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 14, 2022 Q4 2021
Stifel Financial Corp

St. Louis, MO
SELL
 -
-7.1K
- 6.13%
$189K - $207K
109K $3.92M
Jan 21, 2022 Q4 2021
Gemmer Asset Management LLC

SELL
 -
-7.21K
- 13.62%
$192K - $210K
45.7K $1.65M
Feb 14, 2022 Q4 2021
Perennial Investment Advisors, LLC

Los Angeles, CA
SELL
 -
-7.29K
- 23.96%
$194K - $212K
23.1K $834K
Feb 10, 2022 Q4 2021
Mogy Joel R Investment Counsel Inc

Beverly Hills, CA
SELL
 -
-7.32K
- 90.0%
$195K - $213K
813 $29.3K
Jan 14, 2022 Q4 2021
Strategy Asset Managers LLC

SELL
 -
-7.55K
Closed
$201K - $220K
0 $0
Jan 21, 2022 Q4 2021
Tfo Tdc, LLC

SELL
 -
-7.56K
- 0.15%
$201K - $220K
5.06M $182M
Feb 07, 2022 Q4 2021
Red Wave Investments LLC

Dillsburg, PA
SELL
 -
-7.75K
- 2.54%
$206K - $225K
297K $10.7M
Feb 11, 2022 Q4 2021
Personal Capital Advisors Corp

SELL
 -
-7.76K
- 37.91%
$207K - $226K
12.7K $458K
Jan 12, 2022 Q4 2021
Stonnington Group, LLC

SELL
 -
-7.9K
- 24.38%
$210K - $230K
24.5K $884K
Feb 10, 2022 Q4 2021
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-8.3K
- 0.12%
$221K - $241K
6.89M $248M
Jan 18, 2022 Q4 2021
Domani Wealth, LLC

SELL
 -
-8.83K
- 12.04%
$235K - $257K
64.5K $2.33M
Jan 24, 2022 Q4 2021
Financial Council Asset Management Inc

SELL
 -
-8.98K
- 20.56%
$239K - $261K
34.7K $1.25M
Jan 11, 2022 Q4 2021
Uma Financial Services, Inc.

SELL
 -
-9.28K
- 5.13%
$247K - $270K
172K $6.18M
Feb 04, 2022 Q4 2021
Kovitz Investment Group Partners, LLC

SELL
 -
-10K
Closed
$267K - $291K
0 $0
Feb 14, 2022 Q4 2021
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-10.3K
- 12.0%
$276K - $301K
75.9K $2.74M
Feb 11, 2022 Q4 2021
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-12K
- 8.99%
$319K - $349K
121K $4.37M
Feb 14, 2022 Q4 2021
Summit Wealth Group, LLC

White River Junction, VT
SELL
 -
-12.9K
- 4.51%
$343K - $375K
273K $9.84M
Feb 08, 2022 Q4 2021
Quadrant Private Wealth Management, LLC

Bethlehem, PA
SELL
 -
-13.2K
- 27.27%
$351K - $384K
35.2K $1.27M
Feb 09, 2022 Q4 2021
Washington Trust CO

SELL
 -
-14.5K
- 56.03%
$387K - $423K
11.4K $412K
Jan 25, 2022 Q4 2021
Cornerstone Wealth Group, LLC

SELL
 -
-14.9K
- 17.76%
$397K - $434K
69K $2.49M
Jan 28, 2022 Q4 2021
Dubuque Bank & Trust CO

SELL
 -
-16.1K
Closed
$428K - $468K
0 $0
Feb 08, 2022 Q4 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-17K
- 0.79%
$454K - $495K
2.13M $76.9M
Jan 14, 2022 Q4 2021
Fundamentun, LLC

Beachwood, OH
SELL
 -
-17.6K
Closed
$467K - $511K
0 $0
Feb 11, 2022 Q4 2021
Sawtooth Solutions, LLC

SELL
 -
-18.9K
Closed
$504K - $550K
0 $0
Feb 11, 2022 Q4 2021
Plancorp, LLC

SELL
 -
-19.2K
- 0.17%
$510K - $558K
11.5M $413M
Jan 24, 2022 Q4 2021
Falcon Wealth Planning

SELL
 -
-20K
Closed
$534K - $583K
0 $0
Feb 15, 2022 Q4 2021
Awm Capital, LLC

SELL
 -
-23.3K
- 9.01%
$622K - $679K
236K $8.5M
Feb 10, 2022 Q4 2021
Financial Engines Advisors L.L.C.

