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 21, 2022
Q2 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-2.46K- 0.66% |
$55.9K - $68.2K
|
368K
$12.7M
|
|
Aug 02, 2022
Q2 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.63K- 20.81% |
$59.9K - $73.1K
|
10K
$346K
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.7K- 23.48% |
$61.4K - $75K
|
8.8K
$304K
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.76K- 3.34% |
$62.7K - $76.5K
|
79.7K
$2.75M
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-2.76K- 9.24% |
$62.8K - $76.7K
|
27.1K
$937K
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.84K- 0.59% |
$64.7K - $79K
|
480K
$16.6M
|
|
Aug 15, 2022
Q2 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-3K- 15.87% |
$68.3K - $83.4K
|
15.9K
$549K
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.05KClosed |
$69.3K - $84.6K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-3.24K- 3.04% |
$73.8K - $90K
|
103K
$3.57M
|
|
Jul 27, 2022
Q2 2022
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-3.28K- 18.32% |
$74.6K - $91.1K
|
14.6K
$505K
|
|
Jul 15, 2022
Q2 2022
|
Capital Advisors Inc
|
SELL
|
- |
-3.33K- 13.72% |
$75.7K - $92.4K
|
20.9K
$722K
|
|
Jul 29, 2022
Q2 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-3.46K- 7.8% |
$78.7K - $96.1K
|
40.9K
$1.41M
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.79K- 1.71% |
$86.2K - $105K
|
217K
$7.49M
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.8K- 0.44% |
$86.4K - $105K
|
856K
$29.5M
|
|
Aug 15, 2022
Q2 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-3.88KClosed |
$88.2K - $108K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-4.37K- 6.61% |
$99.3K - $121K
|
61.7K
$2.13M
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-4.5KClosed |
$102K - $125K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-4.53K- 5.68% |
$103K - $126K
|
75.3K
$2.6M
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
SELL
|
- |
-4.58K- 1.6% |
$104K - $127K
|
282K
$9.73M
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-4.95KClosed |
$113K - $137K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-5.02K- 1.2% |
$114K - $139K
|
412K
$14.2M
|
|
Aug 11, 2022
Q2 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-5.03K- 2.05% |
$114K - $140K
|
241K
$8.3M
|
|
Jul 15, 2022
Q2 2022
|
Investmark Advisory Group LLC
|
SELL
|
- |
-5.29K- 2.27% |
$120K - $147K
|
228K
$7.87M
|
|
Jul 19, 2022
Q2 2022
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-5.68K- 11.28% |
$129K - $158K
|
44.6K
$1.54M
|
|
Jul 07, 2022
Q2 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-6.22K- 2.97% |
$142K - $173K
|
203K
$7.01M
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.9K- 0.81% |
$157K - $192K
|
845K
$29.2M
|
|
Jul 22, 2022
Q2 2022
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-7.05K- 10.01% |
$160K - $196K
|
63.4K
$2.19M
|
|
Jul 27, 2022
Q2 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-7.19K- 8.29% |
$163K - $200K
|
79.5K
$2.75M
|
|
Aug 01, 2022
Q2 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-7.3KClosed |
$166K - $203K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-7.35KClosed |
$167K - $204K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.45K- 39.04% |
$169K - $207K
|
11.6K
$401K
|
|
Aug 04, 2022
Q2 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-7.56KClosed |
$172K - $210K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-7.6K- 35.6% |
$173K - $211K
|
13.7K
$474K
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-7.98KClosed |
$181K - $222K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-8.13KClosed |
$185K - $226K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.18K- 11.12% |
$186K - $227K
|
65.4K
$2.26M
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-8.19K- 28.82% |
$186K - $227K
|
20.2K
$698K
|
|
Jul 25, 2022
Q2 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-8.26KClosed |
$188K - $229K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Waddell & Associates, LLC
|
SELL
|
- |
-8.45KClosed |
$192K - $235K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.94K- 8.68% |
$203K - $248K
|
94.1K
$3.25M
|
|
Aug 02, 2022
Q2 2022
|
Maple Capital Management, Inc.
|
SELL
|
- |
-9.36KClosed |
$213K - $260K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-9.71KClosed |
$221K - $270K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Marotta Asset Management
|
SELL
|
- |
-10.2KClosed |
$232K - $283K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-10.7KClosed |
$243K - $296K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-11K- 11.17% |
$249K - $304K
|
87.2K
$3.01M
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
SELL
|
- |
-12.1KClosed |
$276K - $337K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-12.6K- 0.88% |
$287K - $350K
|
1.42M
$49.1M
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-14.4K- 1.22% |
$326K - $399K
|
1.16M
$40M
|
|
Jul 13, 2022
Q2 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-14.6K- 2.0% |
$333K - $407K
|
718K
$24.8M
|
|
Aug 15, 2022
Q2 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-15.4K- 0.46% |
$349K - $426K
|
3.33M
$115M
|