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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
50+ 0.56% |
$1.7K - $1.83K
|
9.06K
$324K
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
4.46K+ 3.12% |
$151K - $163K
|
148K
$5.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
805KNew |
$27.3M - $29.5M
|
805K
$28.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
374K+ 356.46% |
$12.7M - $13.7M
|
479K
$17.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-2- 0.01% |
$67.8 - $73.2
|
18.3K
$657K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-28.1K- 19.89% |
$953K - $1.03M
|
113K
$4.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
719+ 0.9% |
$24.4K - $26.3K
|
80.7K
$2.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
343KNew |
$11.6M - $12.6M
|
343K
$12.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-1.03K- 0.48% |
$35K - $37.8K
|
214K
$7.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
16.2K+ 43.67% |
$548K - $591K
|
53.1K
$1.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
12.1KNew |
$412K - $445K
|
12.1K
$435K
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
111+ 0.29% |
$3.77K - $4.06K
|
38.8K
$1.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
4.54K+ 21.17% |
$154K - $166K
|
26K
$930K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-79.8K- 2.53% |
$2.71M - $2.92M
|
3.08M
$110M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
5.07K+ 0.45% |
$172K - $186K
|
1.13M
$40.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
34.5K+ 2.85% |
$1.17M - $1.26M
|
1.24M
$44.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.53MNew |
$120M - $129M
|
3.53M
$127M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
171K+ 4.92% |
$5.8M - $6.26M
|
3.64M
$131M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-30K- 1.1% |
$1.02M - $1.1M
|
2.71M
$97M
|
|
|
Feb 05, 2025
Q4 2024
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
48.8KNew |
$1.65M - $1.78M
|
48.8K
$1.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
5.23K+ 19.79% |
$178K - $192K
|
31.7K
$1.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-511- 0.97% |
$17.3K - $18.7K
|
52K
$1.86M
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-450- 6.17% |
$15.3K - $16.5K
|
6.84K
$245K
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
28.8K+ 4.24% |
$978K - $1.06M
|
709K
$25.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
354+ 4.66% |
$12K - $13K
|
7.95K
$285K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-12.9K- 9.33% |
$438K - $472K
|
125K
$4.49M
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
29.5K+ 3.0% |
$999K - $1.08M
|
1.01M
$36.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
4.91K+ 0.7% |
$167K - $180K
|
710K
$25.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.31K- 12.14% |
$44.6K - $48.1K
|
9.51K
$341K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
13.6K+ 40.0% |
$462K - $499K
|
47.7K
$1.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
25K+ 15.34% |
$847K - $914K
|
188K
$6.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
95.9KNew |
$3.25M - $3.51M
|
95.9K
$3.43M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
14.3K+ 6.8% |
$487K - $525K
|
225K
$8.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
3.36KNew |
$114K - $123K
|
3.36K
$120K
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-954- 4.48% |
$32.4K - $34.9K
|
20.4K
$729K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
53K+ 4.12% |
$1.8M - $1.94M
|
1.34M
$48M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-8.24K- 0.16% |
$279K - $302K
|
5.17M
$185M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.47K+ 45.8% |
$287K - $310K
|
27K
$965K
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-18.2K- 4.53% |
$618K - $667K
|
384K
$13.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
192+ 0.29% |
$6.51K - $7.03K
|
66.6K
$2.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
189+ 1.42% |
$6.41K - $6.92K
|
13.5K
$483K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-11.4K- 3.3% |
$385K - $416K
|
333K
$11.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
9.67K+ 18.09% |
$328K - $354K
|
63.1K
$2.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-744- 6.71% |
$25.2K - $27.2K
|
10.3K
$371K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-412- 2.98% |
$14K - $15.1K
|
13.4K
$480K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-38K- 6.13% |
$1.29M - $1.39M
|
582K
$20.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
25+ 0.29% |
$848 - $915
|
8.67K
$310K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
61+ 1.98% |
$2.07K - $2.23K
|
3.14K
$112K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
265K+ 5.86% |
$8.97M - $9.68M
|
4.78M
$171M
|
|
|
Feb 04, 2025
Q4 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
163K+ 5.47% |
$5.53M - $5.96M
|
3.14M
$112M
|