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 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.12KNew |
$32.1K - $35.8K
|
1.12K
$38.2K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-15K- 61.76% |
$429K - $479K
|
9.28K
$317K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
830New |
$23.8K - $26.5K
|
830
$28.3K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
14.5K+ 1.86% |
$415K - $464K
|
793K
$27.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
15.7KNew |
$449K - $502K
|
15.7K
$536K
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
85.4KNew |
$2.44M - $2.73M
|
85.4K
$2.92M
|
|
| Q4 2023 | |||||||
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
176New |
$4.38K - $5.17K
|
176
$6.01K
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
57.4KNew |
$1.43M - $1.68M
|
57.4K
$1.96M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
43.9KNew |
$1.09M - $1.29M
|
43.9K
$1.5M
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-100- 76.92% |
$2.49K - $2.94K
|
30
$1.02K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1.42K+ 0.95% |
$35.4K - $41.8K
|
151K
$5.14M
|
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
BUY
|
- |
7.71KNew |
$192K - $226K
|
7.71K
$263K
|
|
|
Mar 20, 2024
Q4 2023
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
60.6KNew |
$1.51M - $1.78M
|
60.6K
$2.07M
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
7.39KNew |
$184K - $217K
|
7.39K
$252K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.12K- 25.14% |
$52.7K - $62.2K
|
6.3K
$215K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
682New |
$17K - $20K
|
682
$23.3K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
998New |
$24.9K - $29.3K
|
998
$34.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
629+ 3.5% |
$15.7K - $18.5K
|
18.6K
$634K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Capital Strategies
|
BUY
|
- |
7.11KNew |
$177K - $209K
|
7.11K
$243K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
2.87MNew |
$71.4M - $84.2M
|
2.87M
$97.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
27.7KNew |
$690K - $813K
|
27.7K
$945K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.01K+ 64.13% |
$99.8K - $118K
|
10.3K
$350K
|
|
|
Feb 14, 2024
Q4 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
7.27KNew |
$181K - $214K
|
7.27K
$248K
|
|
|
Feb 14, 2024
Q4 2023
|
Synergy Financial Group, LTD
|
BUY
|
- |
11.7KNew |
$291K - $344K
|
11.7K
$399K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-50- 0.48% |
$1.25K - $1.47K
|
10.5K
$357K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-5.57K- 8.33% |
$139K - $164K
|
61.3K
$2.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-54- 0.55% |
$1.35K - $1.59K
|
9.8K
$334K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-8.95K- 40.68% |
$223K - $263K
|
13.1K
$445K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
9.69K+ 6.53% |
$241K - $285K
|
158K
$5.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
6.87KNew |
$171K - $202K
|
6.87K
$235K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-726- 2.6% |
$18.1K - $21.3K
|
27.2K
$928K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
7.35KNew |
$183K - $216K
|
7.35K
$251K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
BUY
|
- |
5.29KNew |
$132K - $156K
|
5.29K
$181K
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
10.9KNew |
$271K - $320K
|
10.9K
$371K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-209- 0.08% |
$5.21K - $6.14K
|
257K
$8.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
10.5KNew |
$262K - $309K
|
10.5K
$359K
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
8.37KNew |
$208K - $246K
|
8.37K
$285K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
7.24KNew |
$180K - $213K
|
7.24K
$247K
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
32.5KNew |
$809K - $954K
|
32.5K
$1.11M
|
|
|
Feb 08, 2024
Q4 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
8.16KNew |
$203K - $240K
|
8.16K
$278K
|
|
|
Feb 08, 2024
Q4 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-839- 9.16% |
$20.9K - $24.6K
|
8.32K
$284K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.29K+ 11.6% |
$32.2K - $37.9K
|
12.4K
$424K
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
9.65KNew |
$240K - $283K
|
9.65K
$329K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1- 0.23% |
$24.9 - $29.4
|
440
$15K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-37- 4.85% |
$922 - $1.09K
|
726
$24.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-140- 0.65% |
$3.49K - $4.11K
|
21.3K
$727K
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
6.96KNew |
$173K - $204K
|
6.96K
$238K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-5K- 0.18% |
$125K - $147K
|
2.75M
$93.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-1.71K- 13.99% |
$42.6K - $50.2K
|
10.5K
$359K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-740- 15.5% |
$18.4K - $21.7K
|
4.03K
$138K
|
|