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 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-733- 8.72% |
$23.8K - $26.5K
|
7.67K
$281K
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
71.1K+ 9.39% |
$2.31M - $2.57M
|
828K
$30.4M
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-49.1K- 11.26% |
$1.59M - $1.78M
|
387K
$14.2M
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.64K+ 2.96% |
$215K - $240K
|
231K
$8.46M
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
313New |
$10.1K - $11.3K
|
313
$11.5K
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
32.1K+ 11.37% |
$1.04M - $1.16M
|
314K
$11.5M
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
2.67K+ 40.67% |
$86.6K - $96.5K
|
9.24K
$339K
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-117- 0.13% |
$3.79K - $4.23K
|
90.1K
$3.31M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-94.9K- 68.7% |
$3.08M - $3.43M
|
43.2K
$1.59M
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-280- 0.32% |
$9.08K - $10.1K
|
86.8K
$3.18M
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.71K- 7.09% |
$55.6K - $61.9K
|
22.5K
$823K
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.58K+ 0.48% |
$51.4K - $57.2K
|
334K
$12.3M
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
SELL
|
- |
-1.51K- 8.83% |
$49K - $54.6K
|
15.6K
$573K
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-1.64K- 1.0% |
$53.2K - $59.3K
|
162K
$5.94M
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
1.91K+ 12.73% |
$61.8K - $68.9K
|
16.9K
$619K
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
22.4KNew |
$726K - $809K
|
22.4K
$821K
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-490- 3.81% |
$15.9K - $17.7K
|
12.4K
$454K
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.82K- 38.93% |
$59K - $65.8K
|
2.86K
$105K
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
SELL
|
- |
-65- -0.0% |
$2.11K - $2.35K
|
2.02M
$74.2M
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-985- 2.84% |
$31.9K - $35.6K
|
33.7K
$1.24M
|
|
Apr 17, 2025
Q1 2025
|
Retirement Solution Inc.
|
BUY
|
- |
69.8K+ 16.28% |
$2.26M - $2.52M
|
499K
$18.3M
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
65.1K+ 3.72% |
$2.11M - $2.35M
|
1.81M
$66.5M
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-8.76K- 20.83% |
$284K - $316K
|
33.3K
$1.22M
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
35.2K+ 2.89% |
$1.14M - $1.27M
|
1.25M
$46M
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
39+ 0.25% |
$1.26K - $1.41K
|
15.8K
$578K
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
49.6K+ 10.36% |
$1.61M - $1.79M
|
529K
$19.4M
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
11.1K+ 0.98% |
$361K - $402K
|
1.15M
$42.2M
|
|
Apr 17, 2025
Q1 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
66.4K+ 3.22% |
$2.15M - $2.4M
|
2.13M
$78M
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
6.86K+ 2.34% |
$222K - $248K
|
300K
$11M
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
7.53K+ 125.61% |
$244K - $272K
|
13.5K
$496K
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-47K- 2.81% |
$1.52M - $1.7M
|
1.62M
$59.5M
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
SELL
|
- |
-29.2K- 2.3% |
$946K - $1.05M
|
1.24M
$45.4M
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-680- 0.09% |
$22K - $24.6K
|
770K
$28.2M
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-77.3K- 64.37% |
$2.51M - $2.79M
|
42.8K
$1.57M
|
|
Apr 16, 2025
Q1 2025
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-84.9K- 18.55% |
$2.75M - $3.07M
|
373K
$13.7M
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-354- 0.08% |
$11.5K - $12.8K
|
452K
$16.6M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
83.8K+ 7.48% |
$2.72M - $3.03M
|
1.2M
$44.2M
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
5.07K+ 4.58% |
$164K - $183K
|
116K
$4.24M
|
|
Apr 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
1.38K+ 2.28% |
$44.8K - $49.9K
|
62K
$2.27M
|
|
Apr 16, 2025
Q1 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
1+ 0.01% |
$32.4 - $36.1
|
16.7K
$614K
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-21.8K- 5.55% |
$707K - $787K
|
371K
$13.6M
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
315K+ 11.1% |
$10.2M - $11.4M
|
3.15M
$115M
|
|
Apr 15, 2025
Q1 2025
|
Millburn Ridgefield Corp
|
BUY
|
- |
183K+ 5.81% |
$5.92M - $6.6M
|
3.32M
$122M
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
86+ 0.66% |
$2.79K - $3.11K
|
13.1K
$481K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-451- 0.93% |
$14.6K - $16.3K
|
48.2K
$1.77M
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
24.3K+ 8.22% |
$788K - $878K
|
320K
$11.7M
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
175+ 0.25% |
$5.67K - $6.32K
|
71.1K
$2.61M
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
8.25KNew |
$267K - $298K
|
8.25K
$302K
|
|
Apr 14, 2025
Q1 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
SELL
|
- |
-1.48K- 1.26% |
$47.8K - $53.3K
|
116K
$4.25M
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
SELL
|
- |
-690K- 9.35% |
$22.4M - $24.9M
|
6.69M
$245M
|