Purchases and Sales Made in Q1 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 Q1 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 |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-455Closed |
$11.7K - $13.3K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-532Closed |
$13.7K - $15.5K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-555- 4.51% |
$14.3K - $16.2K
|
11.8K
$415K
|
|
Apr 27, 2022
Q1 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-649- 7.64% |
$16.7K - $19K
|
7.85K
$277K
|
|
Apr 25, 2022
Q1 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-707- 1.02% |
$18.2K - $20.7K
|
68.3K
$2.41M
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-759- 0.34% |
$19.6K - $22.2K
|
223K
$7.87M
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-851- 6.97% |
$21.9K - $24.9K
|
11.4K
$401K
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-878- 9.92% |
$22.6K - $25.6K
|
7.98K
$281K
|
|
Apr 19, 2022
Q1 2022
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-998- 8.29% |
$25.7K - $29.2K
|
11K
$390K
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.05K- 7.61% |
$27K - $30.6K
|
12.7K
$448K
|
|
Apr 25, 2022
Q1 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-1.12K- 9.54% |
$28.8K - $32.7K
|
10.6K
$374K
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
SELL
|
- |
-1.13K- 0.04% |
$29K - $32.9K
|
2.8M
$98.9M
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.2KClosed |
$31K - $35.1K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
First American Trust, Fsb
|
SELL
|
- |
-1.21K- 5.87% |
$31K - $35.2K
|
19.3K
$682K
|
|
May 03, 2022
Q1 2022
|
Investmark Advisory Group LLC
|
SELL
|
- |
-1.31K- 0.56% |
$33.6K - $38.1K
|
233K
$8.23M
|
|
May 09, 2023
Q1 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-1.33K- 0.39% |
$34.3K - $38.9K
|
338K
$11.9M
|
|
May 16, 2022
Q1 2022
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-1.34KClosed |
$34.4K - $39K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.34K- 0.44% |
$34.4K - $39.1K
|
302K
$10.7M
|
|
Apr 11, 2022
Q1 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-1.35KClosed |
$34.8K - $39.5K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.38K- 0.93% |
$35.6K - $40.4K
|
147K
$5.2M
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.4K- 9.76% |
$36.1K - $40.9K
|
12.9K
$457K
|
|
Apr 14, 2022
Q1 2022
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-1.4K- 1.96% |
$36.2K - $41K
|
70.4K
$2.48M
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-1.58K- 12.45% |
$40.8K - $46.2K
|
11.1K
$393K
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.63K- 52.53% |
$41.9K - $47.6K
|
1.47K
$51.9K
|
|
Apr 21, 2022
Q1 2022
|
Brewster Financial Planning LLC
|
SELL
|
- |
-1.74K- 4.52% |
$44.8K - $50.8K
|
36.8K
$1.3M
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.83K- 17.06% |
$47.1K - $53.5K
|
8.89K
$314K
|
|
May 03, 2022
Q1 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-1.83K- 3.66% |
$47.2K - $53.5K
|
48.2K
$1.7M
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.93K- 5.33% |
$49.6K - $56.3K
|
34.2K
$1.21M
|
|
May 13, 2022
Q1 2022
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.99K- 0.67% |
$51.2K - $58K
|
295K
$10.4M
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.21K- 0.57% |
$56.8K - $64.4K
|
386K
$13.6M
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
SELL
|
- |
-2.27K- 2.09% |
$58.4K - $66.3K
|
106K
$3.75M
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-2.36KClosed |
$60.7K - $68.9K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-2.61K- 0.49% |
$67.3K - $76.4K
|
531K
$18.7M
|
|
Apr 18, 2022
Q1 2022
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-2.83K- 0.24% |
$73K - $82.8K
|
1.19M
$41.9M
|
|
Jun 01, 2022
Q1 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-2.98KClosed |
$76.7K - $86.9K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.67KClosed |
$94.5K - $107K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.67K- 8.0% |
$94.6K - $107K
|
42.2K
$1.49M
|
|
May 16, 2022
Q1 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-3.88KClosed |
$100K - $113K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-3.89K- 31.76% |
$100K - $114K
|
8.36K
$295K
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-3.92K- 1.01% |
$101K - $115K
|
384K
$13.5M
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.06KClosed |
$105K - $119K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-4.09K- 0.55% |
$105K - $119K
|
740K
$26.1M
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.29K- 0.88% |
$110K - $125K
|
483K
$17M
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-4.3K- 8.07% |
$111K - $126K
|
49K
$1.73M
|
|
May 04, 2022
Q1 2022
|
Tfc Financial Management
|
SELL
|
- |
-4.31KClosed |
$111K - $126K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Rs Crum Inc.
|
SELL
|
- |
-4.51K- 0.4% |
$116K - $132K
|
1.12M
$39.6M
|
|
May 13, 2022
Q1 2022
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-4.7K- 24.7% |
$121K - $137K
|
14.3K
$505K
|
|
Apr 13, 2022
Q1 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-4.79K- 1.28% |
$123K - $140K
|
370K
$13.1M
|
|
May 13, 2022
Q1 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-5.37K- 18.13% |
$138K - $157K
|
24.2K
$855K
|
|
May 06, 2022
Q1 2022
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-5.37K- 30.13% |
$138K - $157K
|
12.4K
$439K
|