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 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-2.28K- 3.12% |
$51.2K - $58.8K
|
70.8K
$2.57M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.37K- 14.68% |
$53.2K - $61K
|
13.7K
$499K
|
|
|
Feb 06, 2023
Q4 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-2.78K- 0.89% |
$62.5K - $71.7K
|
309K
$11.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-2.79K- 5.96% |
$62.7K - $72K
|
44K
$1.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Capital Performance Advisors LLP
|
SELL
|
- |
-2.93K- 0.18% |
$66K - $75.7K
|
1.59M
$57.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.02K- 14.78% |
$67.9K - $78K
|
17.4K
$633K
|
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-3.13K- 10.19% |
$70.5K - $80.9K
|
27.6K
$1M
|
|
|
Feb 14, 2023
Q4 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-3.15K- 0.1% |
$70.8K - $81.2K
|
3.27M
$119M
|
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-3.21K- 17.77% |
$72.3K - $82.9K
|
14.9K
$540K
|
|
|
Jan 12, 2023
Q4 2022
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-3.22K- 4.54% |
$72.4K - $83.1K
|
67.8K
$2.46M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-3.25K- 1.82% |
$73K - $83.8K
|
175K
$6.38M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-3.32K- 5.87% |
$74.7K - $85.7K
|
53.2K
$1.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.52K- 8.1% |
$79.2K - $90.9K
|
39.9K
$1.45M
|
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-3.53K- 0.96% |
$79.4K - $91.1K
|
364K
$13.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-3.7K- 15.35% |
$83.1K - $95.4K
|
20.4K
$741K
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-3.78K- 0.38% |
$85K - $97.5K
|
981K
$35.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.19K- 6.94% |
$94.3K - $108K
|
56.2K
$2.04M
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-4.42K- 2.67% |
$99.4K - $114K
|
161K
$5.86M
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-4.48K- 2.67% |
$101K - $116K
|
163K
$5.93M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-4.78K- 0.4% |
$107K - $123K
|
1.2M
$43.5M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.82K- 1.35% |
$108K - $124K
|
353K
$12.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-5.11K- 1.83% |
$115K - $132K
|
274K
$9.96M
|
|
|
Jan 20, 2023
Q4 2022
|
Shearwater Capital LLC
|
SELL
|
- |
-5.23K- 0.34% |
$118K - $135K
|
1.54M
$55.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-5.47K- 10.99% |
$123K - $141K
|
44.3K
$1.61M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.66K- 0.63% |
$127K - $146K
|
887K
$32.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
SELL
|
- |
-6K- 5.49% |
$135K - $155K
|
103K
$3.75M
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-6.38K- 1.61% |
$143K - $165K
|
388K
$14.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-6.66K- 12.32% |
$150K - $172K
|
47.4K
$1.72M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-6.73K- 6.69% |
$151K - $174K
|
93.8K
$3.41M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-7K- 52.84% |
$157K - $181K
|
6.25K
$227K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-7K- 52.84% |
$157K - $181K
|
6.25K
$227K
|
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-7.33K- 32.6% |
$165K - $189K
|
15.2K
$551K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.68K- 1.6% |
$173K - $198K
|
472K
$17.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-8.01K- 3.02% |
$180K - $207K
|
258K
$9.36M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-8.32K- 14.59% |
$187K - $215K
|
48.7K
$1.77M
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-8.43K- 20.48% |
$190K - $218K
|
32.7K
$1.19M
|
|
|
Aug 11, 2023
Q4 2022
|
Rs Crum Inc.
|
SELL
|
- |
-8.65K- 0.7% |
$195K - $223K
|
1.22M
$44.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
SELL
|
- |
-10K- 9.55% |
$226K - $259K
|
95.1K
$3.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10.9K- 22.65% |
$244K - $280K
|
37.1K
$1.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-10.9K- 0.64% |
$246K - $282K
|
1.69M
$61.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-11.1K- 16.98% |
$250K - $287K
|
54.4K
$1.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-12.1K- 19.57% |
$271K - $311K
|
49.6K
$1.8M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-12.3K- 21.9% |
$276K - $317K
|
43.8K
$1.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-12.4K- 20.63% |
$280K - $321K
|
47.9K
$1.74M
|
|
|
Feb 10, 2023
Q4 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-12.5K- 25.87% |
$282K - $324K
|
35.9K
$1.31M
|
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-13K- 43.37% |
$291K - $334K
|
16.9K
$615K
|
|
|
Nov 06, 2024
Q4 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-14.2KClosed |
$319K - $366K
|
0
$0
|
|
|
Mar 14, 2023
Q4 2022
|
Awm Capital, LLC
|
SELL
|
- |
-15.4K- 1.06% |
$345K - $396K
|
1.43M
$52.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-16.6K- 33.72% |
$372K - $427K
|
32.5K
$1.18M
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-17.6K- 1.71% |
$395K - $453K
|
1.01M
$36.8M
|