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 03, 2023
Q4 2022
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
444KNew |
$9.99M - $11.5M
|
444K
$16.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
438K+ 66.81% |
$9.84M - $11.3M
|
1.09M
$39.7M
|
|
|
Aug 11, 2023
Q4 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
428K+ 13.5% |
$9.64M - $11.1M
|
3.6M
$131M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
416KNew |
$9.36M - $10.7M
|
416K
$15.1M
|
|
|
Jul 03, 2024
Q4 2022
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
411KNew |
$9.25M - $10.6M
|
411K
$14.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
411KNew |
$9.24M - $10.6M
|
411K
$14.9M
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
400KNew |
$8.99M - $10.3M
|
400K
$14.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Straight Path Wealth Management
|
BUY
|
- |
350K+ 159.9% |
$7.87M - $9.04M
|
569K
$20.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
347K+ 8.55% |
$7.8M - $8.96M
|
4.41M
$160M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
335K+ 6.88% |
$7.54M - $8.65M
|
5.21M
$189M
|
|
|
Feb 24, 2023
Q4 2022
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
315KNew |
$7.09M - $8.13M
|
315K
$11.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
315KNew |
$7.08M - $8.13M
|
315K
$11.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
308K+ 57.02% |
$6.92M - $7.94M
|
848K
$30.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
291K+ 1295.65% |
$6.55M - $7.52M
|
314K
$11.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
288K+ 153.95% |
$6.47M - $7.43M
|
475K
$17.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
283KNew |
$6.37M - $7.3M
|
283K
$10.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
283K+ 1.8% |
$6.36M - $7.3M
|
16M
$581M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
249K+ 13.13% |
$5.59M - $6.42M
|
2.14M
$77.8M
|
|
|
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
247K+ 66.27% |
$5.55M - $6.36M
|
619K
$22.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
230KNew |
$5.17M - $5.93M
|
230K
$8.36M
|
|
|
Jan 25, 2023
Q4 2022
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
227K+ 31.89% |
$5.09M - $5.85M
|
937K
$34.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
226K+ 88.84% |
$5.08M - $5.82M
|
480K
$17.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
222K+ 9.28% |
$5M - $5.73M
|
2.62M
$95.1M
|
|
|
Jan 09, 2023
Q4 2022
|
Geometric Wealth Advisors
|
BUY
|
- |
222K+ 4.59% |
$4.99M - $5.72M
|
5.05M
$183M
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
210KNew |
$4.73M - $5.43M
|
210K
$7.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
206KNew |
$4.64M - $5.33M
|
206K
$7.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
205K+ 24.42% |
$4.6M - $5.28M
|
1.04M
$37.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
202K+ 34.67% |
$4.55M - $5.22M
|
786K
$28.6M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
201K+ 125.88% |
$4.52M - $5.19M
|
361K
$13.1M
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
192K+ 72.9% |
$4.32M - $4.96M
|
456K
$16.6M
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
190K+ 4.37% |
$4.28M - $4.91M
|
4.54M
$165M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
185K+ 161.49% |
$4.16M - $4.78M
|
300K
$10.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
180K+ 30.55% |
$4.06M - $4.66M
|
771K
$28M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
173K+ 6.97% |
$3.89M - $4.47M
|
2.66M
$96.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
163K+ 9.9% |
$3.67M - $4.21M
|
1.81M
$65.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
154K+ 3.52% |
$3.47M - $3.99M
|
4.54M
$165M
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
147K+ 4.73% |
$3.32M - $3.81M
|
3.26M
$119M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
147K+ 10.42% |
$3.31M - $3.8M
|
1.56M
$56.7M
|
|
|
Apr 18, 2023
Q4 2022
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
147KNew |
$3.3M - $3.79M
|
147K
$5.33M
|
|
|
Feb 06, 2023
Q4 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
145KNew |
$3.27M - $3.75M
|
145K
$5.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
140K+ 21.29% |
$3.16M - $3.62M
|
799K
$29.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
140K+ 25.83% |
$3.15M - $3.62M
|
683K
$24.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
133K+ 140.86% |
$2.99M - $3.43M
|
227K
$8.27M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
130K+ 2938.51% |
$2.93M - $3.36M
|
135K
$4.89M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
130K+ 4.71% |
$2.92M - $3.35M
|
2.89M
$105M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
129K+ 88.23% |
$2.9M - $3.33M
|
275K
$9.99M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
125K+ 5.87% |
$2.82M - $3.24M
|
2.26M
$82.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
121K+ 6.35% |
$2.71M - $3.11M
|
2.02M
$73.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
119K+ 17.65% |
$2.68M - $3.07M
|
794K
$28.9M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
110KNew |
$2.48M - $2.85M
|
110K
$4.01M
|