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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
57.4KNew |
$1.43M - $1.68M
|
57.4K
$2.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
24.8KNew |
$619K - $730K
|
24.8K
$952K
|
|
|
Feb 14, 2024
Q4 2023
|
Synergy Financial Group, LTD
|
BUY
|
- |
11.7KNew |
$291K - $344K
|
11.7K
$449K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
10.5KNew |
$262K - $309K
|
10.5K
$404K
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
9.65KNew |
$240K - $283K
|
9.65K
$370K
|
|
|
Jan 17, 2024
Q4 2023
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
9.58KNew |
$239K - $281K
|
9.58K
$367K
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
9.46KNew |
$236K - $278K
|
9.46K
$363K
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
8.37KNew |
$208K - $246K
|
8.37K
$321K
|
|
|
Feb 08, 2024
Q4 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
8.16KNew |
$203K - $240K
|
8.16K
$313K
|
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
BUY
|
- |
7.71KNew |
$192K - $226K
|
7.71K
$295K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
7.35KNew |
$183K - $216K
|
7.35K
$282K
|
|
|
Feb 14, 2024
Q4 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
7.27KNew |
$181K - $214K
|
7.27K
$279K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
7.24KNew |
$180K - $213K
|
7.24K
$278K
|
|
|
Jan 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
BUY
|
- |
7.17KNew |
$179K - $211K
|
7.17K
$275K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Capital Strategies
|
BUY
|
- |
7.11KNew |
$177K - $209K
|
7.11K
$273K
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
6.96KNew |
$173K - $204K
|
6.96K
$267K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
6.96KNew |
$173K - $204K
|
6.96K
$267K
|
|
|
Jan 30, 2024
Q4 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
6.94KNew |
$173K - $204K
|
6.94K
$266K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
6.87KNew |
$171K - $202K
|
6.87K
$263K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
BUY
|
- |
5.29KNew |
$132K - $156K
|
5.29K
$203K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
4.49KNew |
$112K - $132K
|
4.49K
$172K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.01K+ 64.13% |
$99.8K - $118K
|
10.3K
$393K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
4.01K+ 64.13% |
$99.8K - $118K
|
10.3K
$393K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
998New |
$24.9K - $29.3K
|
998
$38.3K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
682New |
$17K - $20K
|
682
$26.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
368+ 16.22% |
$9.17K - $10.8K
|
2.64K
$101K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
170New |
$4.23K - $4.99K
|
170
$6.52K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
62+ 0.43% |
$1.54K - $1.82K
|
14.5K
$556K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
8+ 0.02% |
$199 - $235
|
33.9K
$1.3M
|
|
| Q3 2023 | |||||||
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
93.9K+ 5.72% |
$2.44M - $2.65M
|
1.74M
$66.5M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
65.9K+ 2.3% |
$1.72M - $1.86M
|
2.93M
$112M
|
|
|
Nov 08, 2023
Q3 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
33.3KNew |
$868K - $940K
|
33.3K
$1.28M
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
23.8KNew |
$620K - $672K
|
23.8K
$913K
|
|
|
Oct 31, 2023
Q3 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
15.6K+ 38.96% |
$407K - $441K
|
55.8K
$2.14M
|
|
|
Jul 09, 2024
Q3 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
14.5KNew |
$377K - $408K
|
14.5K
$555K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
13.5KNew |
$351K - $380K
|
13.5K
$516K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
11.6K+ 2.61% |
$301K - $327K
|
456K
$17.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Mc Broom & Associates, LLC
|
BUY
|
- |
9.4KNew |
$245K - $265K
|
9.4K
$361K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
8.53KNew |
$222K - $241K
|
8.53K
$327K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
8.26K+ 1.69% |
$215K - $233K
|
498K
$19.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
5.41KNew |
$141K - $153K
|
5.41K
$207K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3KNew |
$78.2K - $84.7K
|
3K
$115K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.16KNew |
$30.1K - $32.6K
|
1.16K
$44.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.13KNew |
$29.4K - $31.9K
|
1.13K
$43.3K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
207+ 0.82% |
$5.39K - $5.84K
|
25.6K
$981K
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
49+ 0.37% |
$1.28K - $1.38K
|
13.3K
$509K
|
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
72.6KNew |
$1.81M - $1.97M
|
72.6K
$2.78M
|
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
72.3KNew |
$1.8M - $1.96M
|
72.3K
$2.77M
|
|
|
Jan 30, 2024
Q2 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
26.5KNew |
$658K - $718K
|
26.5K
$1.01M
|
|