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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.58K+ 12.0% |
$181K - $202K
|
52.1K
$1.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
57.5K+ 8.11% |
$1.86M - $2.08M
|
766K
$28.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-55.1K- 1.1% |
$1.79M - $1.99M
|
4.97M
$182M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
726+ 2.13% |
$23.5K - $26.2K
|
34.7K
$1.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
761K+ 33.4% |
$24.7M - $27.5M
|
3.04M
$111M
|
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
492+ 2.73% |
$16K - $17.8K
|
18.5K
$679K
|
|
|
Apr 29, 2025
Q1 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
SELL
|
- |
-19.8K- 2.84% |
$644K - $717K
|
679K
$24.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-317- 2.6% |
$10.3K - $11.5K
|
11.9K
$436K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
688KNew |
$22.3M - $24.8M
|
688K
$25.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.06M- 8.83% |
$164M - $183M
|
52.2M
$1.91B
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-225- 0.14% |
$7.29K - $8.13K
|
158K
$5.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-7.66K- 6.5% |
$248K - $277K
|
110K
$4.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
25.4KNew |
$823K - $918K
|
25.4K
$931K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
6.26KNew |
$203K - $226K
|
6.26K
$230K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
10+ 0.14% |
$324 - $361
|
7.31K
$268K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
34.1K+ 39.25% |
$1.1M - $1.23M
|
121K
$4.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
9.24KNew |
$300K - $334K
|
9.24K
$339K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-3.97K- 0.13% |
$129K - $143K
|
2.95M
$108M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
10.3K+ 0.94% |
$333K - $371K
|
1.1M
$40.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
20.4K+ 1.37% |
$660K - $735K
|
1.51M
$55.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
5.22KNew |
$169K - $189K
|
5.22K
$192K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
169New |
$5.48K - $6.11K
|
169
$6.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-792- 3.21% |
$25.7K - $28.6K
|
23.9K
$876K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
11+ 0.04% |
$357 - $397
|
30.3K
$1.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-18- 0.02% |
$584 - $650
|
82.5K
$3.03M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
20.5K+ 3.01% |
$666K - $742K
|
702K
$25.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-6.84K- 5.46% |
$222K - $247K
|
119K
$4.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
3+ 0.01% |
$97.3 - $108
|
52K
$1.91M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6.8K- 65.07% |
$220K - $246K
|
3.65K
$134K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-1.7K- 0.74% |
$55.2K - $61.5K
|
230K
$8.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
18.5K+ 254.96% |
$598K - $667K
|
25.7K
$942K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-23.7K- 77.97% |
$769K - $857K
|
6.71K
$246K
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
81.7K+ 6.56% |
$2.65M - $2.95M
|
1.33M
$48.6M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.14K- 1.71% |
$69.5K - $77.4K
|
123K
$4.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.69K+ 6.43% |
$249K - $278K
|
127K
$4.66M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
14.9KNew |
$482K - $537K
|
14.9K
$545K
|
|
|
Apr 28, 2025
Q1 2025
|
Baker Boyer National Bank
|
BUY
|
- |
14.7K+ 0.82% |
$476K - $531K
|
1.81M
$66.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.92K- 0.51% |
$94.7K - $106K
|
569K
$20.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.21K- 1.94% |
$39.3K - $43.8K
|
61.2K
$2.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
348K+ 10.67% |
$11.3M - $12.6M
|
3.61M
$132M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-5.86K- 1.01% |
$190K - $212K
|
574K
$21.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.44KNew |
$46.8K - $52.2K
|
1.44K
$53K
|
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-6.85K- 7.2% |
$222K - $247K
|
88.3K
$3.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
9.79K+ 3.6% |
$317K - $354K
|
282K
$10.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
18+ 0.14% |
$584 - $650
|
12.5K
$459K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
8.29KNew |
$269K - $299K
|
8.29K
$304K
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-22.3K- 50.25% |
$722K - $805K
|
22.1K
$809K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
13+ 0.25% |
$421 - $470
|
5.2K
$191K
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
688+ 5.25% |
$22.3K - $24.9K
|
13.8K
$505K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-98- 13.5% |
$3.18K - $3.54K
|
628
$23K
|