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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-4.91K- 5.97% |
$128K - $139K
|
77.4K
$2.64M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-32.1K- 3.77% |
$837K - $907K
|
820K
$28M
|
|
|
Oct 25, 2023
Q3 2023
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-147- 1.02% |
$3.83K - $4.15K
|
14.3K
$486K
|
|
|
Oct 25, 2023
Q3 2023
|
Horizon Financial Services, LLC
|
SELL
|
- |
-736- 7.34% |
$19.2K - $20.8K
|
9.29K
$317K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
207+ 0.82% |
$5.39K - $5.84K
|
25.6K
$873K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
8.53KNew |
$222K - $241K
|
8.53K
$291K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
5.51KNew |
$144K - $156K
|
5.51K
$188K
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
4K+ 32.28% |
$104K - $113K
|
16.4K
$559K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
65.9K+ 2.3% |
$1.72M - $1.86M
|
2.93M
$99.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Mc Broom & Associates, LLC
|
BUY
|
- |
9.4KNew |
$245K - $265K
|
9.4K
$321K
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-261- 0.8% |
$6.8K - $7.37K
|
32.3K
$1.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-640- 2.87% |
$16.7K - $18.1K
|
21.7K
$740K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-10.3K- 59.95% |
$268K - $290K
|
6.87K
$235K
|
|
| Q2 2023 | |||||||
|
Jan 30, 2024
Q2 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
26.5KNew |
$658K - $718K
|
26.5K
$903K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
13.3K+ 4.44% |
$330K - $360K
|
312K
$10.6M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
11.5KNew |
$285K - $311K
|
11.5K
$391K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.07KNew |
$26.6K - $29.1K
|
1.07K
$36.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
846New |
$21K - $23K
|
846
$28.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.46KNew |
$36.4K - $39.7K
|
1.46K
$49.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
246+ 0.47% |
$6.12K - $6.68K
|
52.6K
$1.8M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
15.5K+ 70.13% |
$385K - $421K
|
37.6K
$1.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-869- 7.58% |
$21.6K - $23.6K
|
10.6K
$362K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
72.6KNew |
$1.81M - $1.97M
|
72.6K
$2.48M
|
|
|
Aug 09, 2023
Q2 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
9.75KNew |
$242K - $265K
|
9.75K
$333K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-7.61K- 15.66% |
$189K - $207K
|
41K
$1.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
255New |
$6.34K - $6.92K
|
255
$8.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
919+ 138.82% |
$22.8K - $25K
|
1.58K
$54K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-643- 7.56% |
$16K - $17.5K
|
7.86K
$268K
|
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
7.84KNew |
$195K - $213K
|
7.84K
$268K
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
629New |
$15.6K - $17.1K
|
629
$21.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-2K- 18.11% |
$49.7K - $54.3K
|
9.04K
$309K
|
|
|
Aug 04, 2023
Q2 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
3.88KNew |
$96.4K - $105K
|
3.88K
$132K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln Capital LLC
|
BUY
|
- |
7.77KNew |
$193K - $211K
|
7.77K
$265K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.67K- 19.45% |
$41.6K - $45.4K
|
6.93K
$237K
|
|
|
Aug 01, 2023
Q2 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
50New |
$1.24K - $1.36K
|
50
$1.71K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.36K+ 2.66% |
$58.7K - $64.1K
|
91.2K
$3.11M
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
SELL
|
- |
-2.73K- 6.62% |
$67.8K - $74.1K
|
38.5K
$1.31M
|
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
72.3KNew |
$1.8M - $1.96M
|
72.3K
$2.47M
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
20.9KNew |
$519K - $566K
|
20.9K
$712K
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
SELL
|
- |
-1.58K- 1.85% |
$39.4K - $43K
|
84K
$2.87M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
585+ 6.99% |
$14.5K - $15.9K
|
8.95K
$305K
|
|
|
Jul 21, 2023
Q2 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
7.78KNew |
$193K - $211K
|
7.78K
$266K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
71+ 0.35% |
$1.77K - $1.93K
|
20.5K
$698K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.01K- 8.81% |
$25K - $27.3K
|
10.4K
$356K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
10New |
$249 - $272
|
10
$341
|
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-2.1K- 12.6% |
$52.1K - $56.9K
|
14.5K
$496K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
249+ 5.84% |
$6.19K - $6.76K
|
4.51K
$154K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
653New |
$15.8K - $17.4K
|
653
$22.3K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-699- 0.82% |
$16.9K - $18.6K
|
84.9K
$2.9M
|
|
|
May 12, 2023
Q1 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
7.38KNew |
$178K - $196K
|
7.38K
$252K
|
|