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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
15.5K+ 70.13% |
$385K - $421K
|
37.6K
$1.44M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
13.3K+ 4.44% |
$330K - $360K
|
312K
$12M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
11.5KNew |
$285K - $311K
|
11.5K
$439K
|
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
7.84KNew |
$195K - $213K
|
7.84K
$301K
|
|
|
Jul 21, 2023
Q2 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
7.78KNew |
$193K - $211K
|
7.78K
$298K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln Capital LLC
|
BUY
|
- |
7.77KNew |
$193K - $211K
|
7.77K
$298K
|
|
|
Aug 04, 2023
Q2 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
3.88KNew |
$96.4K - $105K
|
3.88K
$149K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.36K+ 2.66% |
$58.7K - $64.1K
|
91.2K
$3.5M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.07KNew |
$26.6K - $29.1K
|
1.07K
$41K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
919+ 138.82% |
$22.8K - $25K
|
1.58K
$60.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
846New |
$21K - $23K
|
846
$32.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
629New |
$15.6K - $17.1K
|
629
$24.1K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
585+ 6.99% |
$14.5K - $15.9K
|
8.95K
$343K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
255New |
$6.34K - $6.92K
|
255
$9.78K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
249+ 5.84% |
$6.19K - $6.76K
|
4.51K
$173K
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
246+ 0.47% |
$6.12K - $6.68K
|
52.6K
$2.02M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
71+ 0.35% |
$1.77K - $1.93K
|
20.5K
$785K
|
|
|
Aug 01, 2023
Q2 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
50New |
$1.24K - $1.36K
|
50
$1.92K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
10New |
$249 - $272
|
10
$383
|
|
| Q1 2023 | |||||||
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4.56MNew |
$110M - $121M
|
4.56M
$175M
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
302KNew |
$7.31M - $8.04M
|
302K
$11.6M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
32.1KNew |
$775K - $852K
|
32.1K
$1.23M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
31.6KNew |
$764K - $839K
|
31.6K
$1.21M
|
|
|
Apr 24, 2023
Q1 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
25.1KNew |
$607K - $668K
|
25.1K
$963K
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
BUY
|
- |
21.9KNew |
$530K - $583K
|
21.9K
$840K
|
|
|
May 08, 2023
Q1 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
21.9KNew |
$529K - $582K
|
21.9K
$839K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
11.2KNew |
$272K - $298K
|
11.2K
$431K
|
|
|
Apr 14, 2023
Q1 2023
|
Trevian Wealth Management LLC
|
BUY
|
- |
8.73KNew |
$211K - $232K
|
8.73K
$335K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
8.44KNew |
$204K - $224K
|
8.44K
$323K
|
|
|
May 12, 2023
Q1 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
7.38KNew |
$178K - $196K
|
7.38K
$283K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
5.57KNew |
$135K - $148K
|
5.57K
$214K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
5.45K+ 0.74% |
$132K - $145K
|
738K
$28.3M
|
|
|
Apr 05, 2023
Q1 2023
|
Avondale Wealth Management
|
BUY
|
- |
4KNew |
$96.7K - $106K
|
4K
$153K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.28KNew |
$79.3K - $87.1K
|
3.28K
$126K
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
207New |
$5.01K - $5.5K
|
207
$7.94K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
33+ 0.19% |
$798 - $877
|
17.3K
$665K
|
|
| Q4 2022 | |||||||
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.58MNew |
$35.6M - $40.8M
|
1.58M
$60.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
95.5KNew |
$2.15M - $2.47M
|
95.5K
$3.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
54.1KNew |
$1.22M - $1.4M
|
54.1K
$2.08M
|
|
|
Jun 14, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
44.6KNew |
$1M - $1.15M
|
44.6K
$1.71M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
25K+ 100.0% |
$562K - $645K
|
50K
$1.92M
|
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
17.7KNew |
$398K - $456K
|
17.7K
$678K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
17KNew |
$383K - $439K
|
17K
$653K
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
10.9KNew |
$246K - $282K
|
10.9K
$419K
|
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
9.04KNew |
$203K - $233K
|
9.04K
$347K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
8.76KNew |
$197K - $226K
|
8.76K
$336K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
8.71KNew |
$196K - $225K
|
8.71K
$334K
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
BUY
|
- |
6.1K+ 65.35% |
$137K - $157K
|
15.4K
$592K
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
5.56KNew |
$125K - $143K
|
5.56K
$213K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
3.08K+ 3.18% |
$69.2K - $79.4K
|
99.8K
$3.83M
|
|