Latest Institutional Purchases of Dimensional ETF Tr U S Core Eq (DFAC)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr U S Core Eq (DFAC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.23M+ 97.1% |
$178M - $199M
|
12.6M
$403M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.22M+ 10.34% |
$121M - $135M
|
45.1M
$1.44B
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.85MNew |
$81.7M - $91.2M
|
2.85M
$91M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.28M+ 4.6% |
$65.2M - $72.8M
|
51.8M
$1.65B
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.48MNew |
$42.3M - $47.2M
|
1.48M
$47.1M
|
|
Apr 10, 2024
Q1 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
1.39M+ 108.77% |
$39.7M - $44.3M
|
2.66M
$84.9M
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.33M+ 254.31% |
$38.1M - $42.5M
|
1.85M
$59.1M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
976K+ 46.28% |
$27.9M - $31.2M
|
3.08M
$98.3M
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
946K+ 505.16% |
$27.1M - $30.2M
|
1.13M
$36.1M
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
804K+ 12.75% |
$23M - $25.7M
|
7.11M
$227M
|
|
May 14, 2024
Q1 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
684KNew |
$19.6M - $21.9M
|
684K
$21.8M
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
583KNew |
$16.7M - $18.6M
|
583K
$18.6M
|
|
Apr 24, 2024
Q1 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
452K+ 2043.78% |
$12.9M - $14.5M
|
474K
$15.1M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
424K+ 29.86% |
$12.1M - $13.5M
|
1.84M
$58.8M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
417K+ 4.09% |
$11.9M - $13.3M
|
10.6M
$338M
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
404K+ 28.23% |
$11.6M - $12.9M
|
1.84M
$58.6M
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
373K+ 6.7% |
$10.7M - $11.9M
|
5.94M
$189M
|
|
Apr 09, 2024
Q1 2024
|
New Capital Management LP
|
BUY
|
- |
358K+ 14.72% |
$10.2M - $11.4M
|
2.79M
$88.9M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
354K+ 12.84% |
$10.1M - $11.3M
|
3.11M
$99.2M
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
331K+ 12.49% |
$9.47M - $10.6M
|
2.98M
$95M
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
319K+ 49.65% |
$9.14M - $10.2M
|
962K
$30.7M
|
|
May 03, 2024
Q1 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
302K+ 24.07% |
$8.65M - $9.66M
|
1.56M
$49.7M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
301K+ 12.47% |
$8.62M - $9.63M
|
2.72M
$86.7M
|
|
Apr 22, 2024
Q1 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
294K+ 3.41% |
$8.43M - $9.41M
|
8.94M
$285M
|
|
May 07, 2024
Q1 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
293K+ 4.56% |
$8.37M - $9.35M
|
6.7M
$214M
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
286K+ 9.07% |
$8.18M - $9.13M
|
3.44M
$110M
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
284K+ 17.04% |
$8.14M - $9.09M
|
1.95M
$62.3M
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
256K+ 0.68% |
$7.33M - $8.18M
|
37.8M
$1.2B
|
|
May 09, 2024
Q1 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
231K+ 9.67% |
$6.6M - $7.37M
|
2.62M
$83.4M
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
218K+ 10.19% |
$6.23M - $6.95M
|
2.35M
$75M
|
|
Apr 15, 2024
Q1 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
215K+ 6.97% |
$6.14M - $6.85M
|
3.29M
$105M
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
206K+ 18.79% |
$5.9M - $6.58M
|
1.3M
$41.5M
|
|
Apr 23, 2024
Q1 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
196K+ 22.02% |
$5.6M - $6.25M
|
1.08M
$34.6M
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
194K+ 4.88% |
$5.55M - $6.19M
|
4.17M
$133M
|
|
May 07, 2024
Q1 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
194K+ 12.91% |
$5.54M - $6.18M
|
1.69M
$54M
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
182K+ 2.92% |
$5.2M - $5.8M
|
6.4M
$204M
|
|
May 13, 2024
Q1 2024
|
Rs Crum Inc.
|
BUY
|
- |
180K+ 13.97% |
$5.15M - $5.75M
|
1.47M
$46.8M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
175K+ 7.85% |
$5M - $5.58M
|
2.4M
$76.6M
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
173K+ 10.82% |
$4.94M - $5.52M
|
1.77M
$56.4M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
166K+ 15.47% |
$4.75M - $5.3M
|
1.24M
$39.5M
|
|
Apr 26, 2024
Q1 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
160K+ 5.59% |
$4.58M - $5.12M
|
3.03M
$96.5M
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
160K+ 5.59% |
$4.58M - $5.12M
|
3.03M
$96.5M
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
153K+ 7.25% |
$4.38M - $4.89M
|
2.26M
$72.2M
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
140K+ 13.42% |
$3.99M - $4.46M
|
1.18M
$37.6M
|
|
Apr 24, 2024
Q1 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
138K+ 1.95% |
$3.95M - $4.41M
|
7.22M
$230M
|
|
Apr 18, 2024
Q1 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
138K+ 10.03% |
$3.94M - $4.39M
|
1.51M
$48.1M
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
131KNew |
$3.74M - $4.17M
|
131K
$4.16M
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
126K+ 6.58% |
$3.6M - $4.01M
|
2.03M
$64.8M
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
124K+ 10.77% |
$3.55M - $3.97M
|
1.28M
$40.7M
|
|
May 15, 2024
Q1 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
122K+ 5.67% |
$3.48M - $3.88M
|
2.27M
$72.2M
|