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 08, 2024
Q3 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
35.9KNew |
$1.12M - $1.23M
|
35.9K
$1.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
32KNew |
$992K - $1.1M
|
32K
$1.07M
|
|
|
Oct 23, 2024
Q3 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
24.1K+ 2.29% |
$747K - $825K
|
1.07M
$35.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
17.4KNew |
$539K - $596K
|
17.4K
$582K
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
15.8KNew |
$491K - $542K
|
15.8K
$529K
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
BUY
|
- |
15.6K+ 10.52% |
$484K - $534K
|
164K
$5.48M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
15.4KNew |
$479K - $529K
|
15.4K
$517K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
12.6K+ 96.3% |
$393K - $434K
|
25.8K
$863K
|
|
|
Oct 22, 2024
Q3 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
11.1KNew |
$344K - $379K
|
11.1K
$370K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
10.9KNew |
$339K - $374K
|
10.9K
$365K
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
9.83KNew |
$305K - $337K
|
9.83K
$329K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
9.37K+ 55.3% |
$291K - $321K
|
26.3K
$881K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
9.32KNew |
$289K - $320K
|
9.32K
$312K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8.4KNew |
$261K - $288K
|
8.4K
$281K
|
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
8.16K+ 13.59% |
$253K - $280K
|
68.2K
$2.28M
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
7.54KNew |
$234K - $259K
|
7.54K
$253K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
7.2KNew |
$224K - $247K
|
7.2K
$241K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
BUY
|
- |
6.86K+ 2.06% |
$213K - $235K
|
340K
$11.4M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6.8K+ 186.27% |
$211K - $233K
|
10.4K
$350K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.72KNew |
$209K - $230K
|
6.72K
$225K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.45KNew |
$200K - $221K
|
6.45K
$216K
|
|
|
Nov 12, 2024
Q3 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
6.2KNew |
$193K - $213K
|
6.2K
$208K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
6.18KNew |
$192K - $212K
|
6.18K
$207K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.06KNew |
$188K - $208K
|
6.06K
$203K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
5.99KNew |
$186K - $205K
|
5.99K
$200K
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
5.96KNew |
$185K - $204K
|
5.96K
$199K
|
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
5.95KNew |
$185K - $204K
|
5.95K
$199K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
5.9KNew |
$183K - $202K
|
5.9K
$197K
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
5.87KNew |
$182K - $201K
|
5.87K
$197K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
4.35K+ 28.7% |
$135K - $149K
|
19.5K
$653K
|
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
2.22K+ 2.84% |
$68.9K - $76.1K
|
80.3K
$2.69M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
2.16KNew |
$67.2K - $74.2K
|
2.16K
$72.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.14K+ 1.56% |
$66.5K - $73.4K
|
140K
$4.67M
|
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
1.12K+ 2.0% |
$34.8K - $38.5K
|
57.2K
$1.91M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
973+ 10.66% |
$30.2K - $33.4K
|
10.1K
$338K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
724New |
$22.5K - $24.8K
|
724
$24.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
460+ 1.19% |
$14.3K - $15.8K
|
39.2K
$1.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
445+ 3.74% |
$13.8K - $15.3K
|
12.3K
$413K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
211New |
$6.55K - $7.24K
|
211
$7.06K
|
|
|
Oct 16, 2024
Q3 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
169New |
$5.25K - $5.8K
|
169
$5.66K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
100+ 0.12% |
$3.11K - $3.43K
|
82.5K
$2.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
91+ 0.24% |
$2.83K - $3.12K
|
37.7K
$1.26M
|
|
|
Oct 11, 2024
Q3 2024
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
70+ 0.2% |
$2.17K - $2.4K
|
35.9K
$1.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
60+ 0.59% |
$1.86K - $2.06K
|
10.2K
$342K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1+ 0.25% |
$31.1 - $34.3
|
399
$13.4K
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
554K+ 7.94% |
$16.7M - $17.9M
|
7.54M
$252M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
74.7KNew |
$2.25M - $2.42M
|
74.7K
$2.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
56.4K+ 27.81% |
$1.7M - $1.83M
|
259K
$8.68M
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
42.8KNew |
$1.29M - $1.39M
|
42.8K
$1.43M
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
32.2K+ 499.36% |
$968K - $1.04M
|
38.6K
$1.29M
|
|