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
Feb 14, 2023 Q4 2022
Hoyle Cohen, LLC

BUY
 -
11
+ 0.05%
$247 - $284
22.6K $803K
Jan 17, 2023 Q4 2022
Fortress Wealth Management, Inc.

BUY
 -
11
+ 0.08%
$247 - $284
14.6K $521K
Feb 13, 2023 Q4 2022
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
4
+ 0.0%
$90 - $103
186K $6.63M
Feb 10, 2023 Q4 2022
Sandy Spring Bank

BUY
 -
3
+ 0.56%
$67.5 - $77.4
540 $19.2K
Feb 13, 2023 Q4 2022
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
1
+ 0.01%
$22.5 - $25.8
9.64K $343K
Jan 19, 2023 Q4 2022
Iron Horse Wealth Management, LLC

BUY
 -
0
New
$0 - $0
0 $0
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jan 19, 2023 Q4 2022
Ellsworth Advisors, LLC

SELL
 -
-86
- 0.7%
$1.93K - $2.22K
12.2K $435K
Feb 21, 2023 Q4 2022
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-121
- 0.92%
$2.72K - $3.12K
13.1K $465K
Jan 20, 2023 Q4 2022
Transcend Capital Advisors, LLC

SELL
 -
-154
- 1.08%
$3.46K - $3.97K
14.1K $501K
Jan 10, 2023 Q4 2022
Coldstream Capital Management Inc

SELL
 -
-224
- 0.54%
$5.04K - $5.78K
41.2K $1.46M
Feb 13, 2023 Q4 2022
Black Rock Inc.

New York, NY
SELL
 -
-252
- 0.29%
$5.67K - $6.5K
85.6K $3.05M
Jan 17, 2023 Q4 2022
Spinnaker Investment Group, LLC

SELL
 -
-255
- 1.43%
$5.73K - $6.58K
17.6K $628K
Feb 13, 2023 Q4 2022
Camden Capital, LLC

SELL
 -
-260
- 1.68%
$5.85K - $6.71K
15.2K $540K
Feb 03, 2023 Q4 2022
Morling Financial Advisors, LLC

SELL
 -
-264
- 1.26%
$5.94K - $6.81K
20.7K $736K
Jan 24, 2023 Q4 2022
Pinnacle Bancorp, Inc.

SELL
 -
-320
- 7.11%
$7.2K - $8.26K
4.18K $149K
Jan 23, 2023 Q4 2022
Klaas Financial Asset Advisors, LLC

Loves Park, IL
SELL
 -
-346
- 3.97%
$7.78K - $8.93K
8.37K $298K
Feb 08, 2023 Q4 2022
Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN
SELL
 -
-371
- 0.24%
$8.34K - $9.58K
157K $5.59M
Feb 09, 2023 Q4 2022
Plante Moran Financial Advisors, LLC

SELL
 -
-405
- 5.06%
$9.11K - $10.5K
7.6K $270K
Aug 30, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-455
- 1.0%
$10.2K - $11.7K
45K $1.6M
Feb 22, 2023 Q4 2022
Kovack Advisors, Inc.

SELL
 -
-483
- 1.9%
$10.9K - $12.5K
24.9K $886K
Feb 14, 2023 Q4 2022
Johnson Investment Counsel Inc

Cincinnati, OH
SELL
 -
-486
- 1.88%
$10.9K - $12.5K
25.4K $902K
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-521
- 0.42%
$11.7K - $13.4K
123K $4.37M
Jan 20, 2023 Q4 2022
Aquire Wealth Advisors, LLC

SELL
 -
-525
- 0.74%
$11.8K - $13.6K
70.4K $2.51M
Feb 02, 2023 Q4 2022
Sawtooth Solutions, LLC

SELL
 -
-539
- 3.33%
$12.1K - $13.9K
15.6K $556K
Jan 24, 2023 Q4 2022
Intelligent Financial Strategies

