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 |
---|---|---|---|---|---|---|---|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.22M+ 11.48% |
$39.4M - $43.9M
|
11.8M
$387M
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
196K+ 46.14% |
$6.35M - $7.07M
|
620K
$20.3M
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
79.9K+ 28.52% |
$2.59M - $2.89M
|
360K
$11.8M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
73.6K+ 16.05% |
$2.39M - $2.66M
|
532K
$17.4M
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
55.8K+ 4.63% |
$1.81M - $2.01M
|
1.26M
$41.3M
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
38.8K+ 56.86% |
$1.26M - $1.4M
|
107K
$3.51M
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
31.3KNew |
$1.01M - $1.13M
|
31.3K
$1.03M
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
28.6K+ 87.84% |
$928K - $1.03M
|
61.2K
$2.01M
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
24.3K+ 49.81% |
$788K - $878K
|
73.1K
$2.4M
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
22.3K+ 18.87% |
$724K - $806K
|
141K
$4.61M
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
BUY
|
- |
11K+ 65.56% |
$356K - $396K
|
27.7K
$909K
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
10.9K+ 5.11% |
$353K - $393K
|
224K
$7.34M
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
8.83KNew |
$286K - $319K
|
8.83K
$290K
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
6.09K+ 0.89% |
$197K - $220K
|
692K
$22.7M
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4.06K+ 14.38% |
$132K - $147K
|
32.3K
$1.06M
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
780+ 1.48% |
$25.3K - $28.2K
|
53.3K
$1.75M
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
180+ 0.85% |
$5.84K - $6.5K
|
21.4K
$702K
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
102+ 0.17% |
$3.31K - $3.69K
|
60.1K
$1.97M
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
28+ 0.29% |
$908 - $1.01K
|
9.58K
$314K
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
27+ 0.25% |
$875 - $976
|
10.8K
$355K
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
15+ 0.22% |
$486 - $542
|
6.82K
$224K
|
|
Q4 2024 | |||||||
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
3.88M+ 6720.01% |
$132M - $142M
|
3.94M
$129M
|
|
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
$129M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.53MNew |
$120M - $129M
|
3.53M
$116M
|
|
Feb 10, 2025
Q4 2024
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
3.14MNew |
$107M - $115M
|
3.14M
$103M
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.98M+ 22.76% |
$101M - $109M
|
16.1M
$528M
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.91M+ 118.77% |
$98.8M - $107M
|
5.36M
$176M
|
|
Feb 07, 2025
Q4 2024
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
2.26MNew |
$76.8M - $82.8M
|
2.26M
$74.2M
|
|
Feb 13, 2025
Q4 2024
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
2.06MNew |
$69.9M - $75.4M
|
2.06M
$67.6M
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.69M+ 53.94% |
$57.3M - $61.8M
|
4.82M
$158M
|
|
Feb 13, 2025
Q4 2024
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
1.63MNew |
$55.1M - $59.5M
|
1.63M
$53.3M
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
1.58M+ 85.62% |
$53.7M - $58M
|
3.43M
$113M
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
1.5MNew |
$51M - $55M
|
1.5M
$49.3M
|
|
Feb 12, 2025
Q4 2024
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
1.49MNew |
$50.7M - $54.7M
|
1.49M
$49M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.35M+ 100.65% |
$45.8M - $49.4M
|
2.69M
$88.2M
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
1.25MNew |
$42.3M - $45.6M
|
1.25M
$40.9M
|
|
Mar 07, 2025
Q4 2024
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
1.18MNew |
$40.2M - $43.4M
|
1.18M
$38.9M
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
1.12MNew |
$38M - $41M
|
1.12M
$36.8M
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
1.1MNew |
$37.3M - $40.3M
|
1.1M
$36.1M
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.08M+ 50.17% |
$36.8M - $39.7M
|
3.25M
$107M
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
1.03MNew |
$35M - $37.7M
|
1.03M
$33.8M
|
|
Feb 14, 2025
Q4 2024
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
954KNew |
$32.3M - $34.9M
|
954K
$31.3M
|
|
Mar 06, 2025
Q4 2024
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
889KNew |
$30.1M - $32.5M
|
889K
$29.1M
|
|
Jan 24, 2025
Q4 2024
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
839KNew |
$28.5M - $30.7M
|
839K
$27.5M
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
820KNew |
$27.8M - $30M
|
820K
$26.9M
|
|
Feb 06, 2025
Q4 2024
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
805KNew |
$27.3M - $29.5M
|
805K
$26.4M
|
|
Feb 20, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
799K+ 2.17% |
$27.1M - $29.2M
|
37.6M
$1.23B
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
789K+ 28.5% |
$26.8M - $28.9M
|
3.56M
$117M
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
757KNew |
$25.7M - $27.7M
|
757K
$24.8M
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
742KNew |
$25.2M - $27.2M
|
742K
$24.3M
|