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 |
---|---|---|---|---|---|---|---|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
142+ 0.99% |
$4.14K - $5.09K
|
14.5K
$531K
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
126+ 0.3% |
$3.67K - $4.52K
|
42.1K
$1.54M
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
113+ 0.01% |
$3.29K - $4.05K
|
1.27M
$46.5M
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
108+ 0.09% |
$3.14K - $3.87K
|
125K
$4.57M
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
105+ 0.74% |
$3.06K - $3.76K
|
14.4K
$527K
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
98+ 0.3% |
$2.85K - $3.51K
|
32.7K
$1.2M
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
97+ 0.26% |
$2.82K - $3.48K
|
37.9K
$1.39M
|
|
Jul 02, 2025
Q2 2025
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
71+ 0.3% |
$2.07K - $2.54K
|
23.8K
$874K
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
70+ 0.24% |
$2.04K - $2.51K
|
29.1K
$1.07M
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
69+ 0.3% |
$2.01K - $2.47K
|
23.2K
$850K
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
63+ 0.29% |
$1.83K - $2.26K
|
21.5K
$787K
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
62+ 0.17% |
$1.81K - $2.22K
|
36.7K
$1.35M
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
61+ 0.3% |
$1.78K - $2.19K
|
20.5K
$751K
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
51+ 0.3% |
$1.49K - $1.83K
|
16.9K
$620K
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
51+ 0.3% |
$1.49K - $1.83K
|
17.1K
$628K
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
47+ 0.3% |
$1.37K - $1.68K
|
15.8K
$579K
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
47+ 0.29% |
$1.37K - $1.68K
|
16K
$587K
|
|
Jul 15, 2025
Q2 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
46+ 0.3% |
$1.34K - $1.65K
|
15.2K
$557K
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
44+ 0.25% |
$1.28K - $1.58K
|
18K
$659K
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
41+ 0.17% |
$1.19K - $1.47K
|
23.9K
$877K
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
34+ 0.3% |
$990 - $1.22K
|
11.2K
$411K
|
|
Jul 17, 2025
Q2 2025
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
33+ 0.14% |
$961 - $1.18K
|
23.7K
$869K
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
32+ 0.3% |
$932 - $1.15K
|
10.8K
$398K
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
BUY
|
- |
31+ 0.3% |
$903 - $1.11K
|
10.2K
$374K
|
|
Jul 23, 2025
Q2 2025
|
Matisse Capital
|
BUY
|
- |
28+ 0.3% |
$815 - $1K
|
9.43K
$346K
|
|
Jul 17, 2025
Q2 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
26+ 0.3% |
$757 - $932
|
8.56K
$314K
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
24+ 0.29% |
$699 - $860
|
8.16K
$299K
|
|
Jul 21, 2025
Q2 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
22+ 0.3% |
$641 - $788
|
7.38K
$271K
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
20+ 0.09% |
$582 - $717
|
23.3K
$856K
|
|
Jul 24, 2025
Q2 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
19+ 0.02% |
$553 - $681
|
84.5K
$3.1M
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
17+ 0.25% |
$495 - $609
|
6.83K
$251K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
14+ 0.03% |
$408 - $502
|
44.5K
$1.63M
|
|
Jul 23, 2025
Q2 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
12+ 0.15% |
$349 - $430
|
7.78K
$285K
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
11+ 0.3% |
$320 - $394
|
3.67K
$135K
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
9+ 0.02% |
$262 - $323
|
54.7K
$2.01M
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7+ 0.07% |
$204 - $251
|
9.56K
$350K
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
6+ 0.02% |
$175 - $215
|
33.9K
$1.24M
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
5+ 0.07% |
$146 - $179
|
7.24K
$265K
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4+ 0.05% |
$116 - $143
|
8.68K
$318K
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
BUY
|
- |
2+ 0.31% |
$58.2 - $71.7
|
649
$23.8K
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
2+ 0.01% |
$58.2 - $71.7
|
32.9K
$1.21M
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
1+ 0.0% |
$29.1 - $35.8
|
41.5K
$1.52M
|
|
Q1 2025 | |||||||
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.28M+ 15.65% |
$236M - $263M
|
53.8M
$1.97B
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
2.17M+ 12866.71% |
$70.5M - $78.6M
|
2.19M
$80.3M
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
1.18MNew |
$38.2M - $42.6M
|
1.18M
$43.2M
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
915K+ 42.36% |
$29.7M - $33.1M
|
3.08M
$113M
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
761K+ 33.4% |
$24.7M - $27.5M
|
3.04M
$111M
|
|
May 15, 2025
Q1 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
700KNew |
$22.7M - $25.3M
|
700K
$25.7M
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
688KNew |
$22.3M - $24.8M
|
688K
$25.2M
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
573K+ 15.72% |
$18.6M - $20.7M
|
4.22M
$155M
|