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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
76KNew |
$2.36M - $2.61M
|
76K
$2.72M
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
120New |
$3.73K - $4.11K
|
120
$4.3K
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2.62K- 1.85% |
$81.3K - $89.8K
|
139K
$4.99M
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-2.82K- 10.46% |
$87.5K - $96.7K
|
24.1K
$864K
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2.06KNew |
$63.8K - $70.5K
|
2.06K
$73.6K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
696New |
$21.6K - $23.9K
|
696
$24.9K
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
493+ 0.46% |
$15.3K - $16.9K
|
107K
$3.82M
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-505- 1.7% |
$15.7K - $17.3K
|
29.3K
$1.05M
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
488+ 0.6% |
$15.2K - $16.7K
|
82.1K
$2.94M
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
149+ 4.27% |
$4.63K - $5.11K
|
3.64K
$130K
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
27KNew |
$838K - $925K
|
27K
$967K
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
713+ 0.24% |
$22.1K - $24.4K
|
301K
$10.8M
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-7.13K- 1.18% |
$221K - $245K
|
598K
$21.4M
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
238KNew |
$7.4M - $8.17M
|
238K
$8.54M
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-47- 0.12% |
$1.46K - $1.61K
|
38.5K
$1.38M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-209K- 10.34% |
$6.49M - $7.17M
|
1.81M
$65M
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
211New |
$6.55K - $7.24K
|
211
$7.56K
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
3.59K+ 3.29% |
$112K - $123K
|
113K
$4.04M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.2K+ 7.75% |
$377K - $417K
|
169K
$6.06M
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
178K+ 3.79% |
$5.52M - $6.1M
|
4.88M
$175M
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.5K- 0.68% |
$46.6K - $51.4K
|
221K
$7.9M
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
SELL
|
- |
-8.84K- 0.98% |
$274K - $303K
|
896K
$32.1M
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-365- 3.73% |
$11.3K - $12.5K
|
9.43K
$338K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-187K- 7.22% |
$5.81M - $6.41M
|
2.4M
$86.1M
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
41+ 0.04% |
$1.27K - $1.41K
|
104K
$3.72M
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.04K- 1.95% |
$32.3K - $35.6K
|
52.4K
$1.88M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
55.3K+ 1.69% |
$1.72M - $1.89M
|
3.33M
$119M
|
|
Nov 13, 2024
Q3 2024
|
Rs Crum Inc.
|
BUY
|
- |
6.24K+ 0.51% |
$194K - $214K
|
1.24M
$44.4M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.9K+ 9.83% |
$431K - $476K
|
155K
$5.56M
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
300+ 0.42% |
$9.32K - $10.3K
|
71.1K
$2.55M
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
35.7K+ 24.11% |
$1.11M - $1.22M
|
184K
$6.58M
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.44K+ 4.6% |
$75.8K - $83.7K
|
55.4K
$1.99M
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-29.7K- 1.37% |
$921K - $1.02M
|
2.13M
$76.4M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-349K- 16.02% |
$10.8M - $12M
|
1.83M
$65.6M
|
|
Nov 13, 2024
Q3 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
27+ 0.15% |
$838 - $926
|
17.9K
$641K
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
113K+ 159.58% |
$3.5M - $3.86M
|
183K
$6.57M
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
5.36K+ 7.09% |
$167K - $184K
|
81K
$2.9M
|
|
Nov 13, 2024
Q3 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-31.3K- 7.8% |
$971K - $1.07M
|
370K
$13.3M
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
19+ 0.11% |
$590 - $652
|
17.1K
$612K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.37K- 0.24% |
$42.5K - $47K
|
580K
$20.8M
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-398- 0.25% |
$12.4K - $13.6K
|
159K
$5.69M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
100K+ 2.22% |
$3.11M - $3.44M
|
4.62M
$166M
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.43M+ 5.1% |
$75.5M - $83.3M
|
50.1M
$1.79B
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-7.03K- 52.21% |
$218K - $241K
|
6.43K
$230K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.45KNew |
$200K - $221K
|
6.45K
$231K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-47.1K- 26.77% |
$1.46M - $1.62M
|
129K
$4.62M
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.14K+ 1.56% |
$66.5K - $73.4K
|
140K
$5M
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
12K+ 1.09% |
$373K - $412K
|
1.11M
$39.9M
|
|
Nov 12, 2024
Q3 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
6.2KNew |
$193K - $213K
|
6.2K
$222K
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-6.96K- 4.4% |
$216K - $239K
|
151K
$5.41M
|