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 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
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
65+ 0.72% |
$2.11K - $2.35K
|
9.12K
$335K
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
16.5K+ 2.4% |
$535K - $596K
|
703K
$25.8M
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-3.07K- 7.96% |
$99.4K - $111K
|
35.4K
$1.3M
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.17K+ 9.52% |
$70.3K - $78.4K
|
25K
$915K
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
56+ 0.22% |
$1.82K - $2.02K
|
25.9K
$951K
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
124K+ 1365.45% |
$4.02M - $4.48M
|
133K
$4.88M
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
11KNew |
$357K - $398K
|
11K
$404K
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
BUY
|
- |
23+ 0.25% |
$746 - $831
|
9.4K
$345K
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.6K+ 16.37% |
$51.7K - $57.7K
|
11.3K
$416K
|
|
Apr 24, 2025
Q1 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
96.5K+ 5.17% |
$3.13M - $3.49M
|
1.96M
$72M
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-25.3K- 51.96% |
$821K - $915K
|
23.4K
$858K
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-2.42K- 6.85% |
$78.4K - $87.3K
|
32.9K
$1.21M
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-8.86K- 1.24% |
$287K - $320K
|
706K
$25.9M
|
|
Apr 24, 2025
Q1 2025
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
55.8K+ 7.03% |
$1.81M - $2.02M
|
850K
$31.2M
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-32.9K- 4.23% |
$1.07M - $1.19M
|
745K
$27.3M
|
|
Apr 24, 2025
Q1 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-46.2K- 3.18% |
$1.5M - $1.67M
|
1.41M
$51.6M
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-252- 3.2% |
$8.17K - $9.1K
|
7.63K
$280K
|
|
Apr 24, 2025
Q1 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
24.7K+ 1.52% |
$801K - $893K
|
1.65M
$60.5M
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-263- 1.66% |
$8.53K - $9.5K
|
15.6K
$571K
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-13K- 0.61% |
$421K - $469K
|
2.13M
$78.1M
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-44.3K- 1.68% |
$1.44M - $1.6M
|
2.6M
$95.3M
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
142KNew |
$4.6M - $5.13M
|
142K
$5.2M
|
|
Apr 23, 2025
Q1 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
1.62K+ 4.52% |
$52.7K - $58.7K
|
37.6K
$1.38M
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-11.8K- 38.57% |
$384K - $428K
|
18.8K
$691K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-8.1K- 86.96% |
$263K - $293K
|
1.22K
$44.6K
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
SELL
|
- |
-2.13K- 12.02% |
$69.1K - $77K
|
15.6K
$572K
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-65- 1.77% |
$2.11K - $2.35K
|
3.61K
$132K
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-390- 0.31% |
$12.6K - $14.1K
|
124K
$4.56M
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
29.5K+ 6.27% |
$955K - $1.06M
|
499K
$18.3M
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-111K- 2.71% |
$3.61M - $4.02M
|
4M
$147M
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
3.21K+ 15.32% |
$104K - $116K
|
24.1K
$885K
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-17.5K- 12.75% |
$569K - $634K
|
120K
$4.4M
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-995- 4.84% |
$32.3K - $35.9K
|
19.6K
$718K
|
|
Apr 23, 2025
Q1 2025
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
9+ 0.01% |
$292 - $325
|
77.2K
$2.83M
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-1.09K- 0.43% |
$35.2K - $39.2K
|
249K
$9.12M
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-8.21K- 50.0% |
$266K - $297K
|
8.21K
$301K
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
1.69K+ 1.14% |
$54.9K - $61.2K
|
150K
$5.5M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-18K- 1.26% |
$583K - $650K
|
1.41M
$51.8M
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
5.84K+ 4.18% |
$189K - $211K
|
146K
$5.34M
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1.22K- 5.42% |
$39.7K - $44.2K
|
21.3K
$783K
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
122K+ 3.84% |
$3.95M - $4.4M
|
3.29M
$121M
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-145- 0.68% |
$4.7K - $5.24K
|
21.2K
$779K
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
SELL
|
- |
-1.01K- 3.37% |
$32.8K - $36.5K
|
29K
$1.06M
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
229+ 1.77% |
$7.42K - $8.27K
|
13.2K
$483K
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
623+ 2.18% |
$20.2K - $22.5K
|
29.2K
$1.07M
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
18+ 0.41% |
$584 - $650
|
4.42K
$162K
|