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 |
|---|---|---|---|---|---|---|---|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
104KNew |
$3.52M - $3.8M
|
104K
$3.48M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
310K+ 6.87% |
$10.5M - $11.4M
|
4.83M
$162M
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
15.6KNew |
$531K - $573K
|
15.6K
$524K
|
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
6.03KNew |
$204K - $221K
|
6.03K
$202K
|
|
|
Mar 07, 2025
Q4 2024
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
1.18MNew |
$40.2M - $43.4M
|
1.18M
$39.7M
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
88KNew |
$2.99M - $3.22M
|
88K
$2.95M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
551New |
$18.7K - $20.2K
|
551
$18.4K
|
|
|
Mar 06, 2025
Q4 2024
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
889KNew |
$30.1M - $32.5M
|
889K
$29.8M
|
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-37.9K- 16.03% |
$1.28M - $1.39M
|
198K
$6.64M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
226K+ 14.8% |
$7.65M - $8.25M
|
1.75M
$58.6M
|
|
|
Mar 03, 2025
Q4 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
21.8K+ 8.19% |
$740K - $798K
|
288K
$9.65M
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-105- 0.94% |
$3.56K - $3.84K
|
11K
$369K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
687New |
$23.3K - $25.1K
|
687
$23K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
10+ 0.27% |
$339 - $366
|
3.65K
$122K
|
|
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-311K- 97.66% |
$10.5M - $11.4M
|
7.45K
$249K
|
|
|
Feb 26, 2025
Q4 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-23.1K- 1.52% |
$782K - $844K
|
1.49M
$49.9M
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
86.4K+ 10.96% |
$2.93M - $3.16M
|
875K
$29.3M
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
269KNew |
$9.11M - $9.83M
|
269K
$8.99M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.11K+ 1.84% |
$241K - $260K
|
392K
$13.1M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-10.1K- 36.33% |
$342K - $369K
|
17.7K
$591K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-177K- 15.87% |
$6M - $6.47M
|
937K
$31.4M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
37.8KNew |
$1.28M - $1.38M
|
37.8K
$1.27M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
124K+ 11.52% |
$4.22M - $4.55M
|
1.2M
$40.3M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.34K- 8.15% |
$45.3K - $48.9K
|
15.1K
$504K
|
|
|
Feb 20, 2025
Q4 2024
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
458KNew |
$15.5M - $16.8M
|
458K
$15.3M
|
|
|
Feb 20, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
799K+ 2.17% |
$27.1M - $29.2M
|
37.6M
$1.26B
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-14.5K- 66.67% |
$491K - $530K
|
7.24K
$242K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3.42K- 8.29% |
$116K - $125K
|
37.9K
$1.27M
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
28.6K+ 12.13% |
$970K - $1.05M
|
264K
$8.85M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
21+ 0.02% |
$712 - $769
|
101K
$3.37M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-7.81K- 9.64% |
$265K - $286K
|
73.2K
$2.45M
|
|
|
Feb 18, 2025
Q4 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
3.06KNew |
$104K - $112K
|
3.06K
$102K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-150- 2.6% |
$5.09K - $5.49K
|
5.62K
$188K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
2+ 0.05% |
$67.8 - $73.2
|
3.64K
$122K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-190- 0.05% |
$6.44K - $6.95K
|
375K
$12.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.47K+ 408.68% |
$321K - $346K
|
11.8K
$394K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4+ 0.06% |
$136 - $146
|
6.85K
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-501K- 25.95% |
$17M - $18.3M
|
1.43M
$47.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.5K- 20.84% |
$392K - $423K
|
43.9K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-68- 0.07% |
$2.31K - $2.49K
|
92K
$3.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-24.6K- 5.12% |
$833K - $899K
|
455K
$15.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-58.4K- 1.38% |
$1.98M - $2.14M
|
4.16M
$139M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
9.79K+ 48.63% |
$332K - $358K
|
29.9K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
761+ 6.05% |
$25.8K - $27.9K
|
13.3K
$447K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
18.9KNew |
$643K - $693K
|
18.9K
$634K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-629- 3.39% |
$21.3K - $23K
|
17.9K
$601K
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
252New |
$8.55K - $9.22K
|
252
$8.44K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
473K+ 11.35% |
$16.1M - $17.3M
|
4.64M
$155M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
27+ 0.05% |
$916 - $988
|
51.6K
$1.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Jentner Corp
|
BUY
|
- |
97+ 1.46% |
$3.29K - $3.55K
|
6.74K
$226K
|