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 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
232+ 0.03% |
$7.2K - $7.96K
|
922K
$31.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
80.5K+ 2.75% |
$2.5M - $2.76M
|
3M
$103M
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.03% |
$62.1 - $68.6
|
7.26K
$248K
|
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-279- 0.32% |
$8.66K - $9.57K
|
86.6K
$2.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-4.67K- 1.62% |
$145K - $160K
|
283K
$9.67M
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
18K+ 6.69% |
$558K - $616K
|
287K
$9.79M
|
|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
16+ 0.07% |
$497 - $549
|
24.4K
$832K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
9.37K+ 55.3% |
$291K - $321K
|
26.3K
$898K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-2.88K- 0.84% |
$89.4K - $98.7K
|
339K
$11.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-500- 6.05% |
$15.5K - $17.1K
|
7.77K
$265K
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
5.96KNew |
$185K - $204K
|
5.96K
$203K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
7.54K+ 2.29% |
$234K - $258K
|
337K
$11.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
1.59MNew |
$49.3M - $54.4M
|
1.59M
$54.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
267K+ 12.05% |
$8.3M - $9.17M
|
2.48M
$84.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
80.5K+ 27.14% |
$2.5M - $2.76M
|
377K
$12.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-8.79K- 6.6% |
$273K - $301K
|
124K
$4.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-18- 0.23% |
$559 - $617
|
7.79K
$266K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8.4KNew |
$261K - $288K
|
8.4K
$287K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
110KNew |
$3.4M - $3.76M
|
110K
$3.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
198K+ 5.32% |
$6.16M - $6.8M
|
3.93M
$134M
|
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-1.56K- 6.28% |
$48.5K - $53.5K
|
23.3K
$796K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
5.03K+ 2.6% |
$156K - $172K
|
198K
$6.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
4.53K+ 0.82% |
$141K - $155K
|
559K
$19.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
47+ 0.28% |
$1.46K - $1.61K
|
17K
$579K
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-832- 5.79% |
$25.8K - $28.5K
|
13.5K
$462K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
43+ 0.27% |
$1.34K - $1.47K
|
15.7K
$537K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
207K+ 59.74% |
$6.43M - $7.1M
|
554K
$18.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
22+ 0.27% |
$683 - $754
|
8.1K
$276K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
90+ 0.28% |
$2.79K - $3.09K
|
32.4K
$1.11M
|
|
|
Oct 11, 2024
Q3 2024
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
70+ 0.2% |
$2.17K - $2.4K
|
35.9K
$1.22M
|
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-38- 0.02% |
$1.18K - $1.3K
|
163K
$5.57M
|
|
|
Oct 11, 2024
Q3 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
5.57K+ 0.29% |
$173K - $191K
|
1.92M
$65.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
53K+ 2.31% |
$1.65M - $1.82M
|
2.35M
$80.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-380- 5.81% |
$11.8K - $13K
|
6.16K
$210K
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.96K+ 0.11% |
$60.9K - $67.2K
|
1.77M
$60.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.44K- 9.77% |
$44.6K - $49.3K
|
13.3K
$454K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
724New |
$22.5K - $24.8K
|
724
$24.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-6.42K- 0.55% |
$199K - $220K
|
1.16M
$39.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-56.7K- 2.58% |
$1.76M - $1.94M
|
2.14M
$73.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
66.9K+ 13.42% |
$2.08M - $2.29M
|
565K
$19.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
17.2K+ 91.23% |
$534K - $589K
|
36K
$1.23M
|
|
|
Oct 10, 2024
Q3 2024
|
Atwater Malick LLC
|
SELL
|
- |
-2.73K- 3.35% |
$84.6K - $93.4K
|
78.6K
$2.68M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1.83M- 39.82% |
$56.9M - $62.8M
|
2.77M
$94.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
18.8KNew |
$583K - $644K
|
18.8K
$641K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
874+ 8.03% |
$27.1K - $30K
|
11.8K
$402K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
6.69K+ 17.47% |
$208K - $229K
|
45K
$1.53M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
SELL
|
- |
-6.14K- 8.09% |
$191K - $211K
|
69.8K
$2.38M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
7.17K+ 7.67% |
$223K - $246K
|
101K
$3.43M
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
32.3K+ 30.28% |
$1M - $1.11M
|
139K
$4.74M
|
|
|
Oct 09, 2024
Q3 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-23.8K- 2.69% |
$738K - $815K
|
859K
$29.3M
|