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
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
2.14K+ 9.16% |
$62.3K - $76.7K
|
25.5K
$978K
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.04K+ 2.06% |
$59.4K - $73.1K
|
101K
$3.88M
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
1.78K+ 0.62% |
$51.9K - $63.9K
|
288K
$11M
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.78K+ 0.54% |
$51.7K - $63.7K
|
332K
$12.7M
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.76K+ 0.53% |
$51.3K - $63.1K
|
336K
$12.9M
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1.74K+ 276.27% |
$50.5K - $62.2K
|
2.36K
$90.6K
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.68K+ 2.25% |
$48.9K - $60.2K
|
76.3K
$2.93M
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
1.61K+ 1.95% |
$46.8K - $57.6K
|
84.1K
$3.23M
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
1.43K+ 1.89% |
$41.6K - $51.2K
|
76.8K
$2.95M
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.41K+ 11.13% |
$41.2K - $50.7K
|
14.1K
$541K
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.38K+ 41.49% |
$40.3K - $49.6K
|
4.72K
$181K
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.36K+ 4.03% |
$39.6K - $48.7K
|
35.1K
$1.35M
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.3K+ 0.14% |
$37.8K - $46.6K
|
925K
$35.5M
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.27K+ 10.17% |
$36.9K - $45.4K
|
13.7K
$526K
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
1.25K+ 1.91% |
$36.5K - $44.9K
|
67K
$2.57M
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.22K+ 11.26% |
$35.6K - $43.8K
|
12.1K
$463K
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
1.13K+ 7.8% |
$32.9K - $40.5K
|
15.6K
$599K
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1.07K+ 50.73% |
$31.2K - $38.5K
|
3.19K
$122K
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.07KNew |
$31.2K - $38.4K
|
1.07K
$41.1K
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
975New |
$28.4K - $34.9K
|
975
$37.4K
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
963+ 0.99% |
$28K - $34.5K
|
98.5K
$3.78M
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
853+ 0.47% |
$24.8K - $30.6K
|
183K
$7.02M
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
837+ 1.48% |
$24.4K - $30K
|
57.4K
$2.2M
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
836New |
$24.3K - $30K
|
836
$32.1K
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
796+ 2.62% |
$23.2K - $28.5K
|
31.1K
$1.19M
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
784+ 12.85% |
$22.8K - $28.1K
|
6.89K
$264K
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
768+ 1.1% |
$22.4K - $27.5K
|
70.6K
$2.71M
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
706New |
$20.6K - $25.3K
|
706
$27.1K
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
673+ 5.03% |
$19.6K - $24.1K
|
14.1K
$539K
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
668+ 0.29% |
$19.5K - $23.9K
|
227K
$8.71M
|
|
Aug 13, 2025
Q2 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
650+ 10.63% |
$18.9K - $23.3K
|
6.76K
$259K
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
635+ 8.09% |
$18.5K - $22.8K
|
8.48K
$325K
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
629+ 1.86% |
$18.3K - $22.5K
|
34.5K
$1.32M
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
615+ 3.28% |
$17.9K - $22K
|
19.4K
$743K
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
BUY
|
- |
597+ 3.89% |
$17.4K - $21.4K
|
15.9K
$611K
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
576+ 3.84% |
$16.8K - $20.6K
|
15.6K
$597K
|
|
Jul 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
565+ 6.19% |
$16.5K - $20.2K
|
9.69K
$371K
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
505+ 1.17% |
$14.7K - $18.1K
|
43.7K
$1.68M
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
502+ 0.96% |
$14.6K - $18K
|
52.6K
$2.02M
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
502+ 3.0% |
$14.6K - $18K
|
17.3K
$661K
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
446+ 0.3% |
$13K - $16K
|
150K
$5.77M
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
410+ 4.22% |
$11.9K - $14.7K
|
10.1K
$388K
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
406+ 4.51% |
$11.8K - $14.6K
|
9.41K
$361K
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
371+ 0.61% |
$10.8K - $13.3K
|
61.5K
$2.36M
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
335+ 2.11% |
$9.76K - $12K
|
16.2K
$622K
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
325+ 1.41% |
$9.46K - $11.6K
|
23.4K
$897K
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
324New |
$9.43K - $11.6K
|
324
$12.4K
|
|
Aug 04, 2025
Q2 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
316+ 1.53% |
$9.2K - $11.3K
|
21K
$805K
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
295+ 3.76% |
$8.59K - $10.6K
|
8.13K
$312K
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
294+ 0.7% |
$8.56K - $10.5K
|
42.3K
$1.62M
|