Santa Clara, CA
SELL
 -
-26.4K
- 34.64%
$703K - $768K
49.8K $1.8M
Jan 26, 2022 Q4 2021
Lincoln National Corp

SELL
 -
-28.7K
- 1.86%
$763K - $834K
1.51M $54.6M
Jan 28, 2022 Q4 2021
Wipfli Financial Advisors Llc,

SELL
 -
-29.6K
- 12.93%
$788K - $860K
199K $7.18M
Jan 26, 2022 Q4 2021
Dynamic Advisor Solutions LLC

SELL
 -
-30.1K
- 9.83%
$801K - $875K
276K $9.95M
Feb 08, 2022 Q4 2021
Northern Trust Corp

Chicago, IL
SELL
 -
-30.7K
- 20.77%
$816K - $892K
117K $4.22M
Jan 24, 2022 Q4 2021
Websterrogers Financial Advisors, LLC

SELL
 -
-34.7K
- 10.72%
$923K - $1.01M
289K $10.4M
Feb 11, 2022 Q4 2021
First Ascent Asset Management, LLC

SELL
 -
-37K
- 2.5%
$986K - $1.08M
1.44M $52.1M
Feb 14, 2022 Q4 2021
Truist Financial Corp

SELL
 -
-37.4K
- 8.79%
$995K - $1.09M
388K $14M
Jan 21, 2022 Q4 2021
Global Retirement Partners, LLC

SELL
 -
-44.8K
Closed
$1.19M - $1.3M
0 $0
Feb 14, 2022 Q4 2021
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-45.9K
- 5.13%
$1.22M - $1.33M
849K $30.6M
Jan 19, 2022 Q4 2021
Vista Wealth Management Group, LLC

SELL
 -
-48.8K
- 2.18%
$1.3M - $1.42M
2.19M $78.9M
Feb 14, 2022 Q4 2021
Wms Partners, LLC

SELL
 -
-48.9K
- 4.23%
$1.3M - $1.42M
1.11M $39.9M
Jan 26, 2022 Q4 2021
Cliftonlarsonallen Wealth Advisors, LLC

SELL
 -
-50K
- 1.71%
$1.33M - $1.46M
2.87M $104M
Feb 09, 2022 Q4 2021
Buckingham Strategic Wealth, LLC

Clayton, MO
SELL
 -
-61.3K
- 0.18%
$1.63M - $1.78M
34.1M $1.23B
Feb 03, 2022 Q4 2021
Cambridge Investment Research Advisors, Inc.

SELL
 -
-73.9K
- 3.52%
$1.97M - $2.15M
2.02M $72.9M
Feb 10, 2022 Q4 2021
Comerica Securities,Inc.

SELL
 -
-83K
- 8.33%
$2.21M - $2.42M
914K $32.9M
Jan 20, 2022 Q4 2021
Kestra Advisory Services, LLC

SELL
 -
-86.4K
- 6.34%
$2.3M - $2.51M
1.27M $46M
Feb 14, 2022 Q4 2021
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-88.1K
- 0.65%
$2.35M - $2.56M
13.5M $487M
Feb 04, 2022 Q4 2021
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-89.2K
- 1.82%
$2.38M - $2.6M
4.82M $174M
Feb 08, 2022 Q4 2021
Savant Capital, LLC

SELL
 -
-106K
- 2.04%
$2.83M - $3.1M
5.1M $184M
Feb 11, 2022 Q4 2021
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-108K
- 96.72%
$2.88M - $3.15M
3.67K $132K
Feb 14, 2022 Q4 2021
Assetmark, Inc

SELL
 -
-207K
- 9.85%
$5.52M - $6.03M
1.9M $68.4M

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