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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-60- 50.0% |
$2.04K - $2.2K
|
60
$2.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.6KNew |
$292K - $315K
|
8.6K
$315K
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
23.4K+ 20.74% |
$794K - $857K
|
136K
$5M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-138- 2.1% |
$4.68K - $5.05K
|
6.45K
$236K
|
|
|
Feb 13, 2025
Q4 2024
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
114KNew |
$3.87M - $4.17M
|
114K
$4.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
109+ 0.09% |
$3.7K - $3.99K
|
126K
$4.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-19.9K- 40.84% |
$673K - $727K
|
28.8K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-60- 50.0% |
$2.04K - $2.2K
|
60
$2.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.37K- 48.19% |
$80.2K - $86.6K
|
2.54K
$93.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
34.9KNew |
$1.18M - $1.28M
|
34.9K
$1.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2.95K- 29.32% |
$100K - $108K
|
7.12K
$261K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
6+ 0.3% |
$204 - $220
|
1.98K
$72.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-44- 0.06% |
$1.49K - $1.61K
|
68.8K
$2.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
1.5MNew |
$51M - $55M
|
1.5M
$55.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
26.4KNew |
$897K - $968K
|
26.4K
$970K
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
5.08K+ 59.47% |
$172K - $186K
|
13.6K
$499K
|
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
190+ 3.21% |
$6.44K - $6.95K
|
6.11K
$224K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$3.39K - $3.66K
|
100
$3.67K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
31.2KNew |
$1.06M - $1.14M
|
31.2K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-525- 6.7% |
$17.8K - $19.2K
|
7.31K
$268K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-3.6K- 2.39% |
$122K - $132K
|
147K
$5.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
25KNew |
$848K - $915K
|
25K
$917K
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
12KNew |
$406K - $438K
|
12K
$439K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
22.4KNew |
$759K - $819K
|
22.4K
$820K
|
|
|
Feb 06, 2025
Q4 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
4.54K+ 21.17% |
$154K - $166K
|
26K
$952K
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-450- 6.17% |
$15.3K - $16.5K
|
6.84K
$251K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.31K- 12.14% |
$44.6K - $48.1K
|
9.51K
$349K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
3.36KNew |
$114K - $123K
|
3.36K
$123K
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-954- 4.48% |
$32.4K - $34.9K
|
20.4K
$746K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
9.17KNew |
$311K - $336K
|
9.17K
$336K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
6.33KNew |
$215K - $231K
|
6.33K
$232K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-1.51K- 5.02% |
$51.1K - $55.2K
|
28.5K
$1.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
507KNew |
$17.2M - $18.6M
|
507K
$18.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
8.3KNew |
$281K - $304K
|
8.3K
$304K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
24K+ 268.04% |
$814K - $879K
|
33K
$1.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
16.9KNew |
$575K - $620K
|
16.9K
$621K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.9K+ 4.1% |
$302K - $326K
|
226K
$8.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-23.5K- 80.19% |
$796K - $859K
|
5.8K
$213K
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
30.2KNew |
$1.03M - $1.11M
|
30.2K
$1.11M
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
19.8KNew |
$671K - $724K
|
19.8K
$725K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-8.33K- 14.96% |
$282K - $305K
|
47.3K
$1.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
647+ 3.38% |
$21.9K - $23.7K
|
19.8K
$725K
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
9.23KNew |
$313K - $338K
|
9.23K
$339K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-17.6K- 5.36% |
$596K - $643K
|
310K
$11.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
38.1K+ 155.12% |
$1.29M - $1.39M
|
62.6K
$2.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
9.53KNew |
$323K - $349K
|
9.53K
$349K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-7K- 15.94% |
$237K - $256K
|
36.9K
$1.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-486- 1.99% |
$16.5K - $17.8K
|
23.9K
$878K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
7.11KNew |
$241K - $260K
|
7.11K
$261K
|