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 |
---|---|---|---|---|---|---|---|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
24+ 0.3% |
$699 - $860
|
8.1K
$311K
|
|
Jul 30, 2025
Q2 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
24+ 0.25% |
$699 - $860
|
9.6K
$368K
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
24+ 0.29% |
$699 - $860
|
8.16K
$313K
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23+ 0.01% |
$670 - $824
|
170K
$6.53M
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
23+ 0.36% |
$670 - $824
|
6.41K
$246K
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
23+ 0.18% |
$670 - $824
|
12.5K
$481K
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
22+ 0.06% |
$641 - $788
|
34.7K
$1.33M
|
|
Jul 21, 2025
Q2 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
22+ 0.3% |
$641 - $788
|
7.38K
$283K
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
21+ 0.04% |
$612 - $753
|
49.8K
$1.91M
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
20+ 0.29% |
$582 - $717
|
6.89K
$264K
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
20+ 0.09% |
$582 - $717
|
23.3K
$895K
|
|
Jul 24, 2025
Q2 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
19+ 0.02% |
$553 - $681
|
84.5K
$3.24M
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
18+ 0.17% |
$524 - $645
|
10.4K
$398K
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
17+ 0.25% |
$495 - $609
|
6.83K
$262K
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
16+ 0.31% |
$466 - $573
|
5.21K
$200K
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
14+ 0.01% |
$408 - $502
|
235K
$8.99M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
14+ 0.03% |
$408 - $502
|
44.5K
$1.71M
|
|
Jul 23, 2025
Q2 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
12+ 0.15% |
$349 - $430
|
7.78K
$298K
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
11+ 0.3% |
$320 - $394
|
3.67K
$141K
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
9+ 0.02% |
$262 - $323
|
54.7K
$2.1M
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
7+ 0.34% |
$204 - $251
|
2.07K
$79.5K
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
7+ 0.0% |
$204 - $251
|
300K
$11.5M
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6+ 0.01% |
$175 - $215
|
43.9K
$1.68M
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6+ 0.01% |
$175 - $215
|
49.5K
$1.9M
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
6+ 0.02% |
$175 - $215
|
33.9K
$1.3M
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5+ 0.07% |
$146 - $179
|
6.86K
$263K
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
5+ 0.07% |
$146 - $179
|
7.24K
$277K
|
|
Jul 29, 2025
Q2 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
4+ 0.01% |
$116 - $143
|
52K
$2M
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4+ 0.05% |
$116 - $143
|
8.68K
$333K
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
2+ 0.01% |
$58.2 - $71.7
|
14.9K
$570K
|
|
Aug 05, 2025
Q2 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
2+ 0.01% |
$58.2 - $71.7
|
20.1K
$772K
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
BUY
|
- |
2+ 0.31% |
$58.2 - $71.7
|
649
$24.9K
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
2+ 0.01% |
$58.2 - $71.7
|
32.9K
$1.26M
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1+ 0.01% |
$29.1 - $35.8
|
15.2K
$583K
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.21% |
$29.1 - $35.8
|
472
$18.1K
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
1+ 0.0% |
$29.1 - $35.8
|
41.5K
$1.59M
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2025 | |||||||
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
217KNew |
$7.03M - $7.84M
|
217K
$8.32M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
180K+ 11.67% |
$5.85M - $6.52M
|
1.73M
$66.2M
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
155K+ 15.28% |
$5.01M - $5.58M
|
1.17M
$44.7M
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
102K+ 16.79% |
$3.32M - $3.7M
|
711K
$27.3M
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
92.1KNew |
$2.98M - $3.33M
|
92.1K
$3.53M
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
86.5KNew |
$2.8M - $3.12M
|
86.5K
$3.32M
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
BUY
|
- |
79.9KNew |
$2.59M - $2.89M
|
79.9K
$3.06M
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
79K+ 14.31% |
$2.56M - $2.85M
|
631K
$24.2M
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
54.1KNew |
$1.75M - $1.95M
|
54.1K
$2.07M
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
53.7K+ 26.19% |
$1.74M - $1.94M
|
259K
$9.91M
|
|
May 15, 2025
Q1 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
33.3K+ 7.26% |
$1.08M - $1.2M
|
491K
$18.8M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
30KNew |
$973K - $1.08M
|
30K
$1.15M
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
28.1KNew |
$911K - $1.02M
|
28.1K
$1.08M
|