Purchases and Sales Made in Q4 2022 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 2022. 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 09, 2023
Q4 2022
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-19.6K- 4.99% |
$440K - $506K
|
373K
$13.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-19.9K- 72.13% |
$448K - $514K
|
7.7K
$280K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-20.5K- 2.98% |
$460K - $528K
|
666K
$24.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-20.6K- 12.64% |
$463K - $532K
|
142K
$5.18M
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-21.6K- 1.06% |
$487K - $558K
|
2.01M
$73.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-22.2K- 0.79% |
$500K - $574K
|
2.79M
$101M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-22.5K- 50.0% |
$505K - $579K
|
22.5K
$816K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-23K- 4.75% |
$516K - $593K
|
460K
$16.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-27.1K- 3.16% |
$610K - $700K
|
831K
$30.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
SELL
|
- |
-27.8K- 2.89% |
$624K - $716K
|
931K
$33.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-28K- 13.5% |
$629K - $722K
|
179K
$6.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-28.7K- 38.04% |
$646K - $742K
|
46.8K
$1.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-30.1K- 2.08% |
$676K - $776K
|
1.42M
$51.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-30.4K- 4.51% |
$684K - $785K
|
645K
$23.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Baker Boyer National Bank
|
SELL
|
- |
-31.1K- 1.85% |
$699K - $802K
|
1.65M
$59.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-33.6K- 4.15% |
$756K - $867K
|
775K
$28.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-34.6K- 1.39% |
$779K - $893K
|
2.45M
$89.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-36K- 1.35% |
$810K - $930K
|
2.63M
$95.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-40.2K- 1.62% |
$904K - $1.04M
|
2.43M
$88.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-40.3K- 8.71% |
$905K - $1.04M
|
422K
$15.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-40.8K- 70.59% |
$918K - $1.05M
|
17K
$618K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-40.9K- 4.77% |
$920K - $1.06M
|
817K
$29.7M
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-43.9K- 66.55% |
$988K - $1.13M
|
22.1K
$802K
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-44.6K- 69.12% |
$1M - $1.15M
|
19.9K
$725K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-51.7K- 0.81% |
$1.16M - $1.34M
|
6.33M
$230M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-52K- 30.24% |
$1.17M - $1.34M
|
120K
$4.36M
|
|
|
Aug 23, 2023
Q4 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-52.7K- 15.57% |
$1.18M - $1.36M
|
286K
$10.4M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-54.4K- 6.51% |
$1.22M - $1.4M
|
781K
$28.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-61.2K- 2.93% |
$1.38M - $1.58M
|
2.03M
$73.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-65.5K- 29.77% |
$1.47M - $1.69M
|
155K
$5.62M
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-69.5K- 5.37% |
$1.56M - $1.79M
|
1.22M
$44.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-76.8K- 38.65% |
$1.73M - $1.98M
|
122K
$4.43M
|
|
|
Jan 12, 2023
Q4 2022
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-81.4K- 3.49% |
$1.83M - $2.1M
|
2.25M
$81.7M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-85.3K- 3.33% |
$1.92M - $2.2M
|
2.48M
$90.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-104K- 10.09% |
$2.35M - $2.69M
|
930K
$33.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-105K- 4.02% |
$2.36M - $2.71M
|
2.51M
$91.3M
|
|
|
Aug 10, 2023
Q4 2022
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-132K- 16.91% |
$2.97M - $3.41M
|
649K
$23.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-136K- 85.42% |
$3.05M - $3.5M
|
23.2K
$842K
|
|
|
Feb 09, 2023
Q4 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-154K- 2.28% |
$3.46M - $3.97M
|
6.6M
$240M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-160K- 77.92% |
$3.59M - $4.12M
|
45.3K
$1.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-160K- 77.92% |
$3.59M - $4.12M
|
45.3K
$1.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-164K- 43.34% |
$3.69M - $4.23M
|
214K
$7.79M
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-168K- 17.85% |
$3.77M - $4.32M
|
771K
$28M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-182K- 10.67% |
$4.1M - $4.7M
|
1.53M
$55.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Hemington Wealth Management
|
SELL
|
- |
-188K- 17.44% |
$4.24M - $4.86M
|
892K
$32.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
SELL
|
- |
-284K- 2.48% |
$6.4M - $7.34M
|
11.2M
$406M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-573K- 66.24% |
$12.9M - $14.8M
|
292K
$10.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
SELL
|
- |
-574K- 49.93% |
$12.9M - $14.8M
|
576K
$20.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.41M- 96.04% |
$76.7M - $88M
|
141K
$5.12M
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-4.19M- 90.41% |
$94.2M - $108M
|
444K
$16.2M
|