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 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
32KNew |
$992K - $1.1M
|
32K
$1.17M
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-69- 0.09% |
$2.14K - $2.37K
|
76.9K
$2.82M
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
9.83KNew |
$305K - $337K
|
9.83K
$361K
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-86- 34.82% |
$2.67K - $2.95K
|
161
$5.9K
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
7.2KNew |
$224K - $247K
|
7.2K
$264K
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-809- 10.6% |
$25.1K - $27.7K
|
6.82K
$250K
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
5.9KNew |
$183K - $202K
|
5.9K
$216K
|
|
Oct 22, 2024
Q3 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
11.1KNew |
$344K - $379K
|
11.1K
$406K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-165- 1.58% |
$5.12K - $5.66K
|
10.3K
$378K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
139K+ 51.7% |
$4.31M - $4.75M
|
407K
$14.9M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
51.1K+ 1.81% |
$1.59M - $1.75M
|
2.87M
$105M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-728- 6.46% |
$22.6K - $25K
|
10.5K
$387K
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
91.2KNew |
$2.83M - $3.13M
|
91.2K
$3.35M
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-38.2K- 39.69% |
$1.19M - $1.31M
|
58.1K
$2.13M
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
460+ 1.19% |
$14.3K - $15.8K
|
39.2K
$1.44M
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
2.16KNew |
$67.2K - $74.2K
|
2.16K
$79.4K
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
38.9KNew |
$1.21M - $1.34M
|
38.9K
$1.43M
|
|
Oct 15, 2024
Q3 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-500- 6.05% |
$15.5K - $17.1K
|
7.77K
$285K
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8.4KNew |
$261K - $288K
|
8.4K
$308K
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-832- 5.79% |
$25.8K - $28.5K
|
13.5K
$496K
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-38- 0.02% |
$1.18K - $1.3K
|
163K
$5.98M
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
724New |
$22.5K - $24.8K
|
724
$26.5K
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-8.43K- 8.21% |
$262K - $289K
|
94.3K
$3.46M
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
17.4KNew |
$539K - $596K
|
17.4K
$637K
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
5.99KNew |
$186K - $205K
|
5.99K
$220K
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-80- 1.28% |
$2.48K - $2.74K
|
6.16K
$226K
|
|
Q2 2024 | |||||||
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-620- 10.21% |
$18.7K - $20.1K
|
5.46K
$200K
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
93New |
$2.8K - $3.01K
|
93
$3.41K
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
74.7KNew |
$2.25M - $2.42M
|
74.7K
$2.74M
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.59K+ 13.56% |
$138K - $149K
|
38.5K
$1.41M
|
|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-269- 3.36% |
$8.09K - $8.71K
|
7.73K
$284K
|
|
Aug 14, 2024
Q2 2024
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
42+ 0.3% |
$1.26K - $1.36K
|
14K
$512K
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1.67KNew |
$50.3K - $54.2K
|
1.67K
$61.3K
|
|
Aug 13, 2024
Q2 2024
|
Fmfe Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
163+ 0.46% |
$4.9K - $5.28K
|
35.9K
$1.32M
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
11.5KNew |
$347K - $373K
|
11.5K
$422K
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-4.73K- 9.59% |
$142K - $153K
|
44.6K
$1.64M
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
5.58K+ 47.06% |
$168K - $181K
|
17.4K
$639K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-451K- 1.2% |
$13.6M - $14.6M
|
37.3M
$1.37B
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
2.16K+ 3.77% |
$65.1K - $70K
|
59.5K
$2.18M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
364New |
$11K - $11.8K
|
364
$13.3K
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
150+ 2.31% |
$4.51K - $4.86K
|
6.65K
$244K
|
|
Aug 09, 2024
Q2 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-518- 4.71% |
$15.6K - $16.8K
|
10.5K
$384K
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-95- 0.49% |
$2.86K - $3.08K
|
19.1K
$702K
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.65KNew |
$79.9K - $85.9K
|
2.65K
$97.3K
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-83- 21.23% |
$2.5K - $2.69K
|
308
$11.3K
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
56.4K+ 27.81% |
$1.7M - $1.83M
|
259K
$9.51M
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
3.14KNew |
$94.3K - $101K
|
3.14K
$115K
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-28.8K- 30.64% |
$867K - $933K
|
65.3K
$2.39M
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
42.8KNew |
$1.29M - $1.39M
|
42.8K
$1.57M
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4.99KNew |
$150K - $162K
|
4.99K
$183K
|