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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-29.4K- 3.64% |
$996K - $1.07M
|
778K
$27.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
7.88KNew |
$267K - $288K
|
7.88K
$282K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
7+ 0.02% |
$237 - $256
|
35.3K
$1.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
102KNew |
$3.47M - $3.75M
|
102K
$3.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
15.5K+ 0.67% |
$524K - $566K
|
2.3M
$82.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-486- 1.99% |
$16.5K - $17.8K
|
23.9K
$858K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
18.6KNew |
$631K - $680K
|
18.6K
$666K
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-76.5K- 1.82% |
$2.59M - $2.8M
|
4.11M
$147M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
68.7K+ 3.44% |
$2.33M - $2.51M
|
2.06M
$73.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
93+ 0.28% |
$3.15K - $3.4K
|
33.2K
$1.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
15.5K+ 2.31% |
$525K - $566K
|
687K
$24.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
18+ 0.29% |
$611 - $659
|
6.25K
$224K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.01K+ 0.66% |
$34.4K - $37.1K
|
155K
$5.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
724KNew |
$24.6M - $26.5M
|
724K
$25.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
7.11KNew |
$241K - $260K
|
7.11K
$255K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
29K+ 4.45% |
$985K - $1.06M
|
682K
$24.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
5.82KNew |
$197K - $213K
|
5.82K
$209K
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-540- 4.92% |
$18.3K - $19.8K
|
10.4K
$374K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.24K- 1.0% |
$42K - $45.3K
|
123K
$4.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.4K- 6.26% |
$115K - $124K
|
50.9K
$1.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-415- 0.46% |
$14.1K - $15.2K
|
89.2K
$3.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
69.3K+ 2.69% |
$2.35M - $2.54M
|
2.64M
$94.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-831K- 8.61% |
$28.2M - $30.4M
|
8.82M
$316M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
20.1K+ 1785.35% |
$682K - $736K
|
21.2K
$760K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
139K+ 4.86% |
$4.72M - $5.09M
|
3M
$107M
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
28.9K+ 1.71% |
$980K - $1.06M
|
1.72M
$61.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
22.7KNew |
$771K - $832K
|
22.7K
$814K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
7.07KNew |
$240K - $259K
|
7.07K
$253K
|
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
1.1MNew |
$37.3M - $40.3M
|
1.1M
$39.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-276- 0.29% |
$9.36K - $10.1K
|
95.1K
$3.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
9.03KNew |
$306K - $331K
|
9.03K
$324K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-484- 1.92% |
$16.4K - $17.7K
|
24.7K
$884K
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
20.7K+ 2.88% |
$704K - $759K
|
741K
$26.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.68K- 2.56% |
$90.8K - $97.9K
|
102K
$3.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-33.1K- 9.54% |
$1.12M - $1.21M
|
314K
$11.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.69M+ 53.94% |
$57.3M - $61.8M
|
4.82M
$173M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.31K- 3.64% |
$44.5K - $48K
|
34.7K
$1.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
5.82K+ 29.15% |
$197K - $213K
|
25.8K
$923K
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
27.3K+ 10.82% |
$926K - $999K
|
280K
$10M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.9K- 1.52% |
$404K - $436K
|
771K
$27.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-18.5K- 1.1% |
$629K - $679K
|
1.67M
$59.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
5.48K+ 0.6% |
$186K - $200K
|
919K
$32.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
65.9K+ 0.9% |
$2.24M - $2.41M
|
7.38M
$264M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
962+ 4.41% |
$32.6K - $35.2K
|
22.8K
$816K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.63K- 4.21% |
$123K - $133K
|
82.6K
$2.96M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.93K+ 6.8% |
$65.6K - $70.8K
|
30.4K
$1.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
23.7KNew |
$803K - $866K
|
23.7K
$848K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-10K- 10.01% |
$340K - $366K
|
90K
$3.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1New |
$33.9 - $36.6
|
1
$35.8
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
91+ 0.29% |
$3.09K - $3.33K
|
31.7K
$1.14M
|