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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2022
Q4 2021
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
14.5KNew |
$386K - $421K
|
14.5K
$521K
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
14.3KNew |
$382K - $417K
|
14.3K
$516K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
14K+ 65.0% |
$373K - $407K
|
35.5K
$1.28M
|
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
13.8KNew |
$366K - $400K
|
13.8K
$495K
|
|
|
Jan 21, 2022
Q4 2021
|
Financial Council Asset Management Inc
|
BUY
|
- |
13.7K+ 45.71% |
$365K - $399K
|
43.7K
$1.57M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
13.7K+ 110.15% |
$365K - $398K
|
26.1K
$939K
|
|
|
Feb 15, 2022
Q4 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
13.3KNew |
$355K - $388K
|
13.3K
$479K
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
12.8K+ 26.46% |
$342K - $373K
|
61.3K
$2.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Wj Wealth Management, LLC
|
BUY
|
- |
12.7K+ 6.68% |
$339K - $371K
|
203K
$7.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
12.7KNew |
$338K - $369K
|
12.7K
$456K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
12.6K+ 4.3% |
$336K - $367K
|
306K
$11M
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
12.4K+ 1.84% |
$331K - $362K
|
691K
$24.8M
|
|
|
Jul 28, 2023
Q4 2021
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
12.3KNew |
$328K - $358K
|
12.3K
$443K
|
|
|
Feb 16, 2022
Q4 2021
|
Evensky & Katz LLC
|
BUY
|
- |
12.3KNew |
$326K - $356K
|
12.3K
$440K
|
|
|
Feb 07, 2022
Q4 2021
|
Vista Finance, LLC
|
BUY
|
- |
12.1KNew |
$322K - $351K
|
12.1K
$434K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
12K+ 37.17% |
$319K - $349K
|
44.3K
$1.59M
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
11.3KNew |
$300K - $328K
|
11.3K
$405K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
11KNew |
$293K - $320K
|
11K
$395K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.9K+ 12.48% |
$289K - $316K
|
97.8K
$3.52M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
10.6K+ 14.98% |
$283K - $310K
|
81.7K
$2.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.6K+ 6.15% |
$283K - $309K
|
183K
$6.58M
|
|
|
Feb 14, 2022
Q4 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
10.5K+ 50.29% |
$279K - $305K
|
31.3K
$1.13M
|
|
|
Feb 17, 2022
Q4 2021
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
10.5KNew |
$279K - $305K
|
10.5K
$376K
|
|
|
Feb 08, 2022
Q4 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
10.4K+ 7.18% |
$277K - $303K
|
156K
$5.59M
|
|
|
Jan 18, 2022
Q4 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
10.2K+ 1.58% |
$272K - $297K
|
658K
$23.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.1K+ 1.88% |
$270K - $295K
|
550K
$19.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
9.47KNew |
$252K - $275K
|
9.47K
$340K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.23KNew |
$246K - $268K
|
9.23K
$332K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.2K+ 36.62% |
$245K - $268K
|
34.3K
$1.23M
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
9.12KNew |
$243K - $265K
|
9.12K
$328K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
9.09K+ 1.01% |
$242K - $264K
|
913K
$32.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
8.55KNew |
$228K - $249K
|
8.55K
$307K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.41KNew |
$224K - $245K
|
8.41K
$302K
|
|
|
Jan 25, 2022
Q4 2021
|
Exeter Financial, LLC
|
BUY
|
- |
7.89KNew |
$210K - $229K
|
7.89K
$284K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
7.83K+ 0.51% |
$209K - $228K
|
1.55M
$55.7M
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
7.41KNew |
$197K - $216K
|
7.41K
$266K
|
|
|
Feb 11, 2022
Q4 2021
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
7.32K+ 900.0% |
$195K - $213K
|
8.13K
$292K
|
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
7.22KNew |
$192K - $210K
|
7.22K
$260K
|
|
|
Jan 20, 2022
Q4 2021
|
Chicago Capital, LLC
|
BUY
|
- |
7.17KNew |
$191K - $208K
|
7.17K
$258K
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
7.11KNew |
$189K - $207K
|
7.11K
$256K
|
|
|
Feb 07, 2022
Q4 2021
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
6.96KNew |
$185K - $202K
|
6.96K
$250K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
6.85KNew |
$182K - $199K
|
6.85K
$246K
|
|
|
Jan 14, 2022
Q4 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
6.78K+ 0.72% |
$180K - $197K
|
943K
$33.9M
|
|
|
Jan 26, 2022
Q4 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
6.02K+ 5.37% |
$160K - $175K
|
118K
$4.24M
|
|
|
Jan 21, 2022
Q4 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
5.7K+ 4.74% |
$152K - $166K
|
126K
$4.53M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.68K+ 16.69% |
$151K - $165K
|
39.7K
$1.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
5.23K+ 14.47% |
$139K - $152K
|
41.3K
$1.49M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
5.21K+ 11.4% |
$139K - $152K
|
50.9K
$1.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.15K+ 1.45% |
$137K - $150K
|
361K
$13M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.85K+ 15.21% |
$129K - $141K
|
36.7K
$1.32M
|