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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
44+ 0.25% |
$1.28K - $1.58K
|
18K
$656K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
120K+ 242.69% |
$3.48M - $4.28M
|
169K
$6.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-189- 1.87% |
$5.5K - $6.77K
|
9.94K
$363K
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
1.43K+ 1.89% |
$41.6K - $51.2K
|
76.8K
$2.81M
|
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
SELL
|
- |
-2.62K- 3.48% |
$76.4K - $94K
|
72.7K
$2.66M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-6.6K- 8.11% |
$192K - $237K
|
74.8K
$2.73M
|
|
|
Jul 21, 2025
Q2 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
33.7K+ 3.42% |
$982K - $1.21M
|
1.02M
$37.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
7.69K+ 38.73% |
$224K - $275K
|
27.5K
$1.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-3.1K- 16.11% |
$90.2K - $111K
|
16.1K
$589K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
4.96K+ 3.13% |
$145K - $178K
|
163K
$5.97M
|
|
|
Jul 21, 2025
Q2 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
60K+ 1.7% |
$1.75M - $2.15M
|
3.59M
$131M
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
14.8KNew |
$432K - $532K
|
14.8K
$542K
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-31- 0.22% |
$903 - $1.11K
|
14.1K
$514K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-338- 2.32% |
$9.84K - $12.1K
|
14.2K
$519K
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
2.55K+ 2.17% |
$74.1K - $91.2K
|
120K
$4.38M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.72K- 48.3% |
$138K - $169K
|
5.06K
$185K
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
23.1K+ 1.16% |
$673K - $829K
|
2.01M
$73.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
37.5K+ 2.6% |
$1.09M - $1.34M
|
1.48M
$53.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-9.6K- 1.31% |
$280K - $344K
|
725K
$26.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
4.21K+ 0.49% |
$123K - $151K
|
859K
$31.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.93K- 10.94% |
$85.4K - $105K
|
23.9K
$872K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
107K+ 10.68% |
$3.1M - $3.82M
|
1.1M
$40.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
17.8K+ 2.29% |
$517K - $637K
|
795K
$29M
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-84.9K- 6.53% |
$2.47M - $3.04M
|
1.21M
$44.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-940K- 16.74% |
$27.4M - $33.7M
|
4.67M
$171M
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-224- 0.76% |
$6.52K - $8.03K
|
29.1K
$1.06M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
22.8K+ 12.0% |
$664K - $817K
|
213K
$7.77M
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
9.98K+ 31.9% |
$290K - $358K
|
41.2K
$1.51M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
6.66KNew |
$194K - $239K
|
6.66K
$243K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.78K+ 0.06% |
$80.9K - $99.6K
|
4.34M
$159M
|
|
|
Jul 18, 2025
Q2 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
8.52KNew |
$248K - $305K
|
8.52K
$311K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-80.1K- 4.0% |
$2.33M - $2.87M
|
1.92M
$70.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Applied Capital LLC
|
BUY
|
- |
58.9K+ 4.68% |
$1.71M - $2.11M
|
1.32M
$48.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
3.23K+ 2.5% |
$94.1K - $116K
|
133K
$4.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-93.7K- 3.69% |
$2.73M - $3.36M
|
2.45M
$89.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
243K+ 6.65% |
$7.09M - $8.72M
|
3.9M
$142M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-200- 2.11% |
$5.82K - $7.17K
|
9.29K
$339K
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-137K- 5.83% |
$3.99M - $4.91M
|
2.21M
$80.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
62+ 0.17% |
$1.81K - $2.22K
|
36.7K
$1.34M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-1.44K- 4.82% |
$41.9K - $51.6K
|
28.4K
$1.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4.75K+ 2.56% |
$138K - $170K
|
190K
$6.94M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-109- 0.06% |
$3.17K - $3.91K
|
184K
$6.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
3.72K+ 8.37% |
$108K - $133K
|
48.2K
$1.76M
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
5.95K+ 1.85% |
$173K - $213K
|
328K
$12M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
20.6KNew |
$600K - $738K
|
20.6K
$752K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
32+ 0.3% |
$932 - $1.15K
|
10.8K
$396K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-25K- 1.91% |
$729K - $897K
|
1.28M
$46.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-68- 0.04% |
$1.98K - $2.44K
|
160K
$5.85M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
931K+ 101.3% |
$27.1M - $33.4M
|
1.85M
$67.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-358K- 17.66% |
$10.4M - $12.8M
|
1.67M
$61M
|