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 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-484- 3.39% |
$13.9K - $15.5K
|
13.8K
$470K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-544- 3.45% |
$15.6K - $17.4K
|
15.2K
$519K
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
SELL
|
- |
-2.38K- 17.33% |
$68.1K - $76K
|
11.4K
$387K
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
1.01KNew |
$28.8K - $32.2K
|
1.01K
$34.4K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5.11K+ 54.41% |
$146K - $163K
|
14.5K
$495K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2.51K+ 9.23% |
$71.7K - $80.1K
|
29.6K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
6.35KNew |
$182K - $203K
|
6.35K
$217K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-448- 0.57% |
$12.8K - $14.3K
|
77.7K
$2.65M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-24.8K- 55.03% |
$709K - $792K
|
20.3K
$691K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.3KNew |
$123K - $137K
|
4.3K
$147K
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-859- 8.42% |
$24.6K - $27.4K
|
9.34K
$319K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.36KNew |
$239K - $267K
|
8.36K
$285K
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
28.8KNew |
$824K - $920K
|
28.8K
$983K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.92K+ 12.15% |
$112K - $125K
|
36.2K
$1.24M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.54K- 1.25% |
$101K - $113K
|
280K
$9.56M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
180+ 1.15% |
$5.15K - $5.75K
|
15.9K
$542K
|
|
|
May 08, 2024
Q1 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
24+ 0.21% |
$687 - $767
|
11.5K
$392K
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
13.3KNew |
$382K - $426K
|
13.3K
$455K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
9.76KNew |
$279K - $312K
|
9.76K
$333K
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
86.1KNew |
$2.47M - $2.75M
|
86.1K
$2.94M
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-250- 2.05% |
$7.16K - $7.99K
|
11.9K
$407K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-26K- 43.87% |
$743K - $829K
|
33.2K
$1.13M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-326- 1.97% |
$9.33K - $10.4K
|
16.2K
$553K
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.3K- 15.92% |
$37.1K - $41.4K
|
6.84K
$233K
|
|
|
May 01, 2024
Q1 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
6.55KNew |
$188K - $209K
|
6.55K
$224K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
4.22K+ 11.39% |
$121K - $135K
|
41.3K
$1.41M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-20.9K- 1.32% |
$598K - $668K
|
1.56M
$53.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-337- 2.75% |
$9.64K - $10.8K
|
11.9K
$407K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
26.8KNew |
$766K - $855K
|
26.8K
$913K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.81K+ 10.97% |
$51.8K - $57.8K
|
18.3K
$625K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
6.67KNew |
$191K - $213K
|
6.67K
$228K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
820New |
$23.5K - $26.2K
|
820
$28K
|
|
|
Apr 26, 2024
Q1 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
8.67KNew |
$248K - $277K
|
8.67K
$296K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.64K- 0.2% |
$47K - $52.4K
|
822K
$28M
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
6.56KNew |
$188K - $210K
|
6.56K
$224K
|
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
853+ 1.2% |
$24.4K - $27.3K
|
72.2K
$2.46M
|
|
|
Apr 25, 2024
Q1 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
6.82KNew |
$195K - $218K
|
6.82K
$233K
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
10+ 0.14% |
$286 - $320
|
7.08K
$242K
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
10.8KNew |
$308K - $343K
|
10.8K
$367K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
65New |
$1.86K - $2.08K
|
65
$2.22K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
1.26K+ 0.12% |
$35.9K - $40.1K
|
1.07M
$36.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
6.57KNew |
$188K - $210K
|
6.57K
$224K
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
7.09KNew |
$203K - $226K
|
7.09K
$242K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.84K+ 9.33% |
$52.6K - $58.8K
|
21.6K
$736K
|
|
|
Apr 17, 2024
Q1 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
6.3KNew |
$180K - $201K
|
6.3K
$215K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
3.45KNew |
$98.8K - $110K
|
3.45K
$118K
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-500- 1.52% |
$14.3K - $16K
|
32.3K
$1.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
6.54KNew |
$187K - $209K
|
6.54K
$223K
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-15.6K- 47.94% |
$446K - $498K
|
16.9K
$578K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-289- 3.32% |
$8.27K - $9.23K
|
8.41K
$287K
|