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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
17.6K+ 8.59% |
$529K - $569K
|
222K
$7.58M
|
|
|
Aug 01, 2024
Q2 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
13.5K+ 4.15% |
$406K - $437K
|
339K
$11.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
242K+ 15.55% |
$7.29M - $7.84M
|
1.8M
$61.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-3.26K- 21.5% |
$98.1K - $105K
|
11.9K
$406K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.51K- 1.81% |
$45.3K - $48.7K
|
81.6K
$2.79M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
7.22KNew |
$217K - $234K
|
7.22K
$246K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-9.46K- 2.44% |
$285K - $306K
|
378K
$12.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
16.1K+ 110.27% |
$485K - $521K
|
30.7K
$1.05M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-28.5K- 2.18% |
$859K - $924K
|
1.28M
$43.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
56.4K+ 27.81% |
$1.7M - $1.83M
|
259K
$8.85M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
3.14KNew |
$94.3K - $101K
|
3.14K
$107K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-28.8K- 30.64% |
$867K - $933K
|
65.3K
$2.23M
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
42.8KNew |
$1.29M - $1.39M
|
42.8K
$1.46M
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4.99KNew |
$150K - $162K
|
4.99K
$170K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.59K+ 1.67% |
$47.8K - $51.4K
|
96.4K
$3.29M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-829- 0.65% |
$24.9K - $26.8K
|
127K
$4.34M
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
28.4KNew |
$855K - $920K
|
28.4K
$970K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
8.41KNew |
$253K - $272K
|
8.41K
$287K
|
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-3.76K- 12.86% |
$113K - $122K
|
25.5K
$870K
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
480+ 6.72% |
$14.4K - $15.5K
|
7.62K
$260K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-947- 3.23% |
$28.5K - $30.7K
|
28.4K
$969K
|
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
10.3KNew |
$308K - $332K
|
10.3K
$350K
|
|
|
Jul 30, 2024
Q2 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
8.52K+ 75.66% |
$256K - $276K
|
19.8K
$675K
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-34K- 1.95% |
$1.02M - $1.1M
|
1.7M
$58.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
554K+ 7.94% |
$16.7M - $17.9M
|
7.54M
$257M
|
|
|
Jul 30, 2024
Q2 2024
|
Holistic Financial Partners
|
BUY
|
- |
20+ 0.23% |
$602 - $647
|
8.65K
$295K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-9.04K- 15.1% |
$272K - $293K
|
50.8K
$1.73M
|
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-30.9K- 3.0% |
$929K - $999K
|
997K
$34M
|
|
|
Jul 30, 2024
Q2 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-300- 3.34% |
$9.03K - $9.71K
|
8.69K
$297K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
6.37KNew |
$192K - $206K
|
6.37K
$218K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
5.21KNew |
$157K - $169K
|
5.21K
$178K
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
53.4K+ 5.3% |
$1.61M - $1.73M
|
1.06M
$36.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
6.45KNew |
$194K - $209K
|
6.45K
$220K
|
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
1.95MNew |
$58.7M - $63.1M
|
1.95M
$66.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
14.3KNew |
$432K - $464K
|
14.3K
$489K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.94KNew |
$209K - $225K
|
6.94K
$237K
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-49- 0.15% |
$1.47K - $1.59K
|
31.8K
$1.09M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
700New |
$21.1K - $22.7K
|
700
$23.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
84.6K+ 10.28% |
$2.54M - $2.74M
|
907K
$31M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
16.9K+ 10.6% |
$508K - $546K
|
176K
$6.01M
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-309- 3.79% |
$9.3K - $10K
|
7.84K
$267K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
6.25KNew |
$188K - $202K
|
6.25K
$213K
|
|
|
Jul 25, 2024
Q2 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
68.2K+ 2.3% |
$2.05M - $2.21M
|
3.03M
$104M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
18.9KNew |
$570K - $613K
|
18.9K
$647K
|
|
|
Jul 24, 2024
Q2 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-30.2K- 1.27% |
$908K - $977K
|
2.35M
$80.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
55.3K+ 2.34% |
$1.66M - $1.79M
|
2.42M
$82.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.75K- 6.93% |
$52.5K - $56.5K
|
23.4K
$800K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
12.8K+ 10.61% |
$384K - $413K
|
133K
$4.54M
|
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-838- 3.84% |
$25.2K - $27.1K
|
21K
$717K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
317K+ 292.27% |
$9.53M - $10.3M
|
425K
$14.5M
|