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 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.83K+ 7.89% |
$59.2K - $65.9K
|
25K
$915K
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.8K+ 10.96% |
$58.4K - $65.1K
|
18.2K
$668K
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
1.71K+ 6.74% |
$55.3K - $61.6K
|
27K
$990K
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
1.69K+ 1.14% |
$54.9K - $61.2K
|
150K
$5.5M
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.63K+ 4.24% |
$53K - $59K
|
40.2K
$1.47M
|
|
Apr 23, 2025
Q1 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
1.62K+ 4.52% |
$52.7K - $58.7K
|
37.6K
$1.38M
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.6K+ 16.37% |
$51.7K - $57.7K
|
11.3K
$416K
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.59K+ 23.08% |
$51.5K - $57.4K
|
8.48K
$311K
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.58K+ 0.48% |
$51.4K - $57.2K
|
334K
$12.3M
|
|
Apr 11, 2025
Q1 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
1.57K+ 2.37% |
$50.9K - $56.7K
|
67.8K
$2.49M
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1.55KNew |
$50.1K - $55.8K
|
1.55K
$56.7K
|
|
May 12, 2025
Q1 2025
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
1.49K+ 1.03% |
$48.2K - $53.7K
|
146K
$5.36M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.48K+ 4.45% |
$47.8K - $53.3K
|
34.6K
$1.27M
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.46K+ 1.04% |
$47.4K - $52.8K
|
142K
$5.2M
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.45K+ 19.25% |
$47.1K - $52.5K
|
9K
$330K
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.44KNew |
$46.8K - $52.2K
|
1.44K
$53K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.42K+ 0.45% |
$46.1K - $51.4K
|
315K
$11.6M
|
|
Apr 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
1.38K+ 2.28% |
$44.8K - $49.9K
|
62K
$2.27M
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
1.16K+ 4.23% |
$37.5K - $41.8K
|
28.5K
$1.05M
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.14K+ 0.51% |
$37.1K - $41.3K
|
227K
$8.31M
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.06K+ 0.68% |
$34.3K - $38.2K
|
156K
$5.73M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
726+ 2.13% |
$23.5K - $26.2K
|
34.7K
$1.27M
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
688+ 5.25% |
$22.3K - $24.9K
|
13.8K
$505K
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
652+ 3.34% |
$21.1K - $23.6K
|
20.2K
$739K
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
624+ 1.97% |
$20.2K - $22.5K
|
32.3K
$1.19M
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
623+ 2.18% |
$20.2K - $22.5K
|
29.2K
$1.07M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
622+ 6.08% |
$20.2K - $22.5K
|
10.8K
$398K
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
611+ 10.88% |
$19.8K - $22.1K
|
6.23K
$228K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
600New |
$19.5K - $21.7K
|
600
$22K
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
583+ 10.04% |
$18.9K - $21.1K
|
6.39K
$234K
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
492+ 2.73% |
$16K - $17.8K
|
18.5K
$679K
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
422+ 0.25% |
$13.7K - $15.2K
|
171K
$6.27M
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
324+ 1.81% |
$10.5K - $11.7K
|
18.3K
$670K
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
313New |
$10.1K - $11.3K
|
313
$11.5K
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
305+ 5.5% |
$9.89K - $11K
|
5.85K
$215K
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
279+ 4.79% |
$9.05K - $10.1K
|
6.1K
$224K
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
268+ 4.04% |
$8.69K - $9.68K
|
6.91K
$253K
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
216+ 0.42% |
$7K - $7.8K
|
51K
$1.87M
|
|
Apr 14, 2025
Q1 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
180+ 0.5% |
$5.84K - $6.5K
|
36.1K
$1.32M
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
175+ 0.25% |
$5.67K - $6.32K
|
71.1K
$2.61M
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
169New |
$5.48K - $6.11K
|
169
$6.2K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
159+ 9.6% |
$5.15K - $5.74K
|
1.82K
$66.6K
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
158+ 0.16% |
$5.12K - $5.71K
|
98.4K
$3.61M
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
147+ 0.25% |
$4.77K - $5.31K
|
59.6K
$2.19M
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
133+ 2.02% |
$4.31K - $4.81K
|
6.73K
$247K
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
128+ 0.35% |
$4.15K - $4.62K
|
37.2K
$1.36M
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
110+ 3.5% |
$3.57K - $3.97K
|
3.25K
$119K
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
108+ 0.25% |
$3.5K - $3.9K
|
44.1K
$1.62M
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
102+ 0.17% |
$3.31K - $3.69K
|
60.1K
$2.2M
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
96+ 0.25% |
$3.11K - $3.47K
|
38.9K
$1.43M
|