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 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-5.5KClosed |
$143K - $153K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2.99KNew |
$77.9K - $83.4K
|
2.99K
$109K
|
|
| Q2 2021 | |||||||
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-50.8K- 24.43% |
$1.32M - $1.37M
|
157K
$5.74M
|
|
|
Aug 16, 2021
Q2 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
35.3KNew |
$915K - $952K
|
35.3K
$1.29M
|
|
|
Aug 16, 2021
Q2 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
41.6KNew |
$1.08M - $1.12M
|
41.6K
$1.52M
|
|
|
Aug 13, 2021
Q2 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
10.3KNew |
$267K - $278K
|
10.3K
$376K
|
|
|
Aug 13, 2021
Q2 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
10.2KNew |
$264K - $275K
|
10.2K
$372K
|
|
|
Aug 12, 2021
Q2 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
46.2KNew |
$1.2M - $1.25M
|
46.2K
$1.69M
|
|
|
Aug 11, 2021
Q2 2021
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
22.5KNew |
$583K - $607K
|
22.5K
$822K
|
|
|
Aug 11, 2021
Q2 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
9.65KNew |
$250K - $260K
|
9.65K
$352K
|
|
|
Aug 04, 2021
Q2 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
13.9KNew |
$360K - $375K
|
13.9K
$508K
|
|
|
Aug 02, 2021
Q2 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
6.48KNew |
$168K - $175K
|
6.48K
$237K
|
|
|
Jul 29, 2021
Q2 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2.74KNew |
$70.9K - $73.8K
|
2.74K
$100K
|
|
|
Jul 27, 2021
Q2 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
13.3KNew |
$345K - $360K
|
13.3K
$487K
|
|
|
Jul 22, 2021
Q2 2021
|
Burleson & Company, LLC
|
BUY
|
- |
4.01KNew |
$104K - $108K
|
4.01K
$146K
|
|
|
Jul 19, 2021
Q2 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1.2KNew |
$31.1K - $32.4K
|
1.2K
$43.9K
|
|
|
Jul 12, 2021
Q2 2021
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
25.2KNew |
$653K - $680K
|
25.2K
$920K
|
|