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 |
---|---|---|---|---|---|---|---|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.16K+ 14.85% |
$48.6K - $55.7K
|
16.7K
$640K
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.97KNew |
$44.3K - $50.8K
|
1.97K
$75.5K
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
BUY
|
- |
1.48K+ 3.17% |
$33.3K - $38.2K
|
48.2K
$1.85M
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.18KNew |
$26.6K - $30.6K
|
1.18K
$45.4K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
893New |
$20.1K - $23K
|
893
$34.2K
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
248+ 0.72% |
$5.58K - $6.4K
|
34.6K
$1.32M
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.01% |
$22.5 - $25.8
|
9.64K
$370K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
207K+ 15.1% |
$4.61M - $5.5M
|
1.58M
$60.5M
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
111K+ 5.15% |
$2.46M - $2.94M
|
2.26M
$86.7M
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
50KNew |
$1.11M - $1.33M
|
50K
$1.92M
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
22.6KNew |
$502K - $599K
|
22.6K
$866K
|
|
Oct 19, 2022
Q3 2022
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
8.44K+ 1.76% |
$188K - $224K
|
489K
$18.7M
|
|
Nov 15, 2022
Q3 2022
|
Maple Capital Management, Inc.
|
BUY
|
- |
8.07KNew |
$180K - $214K
|
8.07K
$310K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
6.73K+ 3.31% |
$150K - $179K
|
210K
$8.05M
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
6.47KNew |
$144K - $172K
|
6.47K
$248K
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
4.41KNew |
$98.1K - $117K
|
4.41K
$169K
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
2.94K+ 2.36% |
$65.4K - $78K
|
128K
$4.89M
|
|
Oct 26, 2022
Q3 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
2.57K+ 6.52% |
$57K - $68.1K
|
41.9K
$1.61M
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.5K+ 7.85% |
$33.4K - $39.8K
|
20.6K
$790K
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
698+ 0.5% |
$15.5K - $18.5K
|
142K
$5.43M
|
|
Oct 20, 2022
Q3 2022
|
Stonnington Group, LLC
|
BUY
|
- |
96+ 0.39% |
$2.14K - $2.55K
|
24.7K
$949K
|
|
Oct 17, 2022
Q3 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
65+ 0.39% |
$1.45K - $1.73K
|
16.8K
$645K
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 0.14% |
$44.5 - $53.1
|
1.39K
$53.3K
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
1+ 3.33% |
$22.2 - $26.5
|
31
$1.19K
|
|
Q2 2022 | |||||||
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
732KNew |
$16.7M - $20.3M
|
732K
$28.1M
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
50.8K+ 197.64% |
$1.16M - $1.41M
|
76.5K
$2.93M
|
|
Jul 11, 2022
Q2 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
25.6KNew |
$583K - $712K
|
25.6K
$983K
|
|
Jul 20, 2022
Q2 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
18.2KNew |
$413K - $504K
|
18.2K
$696K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
15.8KNew |
$360K - $439K
|
15.8K
$607K
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
15.8KNew |
$358K - $438K
|
15.8K
$604K
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
12.8KNew |
$292K - $356K
|
12.8K
$492K
|
|
Jul 28, 2022
Q2 2022
|
Bcm Advisors, LLC
|
BUY
|
- |
11.7KNew |
$266K - $325K
|
11.7K
$449K
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
9.93KNew |
$226K - $276K
|
9.93K
$381K
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
9.03KNew |
$205K - $251K
|
9.03K
$346K
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
6.66KNew |
$152K - $185K
|
6.66K
$255K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
5.11KNew |
$116K - $142K
|
5.11K
$196K
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
300New |
$6.83K - $8.33K
|
300
$11.5K
|
|
Jul 14, 2022
Q2 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
52New |
$1.18K - $1.44K
|
52
$1.99K
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
14+ 0.36% |
$319 - $389
|
3.85K
$148K
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.82% |
$22.8 - $27.8
|
123
$4.72K
|
|
Q1 2022 | |||||||
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
19KNew |
$490K - $556K
|
19K
$730K
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
14.8KNew |
$382K - $433K
|
14.8K
$569K
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.51KNew |
$39K - $44.2K
|
1.51K
$58K
|
|
Q4 2021 | |||||||
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
27.6KNew |
$734K - $802K
|
27.6K
$1.06M
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
14.5KNew |
$387K - $423K
|
14.5K
$558K
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
12.7KNew |
$338K - $369K
|
12.7K
$487K
|
|
Feb 17, 2022
Q4 2021
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
10.5KNew |
$279K - $305K
|
10.5K
$401K
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
6.85KNew |
$182K - $199K
|
6.85K
$263K
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.64KNew |
$43.8K - $47.8K
|
1.64K
$63K
|
|
Q3 2021 | |||||||
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
118KNew |
$3.08M - $3.3M
|
118K
$4.54M
|