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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.79M+ 2542.82% |
$129M - $139M
|
3.94M
$140M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.53MNew |
$120M - $129M
|
3.53M
$126M
|
|
|
Feb 07, 2025
Q4 2024
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
2.26MNew |
$76.8M - $82.8M
|
2.26M
$80.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.79M+ 20.32% |
$60.7M - $65.5M
|
10.6M
$377M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.69M+ 53.94% |
$57.3M - $61.8M
|
4.82M
$171M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
1.12MNew |
$38M - $41M
|
1.12M
$39.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
1.1MNew |
$37.3M - $40.3M
|
1.1M
$39.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
839KNew |
$28.5M - $30.7M
|
839K
$29.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
820KNew |
$27.8M - $30M
|
820K
$29.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
805KNew |
$27.3M - $29.5M
|
805K
$28.7M
|
|
|
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 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
757KNew |
$25.7M - $27.7M
|
757K
$26.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
724KNew |
$24.6M - $26.5M
|
724K
$25.8M
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
692KNew |
$23.5M - $25.3M
|
692K
$24.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
BUY
|
- |
682KNew |
$23.1M - $25M
|
682K
$24.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
547KNew |
$18.6M - $20M
|
547K
$19.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
528KNew |
$17.9M - $19.3M
|
528K
$18.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
507KNew |
$17.2M - $18.6M
|
507K
$18M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
458K+ 134.83% |
$15.5M - $16.8M
|
797K
$28.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
425KNew |
$14.4M - $15.6M
|
425K
$15.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
385K+ 23.25% |
$13M - $14.1M
|
2.04M
$72.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
374K+ 356.46% |
$12.7M - $13.7M
|
479K
$17M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
373K+ 3.99% |
$12.7M - $13.7M
|
9.72M
$346M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
350K+ 14.07% |
$11.9M - $12.8M
|
2.83M
$101M
|
|
|
Feb 06, 2025
Q4 2024
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
343KNew |
$11.6M - $12.6M
|
343K
$12.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
305K+ 19.1% |
$10.4M - $11.2M
|
1.9M
$67.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
276K+ 12.14% |
$9.37M - $10.1M
|
2.55M
$90.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
265K+ 5.86% |
$8.97M - $9.68M
|
4.78M
$170M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
226K+ 14.8% |
$7.65M - $8.25M
|
1.75M
$62.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
210K+ 5.24% |
$7.11M - $7.67M
|
4.21M
$150M
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
188KNew |
$6.38M - $6.88M
|
188K
$6.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
171K+ 2.33% |
$5.8M - $6.26M
|
7.5M
$267M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
171K+ 4.92% |
$5.8M - $6.26M
|
3.64M
$130M
|
|
|
Feb 04, 2025
Q4 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
163K+ 5.47% |
$5.53M - $5.96M
|
3.14M
$112M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
163K+ 5.47% |
$5.53M - $5.96M
|
3.14M
$112M
|
|
|
Jan 31, 2025
Q4 2024
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
162K+ 25.71% |
$5.51M - $5.94M
|
794K
$28.2M
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
149KNew |
$5.05M - $5.45M
|
149K
$5.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
139K+ 4.86% |
$4.72M - $5.09M
|
3M
$107M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
133K+ 39.47% |
$4.51M - $4.86M
|
470K
$16.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
129K+ 1081.04% |
$4.37M - $4.72M
|
141K
$5.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
118KNew |
$4.01M - $4.33M
|
118K
$4.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
118KNew |
$4.01M - $4.33M
|
118K
$4.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
113K+ 3.7% |
$3.84M - $4.14M
|
3.17M
$113M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
109K+ 2.79% |
$3.71M - $4.01M
|
4.03M
$144M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
104K+ 1.15% |
$3.53M - $3.81M
|
9.13M
$325M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
102KNew |
$3.47M - $3.75M
|
102K
$3.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
99.4K+ 9.72% |
$3.37M - $3.64M
|
1.12M
$39.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
98.6KNew |
$3.34M - $3.61M
|
98.6K
$3.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
95.9KNew |
$3.25M - $3.51M
|
95.9K
$3.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
75.2K+ 0.95% |
$2.55M - $2.75M
|
7.98M
$284M
|