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 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
18+ 0.41% |
$584 - $650
|
4.42K
$170K
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
17+ 0.1% |
$551 - $614
|
17.1K
$656K
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
17+ 0.15% |
$551 - $614
|
11K
$424K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
5+ 0.0% |
$162 - $181
|
131K
$5.02M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
3+ 0.01% |
$97.3 - $108
|
21.3K
$816K
|
|
|
Apr 16, 2025
Q1 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
1+ 0.01% |
$32.4 - $36.1
|
16.7K
$642K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
114KNew |
$3.87M - $4.17M
|
114K
$4.37M
|
|
|
May 01, 2025
Q4 2024
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
62.6KNew |
$2.12M - $2.29M
|
62.6K
$2.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
38.1K+ 155.12% |
$1.29M - $1.39M
|
62.6K
$2.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
34.9KNew |
$1.18M - $1.28M
|
34.9K
$1.34M
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
31.5K+ 7.19% |
$1.07M - $1.15M
|
470K
$18M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
31.2KNew |
$1.06M - $1.14M
|
31.2K
$1.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
30.2KNew |
$1.03M - $1.11M
|
30.2K
$1.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
28.6KNew |
$969K - $1.05M
|
28.6K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
26.4KNew |
$897K - $968K
|
26.4K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
25KNew |
$848K - $915K
|
25K
$959K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
24K+ 268.04% |
$814K - $879K
|
33K
$1.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
22.4KNew |
$759K - $819K
|
22.4K
$858K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
21.6KNew |
$731K - $789K
|
21.6K
$827K
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
19.8KNew |
$671K - $724K
|
19.8K
$759K
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
19.2KNew |
$653K - $704K
|
19.2K
$738K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
18.9KNew |
$643K - $693K
|
18.9K
$726K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
16.9KNew |
$575K - $620K
|
16.9K
$650K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
15.9KNew |
$541K - $584K
|
15.9K
$611K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
13.1KNew |
$444K - $479K
|
13.1K
$502K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
12.4KNew |
$421K - $454K
|
12.4K
$476K
|
|
|
Sep 08, 2025
Q4 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
10.9KNew |
$370K - $399K
|
10.9K
$418K
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
10.7KNew |
$365K - $393K
|
10.7K
$412K
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
9.53KNew |
$323K - $349K
|
9.53K
$365K
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
9.23KNew |
$313K - $338K
|
9.23K
$354K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
9.17KNew |
$311K - $336K
|
9.17K
$352K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
8.3KNew |
$281K - $304K
|
8.3K
$318K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.44KNew |
$252K - $272K
|
7.44K
$285K
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
7.4KNew |
$251K - $271K
|
7.4K
$284K
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
7.24KNew |
$245K - $265K
|
7.24K
$277K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
7.11KNew |
$241K - $260K
|
7.11K
$273K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
7.07KNew |
$240K - $259K
|
7.07K
$271K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
6.33KNew |
$215K - $231K
|
6.33K
$243K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
6.23KNew |
$211K - $228K
|
6.23K
$239K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.26KNew |
$179K - $193K
|
5.26K
$202K
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
5.08K+ 59.47% |
$172K - $186K
|
13.6K
$522K
|
|
|
Feb 06, 2025
Q4 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
4.54K+ 21.17% |
$154K - $166K
|
26K
$995K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
3.36KNew |
$114K - $123K
|
3.36K
$129K
|
|
|
Feb 18, 2025
Q4 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
3.06KNew |
$104K - $112K
|
3.06K
$117K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
1.67KNew |
$56.7K - $61.2K
|
1.67K
$64.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.06K+ 2.95% |
$36.1K - $38.9K
|
37.1K
$1.42M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
687New |
$23.3K - $25.1K
|
687
$26.3K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
551New |
$18.7K - $20.2K
|
551
$21.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
500New |
$17K - $18.3K
|
500
$19.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
252New |
$8.55K - $9.22K
|
252
$9.66K
|
|