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 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
12.8K+ 1.72% |
$414K - $461K
|
754K
$27.6M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-2.87K- 3.36% |
$93.1K - $104K
|
82.5K
$3.03M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.48K+ 4.45% |
$47.8K - $53.3K
|
34.6K
$1.27M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
221K+ 0.59% |
$7.15M - $7.97M
|
37.8M
$1.39B
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-2.91K- 4.36% |
$94.3K - $105K
|
63.7K
$2.34M
|
|
|
May 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-10K- 1.83% |
$324K - $361K
|
537K
$19.7M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-300- 2.57% |
$9.73K - $10.8K
|
11.4K
$418K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
2.45K+ 7.32% |
$79.3K - $88.4K
|
35.8K
$1.31M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
5.73K+ 4.07% |
$186K - $207K
|
146K
$5.37M
|
|
|
May 01, 2025
Q1 2025
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-1.7K- 0.21% |
$55.1K - $61.4K
|
795K
$29.2M
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
12.8K+ 0.65% |
$416K - $464K
|
1.98M
$72.6M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-1.17K- 0.72% |
$37.8K - $42.2K
|
161K
$5.89M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
110+ 3.5% |
$3.57K - $3.97K
|
3.25K
$119K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
95+ 9500.0% |
$3.08K - $3.43K
|
96
$3.52K
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
96+ 0.25% |
$3.11K - $3.47K
|
38.9K
$1.43M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
20.9K+ 3.6% |
$678K - $756K
|
602K
$22.1M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
10.9KNew |
$354K - $394K
|
10.9K
$400K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1.55KNew |
$50.1K - $55.8K
|
1.55K
$56.7K
|
|
|
May 01, 2025
Q1 2025
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
294K+ 9.37% |
$9.54M - $10.6M
|
3.44M
$126M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
217KNew |
$7.03M - $7.84M
|
217K
$7.95M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-73.7K- 2.97% |
$2.39M - $2.66M
|
2.41M
$88.4M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-65.5K- 1.62% |
$2.12M - $2.37M
|
3.97M
$146M
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-8.93K- 1.52% |
$289K - $323K
|
579K
$21.2M
|
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-3.71K- 1.36% |
$120K - $134K
|
270K
$9.88M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.21K- 36.59% |
$201K - $224K
|
10.8K
$395K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.06K+ 0.68% |
$34.3K - $38.2K
|
156K
$5.73M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-1.67K- 1.87% |
$54.2K - $60.4K
|
87.6K
$3.21M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
251K+ 2305.1% |
$8.13M - $9.06M
|
262K
$9.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.42K+ 0.45% |
$46.1K - $51.4K
|
315K
$11.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.5M- 31.21% |
$48.8M - $54.3M
|
3.32M
$122M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
69KNew |
$2.24M - $2.49M
|
69K
$2.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
120K+ 10.77% |
$3.88M - $4.32M
|
1.23M
$45.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
145KNew |
$4.71M - $5.25M
|
145K
$5.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-7.28K- 6.58% |
$236K - $263K
|
103K
$3.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
6.21K+ 2.15% |
$201K - $224K
|
294K
$10.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-2.86K- 13.47% |
$92.6K - $103K
|
18.3K
$673K
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-2.39K- 1.62% |
$77.4K - $86.3K
|
145K
$5.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
624+ 1.97% |
$20.2K - $22.5K
|
32.3K
$1.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
361K+ 8.58% |
$11.7M - $13M
|
4.57M
$168M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
71+ 0.14% |
$2.3K - $2.57K
|
51.6K
$1.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-40.8K- 5.12% |
$1.32M - $1.48M
|
757K
$27.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
47.6K+ 1.14% |
$1.54M - $1.72M
|
4.22M
$155M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-92K- 7.83% |
$2.98M - $3.32M
|
1.08M
$39.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-81.4K- 15.27% |
$2.64M - $2.94M
|
451K
$16.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
9.13KNew |
$296K - $330K
|
9.13K
$335K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.54KNew |
$309K - $345K
|
9.54K
$350K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-671- 2.0% |
$21.8K - $24.2K
|
32.8K
$1.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
183K+ 5.81% |
$5.92M - $6.6M
|
3.32M
$122M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
159+ 9.6% |
$5.15K - $5.74K
|
1.82K
$66.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.93K- 0.93% |
$62.6K - $69.8K
|
207K
$7.58M
|