Purchases and Sales Made in Q2 2022 in Dimensional ETF Tr U S Core Eq (DFAC)

DFAC Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr U S Core Eq (DFAC) during Q2 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
Aug 09, 2022 Q2 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
168K
+ 238.57%
$3.82M - $4.66M
238K $8.47M
Jul 11, 2022 Q2 2022
Symmetry Partners, LLC

BUY
 -
167K
+ 25.75%
$3.8M - $4.64M
816K $29M
Aug 03, 2022 Q2 2022
Ae Wealth Management LLC

BUY
 -
149K
New
$3.38M - $4.13M
149K $5.29M
Aug 11, 2022 Q2 2022
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
139K
+ 8.46%
$3.16M - $3.85M
1.78M $63.3M
May 14, 2024 Q2 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
127K
New
$2.88M - $3.52M
127K $4.51M
Jul 13, 2022 Q2 2022
Private Advisor Group, LLC

BUY
 -
121K
+ 8.51%
$2.76M - $3.37M
1.55M $55.1M
Jul 13, 2022 Q2 2022
Evanson Asset Management, LLC

BUY
 -
119K
+ 3.3%
$2.7M - $3.3M
3.72M $132M
Aug 10, 2022 Q2 2022
Wealthsource Partners, LLC

BUY
 -
115K
+ 80.2%
$2.61M - $3.18M
258K $9.17M
Jul 19, 2022 Q2 2022
Straight Path Wealth Management

BUY
 -
110K
New
$2.5M - $3.06M
110K $3.92M
Aug 10, 2022 Q2 2022
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
108K
+ 14.91%
$2.45M - $2.99M
831K $29.6M
Aug 15, 2022 Q2 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
103K
+ 439.58%
$2.35M - $2.87M
127K $4.51M
Aug 04, 2022 Q2 2022
Concord Wealth Partners

BUY
 -
102K
New
$2.32M - $2.83M
102K $3.62M
Aug 16, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
100K
+ 13.16%
$2.27M - $2.78M
860K $30.6M
Aug 15, 2022 Q2 2022
Callan Capital, LLC

La Jolla, CA
BUY
 -
98.1K
New
$2.23M - $2.72M
98.1K $3.49M
Jul 18, 2022 Q2 2022
Western Wealth Management, LLC

BUY
 -
97.9K
New
$2.23M - $2.72M
97.9K $3.48M
Aug 10, 2022 Q2 2022
Betterment LLC

New York, NY
BUY
 -
96.8K
+ 21.68%
$2.2M - $2.69M
543K $19.3M
Aug 08, 2022 Q2 2022
Intelligent Financial Strategies

Excelsior, MN
BUY
 -
96.7K
+ 65.44%
$2.2M - $2.69M
244K $8.7M
Jul 20, 2022 Q2 2022
Applied Capital LLC

BUY
 -
96.1K
+ 11.73%
$2.19M - $2.67M
915K $32.6M
Aug 02, 2022 Q2 2022
Financial Counselors Inc

BUY
 -
94.7K
New
$2.15M - $2.63M
94.7K $3.37M
Jul 22, 2022 Q2 2022
Truist Financial Corp

BUY
 -
94.2K
+ 24.54%
$2.14M - $2.62M
478K $17M
Jul 22, 2022 Q2 2022
First Ascent Asset Management, LLC

BUY
 -
93.6K
+ 6.06%
$2.13M - $2.6M
1.64M $58.3M
Dec 05, 2023 Q2 2022
Morton Capital Management Llc/Ca

Calabasas, CA
BUY
 -
92.2K
+ 14.91%
$2.1M - $2.56M
711K $25.3M
Aug 03, 2022 Q2 2022
Firethorn Wealth Partners, LLC

BUY
 -
89.7K
+ 63.2%
$2.04M - $2.49M
232K $8.25M
Aug 15, 2022 Q2 2022
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
89K
+ 2.21%
$2.03M - $2.47M
4.11M $146M
Jul 26, 2022 Q2 2022
Aprio Wealth Management, LLC

