5M
|
|
|
Dec 05, 2023
Q4 2021
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
605KNew |
$16.1M - $17.6M
|
605K
$22M
|
|
|
Aug 26, 2022
Q4 2021
|
Heritage Financial Services, LLC
|
BUY
|
- |
575KNew |
$15.3M - $16.7M
|
575K
$20.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
565KNew |
$15M - $16.4M
|
565K
$20.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
554KNew |
$14.7M - $16.1M
|
554K
$20.1M
|
|
|
Jan 26, 2022
Q4 2021
|
Helen Stephens Group, LLC
|
BUY
|
- |
494KNew |
$13.2M - $14.4M
|
494K
$18M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
453KNew |
$12.1M - $13.2M
|
453K
$16.5M
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
419KNew |
$11.2M - $12.2M
|
419K
$15.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
409KNew |
$10.9M - $11.9M
|
409K
$14.9M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
402K+ 40.78% |
$10.7M - $11.7M
|
1.39M
$50.5M
|
|
|
Jan 28, 2022
Q4 2021
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
383KNew |
$10.2M - $11.1M
|
383K
$13.9M
|