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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
110KNew |
$2.47M - $2.84M
|
110K
$4.01M
|
|
|
Jan 18, 2023
Q4 2022
|
Chico Wealth Ria
|
BUY
|
- |
106K+ 7.15% |
$2.39M - $2.74M
|
1.59M
$58M
|
|
|
Mar 28, 2023
Q4 2022
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
101KNew |
$2.26M - $2.6M
|
101K
$3.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
95.6K+ 4.54% |
$2.15M - $2.47M
|
2.2M
$80.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
95.5KNew |
$2.15M - $2.47M
|
95.5K
$3.48M
|
|
|
Feb 15, 2023
Q4 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
90.2K+ 1.77% |
$2.03M - $2.33M
|
5.2M
$189M
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
84.8K+ 19.15% |
$1.91M - $2.19M
|
528K
$19.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
84.5K+ 38.26% |
$1.9M - $2.18M
|
305K
$11.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
81.6KNew |
$1.83M - $2.11M
|
81.6K
$2.97M
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
81.1KNew |
$1.82M - $2.09M
|
81.1K
$2.96M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
80.7K+ 100.07% |
$1.82M - $2.08M
|
161K
$5.88M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
79.2K+ 51.62% |
$1.78M - $2.05M
|
233K
$8.48M
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
74.3K+ 26.33% |
$1.67M - $1.92M
|
356K
$13M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
71.4K+ 5.6% |
$1.61M - $1.84M
|
1.35M
$49.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
70.5K+ 7.52% |
$1.58M - $1.82M
|
1.01M
$36.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
69.2KNew |
$1.56M - $1.78M
|
69.2K
$2.52M
|
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
68KNew |
$1.53M - $1.75M
|
68K
$2.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
65.9KNew |
$1.48M - $1.7M
|
65.9K
$2.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
65.6KNew |
$1.47M - $1.69M
|
65.6K
$2.39M
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
64.7K+ 3.38% |
$1.45M - $1.67M
|
1.98M
$72.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
62.5K+ 77.84% |
$1.41M - $1.61M
|
143K
$5.21M
|
|
|
Feb 06, 2023
Q4 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
59.3K+ 2.34% |
$1.33M - $1.53M
|
2.59M
$94.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
58.3KNew |
$1.31M - $1.5M
|
58.3K
$2.12M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
58.3K+ 13.72% |
$1.31M - $1.5M
|
483K
$17.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
57.8KNew |
$1.3M - $1.49M
|
57.8K
$2.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
56.4K+ 53.39% |
$1.27M - $1.46M
|
162K
$5.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
54.1KNew |
$1.22M - $1.4M
|
54.1K
$1.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Bayshore Asset Management, LLC
|
BUY
|
- |
53.2K+ 4.42% |
$1.2M - $1.37M
|
1.26M
$45.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
51.9K+ 6.58% |
$1.17M - $1.34M
|
840K
$30.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Applied Capital LLC
|
BUY
|
- |
51.6K+ 5.38% |
$1.16M - $1.33M
|
1.01M
$36.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
50.6K+ 420.81% |
$1.14M - $1.31M
|
62.7K
$2.28M
|
|
|
Apr 20, 2023
Q4 2022
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
50.5KNew |
$1.14M - $1.3M
|
50.5K
$1.84M
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
50.5KNew |
$1.14M - $1.3M
|
50.5K
$1.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
50.5K+ 6.41% |
$1.13M - $1.3M
|
838K
$30.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
49.9K+ 9.07% |
$1.12M - $1.29M
|
600K
$21.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Claris Advisors, LLC
|
BUY
|
- |
49.9K+ 4.01% |
$1.12M - $1.29M
|
1.29M
$47.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
49.7K+ 96.02% |
$1.12M - $1.28M
|
101K
$3.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Orion Capital Management LLC
|
BUY
|
- |
48.5K+ 41.75% |
$1.09M - $1.25M
|
165K
$6M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
47.9K+ 11.65% |
$1.08M - $1.24M
|
459K
$16.7M
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
BUY
|
- |
47.1KNew |
$1.06M - $1.22M
|
47.1K
$1.72M
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
46.1K+ 6.71% |
$1.04M - $1.19M
|
733K
$26.7M
|
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
45.9K+ 45.15% |
$1.03M - $1.19M
|
148K
$5.38M
|
|
|
Jan 25, 2023
Q4 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
45.5K+ 20.66% |
$1.02M - $1.17M
|
266K
$9.69M
|
|
|
Jun 21, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
44.6KNew |
$1M - $1.15M
|
44.6K
$1.63M
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
43.5KNew |
$979K - $1.12M
|
43.5K
$1.59M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
43.3KNew |
$974K - $1.12M
|
43.3K
$1.58M
|
|
|
Jan 06, 2023
Q4 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
42.9K+ 5.44% |
$964K - $1.11M
|
830K
$30.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
42.4K+ 12.63% |
$953K - $1.09M
|
378K
$13.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
42.3K+ 7.49% |
$952K - $1.09M
|
608K
$22.1M
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
40.9KNew |
$919K - $1.05M
|
40.9K
$1.49M
|