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 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
52KNew |
$1.68M - $1.88M
|
52K
$1.91M
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
50.9K+ 23.26% |
$1.65M - $1.84M
|
270K
$9.9M
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
49.6K+ 10.36% |
$1.61M - $1.79M
|
529K
$19.4M
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
49.2K+ 3.02% |
$1.6M - $1.78M
|
1.68M
$61.6M
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
48.3KNew |
$1.57M - $1.75M
|
48.3K
$1.77M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
47.6K+ 1.14% |
$1.54M - $1.72M
|
4.22M
$155M
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
45.1K+ 46.27% |
$1.46M - $1.63M
|
143K
$5.23M
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
44K+ 3.28% |
$1.43M - $1.59M
|
1.38M
$50.7M
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
42.9K+ 1.25% |
$1.39M - $1.55M
|
3.48M
$128M
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
41.1K+ 3.91% |
$1.33M - $1.49M
|
1.09M
$40.1M
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
40K+ 21.49% |
$1.3M - $1.45M
|
226K
$8.3M
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
35.3K+ 443.76% |
$1.14M - $1.27M
|
43.2K
$1.59M
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
34.1K+ 39.25% |
$1.1M - $1.23M
|
121K
$4.43M
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
33.3K+ 4.31% |
$1.08M - $1.2M
|
807K
$29.6M
|
|
May 15, 2025
Q1 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
33.3K+ 7.26% |
$1.08M - $1.2M
|
491K
$18M
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
32.2K+ 42.32% |
$1.05M - $1.16M
|
108K
$3.98M
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
32.1K+ 11.37% |
$1.04M - $1.16M
|
314K
$11.5M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
30KNew |
$973K - $1.08M
|
30K
$1.1M
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
29.5K+ 14.82% |
$958K - $1.07M
|
229K
$8.39M
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
29.5K+ 6.27% |
$955K - $1.06M
|
499K
$18.3M
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
28.1KNew |
$911K - $1.02M
|
28.1K
$1.03M
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
28K+ 26.95% |
$909K - $1.01M
|
132K
$4.84M
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
27.6KNew |
$895K - $998K
|
27.6K
$1.01M
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
25.8K+ 4.04% |
$836K - $932K
|
665K
$24.4M
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
25.4KNew |
$823K - $918K
|
25.4K
$931K
|
|
Apr 24, 2025
Q1 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
24.7K+ 1.52% |
$801K - $893K
|
1.65M
$60.5M
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
24.3K+ 48.29% |
$788K - $878K
|
74.6K
$2.74M
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
24.3K+ 8.22% |
$788K - $878K
|
320K
$11.7M
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
24.3K+ 49.81% |
$788K - $878K
|
73.1K
$2.68M
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
23.6K+ 337.7% |
$766K - $854K
|
30.6K
$1.12M
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
23.1K+ 6.2% |
$749K - $834K
|
396K
$14.5M
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
22.4KNew |
$726K - $809K
|
22.4K
$821K
|
|
May 12, 2025
Q1 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
21.4K+ 2.41% |
$695K - $774K
|
910K
$33.4M
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
21.3K+ 2.27% |
$689K - $768K
|
959K
$35.2M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
20.9K+ 3.6% |
$678K - $756K
|
602K
$22.1M
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
20.5K+ 3.01% |
$666K - $742K
|
702K
$25.8M
|
|
Apr 28, 2025
Q1 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
20.4K+ 1.37% |
$660K - $735K
|
1.51M
$55.4M
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
20K+ 0.87% |
$649K - $723K
|
2.32M
$85M
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
19.6K+ 20.1% |
$634K - $707K
|
117K
$4.29M
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
19.5K+ 2.09% |
$633K - $705K
|
956K
$35M
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
19.3K+ 3.12% |
$626K - $698K
|
638K
$23.4M
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
19K+ 117.93% |
$615K - $685K
|
35.1K
$1.29M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.8K+ 4.23% |
$609K - $678K
|
463K
$17M
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
18.6K+ 1.32% |
$604K - $673K
|
1.43M
$52.5M
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
18.5K+ 254.96% |
$598K - $667K
|
25.7K
$942K
|
|
May 13, 2025
Q1 2025
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
18.3K+ 40.77% |
$593K - $661K
|
63.2K
$2.32M
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
17.8K+ 3.91% |
$577K - $643K
|
473K
$17.3M
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
17.1KNew |
$555K - $619K
|
17.1K
$628K
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
16.9K+ 25.45% |
$549K - $612K
|
83.5K
$3.06M
|
|
May 14, 2025
Q1 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
16.9K+ 4.51% |
$549K - $611K
|
392K
$14.4M
|