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 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
18.9K+ 17.96% |
$586K - $647K
|
124K
$4.23M
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.75K- 0.51% |
$54.3K - $59.9K
|
340K
$11.6M
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
7.58K+ 3.78% |
$235K - $260K
|
208K
$7.11M
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
1.5K+ 0.86% |
$46.4K - $51.3K
|
176K
$6M
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-233- 1.23% |
$7.23K - $7.99K
|
18.8K
$640K
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-72.8K- 15.02% |
$2.26M - $2.5M
|
412K
$14.1M
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
SELL
|
- |
-772- 2.51% |
$24K - $26.5K
|
29.9K
$1.02M
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-809- 0.11% |
$25.1K - $27.7K
|
746K
$25.4M
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
60.5K+ 8.1% |
$1.88M - $2.07M
|
807K
$27.5M
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
147K+ 215.84% |
$4.56M - $5.04M
|
215K
$7.34M
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-203K- 6.39% |
$6.31M - $6.97M
|
2.98M
$102M
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
13+ 0.04% |
$404 - $446
|
30.3K
$1.03M
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-894- 0.43% |
$27.8K - $30.7K
|
209K
$7.13M
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
22+ 0.27% |
$683 - $754
|
8.03K
$274K
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-8.02K- 0.87% |
$249K - $275K
|
913K
$31.2M
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-70- 0.24% |
$2.17K - $2.4K
|
29.1K
$993K
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
80+ 4.26% |
$2.48K - $2.74K
|
1.96K
$66.8K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-25.4K- 9.78% |
$789K - $871K
|
234K
$8M
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
37+ 0.24% |
$1.15K - $1.27K
|
15.2K
$518K
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
13+ 0.01% |
$404 - $446
|
236K
$8.04M
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-14.4K- 2.16% |
$448K - $495K
|
653K
$22.3M
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-279- 3.18% |
$8.66K - $9.57K
|
8.49K
$290K
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.42K+ 6.97% |
$44.2K - $48.8K
|
21.8K
$745K
|
|
Oct 30, 2024
Q3 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-216- 1.41% |
$6.71K - $7.41K
|
15.1K
$515K
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.46K- 9.54% |
$45.2K - $50K
|
13.8K
$472K
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-402- 5.02% |
$12.5K - $13.8K
|
7.61K
$260K
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
1.43M+ 343.81% |
$44.5M - $49.1M
|
1.85M
$63.1M
|
|
Oct 29, 2024
Q3 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-510- 4.44% |
$15.8K - $17.5K
|
11K
$375K
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.33K+ 22.13% |
$72.3K - $79.9K
|
12.9K
$439K
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
37.8K+ 141.59% |
$1.17M - $1.3M
|
64.5K
$2.2M
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-55.6K- 15.63% |
$1.73M - $1.91M
|
300K
$10.2M
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
250K+ 0.67% |
$7.77M - $8.58M
|
37.6M
$1.28B
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
10.7K+ 1.18% |
$331K - $366K
|
914K
$31.2M
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
973+ 10.66% |
$30.2K - $33.4K
|
10.1K
$345K
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
7.29KNew |
$226K - $250K
|
7.29K
$249K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-16.5K- 63.04% |
$511K - $564K
|
9.65K
$329K
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-183K- 3.81% |
$5.68M - $6.27M
|
4.62M
$158M
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.71K+ 9.39% |
$53.2K - $58.8K
|
20K
$681K
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
57.4KNew |
$1.78M - $1.97M
|
57.4K
$1.96M
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
4.24K+ 0.55% |
$131K - $145K
|
771K
$26.3M
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.04K+ 8.35% |
$63.2K - $69.8K
|
26.4K
$902K
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9.45K- 0.75% |
$293K - $324K
|
1.24M
$42.4M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
103K+ 5.65% |
$3.21M - $3.54M
|
1.93M
$65.9M
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-1.59K- 1.52% |
$49.2K - $54.3K
|
103K
$3.5M
|
|
Oct 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
6.39K+ 2.1% |
$198K - $219K
|
311K
$10.6M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
856+ 2.58% |
$26.6K - $29.4K
|
34.1K
$1.16M
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
32KNew |
$992K - $1.1M
|
32K
$1.09M
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
8.28K+ 4.94% |
$257K - $284K
|
176K
$6M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
18.7K+ 4086.43% |
$580K - $640K
|
19.1K
$653K
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-18K- 1.85% |
$560K - $618K
|
954K
$32.6M
|