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 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-175- 0.53% |
$5.43K - $6K
|
33K
$1.18M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6.8K+ 186.27% |
$211K - $233K
|
10.4K
$374K
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-5.17K- 3.25% |
$161K - $177K
|
154K
$5.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
35.9KNew |
$1.12M - $1.23M
|
35.9K
$1.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
20.6K+ 41.72% |
$639K - $706K
|
69.9K
$2.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
100+ 0.12% |
$3.11K - $3.43K
|
82.5K
$2.95M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-26- 0.02% |
$807 - $892
|
156K
$5.57M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-25.9K- 3.05% |
$806K - $890K
|
826K
$29.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
13.5K+ 30.62% |
$421K - $464K
|
57.8K
$2.07M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
7.3K+ 40.77% |
$227K - $250K
|
25.2K
$903K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.72KNew |
$209K - $230K
|
6.72K
$241K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.25K- 3.92% |
$38.7K - $42.8K
|
30.6K
$1.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
4.81K+ 8.18% |
$149K - $165K
|
63.5K
$2.28M
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
902+ 7.23% |
$28K - $30.9K
|
13.4K
$479K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
55+ 0.02% |
$1.71K - $1.89K
|
289K
$10.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
21.1KNew |
$656K - $725K
|
21.1K
$757K
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-124K- 12.46% |
$3.86M - $4.26M
|
873K
$31.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
6.18KNew |
$192K - $212K
|
6.18K
$221K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
386K+ 14.02% |
$12M - $13.2M
|
3.14M
$112M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-16- 0.1% |
$497 - $549
|
16.4K
$586K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-756- 1.81% |
$23.5K - $25.9K
|
41K
$1.47M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
19+ 0.28% |
$590 - $652
|
6.87K
$246K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
38+ 0.2% |
$1.18K - $1.3K
|
19K
$680K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-938- 5.1% |
$29.1K - $32.2K
|
17.5K
$626K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.16M+ 5.91% |
$98M - $108M
|
56.6M
$2.03B
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.17K- 9.11% |
$36.2K - $40K
|
11.6K
$417K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.23K- 0.31% |
$38.2K - $42.2K
|
396K
$14.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
58.9K+ 358.25% |
$1.83M - $2.02M
|
75.3K
$2.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.03K+ 14.85% |
$94.1K - $104K
|
23.4K
$839K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-73- 0.31% |
$2.27K - $2.5K
|
23.4K
$837K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
9.38K+ 19.76% |
$291K - $322K
|
56.8K
$2.04M
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
20.2K+ 71.06% |
$627K - $692K
|
48.6K
$1.74M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
101K+ 105.13% |
$3.15M - $3.48M
|
198K
$7.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.06KNew |
$188K - $208K
|
6.06K
$217K
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-102K- 4.6% |
$3.18M - $3.51M
|
2.13M
$76.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
13.7K+ 24.76% |
$425K - $469K
|
68.9K
$2.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
1.12K+ 2.0% |
$34.8K - $38.5K
|
57.2K
$2.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-13.7K- 0.51% |
$427K - $471K
|
2.68M
$96.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
81+ 0.27% |
$2.52K - $2.78K
|
30K
$1.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-24.7K- 50.0% |
$768K - $848K
|
24.7K
$886K
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
BUY
|
- |
15.6K+ 10.52% |
$484K - $534K
|
164K
$5.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
60+ 0.59% |
$1.86K - $2.06K
|
10.2K
$366K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
69.7K+ 5.89% |
$2.16M - $2.39M
|
1.25M
$44.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-6.14K- 15.1% |
$191K - $211K
|
34.5K
$1.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
15.8KNew |
$491K - $542K
|
15.8K
$566K
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-1.43K- 0.13% |
$44.5K - $49.1K
|
1.1M
$39.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-200- 1.68% |
$6.21K - $6.86K
|
11.7K
$419K
|
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
BUY
|
- |
23.3K+ 6.28% |
$724K - $800K
|
395K
$14.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
62.2K+ 41.56% |
$1.93M - $2.13M
|
212K
$7.59M
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
25.1K+ 5.13% |
$778K - $859K
|
513K
$18.4M
|