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 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-215- 1.03% |
$6.97K - $7.77K
|
20.6K
$756K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.58K+ 3.39% |
$181K - $202K
|
170K
$6.24M
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
13.9K+ 220.24% |
$449K - $500K
|
20.1K
$739K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.08M- 53.08% |
$34.9M - $38.9M
|
952K
$34.9M
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
128+ 0.35% |
$4.15K - $4.62K
|
37.2K
$1.36M
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
20+ 0.25% |
$648 - $723
|
8.08K
$296K
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-2- 0.01% |
$64.8 - $72.3
|
14.5K
$531K
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-69.8K- 3.2% |
$2.26M - $2.52M
|
2.11M
$77.4M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
15.2K+ 0.49% |
$492K - $549K
|
3.09M
$113M
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
2.28K+ 1.73% |
$73.9K - $82.3K
|
134K
$4.92M
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
52KNew |
$1.68M - $1.88M
|
52K
$1.91M
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-265K- 35.69% |
$8.58M - $9.57M
|
477K
$17.5M
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-61.4K- 21.21% |
$1.99M - $2.22M
|
228K
$8.36M
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.87K- 12.49% |
$126K - $140K
|
27.1K
$994K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
446K+ 23.41% |
$14.5M - $16.1M
|
2.35M
$86.2M
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
2.62K+ 6.14% |
$84.8K - $94.6K
|
45.2K
$1.66M
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-149- 0.14% |
$4.83K - $5.38K
|
108K
$3.95M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.44K- 2.83% |
$46.7K - $52K
|
49.5K
$1.81M
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
216+ 0.42% |
$7K - $7.8K
|
51K
$1.87M
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
158+ 0.16% |
$5.12K - $5.71K
|
98.4K
$3.61M
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
86.5KNew |
$2.8M - $3.12M
|
86.5K
$3.17M
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-270- 2.01% |
$8.75K - $9.76K
|
13.1K
$482K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-13.3K- 31.98% |
$430K - $479K
|
28.2K
$1.03M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.42K+ 3.84% |
$78.5K - $87.5K
|
65.5K
$2.4M
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-110K- 9.12% |
$3.56M - $3.97M
|
1.09M
$40.1M
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
1.18MNew |
$38.2M - $42.6M
|
1.18M
$43.2M
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-3.13K- 0.69% |
$101K - $113K
|
448K
$16.4M
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-4.15K- 2.37% |
$135K - $150K
|
171K
$6.26M
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
SELL
|
- |
-85.3K- 82.15% |
$2.76M - $3.08M
|
18.5K
$679K
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
279+ 4.79% |
$9.05K - $10.1K
|
6.1K
$224K
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
7.11K+ 3.48% |
$231K - $257K
|
211K
$7.75M
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-6.61K- 19.16% |
$214K - $239K
|
27.9K
$1.02M
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-10K- 7.77% |
$325K - $363K
|
119K
$4.37M
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.43% |
$64.8 - $72.3
|
471
$17.3K
|
|
May 05, 2025
Q1 2025
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
SELL
|
- |
-1.79K- 0.26% |
$58K - $64.7K
|
681K
$25M
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
13.8K+ 8.21% |
$446K - $497K
|
181K
$6.65M
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
48.3KNew |
$1.57M - $1.75M
|
48.3K
$1.77M
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
6K+ 4.93% |
$194K - $217K
|
128K
$4.68M
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
SELL
|
- |
-2K- 2.31% |
$64.8K - $72.2K
|
84.5K
$3.1M
|
|
May 02, 2025
Q1 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
114K+ 19.52% |
$3.71M - $4.13M
|
700K
$25.7M
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
147+ 0.25% |
$4.77K - $5.31K
|
59.6K
$2.19M
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-51.7K- 9.29% |
$1.68M - $1.87M
|
505K
$18.5M
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
8.37K+ 29.1% |
$271K - $302K
|
37.1K
$1.36M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
87+ 0.17% |
$2.82K - $3.14K
|
52.8K
$1.94M
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
195K+ 6.51% |
$6.33M - $7.06M
|
3.19M
$117M
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
4.91K+ 0.53% |
$159K - $177K
|
924K
$33.9M
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-3.75K- 1.81% |
$121K - $135K
|
203K
$7.44M
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
11.2K+ 17.16% |
$364K - $406K
|
76.6K
$2.81M
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
16.2KNew |
$524K - $584K
|
16.2K
$592K
|
|
May 02, 2025
Q1 2025
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-24K- 3.76% |
$779K - $868K
|
615K
$22.6M
|