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 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
37.8KNew |
$1.28M - $1.38M
|
37.8K
$1.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.42K+ 1.52% |
$48.1K - $51.9K
|
94.4K
$3.38M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-556- 0.09% |
$18.9K - $20.3K
|
618K
$22.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.06K- 0.22% |
$69.8K - $75.3K
|
952K
$34.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
181+ 0.21% |
$6.14K - $6.62K
|
85.4K
$3.06M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1.09K- 17.34% |
$36.9K - $39.8K
|
5.18K
$186K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.82KNew |
$333K - $359K
|
9.82K
$352K
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-400- 4.78% |
$13.6K - $14.6K
|
7.97K
$285K
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-7.42K- 7.23% |
$252K - $271K
|
95.1K
$3.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
8.97K+ 3.13% |
$304K - $328K
|
296K
$10.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-28.7K- 2.43% |
$974K - $1.05M
|
1.15M
$41.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-3.58K- 1.26% |
$121K - $131K
|
280K
$10M
|
|
|
Jan 22, 2025
Q4 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
68+ 0.29% |
$2.31K - $2.49K
|
23.7K
$849K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-14K- 7.96% |
$475K - $512K
|
162K
$5.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
547KNew |
$18.6M - $20M
|
547K
$19.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
16.5K+ 66.4% |
$561K - $605K
|
41.4K
$1.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
67.8K+ 4.35% |
$2.3M - $2.48M
|
1.63M
$58.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
8.6K+ 2.8% |
$292K - $315K
|
316K
$11.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
55+ 0.04% |
$1.87K - $2.01K
|
148K
$5.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-4.21K- 0.18% |
$143K - $154K
|
2.32M
$83.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
45.6K+ 15.63% |
$1.55M - $1.67M
|
337K
$12.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-1.93K- 8.27% |
$65.4K - $70.6K
|
21.4K
$766K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
10.2K+ 48.16% |
$345K - $373K
|
31.3K
$1.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-189- 1.05% |
$6.41K - $6.92K
|
17.9K
$641K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
26.1K+ 4.71% |
$886K - $956K
|
580K
$20.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
26+ 0.03% |
$882 - $952
|
76.2K
$2.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Chico Wealth Ria
|
BUY
|
- |
43.4K+ 2.8% |
$1.47M - $1.59M
|
1.59M
$57.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.8K- 0.11% |
$61.1K - $65.9K
|
1.6M
$57.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-21.5K- 1.18% |
$729K - $787K
|
1.79M
$64.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-47.1K- 2.28% |
$1.6M - $1.72M
|
2.02M
$72.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
109K+ 2.79% |
$3.71M - $4.01M
|
4.03M
$145M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
49+ 0.29% |
$1.66K - $1.79K
|
17K
$610K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-1.13K- 11.53% |
$38.3K - $41.3K
|
8.66K
$310K
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
45+ 0.32% |
$1.53K - $1.65K
|
14.3K
$513K
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
SELL
|
- |
-77K- 2.63% |
$2.61M - $2.82M
|
2.85M
$102M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
40.6K+ 6.02% |
$1.38M - $1.48M
|
715K
$25.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-1.85K- 21.46% |
$62.7K - $67.6K
|
6.76K
$242K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-41.6K- 4.52% |
$1.41M - $1.52M
|
880K
$31.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
460+ 4.87% |
$15.6K - $16.8K
|
9.9K
$355K
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
21+ 0.29% |
$712 - $769
|
7.34K
$263K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-43.8K- 10.97% |
$1.49M - $1.6M
|
356K
$12.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-812- 0.32% |
$27.5K - $29.7K
|
250K
$8.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-26.7K- 5.68% |
$905K - $976K
|
443K
$15.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.92K+ 1.42% |
$269K - $290K
|
566K
$20.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
24.9K+ 2.34% |
$843K - $910K
|
1.09M
$38.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.03% |
$67.8 - $73.2
|
7.26K
$260K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
5.79K+ 13.5% |
$196K - $212K
|
48.6K
$1.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
104K+ 1.15% |
$3.53M - $3.81M
|
9.13M
$327M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-25.6K- 4.43% |
$869K - $938K
|
553K
$19.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
3.47K+ 15.77% |
$118K - $127K
|
25.4K
$911K
|