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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5+ 0.07% |
$162 - $181
|
6.86K
$250K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5+ 0.01% |
$162 - $181
|
43.9K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
31+ 0.23% |
$1.01K - $1.12K
|
13.4K
$489K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-870- 0.33% |
$28.2K - $31.4K
|
263K
$9.62M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-11.3K- 95.83% |
$366K - $408K
|
491
$17.9K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
10.2KNew |
$330K - $368K
|
10.2K
$372K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1K- 0.36% |
$32.5K - $36.2K
|
277K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
102K+ 16.79% |
$3.32M - $3.7M
|
711K
$26M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
45.1K+ 46.27% |
$1.46M - $1.63M
|
143K
$5.21M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.55K- 5.5% |
$50.2K - $55.9K
|
26.6K
$971K
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-2.23K- 1.48% |
$72.1K - $80.4K
|
148K
$5.4M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.9K+ 0.37% |
$354K - $394K
|
2.98M
$109M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
4.33K+ 9.47% |
$140K - $156K
|
50.1K
$1.83M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-520K- 11.78% |
$16.8M - $18.8M
|
3.89M
$142M
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
3.71K+ 9.56% |
$120K - $134K
|
42.5K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
10.3KNew |
$333K - $371K
|
10.3K
$375K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-5.36K- 11.16% |
$174K - $194K
|
42.7K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-132K- 2.84% |
$4.27M - $4.76M
|
4.51M
$165M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.8K+ 4.23% |
$609K - $678K
|
463K
$16.9M
|
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
22+ 0.24% |
$713 - $795
|
9.06K
$331K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
268+ 4.04% |
$8.69K - $9.68K
|
6.91K
$252K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-606- 1.6% |
$19.6K - $21.9K
|
37.3K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
5+ 0.0% |
$162 - $181
|
131K
$4.78M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-3.42K- 0.66% |
$111K - $124K
|
515K
$18.8M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-588- 0.59% |
$19.1K - $21.2K
|
99.8K
$3.64M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-319- 1.93% |
$10.3K - $11.5K
|
16.2K
$591K
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
61+ 0.25% |
$1.98K - $2.2K
|
24.8K
$905K
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
422+ 0.25% |
$13.7K - $15.2K
|
171K
$6.24M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-28- 0.1% |
$908 - $1.01K
|
28.1K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-9.39K- 0.8% |
$304K - $339K
|
1.16M
$42.5M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-46.9K- 1.01% |
$1.52M - $1.69M
|
4.59M
$168M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.5K- 4.78% |
$81.1K - $90.3K
|
49.8K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.4KNew |
$368K - $410K
|
11.4K
$415K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
16+ 0.03% |
$519 - $578
|
48.7K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5+ 0.01% |
$162 - $181
|
56.9K
$2.08M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
448K+ 16.68% |
$14.5M - $16.2M
|
3.14M
$115M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
248K+ 7.52% |
$8.05M - $8.97M
|
3.55M
$130M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-6.18K- 4.45% |
$200K - $223K
|
133K
$4.84M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
93.9K+ 2.26% |
$3.04M - $3.39M
|
4.25M
$155M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
17+ 0.1% |
$551 - $614
|
17.1K
$625K
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
2.96K+ 43.76% |
$95.9K - $107K
|
9.72K
$355K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1+ 0.01% |
$32.4 - $36.1
|
16.2K
$590K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
33.3K+ 7.26% |
$1.08M - $1.2M
|
491K
$17.9M
|
|
|
May 15, 2025
Q1 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
700KNew |
$22.7M - $25.3M
|
700K
$25.6M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-12.4K- 0.48% |
$403K - $449K
|
2.56M
$93.6M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.59K+ 23.08% |
$51.5K - $57.4K
|
8.48K
$310K
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.45K+ 19.25% |
$47.1K - $52.5K
|
9K
$328K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-6.81K- 37.16% |
$221K - $246K
|
11.5K
$420K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
286K+ 24.19% |
$9.28M - $10.3M
|
1.47M
$53.7M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
283K+ 12.45% |
$9.16M - $10.2M
|
2.55M
$93.2M
|