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 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-70.5K- 86.4% |
$2.29M - $2.55M
|
11.1K
$405K
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
23.1K+ 6.2% |
$749K - $834K
|
396K
$14.4M
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
13.1K+ 154.14% |
$425K - $473K
|
21.6K
$789K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-81.8K- 5.64% |
$2.65M - $2.96M
|
1.37M
$50M
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-46K- 39.16% |
$1.49M - $1.66M
|
71.5K
$2.61M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.69K+ 5.1% |
$87.1K - $97.1K
|
55.4K
$2.02M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
30KNew |
$973K - $1.08M
|
30K
$1.1M
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-3.93M- 79.21% |
$127M - $142M
|
1.03M
$37.6M
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
915K+ 42.36% |
$29.7M - $33.1M
|
3.08M
$112M
|
|
May 14, 2025
Q1 2025
|
Torno Capital, LLC
Cohasset, MA |
SELL
|
CALL |
-40KClosed |
$1.3M - $1.45M
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
SELL
|
- |
-26.2K- 10.46% |
$850K - $947K
|
224K
$8.19M
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
9+ 0.25% |
$292 - $325
|
3.66K
$134K
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.09KNew |
$100K - $112K
|
3.09K
$113K
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
11.5K+ 15.65% |
$373K - $416K
|
85K
$3.1M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.4KClosed |
$371K - $413K
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
40K+ 21.49% |
$1.3M - $1.45M
|
226K
$8.27M
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-528- 0.72% |
$17.1K - $19.1K
|
72.6K
$2.65M
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
1.99K+ 20.08% |
$64.5K - $71.8K
|
11.9K
$434K
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
2.11K+ 2.28% |
$68.2K - $76.1K
|
94.5K
$3.45M
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
104K+ 1.56% |
$3.37M - $3.75M
|
6.75M
$246M
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
25.8K+ 4.04% |
$836K - $932K
|
665K
$24.3M
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-2.05K- 2.08% |
$66.5K - $74.1K
|
96.7K
$3.53M
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.46K+ 1.04% |
$47.4K - $52.8K
|
142K
$5.18M
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13.6K+ 1.62% |
$441K - $491K
|
851K
$31.1M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
257K+ 267.84% |
$8.33M - $9.28M
|
353K
$12.9M
|
|
May 14, 2025
Q1 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-7.24K- 4.87% |
$235K - $262K
|
142K
$5.17M
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
67New |
$2.17K - $2.42K
|
67
$2.45K
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-585- 47.48% |
$19K - $21.1K
|
647
$23.6K
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.62K- 33.33% |
$84.9K - $94.6K
|
5.24K
$191K
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
3+ 0.01% |
$97.3 - $108
|
21.3K
$777K
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-87.5K- 66.83% |
$2.84M - $3.16M
|
43.4K
$1.59M
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
66K+ 146.44% |
$2.14M - $2.38M
|
111K
$4.05M
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
573K+ 15.72% |
$18.6M - $20.7M
|
4.22M
$154M
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
42.9K+ 1.25% |
$1.39M - $1.55M
|
3.48M
$127M
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
23.6K+ 337.7% |
$766K - $854K
|
30.6K
$1.12M
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
157K+ 38.63% |
$5.09M - $5.67M
|
564K
$20.6M
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-22.8K- 1.54% |
$739K - $824K
|
1.46M
$53.3M
|
|
May 13, 2025
Q1 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-11.3K- 0.49% |
$366K - $408K
|
2.31M
$84.5M
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
63.5K+ 12.7% |
$2.06M - $2.29M
|
563K
$20.6M
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
35.3K+ 443.76% |
$1.14M - $1.27M
|
43.2K
$1.58M
|
|
May 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-21.5K- 2.38% |
$696K - $776K
|
882K
$32.2M
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-19.1K- 1.51% |
$620K - $691K
|
1.25M
$45.7M
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-118K- 4.13% |
$3.83M - $4.27M
|
2.75M
$100M
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
14K+ 58.0% |
$452K - $504K
|
38K
$1.39M
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-3.32K- 21.2% |
$108K - $120K
|
12.3K
$450K
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
SELL
|
- |
-1.48K- 3.59% |
$48K - $53.5K
|
39.8K
$1.45M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-122K- 42.17% |
$3.96M - $4.42M
|
168K
$6.12M
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.63K+ 4.24% |
$53K - $59K
|
40.2K
$1.47M
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
11.6K+ 19.2% |
$377K - $420K
|
72.1K
$2.63M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.01K+ 0.56% |
$195K - $217K
|
1.08M
$39.4M
|