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 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.81K+ 10.97% |
$51.8K - $57.8K
|
18.3K
$656K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
6.67KNew |
$191K - $213K
|
6.67K
$239K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
820New |
$23.5K - $26.2K
|
820
$29.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
8.67KNew |
$248K - $277K
|
8.67K
$310K
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
6.56KNew |
$188K - $210K
|
6.56K
$235K
|
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
853+ 1.2% |
$24.4K - $27.3K
|
72.2K
$2.58M
|
|
|
Apr 25, 2024
Q1 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
6.82KNew |
$195K - $218K
|
6.82K
$244K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
65New |
$1.86K - $2.08K
|
65
$2.33K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
1.26K+ 0.12% |
$35.9K - $40.1K
|
1.07M
$38.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
6.57KNew |
$188K - $210K
|
6.57K
$235K
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
7.09KNew |
$203K - $226K
|
7.09K
$254K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.84K+ 9.33% |
$52.6K - $58.8K
|
21.6K
$772K
|
|
|
Apr 17, 2024
Q1 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
6.3KNew |
$180K - $201K
|
6.3K
$226K
|
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
6.54KNew |
$187K - $209K
|
6.54K
$234K
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-15.6K- 47.94% |
$446K - $498K
|
16.9K
$607K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-289- 3.32% |
$8.27K - $9.23K
|
8.41K
$301K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.12KNew |
$32.1K - $35.8K
|
1.12K
$40.1K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-15K- 61.76% |
$429K - $479K
|
9.28K
$332K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
830New |
$23.8K - $26.5K
|
830
$29.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
14.5K+ 1.86% |
$415K - $464K
|
793K
$28.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
15.7KNew |
$449K - $502K
|
15.7K
$563K
|
|
| Q4 2023 | |||||||
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-17.4KClosed |
$433K - $511K
|
0
$0
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
57.4KNew |
$1.43M - $1.68M
|
57.4K
$2.05M
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-100- 76.92% |
$2.49K - $2.94K
|
30
$1.07K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1.42K+ 0.95% |
$35.4K - $41.8K
|
151K
$5.4M
|
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
BUY
|
- |
7.71KNew |
$192K - $226K
|
7.71K
$276K
|
|
|
Mar 20, 2024
Q4 2023
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
60.6KNew |
$1.51M - $1.78M
|
60.6K
$2.17M
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
7.39KNew |
$184K - $217K
|
7.39K
$265K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.12K- 25.14% |
$52.7K - $62.2K
|
6.3K
$226K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
682New |
$17K - $20K
|
682
$24.4K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
998New |
$24.9K - $29.3K
|
998
$35.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
629+ 3.5% |
$15.7K - $18.5K
|
18.6K
$665K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Capital Strategies
|
BUY
|
- |
7.11KNew |
$177K - $209K
|
7.11K
$255K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
2.87MNew |
$71.4M - $84.2M
|
2.87M
$103M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
27.7KNew |
$690K - $813K
|
27.7K
$992K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.01K+ 64.13% |
$99.8K - $118K
|
10.3K
$367K
|
|
|
Feb 14, 2024
Q4 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
7.27KNew |
$181K - $214K
|
7.27K
$260K
|
|
|
Feb 14, 2024
Q4 2023
|
Synergy Financial Group, LTD
|
BUY
|
- |
11.7KNew |
$291K - $344K
|
11.7K
$419K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-50- 0.48% |
$1.25K - $1.47K
|
10.5K
$375K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-5.57K- 8.33% |
$139K - $164K
|
61.3K
$2.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-8.95K- 40.68% |
$223K - $263K
|
13.1K
$467K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
6.87KNew |
$171K - $202K
|
6.87K
$246K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
7.35KNew |
$183K - $216K
|
7.35K
$263K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
BUY
|
- |
5.29KNew |
$132K - $156K
|
5.29K
$190K
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
10.9KNew |
$271K - $320K
|
10.9K
$390K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
10.5KNew |
$262K - $309K
|
10.5K
$377K
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
8.37KNew |
$208K - $246K
|
8.37K
$300K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
7.24KNew |
$180K - $213K
|
7.24K
$259K
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
32.5KNew |
$809K - $954K
|
32.5K
$1.16M
|
|
|
Feb 08, 2024
Q4 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
8.16KNew |
$203K - $240K
|
8.16K
$292K
|
|