Excelsior, MN
SELL
 -
-581
- 0.24%
$13.1K - $15K
245K $8.71M
Jan 18, 2023 Q4 2022
Resource Consulting Group Inc

SELL
 -
-588
- 3.06%
$13.2K - $15.2K
18.6K $663K
Feb 09, 2023 Q4 2022
Running Point Capital Advisors, LLC

SELL
 -
-638
- 0.43%
$14.3K - $16.5K
149K $5.29M
Jan 10, 2023 Q4 2022
Rb Capital Management, LLC

SELL
 -
-667
- 1.19%
$15K - $17.2K
55.2K $1.96M
Feb 14, 2023 Q4 2022
Ica Group Wealth Management, LLC

Denver, CO
SELL
 -
-690
- 5.46%
$15.5K - $17.8K
12K $425K
Feb 03, 2023 Q4 2022
Carlson Capital Management

SELL
 -
-844
- 0.96%
$19K - $21.8K
87.3K $3.11M
Jan 27, 2023 Q4 2022
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
SELL
 -
-883
- 4.63%
$19.9K - $22.8K
18.2K $647K
Jan 23, 2023 Q4 2022
Foster Group, Inc.

SELL
 -
-884
- 4.32%
$19.9K - $22.8K
19.6K $696K
Feb 10, 2023 Q4 2022
Evoke Wealth, LLC

SELL
 -
-1K
- 3.37%
$22.5K - $25.8K
28.7K $1.02M
Jan 19, 2023 Q4 2022
Elk River Wealth Management, LLC

SELL
 -
-1K
- 9.53%
$22.5K - $25.8K
9.49K $338K
Feb 08, 2023 Q4 2022
Prime Capital Investment Advisors, LLC

Overland Park, KS
SELL
 -
-1K
- 6.61%
$22.6K - $25.9K
14.2K $504K
Feb 14, 2023 Q4 2022
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
SELL
 -
-1.12K
- 2.55%
$25.2K - $28.9K
42.8K $1.52M
Aug 07, 2024 Q4 2022
Abound Wealth Management

Franklin, TN
SELL
 -
-1.16K
Closed
$26.2K - $30K
0 $0
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

SELL
 -
-1.18K
- 0.96%
$26.6K - $30.5K
122K $4.35M
Jan 12, 2023 Q4 2022
Marcum Wealth, LLC

SELL
 -
-1.24K
- 1.8%
$27.9K - $32K
67.6K $2.4M
Jan 12, 2023 Q4 2022
Transform Wealth, LLC

SELL
 -
-1.24K
- 12.63%
$27.9K - $32.1K
8.59K $306K
Feb 14, 2023 Q4 2022
Glenmede Trust CO Na

Philadelphia, PA
SELL
 -
-1.25K
- 10.63%
$28.1K - $32.3K
10.5K $374K
Feb 14, 2023 Q4 2022
Balboa Wealth Partners

Newport Beach, CA
SELL
 -
-1.35K
- 9.81%
$30.3K - $34.8K
12.4K $441K
Jan 24, 2023 Q4 2022
Investmark Advisory Group LLC

SELL
 -
-1.44K
- 0.63%
$32.4K - $37.2K
226K $8.06M
Feb 09, 2023 Q4 2022
Perennial Investment Advisors, LLC

Los Angeles, CA
SELL
 -
-1.65K
- 5.45%
$37.1K - $42.6K
28.6K $1.02M
Jan 11, 2023 Q4 2022
Aprio Wealth Management, LLC

SELL
 -
-1.7K
- 2.0%
$38.3K - $44K
83.2K $2.96M
Feb 13, 2023 Q4 2022
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
SELL
 -
-1.84K
- 1.09%
$41.5K - $47.6K
167K $5.94M
Jan 24, 2023 Q4 2022
Exeter Financial, LLC

SELL
 -
-1.91K
- 15.93%
$42.9K - $49.2K
10.1K $358K
Feb 14, 2023 Q4 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
SELL
 -
-1.97K
- 0.91%
$44.2K - $50.7K
215K $7.66M

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