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
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-89- 0.68% |
$2.37K - $2.59K
|
13.1K
$471K
|
|
Jan 18, 2022
Q4 2021
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-110- 1.15% |
$2.93K - $3.2K
|
9.46K
$341K
|
|
Feb 01, 2022
Q4 2021
|
Waddell & Associates, LLC
|
SELL
|
- |
-150- 1.74% |
$3.99K - $4.36K
|
8.45K
$305K
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-179- 1.69% |
$4.77K - $5.21K
|
10.4K
$376K
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-199- 1.19% |
$5.3K - $5.79K
|
16.5K
$595K
|
|
Jan 21, 2022
Q4 2021
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-281- 0.56% |
$7.48K - $8.17K
|
50K
$1.8M
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-317- 1.5% |
$8.44K - $9.22K
|
20.8K
$751K
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-365- 4.12% |
$9.72K - $10.6K
|
8.49K
$306K
|
|
Mar 24, 2022
Q4 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-441- 0.6% |
$11.7K - $12.8K
|
73K
$2.63M
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-502- 2.19% |
$13.4K - $14.6K
|
22.4K
$808K
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-545- 0.63% |
$14.5K - $15.9K
|
86.3K
$3.11M
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-555- 0.66% |
$14.8K - $16.1K
|
83.1K
$3M
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-667- 0.51% |
$17.8K - $19.4K
|
129K
$4.66M
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-667- 7.0% |
$17.8K - $19.4K
|
8.86K
$319K
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-703- 2.37% |
$18.7K - $20.5K
|
28.9K
$1.04M
|
|
Feb 02, 2022
Q4 2021
|
Foster Group, Inc.
|
SELL
|
- |
-705- 0.86% |
$18.8K - $20.5K
|
81.2K
$2.93M
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-814- 6.2% |
$21.7K - $23.7K
|
12.3K
$444K
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-867- 9.86% |
$23.1K - $25.2K
|
7.93K
$286K
|
|
Feb 01, 2022
Q4 2021
|
Bridges Investment Management Inc
|
SELL
|
- |
-919- 10.92% |
$24.5K - $26.7K
|
7.5K
$270K
|
|
Feb 18, 2022
Q4 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-1.01K- 1.08% |
$26.9K - $29.4K
|
92.7K
$3.34M
|
|
Jan 28, 2022
Q4 2021
|
New Capital Management LP
|
SELL
|
- |
-1.01K- 0.08% |
$27K - $29.5K
|
1.34M
$48.5M
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-1.09K- 1.35% |
$28.9K - $31.6K
|
79.4K
$2.86M
|
|
Feb 04, 2022
Q4 2021
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.1K- 5.38% |
$29.3K - $32.1K
|
19.4K
$699K
|
|
Jan 14, 2022
Q4 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-1.23K- 9.99% |
$32.8K - $35.8K
|
11.1K
$400K
|
|
Jan 24, 2022
Q4 2021
|
Sage Financial Group Inc
|
SELL
|
- |
-1.5K- 10.68% |
$39.9K - $43.6K
|
12.5K
$452K
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.59K- 4.22% |
$42.4K - $46.4K
|
36.2K
$1.3M
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.63K- 1.55% |
$43.3K - $47.3K
|
103K
$3.71M
|
|
Feb 03, 2022
Q4 2021
|
Retirement Capital Strategies
|
SELL
|
- |
-1.68K- 18.51% |
$44.8K - $49K
|
7.41K
$267K
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.74K- 4.63% |
$46.4K - $50.7K
|
35.9K
$1.29M
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-1.82K- 3.71% |
$48.5K - $53K
|
47.3K
$1.7M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.92K- 16.59% |
$51.2K - $55.9K
|
9.67K
$349K
|
|
Jan 13, 2022
Q4 2021
|
Clarus Wealth Advisors
|
SELL
|
- |
-2.05K- 2.96% |
$54.5K - $59.5K
|
67.1K
$2.42M
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-2.1K- 6.13% |
$55.9K - $61.1K
|
32.1K
$1.16M
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-2.35K- 11.26% |
$62.4K - $68.2K
|
18.5K
$666K
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.36K- 4.34% |
$62.8K - $68.6K
|
52K
$1.87M
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-2.43K- 7.22% |
$64.7K - $70.7K
|
31.2K
$1.13M
|
|
Feb 02, 2022
Q4 2021
|
Heritage Wealth Advisors
|
SELL
|
- |
-2.5K- 7.16% |
$66.6K - $72.7K
|
32.4K
$1.17M
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.67K- 16.26% |
$71.1K - $77.7K
|
13.8K
$496K
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.9K- 10.42% |
$77.1K - $84.3K
|
24.9K
$898K
|
|
Jan 21, 2022
Q4 2021
|
Atwater Malick LLC
|
SELL
|
- |
-3.19K- 3.57% |
$85K - $92.8K
|
86.3K
$3.11M
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3.22K- 2.6% |
$85.7K - $93.7K
|
121K
$4.35M
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.65K- 76.66% |
$97.1K - $106K
|
1.11K
$40K
|
|
Feb 10, 2022
Q4 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.87K- 26.67% |
$103K - $112K
|
10.6K
$383K
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.87K- 30.57% |
$103K - $113K
|
8.79K
$317K
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-4.32K- 2.21% |
$115K - $126K
|
191K
$6.9M
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-4.45K- 9.78% |
$119K - $129K
|
41.1K
$1.48M
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-4.74KClosed |
$126K - $138K
|
0
$0
|
|
Jan 11, 2022
Q4 2021
|
Symmetry Partners, LLC
|
SELL
|
- |
-5.23K- 1.22% |
$139K - $152K
|
423K
$15.3M
|
|
Mar 23, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
SELL
|
- |
-6.15K- 67.37% |
$164K - $179K
|
2.98K
$107K
|
|
Jan 26, 2022
Q4 2021
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-6.87K- 1.55% |
$183K - $200K
|
437K
$15.8M
|