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 |
---|---|---|---|---|---|---|---|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
210+ 161.54% |
$7.12K - $7.69K
|
340
$13K
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
100New |
$3.39K - $3.66K
|
100
$3.83K
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$3.39K - $3.66K
|
100
$3.83K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
87+ 7.06% |
$2.95K - $3.18K
|
1.32K
$50.6K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
6+ 0.3% |
$204 - $220
|
1.98K
$75.8K
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2024 | |||||||
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
290KNew |
$9.01M - $9.95M
|
290K
$11.1M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
139K+ 51.7% |
$4.31M - $4.75M
|
407K
$15.6M
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
91.2KNew |
$2.83M - $3.13M
|
91.2K
$3.5M
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
57.4KNew |
$1.78M - $1.97M
|
57.4K
$2.2M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
51.1K+ 1.81% |
$1.59M - $1.75M
|
2.87M
$110M
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
38.9KNew |
$1.21M - $1.34M
|
38.9K
$1.49M
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
37.8K+ 141.59% |
$1.17M - $1.3M
|
64.5K
$2.47M
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
32KNew |
$992K - $1.1M
|
32K
$1.23M
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
17.4KNew |
$539K - $596K
|
17.4K
$666K
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
15.8KNew |
$491K - $542K
|
15.8K
$606K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
15.4KNew |
$479K - $529K
|
15.4K
$592K
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
12.6K+ 96.3% |
$393K - $434K
|
25.8K
$988K
|
|
Oct 22, 2024
Q3 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
11.1KNew |
$344K - $379K
|
11.1K
$424K
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
9.83KNew |
$305K - $337K
|
9.83K
$377K
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8.4KNew |
$261K - $288K
|
8.4K
$322K
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
7.2KNew |
$224K - $247K
|
7.2K
$276K
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
BUY
|
- |
6.86K+ 2.06% |
$213K - $235K
|
340K
$13M
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.72KNew |
$209K - $230K
|
6.72K
$258K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.45KNew |
$200K - $221K
|
6.45K
$247K
|
|
Nov 12, 2024
Q3 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
6.2KNew |
$193K - $213K
|
6.2K
$238K
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
6.18KNew |
$192K - $212K
|
6.18K
$237K
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
5.99KNew |
$186K - $205K
|
5.99K
$230K
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
5.9KNew |
$183K - $202K
|
5.9K
$226K
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
5.87KNew |
$182K - $201K
|
5.87K
$225K
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
2.16KNew |
$67.2K - $74.2K
|
2.16K
$83K
|
|
Jul 25, 2025
Q3 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1.16K+ 0.79% |
$36.1K - $39.8K
|
148K
$5.68M
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
1.12K+ 2.0% |
$34.8K - $38.5K
|
57.2K
$2.19M
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
724New |
$22.5K - $24.8K
|
724
$27.8K
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
460+ 1.19% |
$14.3K - $15.8K
|
39.2K
$1.5M
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
211New |
$6.55K - $7.24K
|
211
$8.09K
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
91+ 0.24% |
$2.83K - $3.12K
|
37.7K
$1.44M
|
|
Q2 2024 | |||||||
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
554K+ 7.94% |
$16.7M - $17.9M
|
7.54M
$289M
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
56.4K+ 27.81% |
$1.7M - $1.83M
|
259K
$9.94M
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
42.8KNew |
$1.29M - $1.39M
|
42.8K
$1.64M
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
32.2K+ 499.36% |
$968K - $1.04M
|
38.6K
$1.48M
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
17K+ 149.08% |
$512K - $551K
|
28.4K
$1.09M
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
14.3KNew |
$432K - $464K
|
14.3K
$550K
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
11.5KNew |
$347K - $373K
|
11.5K
$442K
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
8.41KNew |
$253K - $272K
|
8.41K
$322K
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
BUY
|
- |
7.7KNew |
$232K - $249K
|
7.7K
$295K
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
6.57KNew |
$198K - $213K
|
6.57K
$252K
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
6.45KNew |
$194K - $209K
|
6.45K
$247K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
6.37KNew |
$192K - $206K
|
6.37K
$244K
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
5.58K+ 47.06% |
$168K - $181K
|
17.4K
$668K
|