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
Jul 08, 2022 Q2 2022
Shanker Valleau Wealth Advisors, Inc.

BUY
 -
19.6K
+ 0.82%
$445K - $544K
2.4M $82.8M
Aug 12, 2022 Q2 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
19.3K
+ 5.15%
$439K - $536K
394K $13.6M
Aug 12, 2022 Q2 2022
Wealthcare Capital Management LLC

Richmond, VA
BUY
 -
19.2K
New
$437K - $534K
19.2K $663K
Aug 11, 2022 Q2 2022
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
18.8K
+ 29.37%
$427K - $521K
82.7K $2.85M
Aug 11, 2022 Q2 2022
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
18.6K
New
$424K - $517K
18.6K $643K
Jul 27, 2022 Q2 2022
Modera Wealth Management, LLC

BUY
 -
18.5K
+ 1.11%
$421K - $514K
1.68M $58.1M
Jul 20, 2022 Q2 2022
Cherry Creek Investment Advisors, Inc.

BUY
 -
18.2K
New
$413K - $504K
18.2K $627K
Aug 04, 2022 Q2 2022
Highland Financial Advisors, LLC

BUY
 -
17.9K
New
$408K - $498K
17.9K $619K
Aug 12, 2022 Q2 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
17.3K
+ 37.29%
$393K - $480K
63.6K $2.2M
Jul 19, 2022 Q2 2022
Pettinga Financial Advisors, LLC

BUY
 -
16.9K
New
$385K - $470K
16.9K $585K
Jul 26, 2022 Q2 2022
Jmg Financial Group, Ltd.

BUY
 -
16.8K
New
$382K - $466K
16.8K $579K
Jul 27, 2022 Q2 2022
Main Street Financial Solutions, LLC

BUY
 -
16.7K
New
$381K - $465K
16.7K $578K
Aug 09, 2022 Q2 2022
Rather & Kittrell, Inc.

Knoxville, TN
BUY
 -
16.7K
+ 3.56%
$381K - $465K
486K $16.8M
Jul 19, 2022 Q2 2022
Foster Victor Wealth Advisors, LLC

BUY
 -
16.5K
New
$375K - $458K
16.5K $569K
Aug 02, 2022 Q2 2022
Brown Advisory Inc

BUY
 -
16.4K
New
$373K - $455K
16.4K $565K
Aug 01, 2022 Q2 2022
1900 Wealth Management LLC

BUY
 -
16.4K
+ 6.65%
$372K - $454K
263K $9.06M
Aug 05, 2022 Q2 2022
Wealthstream Advisors, Inc.

BUY
 -
16.2K
New
$368K - $449K
16.2K $558K
Aug 05, 2022 Q2 2022
Fieldpoint Private Securities, LLC

BUY
 -
15.8K
New
$360K - $439K
15.8K $546K
Aug 10, 2022 Q2 2022
Cerity Partners LLC

New York, NY
BUY
 -
15.8K
+ 12.62%
$359K - $438K
141K $4.85M
Aug 15, 2022 Q2 2022
Surevest, LLC

Los Angeles, CA
BUY
 -
15.8K
New
$358K - $438K
15.8K $544K
Aug 12, 2022 Q2 2022
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
14.7K
+ 132.39%
$335K - $408K
25.8K $891K
Aug 10, 2022 Q2 2022
Nwam LLC

Mercer Island, WA
BUY
 -
14.7K
+ 12.44%
$334K - $407K
133K $4.58M
Aug 15, 2022 Q2 2022
Tranquilli Financial Advisor LLC

Clinton, NJ
BUY
 -
14.6K
New
$332K - $405K
14.6K $503K
Aug 16, 2022 Q2 2022
Svb Wealth LLC

Boston, MA
BUY
 -
14.5K
New
$331K - $404K
14.5K $502K
Jul 28, 2022 Q2 2022
Andrews, Lucia Wealth Management LLC

BUY
 -
14.3K
+ 0.81%
$326K - $398K
1.79M $61.9M
Jul 22, 2022 Q2 2022
Spire Wealth Management

BUY
 -
13.4K
New
$304K - $371K
13.4K $461K
Nov 06, 2024 Q2 2022
Concord Asset Management, Llc/Va

Abingdon, VA
BUY
 -
13.3K
New
$303K - $370K
13.3K $460K
Jul 29, 2022 Q2 2022
Lauterbach Financial Advisors, LLC

BUY
 -
13.1K
+ 1.0%
$298K - $363K
1.32M $45.5M
Jul 15, 2022 Q2 2022
Harbor Group, Inc.

BUY
 -
13K
New
$297K - $362K
13K $450K
Aug 15, 2022 Q2 2022
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
12.9K
New
$294K - $358K
12.9K $445K
Jul 25, 2022 Q2 2022
Ml & R Wealth Management LLC

BUY
 -
12.9K
+ 1.87%
$293K - $358K
703K $24.3M
Jul 26, 2022 Q2 2022
Bouchey Financial Group LTD

BUY
 -
12.8K
New
$292K - $356K
12.8K $443K
Aug 02, 2022 Q2 2022
Versant Capital Management, Inc

BUY
 -
12.6K
+ 1.73%
$287K - $350K
741K $25.6M
Aug 12, 2022 Q2 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
12.4K
+ 24.52%
$282K - $344K
63K $2.17M
Jul 20, 2022 Q2 2022
Exeter Financial, LLC

BUY
 -
11.9K
New
$270K - $329K
11.9K $409K
Jul 28, 2022 Q2 2022
Bcm Advisors, LLC

BUY
 -
11.7K
New
$266K - $325K
11.7K $404K
Jul 20, 2022 Q2 2022
Monument Capital Management

BUY
 -
11.2K
New
$256K - $312K
11.2K $388K
Aug 11, 2022 Q2 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
10.9K
+ 104.79%
$248K - $303K
21.3K $736K
Jul 25, 2022 Q2 2022
Mattern Wealth Management LLC

BUY
 -
10.9K
+ 18.85%
$247K - $302K
68.6K $2.37M
Oct 23, 2023 Q2 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
10.5K
+ 3.61%
$238K - $290K
300K $10.4M
Aug 23, 2022 Q2 2022
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
10.4K
New
$236K - $288K
10.4K $358K
Aug 01, 2022 Q2 2022
Tranquility Partners, LLC

BUY
 -
10.4K
+ 51.57%
$236K - $288K
30.5K $1.05M
Jul 29, 2022 Q2 2022
Ironwood Financial, LLC

BUY
 -
10.4K
New
$235K - $287K
10.4K $357K
Aug 16, 2022 Q2 2022
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
10.3K
+ 13.49%
$235K - $286K
86.8K $2.99M
Aug 02, 2022 Q2 2022
Horizon Wealth Management, LLC

BUY
 -
10.3K
New
$234K - $286K
10.3K $356K
Aug 02, 2022 Q2 2022
Financial Council Asset Management Inc

BUY
 -
10.2K
+ 19.84%
$232K - $283K
61.5K $2.12M
Aug 11, 2022 Q2 2022
Bank Of Hawaii

Honolulu, HI
BUY
 -
9.93K
New
$226K - $276K
9.93K $343K
Jul 22, 2022 Q2 2022
Gemmer Asset Management LLC

BUY
 -
9.75K
+ 19.79%
$222K - $271K
59K $2.04M
Jul 22, 2022 Q2 2022
Orion Capital Management LLC

BUY
 -
9.72K
+ 10.63%
$221K - $270K
101K $3.49M

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