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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-13.1K- 72.79% |
$395K - $425K
|
4.91K
$175K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
19.6KNew |
$590K - $634K
|
19.6K
$697K
|
|
|
Aug 09, 2024
Q2 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-518- 4.71% |
$15.6K - $16.8K
|
10.5K
$373K
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-4.19K- 16.17% |
$126K - $136K
|
21.7K
$773K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-95- 0.49% |
$2.86K - $3.08K
|
19.1K
$681K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-431- 1.05% |
$13K - $14K
|
40.5K
$1.44M
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-2.74K- 76.39% |
$82.4K - $88.6K
|
846
$30.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
426New |
$12.8K - $13.8K
|
426
$15.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-369- 1.04% |
$11.1K - $11.9K
|
35.2K
$1.25M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.65KNew |
$79.9K - $85.9K
|
2.65K
$94.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-83- 21.23% |
$2.5K - $2.69K
|
308
$11K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
1.73KNew |
$51.9K - $55.9K
|
1.73K
$61.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
56.4K+ 27.81% |
$1.7M - $1.83M
|
259K
$9.23M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
3.14KNew |
$94.3K - $101K
|
3.14K
$112K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-28.8K- 30.64% |
$867K - $933K
|
65.3K
$2.32M
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
42.8KNew |
$1.29M - $1.39M
|
42.8K
$1.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4.99KNew |
$150K - $162K
|
4.99K
$178K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
8.41KNew |
$253K - $272K
|
8.41K
$299K
|
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
10.3KNew |
$308K - $332K
|
10.3K
$365K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
554K+ 7.94% |
$16.7M - $17.9M
|
7.54M
$268M
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-9.04K- 15.1% |
$272K - $293K
|
50.8K
$1.81M
|
|
|
Jul 30, 2024
Q2 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-300- 3.34% |
$9.03K - $9.71K
|
8.69K
$309K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
6.37KNew |
$192K - $206K
|
6.37K
$227K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
5.21KNew |
$157K - $169K
|
5.21K
$185K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
6.45KNew |
$194K - $209K
|
6.45K
$230K
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
14.3KNew |
$432K - $464K
|
14.3K
$510K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
700New |
$21.1K - $22.7K
|
700
$24.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-838- 3.84% |
$25.2K - $27.1K
|
21K
$747K
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
32.2K+ 499.36% |
$968K - $1.04M
|
38.6K
$1.37M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
BUY
|
- |
7.7KNew |
$232K - $249K
|
7.7K
$274K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-8.05K- 7.56% |
$242K - $261K
|
98.5K
$3.51M
|
|
|
Jul 19, 2024
Q2 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-617- 0.7% |
$18.6K - $20K
|
87.1K
$3.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Brewster Financial Planning LLC
|
SELL
|
- |
-774- 2.03% |
$23.3K - $25.1K
|
37.3K
$1.33M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
3.31KNew |
$99.5K - $107K
|
3.31K
$118K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
17+ 0.17% |
$512 - $550
|
9.89K
$352K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
17K+ 149.08% |
$512K - $551K
|
28.4K
$1.01M
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-160- 4.18% |
$4.81K - $5.18K
|
3.67K
$131K
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
6.57KNew |
$198K - $213K
|
6.57K
$234K
|
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
19.7KNew |
$594K - $639K
|
19.7K
$702K
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
SELL
|
- |
-2.54K- 0.3% |
$76.4K - $82.2K
|
840K
$29.9M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
3.85KNew |
$116K - $125K
|
3.85K
$137K
|
|
| Q1 2024 | |||||||
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
474New |
$13.6K - $15.1K
|
474
$16.9K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
810+ 1.22% |
$23.2K - $25.9K
|
67K
$2.38M
|
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
BUY
|
- |
9.57KNew |
$274K - $306K
|
9.57K
$340K
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.58K- 18.35% |
$45.2K - $50.4K
|
7.03K
$250K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-220- 2.11% |
$6.3K - $7.03K
|
10.2K
$362K
|
|
|
May 15, 2024
Q1 2024
|
Jentner Corp
|
BUY
|
- |
6.64KNew |
$190K - $212K
|
6.64K
$236K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.11KNew |
$60.5K - $67.5K
|
2.11K
$75.2K
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-4.88K- 32.82% |
$140K - $156K
|
9.99K
$355K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-262K- 44.16% |
$7.49M - $8.36M
|
331K
$11.8M
|
|