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 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-240- 0.57% |
$7.78K - $8.67K
|
42K
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
652+ 3.34% |
$21.1K - $23.6K
|
20.2K
$736K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-397K- 16.14% |
$12.9M - $14.3M
|
2.06M
$75.2M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
17+ 0.15% |
$551 - $614
|
11K
$404K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
1.71K+ 6.74% |
$55.3K - $61.6K
|
27K
$985K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.14K- 1.41% |
$37K - $41.2K
|
79.6K
$2.91M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
68+ 0.25% |
$2.2K - $2.46K
|
27.4K
$1M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
17.8K+ 3.91% |
$577K - $643K
|
473K
$17.3M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
324+ 1.81% |
$10.5K - $11.7K
|
18.3K
$667K
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
78K+ 4.52% |
$2.53M - $2.82M
|
1.8M
$65.8M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-207K- 5.86% |
$6.71M - $7.48M
|
3.33M
$121M
|
|
|
May 13, 2025
Q1 2025
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
18.3K+ 40.77% |
$593K - $661K
|
63.2K
$2.31M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
14.1K+ 11.71% |
$456K - $509K
|
134K
$4.91M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-35K- 2.21% |
$1.14M - $1.27M
|
1.55M
$56.6M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.66K+ 5.86% |
$119K - $132K
|
66K
$2.41M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
13.6K+ 101.98% |
$442K - $492K
|
27K
$985K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
13.9KNew |
$451K - $503K
|
13.9K
$508K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.2K+ 3.52% |
$492K - $548K
|
447K
$16.3M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
463KNew |
$15M - $16.7M
|
463K
$16.9M
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-8.8K- 5.66% |
$285K - $318K
|
147K
$5.36M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
28K+ 26.95% |
$909K - $1.01M
|
132K
$4.82M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
29.5K+ 14.82% |
$958K - $1.07M
|
229K
$8.36M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
2.49K+ 39.33% |
$80.8K - $90.1K
|
8.83K
$323K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7.29K+ 11.88% |
$236K - $263K
|
68.6K
$2.51M
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-103- 1.1% |
$3.34K - $3.72K
|
9.24K
$337K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
110K+ 92.89% |
$3.56M - $3.97M
|
228K
$8.34M
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
1.16K+ 4.23% |
$37.5K - $41.8K
|
28.5K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
21.4K+ 2.41% |
$695K - $774K
|
910K
$33.2M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
180K+ 11.67% |
$5.85M - $6.52M
|
1.73M
$63M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
4.14K+ 1.22% |
$134K - $150K
|
343K
$12.5M
|
|
|
May 12, 2025
Q1 2025
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
1.49K+ 1.03% |
$48.2K - $53.7K
|
146K
$5.33M
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
BUY
|
- |
79.9KNew |
$2.59M - $2.89M
|
79.9K
$2.92M
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
79K+ 14.31% |
$2.56M - $2.85M
|
631K
$23M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-17.2K- 3.11% |
$557K - $621K
|
536K
$19.6M
|
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.82M- 67.01% |
$59M - $65.8M
|
896K
$32.7M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
13K+ 13.36% |
$422K - $471K
|
111K
$4.04M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.06K- 7.84% |
$132K - $147K
|
47.7K
$1.74M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
305+ 5.5% |
$9.89K - $11K
|
5.85K
$214K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.18K- 1.93% |
$70.7K - $78.8K
|
111K
$4.06M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-163K- 5.01% |
$5.27M - $5.88M
|
3.08M
$113M
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
4.26K+ 4.48% |
$138K - $154K
|
99.4K
$3.63M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
73.1K+ 1.85% |
$2.37M - $2.64M
|
4.02M
$147M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-2.49K- 7.64% |
$80.6K - $89.8K
|
30K
$1.1M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-1.48K- 13.29% |
$47.9K - $53.4K
|
9.65K
$352K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
53.7K+ 26.19% |
$1.74M - $1.94M
|
259K
$9.44M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-367K- 5.85% |
$11.9M - $13.3M
|
5.91M
$216M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-1.55K- 0.25% |
$50.2K - $55.9K
|
628K
$22.9M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.64K+ 9.61% |
$85.7K - $95.5K
|
30.1K
$1.1M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-626K- 6.09% |
$20.3M - $22.6M
|
9.66M
$353M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.79K- 9.25% |
$57.9K - $64.5K
|
17.5K
$640K
|