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 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
7.58K+ 0.56% |
$273K - $294K
|
1.36M
$53.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-8.38K- 0.34% |
$302K - $325K
|
2.44M
$95.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-69.1K- 4.41% |
$2.49M - $2.68M
|
1.5M
$58.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
BUY
|
- |
9.99K+ 2.75% |
$360K - $387K
|
374K
$14.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-101K- 1.15% |
$3.63M - $3.9M
|
8.63M
$337M
|
|
|
Oct 22, 2025
Q3 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
60+ 0.17% |
$2.16K - $2.33K
|
36.4K
$1.42M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
914K+ 13.65% |
$32.9M - $35.4M
|
7.61M
$297M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-92K- 69.38% |
$3.32M - $3.57M
|
40.6K
$1.58M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.34K+ 1.11% |
$48.3K - $51.9K
|
122K
$4.75M
|
|
|
Oct 22, 2025
Q3 2025
|
Capstone Capital Wealth Advisors
Henderson, NV |
SELL
|
- |
-14K- 0.8% |
$504K - $542K
|
1.72M
$67.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-183- 1.27% |
$6.6K - $7.1K
|
14.2K
$553K
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
85+ 0.26% |
$3.06K - $3.3K
|
33K
$1.29M
|
|
|
Oct 22, 2025
Q3 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
37.6KNew |
$1.35M - $1.46M
|
37.6K
$1.47M
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-59.3K- 12.29% |
$2.14M - $2.3M
|
423K
$16.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
687+ 4.07% |
$24.8K - $26.6K
|
17.6K
$686K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.42KNew |
$231K - $249K
|
6.42K
$251K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.47K+ 0.76% |
$161K - $173K
|
594K
$23.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
258+ 4.02% |
$9.3K - $10K
|
6.67K
$260K
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
37+ 0.57% |
$1.33K - $1.43K
|
6.51K
$254K
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
92+ 0.24% |
$3.32K - $3.57K
|
38K
$1.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-625- 4.21% |
$22.5K - $24.2K
|
14.2K
$555K
|
|
|
Oct 22, 2025
Q3 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
31+ 0.21% |
$1.12K - $1.2K
|
14.5K
$566K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.1K+ 647.53% |
$75.6K - $81.4K
|
2.42K
$94.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
31+ 0.28% |
$1.12K - $1.2K
|
11.2K
$438K
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
2.8K+ 2.64% |
$101K - $109K
|
109K
$4.24M
|
|
|
Oct 22, 2025
Q3 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-5.64K- 1.3% |
$203K - $219K
|
429K
$16.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-56.1K- 1.37% |
$2.02M - $2.18M
|
4.04M
$158M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-696- 0.44% |
$25.1K - $27K
|
159K
$6.21M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-2.22K- 0.16% |
$80K - $86.1K
|
1.38M
$54M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
622+ 1.8% |
$22.4K - $24.1K
|
35.1K
$1.37M
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
2.23K+ 1.97% |
$80.2K - $86.3K
|
115K
$4.49M
|
|
|
Oct 21, 2025
Q3 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
14.4K+ 0.96% |
$521K - $560K
|
1.52M
$59.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
43+ 0.25% |
$1.55K - $1.67K
|
17.3K
$675K
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
164K+ 17.15% |
$5.92M - $6.37M
|
1.12M
$43.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
3.25K+ 11.84% |
$117K - $126K
|
30.7K
$1.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Applied Capital LLC
|
BUY
|
- |
9.01K+ 0.68% |
$325K - $350K
|
1.33M
$51.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-100- 0.05% |
$3.6K - $3.88K
|
204K
$7.96M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
65.1K+ 0.73% |
$2.35M - $2.52M
|
8.99M
$351M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
79.3K+ 2.01% |
$2.86M - $3.07M
|
4.03M
$157M
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
9.83KNew |
$354K - $381K
|
9.83K
$384K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.7K+ 8.04% |
$61.3K - $65.9K
|
22.8K
$891K
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
16.4K+ 200.0% |
$592K - $637K
|
24.6K
$961K
|
|
|
Oct 21, 2025
Q3 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
332+ 1.41% |
$12K - $12.9K
|
23.9K
$933K
|
|
|
Oct 21, 2025
Q3 2025
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
56+ 0.06% |
$2.02K - $2.17K
|
93.9K
$3.66M
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-838- 7.6% |
$30.2K - $32.5K
|
10.2K
$397K
|
|
|
Oct 21, 2025
Q3 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-208- 1.23% |
$7.5K - $8.07K
|
16.7K
$651K
|
|
|
Oct 21, 2025
Q3 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-7.29K- 5.45% |
$263K - $283K
|
126K
$4.93M
|
|
|
Oct 21, 2025
Q3 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
SELL
|
- |
-403- 0.48% |
$14.5K - $15.6K
|
84.1K
$3.28M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.35K- 1.86% |
$121K - $130K
|
177K
$6.89M
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.09K+ 6.44% |
$39.3K - $42.3K
|
18K
$704K
|