Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1.83M- 39.82% |
$56.9M - $62.8M
|
2.77M
$99.8M
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-779K- 46.08% |
$24.2M - $26.7M
|
912K
$32.9M
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-745K- 58.2% |
$23.1M - $25.5M
|
535K
$19.3M
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-621K- 54.98% |
$19.3M - $21.3M
|
509K
$18.3M
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-516K- 49.51% |
$16M - $17.7M
|
526K
$19M
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-454K- 53.02% |
$14.1M - $15.6M
|
402K
$14.5M
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-448K- 17.16% |
$13.9M - $15.4M
|
2.16M
$78M
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-360K- 12.8% |
$11.2M - $12.3M
|
2.45M
$88.4M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-349K- 16.02% |
$10.8M - $12M
|
1.83M
$66M
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-307K- 22.51% |
$9.54M - $10.5M
|
1.06M
$38.2M
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-269K- 15.17% |
$8.34M - $9.21M
|
1.5M
$54.2M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-209K- 10.34% |
$6.49M - $7.17M
|
1.81M
$65.4M
|
|
Nov 14, 2024
Q3 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-203K- 6.39% |
$6.31M - $6.97M
|
2.98M
$107M
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-203K- 6.39% |
$6.31M - $6.97M
|
2.98M
$107M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-187K- 7.22% |
$5.81M - $6.41M
|
2.4M
$86.7M
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-183K- 3.81% |
$5.68M - $6.27M
|
4.62M
$167M
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-161K- 9.54% |
$4.99M - $5.51M
|
1.52M
$55M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-149K- 3.21% |
$4.63M - $5.11M
|
4.5M
$162M
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-145K- 23.7% |
$4.51M - $4.98M
|
468K
$16.9M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-140K- 1.41% |
$4.33M - $4.79M
|
9.77M
$352M
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-140K- 1.3% |
$4.33M - $4.78M
|
10.6M
$383M
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-128K- 56.05% |
$3.96M - $4.37M
|
100K
$3.61M
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-124K- 12.46% |
$3.86M - $4.26M
|
873K
$31.5M
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-107K- 1.1% |
$3.32M - $3.67M
|
9.65M
$348M
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-102K- 4.6% |
$3.18M - $3.51M
|
2.13M
$76.6M
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-99.5K- 5.26% |
$3.09M - $3.41M
|
1.79M
$64.6M
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-90.2K- 11.85% |
$2.8M - $3.09M
|
671K
$24.2M
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-77.1K- 1.04% |
$2.4M - $2.64M
|
7.32M
$264M
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-73.3K- 2.62% |
$2.28M - $2.51M
|
2.73M
$98.5M
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-72.8K- 15.02% |
$2.26M - $2.5M
|
412K
$14.9M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-71.2K- 2.15% |
$2.21M - $2.44M
|
3.25M
$117M
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-69.9K- 0.53% |
$2.17M - $2.4M
|
13.1M
$473M
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-66.6K- 3.0% |
$2.07M - $2.28M
|
2.15M
$77.7M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-65.4K- 1.02% |
$2.03M - $2.24M
|
6.36M
$229M
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-59.6K- 1.14% |
$1.85M - $2.04M
|
5.18M
$187M
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-57.7K- 1.06% |
$1.79M - $1.98M
|
5.37M
$194M
|
|
Nov 12, 2024
Q3 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-57.7K- 1.35% |
$1.79M - $1.98M
|
4.22M
$152M
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-56.7K- 2.58% |
$1.76M - $1.94M
|
2.14M
$77.2M
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-55.6K- 15.63% |
$1.73M - $1.91M
|
300K
$10.8M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-55K- 1.71% |
$1.71M - $1.89M
|
3.16M
$114M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-47.1K- 26.77% |
$1.46M - $1.62M
|
129K
$4.65M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-46K- 5.0% |
$1.43M - $1.58M
|
875K
$31.5M
|
|
Oct 21, 2024
Q3 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-43.1K- 3.59% |
$1.34M - $1.48M
|
1.16M
$41.7M
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-42.6K- 15.27% |
$1.32M - $1.46M
|
236K
$8.52M
|
|
Oct 08, 2024
Q3 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-41.3K- 1.89% |
$1.28M - $1.42M
|
2.14M
$77.2M
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-39.4K- 0.43% |
$1.22M - $1.35M
|
9.02M
$325M
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-38.3K- 1.77% |
$1.19M - $1.31M
|
2.12M
$76.4M
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-38.2K- 39.69% |
$1.19M - $1.31M
|
58.1K
$2.09M
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-38.1K- 60.8% |
$1.18M - $1.3M
|
24.5K
$885K
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-32.6K- 17.21% |
$1.01M - $1.12M
|
157K
$5.65M
|