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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.65M+ 3095.6% |
$238M - $262M
|
7.9M
$275M
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
3.46M+ 326.44% |
$107M - $119M
|
4.52M
$157M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.16M+ 5.91% |
$98M - $108M
|
56.6M
$1.97B
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.43M+ 5.1% |
$75.5M - $83.3M
|
50.1M
$1.74B
|
|
|
Oct 15, 2024
Q3 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
1.59MNew |
$49.3M - $54.4M
|
1.59M
$55.3M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.51M+ 49.18% |
$46.9M - $51.8M
|
4.58M
$159M
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
1.43M+ 343.81% |
$44.5M - $49.1M
|
1.85M
$64.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.08M+ 115.85% |
$33.5M - $37M
|
2.01M
$69.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
741K+ 22.75% |
$23M - $25.4M
|
4M
$139M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
650K+ 22.95% |
$20.2M - $22.3M
|
3.48M
$121M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
627K+ 25.05% |
$19.5M - $21.5M
|
3.13M
$109M
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
572K+ 57.9% |
$17.8M - $19.6M
|
1.56M
$54.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
450K+ 12.1% |
$14M - $15.4M
|
4.17M
$145M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
390K+ 4.64% |
$12.1M - $13.4M
|
8.81M
$307M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
386K+ 14.02% |
$12M - $13.2M
|
3.14M
$109M
|
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
342K+ 18.99% |
$10.6M - $11.7M
|
2.14M
$74.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
334K+ 6.4% |
$10.4M - $11.4M
|
5.55M
$193M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
299K+ 9.41% |
$9.27M - $10.2M
|
3.47M
$121M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
292KNew |
$9.06M - $10M
|
292K
$10.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
290KNew |
$9.01M - $9.95M
|
290K
$10.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
290KNew |
$9.01M - $9.95M
|
290K
$10.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
267K+ 12.05% |
$8.3M - $9.17M
|
2.48M
$86.5M
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
266KNew |
$8.27M - $9.13M
|
266K
$9.27M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
250K+ 0.67% |
$7.77M - $8.58M
|
37.6M
$1.31B
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
238KNew |
$7.4M - $8.17M
|
238K
$8.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
211K+ 17.04% |
$6.56M - $7.24M
|
1.45M
$50.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
207K+ 59.74% |
$6.43M - $7.1M
|
554K
$19.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
207K+ 23.66% |
$6.42M - $7.09M
|
1.08M
$37.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
204K+ 47.79% |
$6.34M - $7M
|
631K
$22M
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
203K+ 3.12% |
$6.3M - $6.95M
|
6.7M
$233M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
198K+ 5.32% |
$6.16M - $6.8M
|
3.93M
$137M
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
178K+ 3.79% |
$5.52M - $6.1M
|
4.88M
$170M
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
175K+ 2.45% |
$5.45M - $6.02M
|
7.33M
$255M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
171K+ 253.93% |
$5.32M - $5.88M
|
239K
$8.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
BUY
|
- |
169K+ 6.59% |
$5.26M - $5.81M
|
2.74M
$95.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
165K+ 7.85% |
$5.11M - $5.65M
|
2.26M
$78.7M
|
|
|
Oct 07, 2024
Q3 2024
|
New Capital Management LP
|
BUY
|
- |
163K+ 5.84% |
$5.07M - $5.6M
|
2.96M
$103M
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
160K+ 1.74% |
$4.97M - $5.48M
|
9.35M
$325M
|
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
147K+ 215.84% |
$4.56M - $5.04M
|
215K
$7.49M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
147K+ 11.67% |
$4.56M - $5.04M
|
1.41M
$49M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
143K+ 7.99% |
$4.43M - $4.9M
|
1.93M
$67.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
139K+ 51.7% |
$4.31M - $4.75M
|
407K
$14.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
133K+ 31.22% |
$4.12M - $4.55M
|
558K
$19.4M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
132K+ 6.14% |
$4.09M - $4.51M
|
2.27M
$79.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
131K+ 5.35% |
$4.06M - $4.48M
|
2.57M
$89.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
128K+ 4.68% |
$3.97M - $4.38M
|
2.86M
$99.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
115K+ 8.13% |
$3.57M - $3.94M
|
1.53M
$53.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
113K+ 159.58% |
$3.5M - $3.86M
|
183K
$6.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
110KNew |
$3.4M - $3.76M
|
110K
$3.82M
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
107K+ 5.65% |
$3.31M - $3.66M
|
2M
$69.5M
|