Latest Institutional Transactions on Dimensional ETF Tr U S Core Eq (DFAC)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr U S Core Eq (DFAC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-15.8K- 0.98% |
$490K - $541K
|
1.6M
$54.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-1.43K- 0.13% |
$44.5K - $49.1K
|
1.1M
$37.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-200- 1.68% |
$6.21K - $6.86K
|
11.7K
$399K
|
|
|
Nov 01, 2024
Q3 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
3.7MNew |
$115M - $127M
|
3.7M
$126M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
101KNew |
$3.13M - $3.46M
|
101K
$3.44M
|
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
BUY
|
- |
23.3K+ 6.28% |
$724K - $800K
|
395K
$13.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-25.5K- 0.61% |
$793K - $875K
|
4.19M
$143M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
62.2K+ 41.56% |
$1.93M - $2.13M
|
212K
$7.23M
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-270- 1.45% |
$8.38K - $9.26K
|
18.3K
$626K
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
25.1K+ 5.13% |
$778K - $859K
|
513K
$17.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
30+ 0.27% |
$932 - $1.03K
|
11.1K
$379K
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
22K+ 1.72% |
$683K - $754K
|
1.3M
$44.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
1.77K+ 0.1% |
$55K - $60.7K
|
1.84M
$62.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
31.1K+ 3.13% |
$965K - $1.07M
|
1.02M
$34.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-55K- 1.71% |
$1.71M - $1.89M
|
3.16M
$108M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.08M+ 115.85% |
$33.5M - $37M
|
2.01M
$68.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-25.5K- 2.1% |
$791K - $874K
|
1.19M
$40.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
60.4K+ 3.79% |
$1.87M - $2.07M
|
1.65M
$56.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
36.5K+ 1.94% |
$1.13M - $1.25M
|
1.91M
$65.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.12K- 2.89% |
$96.8K - $107K
|
105K
$3.58M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
2.79K+ 2.35% |
$86.7K - $95.8K
|
122K
$4.15M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
4.61K+ 0.75% |
$143K - $158K
|
619K
$21.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-5- 0.08% |
$155 - $171
|
6.23K
$213K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
887+ 2.46% |
$27.5K - $30.4K
|
37K
$1.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
7+ 0.02% |
$217 - $240
|
35.3K
$1.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-7.16K- 2.57% |
$222K - $245K
|
271K
$9.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
73.6K+ 98.13% |
$2.28M - $2.52M
|
149K
$5.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-218- 0.75% |
$6.77K - $7.48K
|
28.7K
$980K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
18.9K+ 17.96% |
$586K - $647K
|
124K
$4.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.75K- 0.51% |
$54.3K - $59.9K
|
340K
$11.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
7.58K+ 3.78% |
$235K - $260K
|
208K
$7.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
1.5K+ 0.86% |
$46.4K - $51.3K
|
176K
$6M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-233- 1.23% |
$7.23K - $7.99K
|
18.8K
$640K
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-72.8K- 15.02% |
$2.26M - $2.5M
|
412K
$14.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
SELL
|
- |
-772- 2.51% |
$24K - $26.5K
|
29.9K
$1.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-809- 0.11% |
$25.1K - $27.7K
|
746K
$25.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
60.5K+ 8.1% |
$1.88M - $2.07M
|
807K
$27.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
147K+ 215.84% |
$4.56M - $5.04M
|
215K
$7.34M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-203K- 6.39% |
$6.31M - $6.97M
|
2.98M
$102M
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
13+ 0.04% |
$404 - $446
|
30.3K
$1.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-894- 0.43% |
$27.8K - $30.7K
|
209K
$7.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
22+ 0.27% |
$683 - $754
|
8.03K
$274K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-8.02K- 0.87% |
$249K - $275K
|
913K
$31.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-70- 0.24% |
$2.17K - $2.4K
|
29.1K
$993K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
80+ 4.26% |
$2.48K - $2.74K
|
1.96K
$66.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-25.4K- 9.78% |
$789K - $871K
|
234K
$8M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
37+ 0.24% |
$1.15K - $1.27K
|
15.2K
$518K
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
13+ 0.01% |
$404 - $446
|
236K
$8.04M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-14.4K- 2.16% |
$448K - $495K
|
653K
$22.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-279- 3.18% |
$8.66K - $9.57K
|
8.49K
$290K
|