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 14, 2025
Q1 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
180+ 0.5% |
$5.84K - $6.5K
|
36.1K
$1.32M
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
32.2K+ 42.32% |
$1.05M - $1.16M
|
108K
$3.98M
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
7.07K+ 1.26% |
$229K - $256K
|
568K
$20.8M
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-288- 2.66% |
$9.34K - $10.4K
|
10.6K
$387K
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
24.3K+ 48.29% |
$788K - $878K
|
74.6K
$2.74M
|
|
Apr 11, 2025
Q1 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
1.57K+ 2.37% |
$50.9K - $56.7K
|
67.8K
$2.49M
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4.06K+ 14.38% |
$132K - $147K
|
32.3K
$1.19M
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
8.83KNew |
$286K - $319K
|
8.83K
$324K
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-3.02K- 1.32% |
$97.9K - $109K
|
225K
$8.27M
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
24.3K+ 49.81% |
$788K - $878K
|
73.1K
$2.68M
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-1.56K- 7.65% |
$50.7K - $56.5K
|
18.9K
$692K
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-1.47K- 1.46% |
$47.5K - $53K
|
99.2K
$3.64M
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-121K- 33.97% |
$3.92M - $4.37M
|
235K
$8.61M
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-4.24K- 2.26% |
$137K - $153K
|
184K
$6.73M
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-7.54K- 2.23% |
$245K - $272K
|
330K
$12.1M
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
28+ 0.29% |
$908 - $1.01K
|
9.58K
$351K
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-74- 29.02% |
$2.4K - $2.67K
|
181
$6.64K
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
102+ 0.17% |
$3.31K - $3.69K
|
60.1K
$2.2M
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-554- 2.97% |
$18K - $20K
|
18.1K
$664K
|
|
Q4 2024 | |||||||
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-991- 0.54% |
$33.6K - $36.3K
|
182K
$6.68M
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.31M- 32.98% |
$44.6M - $48.1M
|
2.67M
$97.9M
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-891- 7.05% |
$30.2K - $32.6K
|
11.7K
$431K
|
|
May 01, 2025
Q4 2024
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
62.6KNew |
$2.12M - $2.29M
|
62.6K
$2.3M
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
6.03KNew |
$204K - $221K
|
6.03K
$221K
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
551New |
$18.7K - $20.2K
|
551
$20.2K
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
687New |
$23.3K - $25.1K
|
687
$25.2K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-10.1K- 36.33% |
$342K - $369K
|
17.7K
$647K
|
|
Feb 18, 2025
Q4 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
3.06KNew |
$104K - $112K
|
3.06K
$112K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-68- 0.07% |
$2.31K - $2.49K
|
92K
$3.37M
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
9.79K+ 48.63% |
$332K - $358K
|
29.9K
$1.1M
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
18.9KNew |
$643K - $693K
|
18.9K
$695K
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-629- 3.39% |
$21.3K - $23K
|
17.9K
$658K
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
252New |
$8.55K - $9.22K
|
252
$9.24K
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
5.81KNew |
$197K - $213K
|
5.81K
$213K
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-534- 0.06% |
$18.1K - $19.5K
|
896K
$32.8M
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
21.6KNew |
$731K - $789K
|
21.6K
$791K
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-4.85K- 24.59% |
$165K - $178K
|
14.9K
$546K
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-1.37K- 4.21% |
$46.4K - $50.1K
|
31.1K
$1.14M
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-419- 0.15% |
$14.2K - $15.3K
|
281K
$10.3M
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
12.4KNew |
$421K - $454K
|
12.4K
$455K
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
100New |
$3.39K - $3.66K
|
100
$3.67K
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
18.9KNew |
$641K - $692K
|
18.9K
$693K
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
500New |
$17K - $18.3K
|
500
$18.3K
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
13.1KNew |
$444K - $479K
|
13.1K
$480K
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.8K- 12.41% |
$61K - $65.8K
|
12.7K
$466K
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
10.7KNew |
$365K - $393K
|
10.7K
$394K
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
7.4KNew |
$251K - $271K
|
7.4K
$271K
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.06K+ 2.95% |
$36.1K - $38.9K
|
37.1K
$1.36M
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.26KNew |
$179K - $193K
|
5.26K
$193K
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-74.5K- 3.52% |
$2.53M - $2.73M
|
2.04M
$75M
|