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 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
120New |
$3.73K - $4.11K
|
120
$4.27K
|
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
25+ 0.28% |
$776 - $857
|
9.02K
$321K
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-960- 1.56% |
$29.8K - $32.9K
|
60.8K
$2.16M
|
|
|
Nov 15, 2024
Q3 2024
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-5.71K- 2.96% |
$177K - $196K
|
187K
$6.64M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-795- 1.05% |
$24.7K - $27.3K
|
74.8K
$2.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.2K+ 27.64% |
$161K - $178K
|
24K
$855K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.85KNew |
$213K - $235K
|
6.85K
$244K
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
102K+ 4.19% |
$3.16M - $3.49M
|
2.53M
$90.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-13.2K- 85.05% |
$409K - $452K
|
2.32K
$82.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-490- 0.1% |
$15.2K - $16.8K
|
479K
$17.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
468+ 2.38% |
$14.5K - $16K
|
20.1K
$716K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
34+ 0.27% |
$1.06K - $1.17K
|
12.6K
$448K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-15.9K- 58.85% |
$495K - $546K
|
11.1K
$396K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-71.2K- 2.15% |
$2.21M - $2.44M
|
3.25M
$116M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
47.4K+ 14.29% |
$1.47M - $1.62M
|
379K
$13.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.41K+ 20.47% |
$292K - $323K
|
55.4K
$1.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
41.2K+ 0.99% |
$1.28M - $1.41M
|
4.22M
$150M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
53.9K+ 1.76% |
$1.67M - $1.85M
|
3.11M
$111M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
80+ 0.28% |
$2.48K - $2.74K
|
28.2K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.51M+ 49.18% |
$46.9M - $51.8M
|
4.58M
$163M
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1.92K+ 5.35% |
$59.7K - $66K
|
37.9K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.88K+ 2.04% |
$58.4K - $64.5K
|
93.8K
$3.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
11.6K+ 0.55% |
$362K - $399K
|
2.11M
$75.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
7.51K+ 2.31% |
$233K - $258K
|
333K
$11.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.07K+ 5.61% |
$95.2K - $105K
|
57.7K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
52.4K+ 5.19% |
$1.63M - $1.8M
|
1.06M
$37.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.19K+ 15.99% |
$37K - $40.8K
|
8.64K
$307K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
457+ 1.29% |
$14.2K - $15.7K
|
36K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.84K+ 2.17% |
$275K - $303K
|
416K
$14.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
76.8K+ 371.09% |
$2.39M - $2.63M
|
97.5K
$3.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-1.99K- 0.32% |
$61.7K - $68.1K
|
610K
$21.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
12.5K+ 0.25% |
$390K - $430K
|
5.04M
$179M
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-762- 6.67% |
$23.7K - $26.1K
|
10.7K
$379K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
450K+ 12.1% |
$14M - $15.4M
|
4.17M
$148M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.25K+ 1.5% |
$194K - $214K
|
422K
$15M
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-1.18K- 0.5% |
$36.6K - $40.4K
|
236K
$8.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-2.08K- 0.55% |
$64.5K - $71.2K
|
376K
$13.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
12.6K+ 96.3% |
$393K - $434K
|
25.8K
$917K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-99.5K- 5.26% |
$3.09M - $3.41M
|
1.79M
$63.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
15.3K+ 16.61% |
$476K - $526K
|
108K
$3.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
3K+ 22.42% |
$93.2K - $103K
|
16.4K
$583K
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
44.1KNew |
$1.37M - $1.51M
|
44.1K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
203K+ 3.12% |
$6.3M - $6.95M
|
6.7M
$238M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
19+ 0.28% |
$590 - $652
|
6.83K
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
70.9K+ 5.15% |
$2.2M - $2.43M
|
1.45M
$51.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-600- 0.62% |
$18.6K - $20.6K
|
96.3K
$3.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-69.9K- 0.53% |
$2.17M - $2.4M
|
13.1M
$466M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
45.8K+ 3.54% |
$1.42M - $1.57M
|
1.34M
$47.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
398+ 0.43% |
$12.4K - $13.6K
|
92.1K
$3.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
68.1K+ 54.32% |
$2.12M - $2.34M
|
194K
$6.89M
|