Purchases and Sales Made in Q4 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 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 10, 2022 Q4 2021
Dowling & Yahnke LLC

San Diego, CA
BUY
 -
369K
+ 26.3%
$9.83M - $10.7M
1.77M $63.9M
Jan 28, 2022 Q4 2021
Schubert & CO

BUY
 -
351K
New
$9.34M - $10.2M
351K $12.6M
Feb 16, 2022 Q4 2021
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
301K
+ 342.51%
$8M - $8.74M
388K $14M
Feb 14, 2022 Q4 2021
Silver Oak Advisory Group, Inc.

Portland, OR
BUY
 -
244K
New
$6.5M - $7.1M
244K $8.8M
May 03, 2022 Q4 2021
Investmark Advisory Group LLC

BUY
 -
235K
New
$6.25M - $6.82M
235K $8.46M
Feb 14, 2022 Q4 2021
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
227K
New
$6.05M - $6.61M
227K $8.2M
Feb 15, 2022 Q4 2021
Morris Financial Concepts, Inc.

BUY
 -
226K
New
$6.03M - $6.58M
226K $8.16M
Feb 11, 2022 Q4 2021
Capstone Financial Advisors, Inc.

Downers Grove, IL
BUY
 -
213K
+ 4.84%
$5.66M - $6.18M
4.6M $166M
Feb 02, 2022 Q4 2021
Pb Mares Wealth Management LLC

BUY
 -
207K
+ 28.75%
$5.51M - $6.02M
927K $33.4M
Feb 04, 2022 Q4 2021
Modera Wealth Management, LLC

BUY
 -
187K
+ 12.53%
$4.97M - $5.43M
1.68M $60.4M
May 25, 2022 Q4 2021
Sutton Place Investors LLC

Katonah, NY
BUY
 -
180K
New
$4.79M - $5.24M
180K $6.49M
Jan 31, 2022 Q4 2021
1900 Wealth Management LLC

BUY
 -
171K
+ 438.22%
$4.56M - $4.98M
210K $7.59M
Feb 09, 2022 Q4 2021
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
169K
New
$4.51M - $4.93M
169K $6.11M
Feb 10, 2022 Q4 2021
Caerus Investment Advisors, LLC

BUY
 -
151K
New
$4.02M - $4.39M
151K $5.44M
Feb 15, 2022 Q4 2021
Intelligent Financial Strategies

Excelsior, MN
BUY
 -
148K
New
$3.94M - $4.3M
148K $5.33M
Jan 12, 2022 Q4 2021
Stonnington Group, LLC

BUY
 -
147K
+ 600.01%
$3.92M - $4.28M
172K $6.18M
Feb 10, 2022 Q4 2021
Old Mission Capital LLC

BUY
 -
141K
New
$3.74M - $4.09M
141K $5.07M
Feb 14, 2022 Q4 2021
Wealthsource Partners, LLC

BUY
 -
128K
New
$3.4M - $3.71M
128K $4.61M
Jan 21, 2022 Q4 2021
Asset Dedication, LLC

BUY
 -
125K
+ 12.82%
$3.34M - $3.65M
1.1M $39.8M
Feb 11, 2022 Q4 2021
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
113K
+ 52.77%
$3.01M - $3.28M
327K $11.8M
Jan 20, 2022 Q4 2021
Retirement Planning Group

BUY
 -
109K
New
$2.91M - $3.18M
109K $3.94M
Feb 10, 2022 Q4 2021
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
107K
New
$2.85M - $3.11M
107K $3.86M
Feb 14, 2022 Q4 2021
Cerity Partners LLC

New York, NY
BUY
 -
104K
+ 752.84%
$2.77M - $3.03M
118K $4.25M
Jan 21, 2022 Q4 2021
Concord Wealth Partners

BUY
 -
101K
New
$2.7M - $2.95M
101K $3.66M
Feb 15, 2022 Q4 2021
Betterment LLC

New York, NY
BUY
 -
95.8K
+ 40.26%
$2.55M - $2.79M
334K $12M
Mar 02, 2022 Q4 2021
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
92.7K
New
$2.47M - $2.7M
92.7K $3.34M
Jan 26, 2022 Q4 2021
Index Fund Advisors, Inc.

