Purchases and Sales Made in Q4 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 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 23, 2023 Q4 2022
Moisand Fitzgerald Tamayo, LLC

BUY
 -
468
+ 3.31%
$10.5K - $12.1K
14.6K $519K
Feb 14, 2023 Q4 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
468
+ 0.8%
$10.5K - $12.1K
59.3K $2.11M
Feb 16, 2023 Q4 2022
Ascent Group, LLC

BUY
 -
464
+ 1.75%
$10.4K - $12K
27K $962K
Feb 14, 2023 Q4 2022
Atwater Malick LLC

BUY
 -
420
+ 0.5%
$9.45K - $10.8K
84.6K $3.01M
Feb 14, 2023 Q4 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
342
+ 273.6%
$7.69K - $8.83K
467 $16.6K
Feb 09, 2023 Q4 2022
Seaside Wealth Management, Inc.

Carlsbad, CA
BUY
 -
315
+ 0.48%
$7.08K - $8.13K
65.5K $2.33M
Jan 31, 2023 Q4 2022
Sage Rhino Capital LLC

BUY
 -
293
+ 1.54%
$6.59K - $7.56K
19.4K $689K
Feb 06, 2023 Q4 2022
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
266
New
$5.98K - $6.87K
266 $9.46K
Jan 27, 2023 Q4 2022
Foster Victor Wealth Advisors, LLC

BUY
 -
255
+ 1.54%
$5.73K - $6.58K
16.8K $597K
Feb 01, 2023 Q4 2022
Blue Chip Partners, Inc.

BUY
 -
252
+ 0.52%
$5.67K - $6.5K
48.6K $1.73M
Feb 03, 2023 Q4 2022
Ieq Capital, LLC

BUY
 -
222
+ 0.52%
$4.99K - $5.73K
42.9K $1.53M
Feb 14, 2023 Q4 2022
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
209
+ 0.51%
$4.7K - $5.39K
41.1K $1.46M
Jan 08, 2025 Q4 2022
Arcadia Investment Advisors LLC

Eagle, ID
BUY
 -
192
+ 11.05%
$4.32K - $4.96K
1.93K $68.6K
Feb 09, 2023 Q4 2022
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
181
+ 0.46%
$4.07K - $4.67K
39.8K $1.41M
Feb 03, 2023 Q4 2022
Gradient Capital Advisors, LLC

BUY
 -
174
+ 1.66%
$3.91K - $4.49K
10.7K $380K
Jan 06, 2023 Q4 2022
Rise Advisors, LLC

BUY
 -
164
+ 0.52%
$3.69K - $4.23K
31.7K $1.13M
Apr 04, 2024 Q4 2022
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
157
+ 0.51%
$3.53K - $4.05K
31K $1.1M
Jan 26, 2023 Q4 2022
Symphony Financial, Ltd. Co.

BUY
 -
152
+ 0.45%
$3.42K - $3.92K
33.8K $1.2M
Feb 06, 2023 Q4 2022
Carson Allaria Wealth Management, Ltd.

BUY
 -
132
+ 0.51%
$2.97K - $3.41K
25.8K $919K
Feb 09, 2023 Q4 2022
Wealth Enhancement & Preservation Of Ga, LLC

Alpharetta, GA
BUY
 -
104
+ 0.51%
$2.34K - $2.68K
20.3K $723K
Jan 23, 2023 Q4 2022
Waypoint Capital Advisors, LLC

BUY
 -
102
+ 0.11%
$2.29K - $2.63K
93K $3.31M
Jan 31, 2023 Q4 2022
Ifg Advisors, LLC

BUY
 -
96
+ 0.1%
$2.16K - $2.48K
97.2K $3.46M
Feb 09, 2023 Q4 2022
Wealth Spring Partners, LLC

Long Beach, CA
BUY
 -
96
+ 0.02%
$2.16K - $2.48K
484K $17.2M
Feb 13, 2023 Q4 2022
Shakespeare Wealth Management, Inc.

Pewaukee, WI
BUY
 -
79
+ 0.32%
$1.78K - $2.04K
25K $888K
Feb 13, 2023 Q4 2022
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
75
+ 0.12%
$1.69K - $1.94K
62.6K $2.23M
Jan 26, 2023 Q4 2022
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
73
+ 0.39%
$1.64K - $1.88K
18.9K $673K
Feb 10, 2023 Q4 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
71
+ 0.39%
$1.6K - $1.83K
18.2K $648K
Dec 13, 2023 Q4 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
71
+ 0.39%
$1.6K - $1.83K
18.2K $648K
Feb 14, 2023 Q4 2022
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
62
+ 0.48%
$1.39K - $1.6K
13K $463K
Feb 13, 2023 Q4 2022
Aptus Capital Advisors, LLC

BUY
 -
62
+ 0.36%
$1.39K - $1.6K
17.2K $613K
Jan 20, 2023 Q4 2022
Monterey Private Wealth, Inc.

BUY
 -
53
+ 0.19%
$1.19K - $1.37K
28.6K $1.02M
Jan 20, 2023 Q4 2022
Mjp Associates Inc

BUY
 -
50
+ 0.1%
$1.12K - $1.29K
49.1K $1.75M
Feb 10, 2023 Q4 2022
Bbr Partners, LLC

New York, NY
BUY
 -
48
+ 0.51%
$1.08K - $1.24K
9.38K $334K
Feb 13, 2023 Q4 2022
Townsquare Capital LLC

BUY
 -
47
+ 0.41%
$1.06K - $1.21K
11.4K $405K
Feb 02, 2023 Q4 2022
Mokosak Advisory Group, LLC

BUY
 -
47
+ 0.5%
$1.06K - $1.21K
9.46K $336K
Feb 14, 2023 Q4 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
44
+ 0.36%
$990 - $1.14K
12.3K $439K
Feb 14, 2023 Q4 2022
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
39
+ 0.07%
$877 - $1.01K
55.6K $1.98M
Jan 12, 2023 Q4 2022
Evensky & Katz LLC

BUY
 -
37
+ 0.44%
$832 - $955
8.45K $301K
Nov 17, 2023 Q4 2022
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
34
+ 0.12%
$765 - $878
27.6K $983K
Feb 07, 2023 Q4 2022
New Millennium Group LLC

Sandy, UT
BUY
 -
33
+ 0.53%
$742 - $852
6.31K $224K
Jan 11, 2023 Q4 2022
Foundations Investment Advisors, LLC

BUY
 -
32
+ 0.23%
$720 - $826
13.7K $488K
Feb 07, 2023 Q4 2022
Lockerman Financial Group, Inc.

BUY
 -
31
+ 0.22%
$697 - $800
14.4K $511K
Jan 24, 2023 Q4 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
28
+ 0.27%
$630 - $723
10.3K $365K
Feb 09, 2023 Q4 2022
Horizon Wealth Management, LLC

BUY
 -
27
+ 0.26%
$607 - $697
10.4K $368K
Jan 23, 2023 Q4 2022
Aspiriant, LLC

BUY
 -
18
+ 0.01%
$405 - $465
282K $10M
Jan 30, 2023 Q4 2022
Advisory Alpha, LLC

BUY
 -
18
+ 0.13%
$405 - $465
13.7K $486K
Feb 09, 2023 Q4 2022
Citigroup Inc

BUY
 -
18
New
$405 - $465
18 $640
Feb 14, 2023 Q4 2022
Better Money Decisions, LLC

BUY
 -
17
+ 0.06%
$382 - $439
27.7K $986K
Feb 01, 2023 Q4 2022
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
15
+ 0.35%
$337 - $387
4.26K $151K

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