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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-22.5K- 31.29% |
$676K - $727K
|
49.3K
$1.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.91K+ 1.53% |
$208K - $224K
|
457K
$15.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
20+ 0.29% |
$602 - $647
|
6.85K
$234K
|
|
|
Aug 13, 2024
Q2 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
4.1K+ 12.89% |
$123K - $133K
|
35.9K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.11K+ 708.33% |
$33.2K - $35.8K
|
1.26K
$43K
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-93.7K- 1.76% |
$2.82M - $3.03M
|
5.21M
$178M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
12.5K+ 71.37% |
$376K - $404K
|
30K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.43K+ 1.61% |
$194K - $208K
|
407K
$13.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-931- 0.71% |
$28K - $30.1K
|
131K
$4.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
52.3K+ 0.97% |
$1.57M - $1.69M
|
5.42M
$185M
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-2.67K- 17.62% |
$80.3K - $86.4K
|
12.5K
$426K
|
|
|
Aug 13, 2024
Q2 2024
|
Fmfe Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
163+ 0.46% |
$4.9K - $5.28K
|
35.9K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25.1K+ 19.08% |
$756K - $814K
|
157K
$5.36M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-75K- 1.15% |
$2.26M - $2.43M
|
6.43M
$219M
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-53.7K- 2.42% |
$1.62M - $1.74M
|
2.16M
$73.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
35.6KNew |
$1.07M - $1.15M
|
35.6K
$1.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8.32K+ 6.13% |
$250K - $269K
|
144K
$4.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
11.5KNew |
$347K - $373K
|
11.5K
$393K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-24.6K- 1.13% |
$740K - $796K
|
2.16M
$73.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.42K+ 2.76% |
$42.8K - $46.1K
|
53K
$1.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-19.1K- 0.46% |
$575K - $618K
|
4.15M
$142M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
22+ 0.32% |
$662 - $712
|
6.81K
$232K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.31K- 1.31% |
$130K - $139K
|
325K
$11.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.5K- 5.65% |
$75.2K - $80.9K
|
41.7K
$1.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
33.8K+ 52.33% |
$1.02M - $1.09M
|
98.4K
$3.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.64K+ 1.57% |
$49.4K - $53.2K
|
106K
$3.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
56.4K+ 9995.74% |
$1.7M - $1.82M
|
56.9K
$1.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
47K+ 1.45% |
$1.41M - $1.52M
|
3.28M
$112M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-135- 0.02% |
$4.06K - $4.37K
|
597K
$20.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
395K+ 85.86% |
$11.9M - $12.8M
|
856K
$29.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
619+ 1.01% |
$18.6K - $20K
|
61.7K
$2.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-4.43K- 2.25% |
$133K - $143K
|
192K
$6.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
BUY
|
- |
132+ 0.18% |
$3.97K - $4.27K
|
75.6K
$2.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-107K- 3.11% |
$3.21M - $3.45M
|
3.32M
$113M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.8K+ 0.13% |
$175K - $188K
|
4.52M
$154M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
539K+ 4.26% |
$16.2M - $17.4M
|
13.2M
$450M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.61M+ 5.8% |
$78.6M - $84.6M
|
47.7M
$1.63B
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-4.73K- 9.59% |
$142K - $153K
|
44.6K
$1.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
5.58K+ 47.06% |
$168K - $181K
|
17.4K
$595K
|
|
|
Aug 12, 2024
Q2 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-5.8K- 0.95% |
$174K - $188K
|
605K
$20.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-451K- 1.2% |
$13.6M - $14.6M
|
37.3M
$1.27B
|
|
|
Aug 12, 2024
Q2 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
108+ 0.14% |
$3.25K - $3.5K
|
76.1K
$2.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-8.57K- 5.22% |
$258K - $277K
|
156K
$5.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
2.16K+ 3.77% |
$65.1K - $70K
|
59.5K
$2.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
3.02K+ 0.1% |
$90.9K - $97.8K
|
3.09M
$106M
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
239+ 0.89% |
$7.19K - $7.74K
|
27K
$920K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-49- 0.1% |
$1.47K - $1.59K
|
47.4K
$1.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
981+ 0.7% |
$29.5K - $31.8K
|
142K
$4.83M
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-818- 0.54% |
$24.6K - $26.5K
|
150K
$5.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-41.3K- 1.45% |
$1.24M - $1.34M
|
2.81M
$96M
|