BUY
 -
86K
New
$1.96M - $2.39M
86K $3.06M
Sep 16, 2022 Q2 2022
Private Trust CO Na

BUY
 -
83.9K
New
$1.91M - $2.33M
83.9K $2.98M
Jul 21, 2022 Q2 2022
Atwater Malick LLC

BUY
 -
83.9K
New
$1.91M - $2.33M
83.9K $2.98M
Aug 05, 2022 Q2 2022
Aveo Capital Partners, LLC

BUY
 -
82.5K
+ 339.33%
$1.88M - $2.29M
107K $3.8M
Jul 15, 2022 Q2 2022
Five Oceans Advisors

BUY
 -
78.5K
+ 63.01%
$1.78M - $2.18M
203K $7.22M
Aug 02, 2022 Q2 2022
Belpointe Asset Management LLC

BUY
 -
75.3K
+ 155.59%
$1.71M - $2.09M
124K $4.4M
Jul 28, 2022 Q2 2022
Cwm, LLC

BUY
 -
73.7K
New
$1.68M - $2.05M
73.7K $2.62M
Aug 15, 2022 Q2 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
72.6K
New
$1.65M - $2.02M
72.6K $2.58M
Jul 19, 2022 Q2 2022
Great Valley Advisor Group, Inc.

BUY
 -
71.9K
New
$1.64M - $2M
71.9K $2.56M
Aug 05, 2022 Q2 2022
Jacobi Capital Management LLC

BUY
 -
70.7K
New
$1.61M - $1.96M
70.7K $2.52M
Aug 10, 2022 Q2 2022
Dowling & Yahnke LLC

San Diego, CA
BUY
 -
70.3K
+ 3.38%
$1.6M - $1.95M
2.15M $76.5M
Jul 14, 2022 Q2 2022
Marcum Wealth, LLC

BUY
 -
68.7K
New
$1.56M - $1.91M
68.7K $2.44M
Aug 12, 2022 Q2 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
67K
+ 14.52%
$1.52M - $1.86M
528K $18.8M
May 28, 2024 Q2 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
65.8K
+ 134.16%
$1.5M - $1.83M
115K $4.09M
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
65K
New
$1.48M - $1.8M
65K $2.31M
Aug 30, 2022 Q2 2022
Seaside Wealth Management, Inc.

Carlsbad, CA
BUY
 -
65K
New
$1.48M - $1.8M
65K $2.31M
Jul 13, 2022 Q2 2022
Clarus Wealth Advisors

BUY
 -
63.6K
New
$1.45M - $1.77M
63.6K $2.26M
Aug 11, 2022 Q2 2022
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
62.7K
New
$1.43M - $1.74M
62.7K $2.23M
Dec 06, 2024 Q2 2022
Triune Financial Partners, LLC

Overland Park, KS
BUY
 -
62.7K
+ 2.0%
$1.43M - $1.74M
3.2M $114M
Aug 15, 2022 Q2 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
61.3K
New
$1.4M - $1.7M
61.3K $2.18M
Aug 15, 2022 Q2 2022
Cahill Wealth Management, LLC

Portage, MI
BUY
 -
59.8K
+ 813.84%
$1.36M - $1.66M
67.1K $2.39M
Aug 11, 2022 Q2 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
59.6K
+ 4.58%
$1.36M - $1.65M
1.36M $48.4M
Jul 28, 2022 Q2 2022
Claris Advisors, LLC

BUY
 -
55.9K
+ 4.67%
$1.27M - $1.55M
1.25M $44.6M
Aug 08, 2022 Q2 2022
Cypress Point Wealth Management, LLC

Dallas, TX
BUY
 -
55K
+ 50.36%
$1.25M - $1.53M
164K $5.84M
Jul 14, 2022 Q2 2022
Rb Capital Management, LLC

BUY
 -
54.7K
New
$1.24M - $1.52M
54.7K $1.95M

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