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 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
50.7K+ 52.9% |
$1.35M - $1.47M
|
147K
$5.28M
|
|
Feb 10, 2022
Q4 2021
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
50.3KNew |
$1.34M - $1.46M
|
50.3K
$1.81M
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
48.9K+ 7.01% |
$1.3M - $1.42M
|
746K
$26.9M
|
|
Jan 24, 2022
Q4 2021
|
Baker Boyer National Bank
|
BUY
|
- |
46.6K+ 2.83% |
$1.24M - $1.36M
|
1.69M
$61M
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
43.4K+ 6.64% |
$1.16M - $1.26M
|
697K
$25.1M
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
42.1K+ 6.47% |
$1.12M - $1.22M
|
692K
$24.9M
|
|
May 31, 2023
Q4 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
41.7K+ 23.41% |
$1.11M - $1.21M
|
220K
$7.93M
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
41.4KNew |
$1.1M - $1.2M
|
41.4K
$1.49M
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
41.1KNew |
$1.09M - $1.2M
|
41.1K
$1.48M
|
|
Jan 24, 2022
Q4 2021
|
Brewster Financial Planning LLC
|
BUY
|
- |
38.5KNew |
$1.03M - $1.12M
|
38.5K
$1.39M
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
37.8K+ 2.45% |
$1.01M - $1.1M
|
1.58M
$56.9M
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
37.1K+ 440.33% |
$989K - $1.08M
|
45.6K
$1.64M
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
35.2KNew |
$937K - $1.02M
|
35.2K
$1.27M
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
34.2K+ 73.92% |
$912K - $996K
|
80.6K
$2.91M
|
|
Aug 11, 2023
Q4 2021
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
32.1K+ 1.66% |
$855K - $934K
|
1.97M
$70.9M
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
31.2KNew |
$832K - $909K
|
31.2K
$1.13M
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
30.6K+ 1.3% |
$814K - $889K
|
2.39M
$86.2M
|
|
Feb 10, 2022
Q4 2021
|
Stone Point Wealth LLC
|
BUY
|
- |
30.2KNew |
$804K - $879K
|
30.2K
$1.09M
|
|
Feb 02, 2022
Q4 2021
|
Truepoint, Inc.
|
BUY
|
- |
28.7K+ 5.96% |
$764K - $835K
|
511K
$18.4M
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
28.6K+ 3.21% |
$760K - $831K
|
919K
$33.1M
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
27.6KNew |
$734K - $802K
|
27.6K
$994K
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
26.4K+ 135.52% |
$703K - $768K
|
45.9K
$1.65M
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
26.3KNew |
$700K - $764K
|
26.3K
$948K
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
25.9KNew |
$690K - $753K
|
25.9K
$934K
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
25.3K+ 16.15% |
$675K - $737K
|
182K
$6.57M
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.3K+ 132.9% |
$674K - $736K
|
44.3K
$1.6M
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
24.9KNew |
$664K - $725K
|
24.9K
$899K
|
|
Feb 09, 2022
Q4 2021
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
24.3KNew |
$646K - $706K
|
24.3K
$875K
|
|
Feb 04, 2022
Q4 2021
|
Morling Financial Advisors, LLC
|
BUY
|
- |
23.5KNew |
$626K - $684K
|
23.5K
$848K
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
22.9KNew |
$609K - $666K
|
22.9K
$825K
|
|
Jan 14, 2022
Q4 2021
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
22K+ 25.19% |
$585K - $639K
|
109K
$3.94M
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
21.8K+ 45.16% |
$582K - $635K
|
70.2K
$2.53M
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
21.2KNew |
$565K - $617K
|
21.2K
$765K
|
|
Jan 31, 2022
Q4 2021
|
Carmel Capital Partners, LLC
|
BUY
|
- |
20.9KNew |
$558K - $609K
|
20.9K
$755K
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
20.8KNew |
$555K - $606K
|
20.8K
$751K
|
|
Feb 14, 2022
Q4 2021
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
19KNew |
$506K - $553K
|
19K
$686K
|
|
Feb 09, 2022
Q4 2021
|
Evolution Advisers, Inc.
|
BUY
|
- |
18.8KNew |
$501K - $547K
|
18.8K
$679K
|
|
Feb 09, 2022
Q4 2021
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
18.6K+ 0.88% |
$494K - $540K
|
2.13M
$76.7M
|
|
Feb 03, 2022
Q4 2021
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
17.9KNew |
$477K - $521K
|
17.9K
$645K
|
|
Feb 02, 2022
Q4 2021
|
Resource Consulting Group Inc
|
BUY
|
- |
17.8KNew |
$473K - $517K
|
17.8K
$641K
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
17.7K+ 20.5% |
$472K - $515K
|
104K
$3.75M
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
17.5K+ 19.6% |
$465K - $508K
|
107K
$3.84M
|
|
Feb 15, 2022
Q4 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
17.2K+ 0.52% |
$459K - $501K
|
3.33M
$120M
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
17.1K+ 20.7% |
$455K - $497K
|
99.6K
$3.59M
|
|
Feb 09, 2022
Q4 2021
|
Heritage Investment Group, Inc.
|
BUY
|
- |
16.6KNew |
$442K - $483K
|
16.6K
$599K
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
15.6K+ 20.19% |
$415K - $454K
|
92.9K
$3.35M
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
15.4K+ 48.71% |
$411K - $449K
|
47.1K
$1.7M
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
BUY
|
- |
14.6K+ 74.49% |
$388K - $424K
|
34.2K
$1.23M
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
14.5KNew |
$387K - $423K
|
14.5K
$525K
|
|
May 10, 2022
Q4 2021
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
14.5KNew |
$386K - $421K
|
14.5K
$522K
|