BUY
 -
91.6K
New
$2.44M - $2.67M
91.6K $3.3M
Feb 01, 2022 Q4 2021
Merriman Wealth Management, LLC

BUY
 -
89K
+ 3.02%
$2.37M - $2.59M
3.04M $110M
Feb 15, 2022 Q4 2021
Mather Group, Llc.

Chicago, IL
BUY
 -
85K
+ 9.36%
$2.26M - $2.47M
992K $35.8M
Feb 15, 2022 Q4 2021
Chicago Partners Investment Group LLC

BUY
 -
83.4K
+ 11.85%
$2.22M - $2.43M
787K $28.4M
Feb 07, 2022 Q4 2021
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
82.3K
New
$2.19M - $2.4M
82.3K $2.97M
Feb 03, 2022 Q4 2021
Brighton Jones LLC

BUY
 -
79.2K
+ 30.42%
$2.11M - $2.3M
339K $12.2M
Feb 09, 2022 Q4 2021
Aquire Wealth Advisors, LLC

BUY
 -
79K
New
$2.1M - $2.3M
79K $2.85M
Feb 08, 2022 Q4 2021
Bbr Partners, LLC

New York, NY
BUY
 -
77.3K
+ 839.62%
$2.06M - $2.25M
86.5K $3.12M
Feb 14, 2022 Q4 2021
Mml Investors Services, LLC

Springfield, MA
BUY
 -
76.3K
+ 9.45%
$2.03M - $2.22M
883K $31.8M
Feb 11, 2022 Q4 2021
Us Bancorp \De\

BUY
 -
75K
+ 138.35%
$2M - $2.18M
129K $4.66M
Feb 17, 2022 Q4 2021
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
72.6K
+ 203.64%
$1.93M - $2.11M
108K $3.9M
Jan 27, 2022 Q4 2021
Briggs Advisory Group, Inc.

BUY
 -
71.8K
New
$1.91M - $2.09M
71.8K $2.59M
Jan 12, 2022 Q4 2021
Pure Financial Advisors, LLC

BUY
 -
71K
+ 1.65%
$1.89M - $2.07M
4.37M $157M
Feb 11, 2022 Q4 2021
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
68.5K
+ 23.68%
$1.82M - $1.99M
358K $12.9M
Jan 24, 2022 Q4 2021
Northwest Wealth Management, LLC

BUY
 -
66.5K
+ 9.96%
$1.77M - $1.94M
735K $26.5M
Jan 24, 2022 Q4 2021
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
66.1K
New
$1.76M - $1.92M
66.1K $2.38M
Feb 14, 2022 Q4 2021
Waterfront Wealth Inc.

BUY
 -
65.5K
New
$1.74M - $1.9M
65.5K $2.36M
Feb 14, 2022 Q4 2021
Financial Advocates Investment Management

Olympia, WA
BUY
 -
62.4K
+ 19.89%
$1.66M - $1.82M
376K $13.6M
May 17, 2022 Q4 2021
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
57.5K
New
$1.53M - $1.67M
57.5K $2.07M
Feb 11, 2022 Q4 2021
Mission Wealth Management, LP

BUY
 -
56.1K
+ 132.42%
$1.49M - $1.63M
98.4K $3.55M
Feb 07, 2022 Q4 2021
Waypoint Capital Advisors, LLC

BUY
 -
55.8K
New
$1.49M - $1.62M
55.8K $2.01M
Feb 07, 2022 Q4 2021
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
53.3K
+ 3.03%
$1.42M - $1.55M
1.81M $65.4M
Feb 08, 2022 Q4 2021
Bank Of America Corp

Charlotte, NC
BUY
 -
52.9K
+ 17588.7%
$1.41M - $1.54M
53.2K $1.92M

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