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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
16K+ 0.29% |
$520K - $579K
|
5.57M
$204M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-91.2K- 1.7% |
$2.96M - $3.29M
|
5.27M
$193M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-37.6K- 38.38% |
$1.22M - $1.36M
|
60.3K
$2.21M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-9.55K- 42.38% |
$309K - $345K
|
13K
$476K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-43.5K- 20.95% |
$1.41M - $1.57M
|
164K
$6.01M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
343K+ 4.3% |
$11.1M - $12.4M
|
8.32M
$305M
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-167- 0.58% |
$5.41K - $6.03K
|
28.6K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
16.7K+ 31.48% |
$542K - $604K
|
69.9K
$2.56M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-2.74K- 2.68% |
$88.8K - $99K
|
99.3K
$3.64M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-13.3K- 2.92% |
$432K - $482K
|
444K
$16.3M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
14+ 0.14% |
$454 - $506
|
10.4K
$380K
|
|
|
May 09, 2025
Q1 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
SELL
|
- |
-12.6K- 0.56% |
$408K - $455K
|
2.25M
$82.5M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
53KNew |
$1.72M - $1.91M
|
53K
$1.94M
|
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-1.26K- 0.37% |
$40.9K - $45.6K
|
336K
$12.3M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
86New |
$2.79K - $3.11K
|
86
$3.15K
|
|
|
May 09, 2025
Q1 2025
|
Conquis Financial LLC
Milbrae, CA |
SELL
|
- |
-11.1K- 4.77% |
$359K - $400K
|
221K
$8.1M
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
265K+ 3.54% |
$8.61M - $9.59M
|
7.76M
$285M
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
41.1K+ 3.91% |
$1.33M - $1.49M
|
1.09M
$40.1M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-28.3K- 2.98% |
$919K - $1.02M
|
924K
$33.9M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
9.26KNew |
$300K - $335K
|
9.26K
$340K
|
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
78.2K+ 6.15% |
$2.53M - $2.82M
|
1.35M
$49.5M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-110K- 99.95% |
$3.57M - $3.97M
|
52
$1.91K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.8K+ 10.96% |
$58.4K - $65.1K
|
18.2K
$668K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-647- 0.17% |
$21K - $23.4K
|
375K
$13.7M
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
5.69K+ 1.48% |
$184K - $205K
|
389K
$14.3M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.64K+ 7.0% |
$118K - $132K
|
55.6K
$2.04M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
11KNew |
$358K - $399K
|
11K
$405K
|
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
SELL
|
- |
-48.8K- 1.18% |
$1.58M - $1.76M
|
4.08M
$150M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
21.3K+ 2.27% |
$689K - $768K
|
959K
$35.2M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.73K+ 1.71% |
$121K - $135K
|
222K
$8.15M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.13M- 12.76% |
$36.5M - $40.7M
|
7.69M
$282M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
16.9K+ 25.45% |
$549K - $612K
|
83.5K
$3.06M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.73K+ 9.8% |
$88.5K - $98.6K
|
30.6K
$1.12M
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-3.85M- 97.76% |
$125M - $139M
|
88.3K
$3.24M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
82.8K+ 10.89% |
$2.68M - $2.99M
|
843K
$30.9M
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
11.6K+ 13.23% |
$377K - $421K
|
99.7K
$3.66M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-43.7K- 0.85% |
$1.42M - $1.58M
|
5.12M
$188M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
7.08K+ 36.85% |
$230K - $256K
|
26.3K
$965K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.84K- 2.4% |
$91.9K - $102K
|
115K
$4.22M
|
|
|
May 08, 2025
Q1 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
72.1K+ 9.81% |
$2.34M - $2.6M
|
807K
$29.6M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-33K- 33.44% |
$1.07M - $1.19M
|
65.6K
$2.41M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-3.96K- 36.3% |
$128K - $143K
|
6.95K
$255K
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-42.4K- 2.31% |
$1.37M - $1.53M
|
1.8M
$65.9M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
622+ 6.08% |
$20.2K - $22.5K
|
10.8K
$398K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
19.5K+ 2.09% |
$633K - $705K
|
956K
$35M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-838- 2.16% |
$27.2K - $30.3K
|
38K
$1.39M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
44K+ 3.28% |
$1.43M - $1.59M
|
1.38M
$50.7M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-709- 2.15% |
$23K - $25.6K
|
32.3K
$1.19M
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
16K+ 0.53% |
$520K - $580K
|
3.05M
$112M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-3.58K- 4.46% |
$116K - $129K
|
76.8K
$2.82M
|