Purchases and Sales Made in Q2 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 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 |
---|---|---|---|---|---|---|---|
Jul 19, 2022
Q2 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
54.2K+ 146.04% |
$1.23M - $1.51M
|
91.3K
$3.15M
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
52.7KNew |
$1.2M - $1.46M
|
52.7K
$1.82M
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
52KNew |
$1.18M - $1.44M
|
52K
$1.79M
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
50.8K+ 197.64% |
$1.16M - $1.41M
|
76.5K
$2.64M
|
|
Jul 26, 2022
Q2 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
50.6K+ 7.36% |
$1.15M - $1.41M
|
739K
$25.5M
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
49.7KNew |
$1.13M - $1.38M
|
49.7K
$1.72M
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
46.8KNew |
$1.06M - $1.3M
|
46.8K
$1.61M
|
|
Jul 25, 2022
Q2 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
46.4KNew |
$1.06M - $1.29M
|
46.4K
$1.6M
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
45.7K+ 39.31% |
$1.04M - $1.27M
|
162K
$5.59M
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
42.9K+ 7.5% |
$976K - $1.19M
|
615K
$21.2M
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
41.4K+ 4.79% |
$941K - $1.15M
|
906K
$31.3M
|
|
Jul 12, 2022
Q2 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
41.1KNew |
$934K - $1.14M
|
41.1K
$1.42M
|
|
Aug 15, 2022
Q2 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
38.3KNew |
$870K - $1.06M
|
38.3K
$1.32M
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
35.3K+ 20.63% |
$804K - $981K
|
207K
$7.13M
|
|
Aug 03, 2022
Q2 2022
|
Financial Insights, Inc.
|
BUY
|
- |
35.3KNew |
$803K - $980K
|
35.3K
$1.22M
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
35.2KNew |
$801K - $978K
|
35.2K
$1.21M
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
35.1K+ 68.33% |
$799K - $975K
|
86.5K
$2.98M
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
34.7K+ 8.95% |
$790K - $964K
|
422K
$14.6M
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
34.5KNew |
$786K - $959K
|
34.5K
$1.19M
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
34.3KNew |
$781K - $953K
|
34.3K
$1.18M
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
33.7K+ 14.74% |
$766K - $935K
|
262K
$9.05M
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
33.3K+ 22.18% |
$758K - $925K
|
183K
$6.33M
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
32K+ 39.02% |
$729K - $889K
|
114K
$3.94M
|
|
Jul 11, 2022
Q2 2022
|
Austin Asset Management CO Inc
|
BUY
|
- |
31.3K+ 0.74% |
$711K - $868K
|
4.28M
$148M
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
30.7KNew |
$698K - $853K
|
30.7K
$1.06M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
30.4K+ 2.24% |
$691K - $844K
|
1.39M
$47.9M
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
30.2KNew |
$688K - $840K
|
30.2K
$1.04M
|
|
Aug 10, 2022
Q2 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
29.8KNew |
$678K - $827K
|
29.8K
$1.03M
|
|
Aug 10, 2022
Q2 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
29.5K+ 8.2% |
$672K - $820K
|
389K
$13.4M
|
|
Jul 27, 2022
Q2 2022
|
Rs Crum Inc.
|
BUY
|
- |
28K+ 2.5% |
$638K - $779K
|
1.15M
$39.7M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
27.8K+ 65.87% |
$632K - $772K
|
70K
$2.42M
|
|
Aug 15, 2022
Q2 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
27.8KNew |
$632K - $771K
|
27.8K
$958K
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
BUY
|
- |
27.7KNew |
$631K - $770K
|
27.7K
$957K
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
27.3K+ 273380.0% |
$622K - $759K
|
27.3K
$944K
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
27.3K+ 46.52% |
$621K - $758K
|
86K
$2.97M
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
27K+ 3.83% |
$615K - $750K
|
732K
$25.3M
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
26.2K+ 51.27% |
$597K - $729K
|
77.4K
$2.67M
|
|
Jul 11, 2022
Q2 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
25.6KNew |
$583K - $712K
|
25.6K
$885K
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
25.2KNew |
$573K - $700K
|
25.2K
$869K
|
|
Jul 08, 2022
Q2 2022
|
Stonnington Group, LLC
|
BUY
|
- |
24.6KNew |
$561K - $684K
|
24.6K
$851K
|
|
Jul 18, 2022
Q2 2022
|
Shearwater Capital LLC
|
BUY
|
- |
24.4K+ 1.62% |
$556K - $678K
|
1.53M
$53M
|
|
Jul 18, 2022
Q2 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
24.3KNew |
$552K - $674K
|
24.3K
$838K
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
23KNew |
$523K - $638K
|
23K
$793K
|
|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
BUY
|
- |
22.3KNew |
$508K - $620K
|
22.3K
$771K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
22K+ 3.62% |
$500K - $611K
|
629K
$21.7M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.5K+ 12.24% |
$490K - $598K
|
198K
$6.82M
|
|
Aug 01, 2022
Q2 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
21KNew |
$477K - $582K
|
21K
$723K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
20.9K+ 27.18% |
$476K - $581K
|
98K
$3.38M
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
20.4K+ 1.35% |
$464K - $567K
|
1.54M
$53M
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
19.7KNew |
$447K - $546K
|
19.7K
$679K
|