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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
18.5K+ 2.83% |
$576K - $636K
|
674K
$23.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
18K+ 6.69% |
$558K - $616K
|
287K
$9.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
17.5K+ 1.96% |
$543K - $600K
|
911K
$31.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
17.4KNew |
$539K - $596K
|
17.4K
$605K
|
|
|
Oct 23, 2024
Q3 2024
|
Chico Wealth Ria
|
BUY
|
- |
17.2K+ 1.12% |
$534K - $590K
|
1.55M
$54M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
17.2K+ 91.23% |
$534K - $589K
|
36K
$1.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.5K+ 34.93% |
$513K - $567K
|
63.8K
$2.22M
|
|
|
Nov 22, 2024
Q3 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
16K+ 1.04% |
$496K - $548K
|
1.56M
$54.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
15.9K+ 1.79% |
$495K - $547K
|
905K
$31.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
15.8KNew |
$491K - $542K
|
15.8K
$550K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
15.7KNew |
$487K - $538K
|
15.7K
$546K
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
BUY
|
- |
15.6K+ 10.52% |
$484K - $534K
|
164K
$5.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
15.4K+ 507.26% |
$479K - $529K
|
18.5K
$644K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
15.4KNew |
$479K - $529K
|
15.4K
$538K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
15.4K+ 125.53% |
$479K - $529K
|
27.7K
$966K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
15.3K+ 16.61% |
$476K - $526K
|
108K
$3.75M
|
|
|
Oct 18, 2024
Q3 2024
|
Schubert & CO
|
BUY
|
- |
15.3K+ 3.95% |
$474K - $524K
|
402K
$14M
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
15.1K+ 0.91% |
$467K - $516K
|
1.67M
$58.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
14.4KNew |
$448K - $495K
|
14.4K
$502K
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
14.1K+ 1.27% |
$437K - $482K
|
1.13M
$39.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.9K+ 9.83% |
$431K - $476K
|
155K
$5.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
13.7K+ 24.76% |
$425K - $469K
|
68.9K
$2.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
13.5K+ 30.62% |
$421K - $464K
|
57.8K
$2.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
13.3K+ 6.52% |
$412K - $455K
|
217K
$7.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
12.6K+ 96.3% |
$393K - $434K
|
25.8K
$898K
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
12.6K+ 0.55% |
$392K - $433K
|
2.29M
$79.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
12.5K+ 0.25% |
$390K - $430K
|
5.04M
$176M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.4K+ 3.7% |
$384K - $424K
|
347K
$12.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
12.2KNew |
$378K - $417K
|
12.2K
$424K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.2K+ 7.75% |
$377K - $417K
|
169K
$5.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
12K+ 1.09% |
$373K - $412K
|
1.11M
$38.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
11.6K+ 0.55% |
$362K - $399K
|
2.11M
$73.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
11.5K+ 4.79% |
$356K - $393K
|
251K
$8.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
11.4K+ 0.82% |
$355K - $392K
|
1.41M
$49.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
11.4K+ 5.69% |
$353K - $390K
|
211K
$7.35M
|
|
|
Oct 22, 2024
Q3 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
11.1KNew |
$344K - $379K
|
11.1K
$385K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
10.9KNew |
$339K - $374K
|
10.9K
$380K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
10.7K+ 1.18% |
$331K - $366K
|
914K
$31.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
10.2K+ 2.72% |
$317K - $350K
|
385K
$13.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
10.1KNew |
$313K - $346K
|
10.1K
$351K
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
9.83KNew |
$305K - $337K
|
9.83K
$342K
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
9.44KNew |
$293K - $324K
|
9.44K
$329K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.41K+ 20.47% |
$292K - $323K
|
55.4K
$1.93M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
9.38K+ 19.76% |
$291K - $322K
|
56.8K
$1.98M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
9.37K+ 55.3% |
$291K - $321K
|
26.3K
$916K
|
|
|
Oct 08, 2024
Q3 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
9.34K+ 0.66% |
$290K - $320K
|
1.43M
$49.8M
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
9.32KNew |
$289K - $320K
|
9.32K
$325K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
9.14K+ 25.17% |
$284K - $313K
|
45.4K
$1.58M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
8.96KNew |
$278K - $307K
|
8.96K
$312K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.84K+ 2.17% |
$275K - $303K
|
416K
$14.5M
|