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 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
50KNew |
$1.11M - $1.33M
|
50K
$1.71M
|
|
|
Nov 22, 2022
Q3 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-209Closed |
$4.65K - $5.55K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Maple Capital Management, Inc.
|
BUY
|
- |
8.07KNew |
$180K - $214K
|
8.07K
$276K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
207K+ 15.1% |
$4.61M - $5.5M
|
1.58M
$53.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 0.14% |
$44.5 - $53.1
|
1.39K
$47.4K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-61.1K- 70.71% |
$1.36M - $1.62M
|
25.3K
$864K
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.25K- 9.49% |
$27.8K - $33.2K
|
11.9K
$407K
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.5K+ 7.85% |
$33.4K - $39.8K
|
20.6K
$704K
|
|
|
Nov 14, 2022
Q3 2022
|
Vista Finance, LLC
|
SELL
|
- |
-110- 0.91% |
$2.45K - $2.92K
|
12K
$409K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.52K- 0.29% |
$33.8K - $40.3K
|
527K
$18M
|
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
BUY
|
- |
16.2KNew |
$360K - $430K
|
16.2K
$553K
|
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
6.47KNew |
$144K - $172K
|
6.47K
$221K
|
|
|
Nov 07, 2022
Q3 2022
|
Monument Capital Management
|
SELL
|
- |
-222- 1.98% |
$4.94K - $5.89K
|
11K
$376K
|
|
|
Nov 07, 2022
Q3 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-3.66K- 21.73% |
$81.4K - $97.1K
|
13.2K
$450K
|
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
BUY
|
- |
1.97K+ 7.6% |
$43.8K - $52.2K
|
27.9K
$951K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
4.41KNew |
$98.1K - $117K
|
4.41K
$151K
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-62- 0.48% |
$1.38K - $1.65K
|
12.9K
$440K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
111K+ 5.15% |
$2.46M - $2.94M
|
2.26M
$77.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-7.34K- 36.28% |
$163K - $195K
|
12.9K
$440K
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
22.6KNew |
$502K - $599K
|
22.6K
$771K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
6.73K+ 3.31% |
$150K - $179K
|
210K
$7.16M
|
|
|
Oct 26, 2022
Q3 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
2.57K+ 6.52% |
$57K - $68.1K
|
41.9K
$1.43M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
2.94K+ 2.36% |
$65.4K - $78K
|
128K
$4.35M
|
|
|
Oct 20, 2022
Q3 2022
|
Stonnington Group, LLC
|
BUY
|
- |
96+ 0.39% |
$2.14K - $2.55K
|
24.7K
$845K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
1+ 3.33% |
$22.2 - $26.5
|
31
$1.06K
|
|
|
Oct 19, 2022
Q3 2022
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
8.44K+ 1.76% |
$188K - $224K
|
489K
$16.7M
|
|
|
Oct 17, 2022
Q3 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
65+ 0.39% |
$1.45K - $1.73K
|
16.8K
$575K
|
|
|
Oct 17, 2022
Q3 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
66.2KNew |
$1.47M - $1.76M
|
66.2K
$2.26M
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
698+ 0.5% |
$15.5K - $18.5K
|
142K
$4.83M
|
|
|
Oct 11, 2022
Q3 2022
|
Marotta Asset Management
|
BUY
|
- |
10.2KNew |
$226K - $270K
|
10.2K
$347K
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
35.3K+ 20.63% |
$804K - $981K
|
207K
$7.05M
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-800- 81.38% |
$18.2K - $22.2K
|
183
$6.25K
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
14+ 0.36% |
$319 - $389
|
3.85K
$132K
|
|
|
Aug 15, 2022
Q2 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-78.1KClosed |
$1.78M - $2.17M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-600- 2.61% |
$13.7K - $16.7K
|
22.4K
$764K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-135KClosed |
$3.07M - $3.75M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
15.8KNew |
$358K - $438K
|
15.8K
$538K
|
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.82% |
$22.8 - $27.8
|
123
$4.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-300KClosed |
$6.82M - $8.32M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
19.7KNew |
$447K - $546K
|
19.7K
$671K
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
9.93KNew |
$226K - $276K
|
9.93K
$339K
|
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
9.03KNew |
$205K - $251K
|
9.03K
$308K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-779Closed |
$17.7K - $21.6K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
6.66KNew |
$152K - $185K
|
6.66K
$227K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
15.8KNew |
$360K - $439K
|
15.8K
$540K
|
|
|
Jul 28, 2022
Q2 2022
|
Bcm Advisors, LLC
|
BUY
|
- |
11.7KNew |
$266K - $325K
|
11.7K
$399K
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-10.7KClosed |
$243K - $296K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
SELL
|
- |
-12.1KClosed |
$276K - $337K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
12.8KNew |
$292K - $356K
|
12.8K
$438K
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
50.8K+ 197.64% |
$1.16M - $1.41M
|
76.5K
$2.61M
|
|