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 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.71K- 1.35% |
$57.9K - $62.5K
|
125K
$4.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
19.2KNew |
$653K - $704K
|
19.2K
$689K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
23.4KNew |
$793K - $855K
|
23.4K
$837K
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
99.4K+ 9.72% |
$3.37M - $3.64M
|
1.12M
$40.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
373K+ 3.99% |
$12.7M - $13.7M
|
9.72M
$348M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
8.8K+ 1.18% |
$299K - $322K
|
754K
$27M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
874+ 2.71% |
$29.6K - $32K
|
33.1K
$1.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
15.7KNew |
$533K - $575K
|
15.7K
$563K
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
425KNew |
$14.4M - $15.6M
|
425K
$15.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
3.6K+ 0.67% |
$122K - $132K
|
545K
$19.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.31K+ 0.23% |
$44.4K - $47.9K
|
561K
$20.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
46+ 0.29% |
$1.56K - $1.68K
|
15.8K
$565K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
399+ 0.13% |
$13.5K - $14.6K
|
319K
$11.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.23K- 2.89% |
$41.7K - $45K
|
41.4K
$1.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1+ 0.01% |
$33.9 - $36.6
|
13.8K
$495K
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-54.3K- 8.03% |
$1.84M - $1.99M
|
621K
$22.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.7K+ 17.62% |
$57.7K - $62.2K
|
11.3K
$406K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.71K+ 1.45% |
$58K - $62.6K
|
120K
$4.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
32+ 0.29% |
$1.09K - $1.17K
|
11.1K
$399K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
46.9K+ 64.04% |
$1.59M - $1.72M
|
120K
$4.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
87+ 7.06% |
$2.95K - $3.18K
|
1.32K
$47.3K
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
100+ 0.32% |
$3.39K - $3.66K
|
30.9K
$1.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
226K+ 14.8% |
$7.65M - $8.25M
|
1.75M
$62.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
789K+ 28.5% |
$26.8M - $28.9M
|
3.56M
$127M
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
14.5K+ 10.69% |
$491K - $529K
|
150K
$5.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-16.6K- 1.44% |
$563K - $608K
|
1.14M
$40.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
23.2K+ 1.79% |
$786K - $848K
|
1.32M
$47.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
31.2K+ 0.78% |
$1.06M - $1.14M
|
4.04M
$145M
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-76- 0.85% |
$2.58K - $2.78K
|
8.84K
$317K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-3.73K- 36.55% |
$126K - $136K
|
6.47K
$232K
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-1.69K- 0.81% |
$57.3K - $61.8K
|
207K
$7.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-37- 0.12% |
$1.26K - $1.35K
|
31K
$1.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
24K+ 4.71% |
$813K - $878K
|
533K
$19.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-10.7K- 1.3% |
$362K - $391K
|
811K
$29M
|
|
|
Jan 16, 2025
Q4 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
663+ 0.02% |
$22.5K - $24.3K
|
3.37M
$121M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
350K+ 14.07% |
$11.9M - $12.8M
|
2.83M
$102M
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
54+ 0.29% |
$1.83K - $1.98K
|
18.8K
$675K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.6K+ 1.04% |
$88.3K - $95.2K
|
254K
$9.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-105K- 2.26% |
$3.55M - $3.83M
|
4.51M
$162M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
627+ 8.05% |
$21.3K - $22.9K
|
8.41K
$301K
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-2.02K- 1.27% |
$68.6K - $74K
|
157K
$5.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
3+ 0.01% |
$102 - $110
|
33.9K
$1.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
10+ 0.0% |
$339 - $366
|
282K
$10.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-2.92K- 3.07% |
$98.9K - $107K
|
91.9K
$3.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-83- 0.31% |
$2.82K - $3.04K
|
26.9K
$963K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-3.72K- 1.06% |
$126K - $136K
|
346K
$12.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.44KNew |
$252K - $272K
|
7.44K
$266K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
21.8K+ 4.66% |
$739K - $797K
|
489K
$17.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
59+ 0.29% |
$2K - $2.16K
|
20.4K
$729K
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-19.8K- 21.81% |
$672K - $725K
|
71K
$2.54M
|