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 |
---|---|---|---|---|---|---|---|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-985K- 86.03% |
$33.4M - $36M
|
160K
$5.69M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-831K- 8.61% |
$28.2M - $30.4M
|
8.82M
$314M
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-747K- 48.91% |
$25.4M - $27.4M
|
781K
$27.8M
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-510K- 96.9% |
$17.3M - $18.7M
|
16.3K
$579K
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-395K- 17.49% |
$13.4M - $14.5M
|
1.87M
$66.4M
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-275K- 10.06% |
$9.32M - $10.1M
|
2.46M
$87.3M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-271K- 11.27% |
$9.19M - $9.91M
|
2.13M
$75.8M
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
SELL
|
- |
-121K- 1.14% |
$4.12M - $4.45M
|
10.5M
$373M
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-120K- 4.48% |
$4.08M - $4.4M
|
2.56M
$91.2M
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-118K- 54.53% |
$3.99M - $4.31M
|
98.2K
$3.49M
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-113K- 20.04% |
$3.84M - $4.15M
|
452K
$16.1M
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-105K- 2.26% |
$3.55M - $3.83M
|
4.51M
$161M
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-104K- 4.3% |
$3.52M - $3.79M
|
2.31M
$82M
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-101K- 1.63% |
$3.41M - $3.68M
|
6.07M
$216M
|
|
Feb 07, 2025
Q4 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-94K- 2.23% |
$3.19M - $3.44M
|
4.13M
$147M
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-92.9K- 4.34% |
$3.15M - $3.4M
|
2.05M
$72.8M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-83.9K- 9.21% |
$2.85M - $3.07M
|
827K
$29.4M
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-83K- 2.67% |
$2.81M - $3.04M
|
3.03M
$108M
|
|
Jan 23, 2025
Q4 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-80.1K- 2.64% |
$2.72M - $2.93M
|
2.95M
$105M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-80K- 1.26% |
$2.71M - $2.93M
|
6.28M
$223M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-79.8K- 2.53% |
$2.71M - $2.92M
|
3.08M
$109M
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-78.4K- 26.15% |
$2.66M - $2.87M
|
222K
$7.88M
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
SELL
|
- |
-77K- 2.63% |
$2.61M - $2.82M
|
2.85M
$101M
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-76.5K- 1.82% |
$2.59M - $2.8M
|
4.11M
$146M
|
|
Jan 06, 2025
Q4 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-68.7K- 3.21% |
$2.33M - $2.51M
|
2.07M
$73.7M
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-67.1K- 5.4% |
$2.28M - $2.46M
|
1.18M
$41.8M
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-65.4K- 1.22% |
$2.22M - $2.39M
|
5.3M
$189M
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-54.3K- 8.03% |
$1.84M - $1.99M
|
621K
$22.1M
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-48.9K- 2.29% |
$1.66M - $1.79M
|
2.08M
$74.1M
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-47.1K- 2.28% |
$1.6M - $1.72M
|
2.02M
$71.9M
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-46.6K- 26.49% |
$1.58M - $1.7M
|
129K
$4.59M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-43.8K- 10.97% |
$1.49M - $1.6M
|
356K
$12.7M
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-41.6K- 4.52% |
$1.41M - $1.52M
|
880K
$31.3M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-38K- 6.13% |
$1.29M - $1.39M
|
582K
$20.7M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-33.1K- 9.54% |
$1.12M - $1.21M
|
314K
$11.2M
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-30K- 1.1% |
$1.02M - $1.1M
|
2.71M
$96.3M
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-29.4K- 3.64% |
$996K - $1.07M
|
778K
$27.7M
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-29K- 1.0% |
$982K - $1.06M
|
2.87M
$102M
|
|
Jan 22, 2025
Q4 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-28.7K- 2.43% |
$974K - $1.05M
|
1.15M
$41.1M
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-28.1K- 19.89% |
$953K - $1.03M
|
113K
$4.03M
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-27.8K- 3.37% |
$943K - $1.02M
|
798K
$28.4M
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-27.2K- 3.11% |
$922K - $994K
|
847K
$30.1M
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-26.7K- 5.68% |
$905K - $976K
|
443K
$15.7M
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-25.6K- 4.43% |
$869K - $938K
|
553K
$19.7M
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-23.5K- 80.19% |
$796K - $859K
|
5.8K
$206K
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-23.4K- 1.18% |
$794K - $857K
|
1.96M
$69.6M
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-21.7K- 15.56% |
$735K - $793K
|
118K
$4.18M
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-21.5K- 1.18% |
$729K - $787K
|
1.79M
$63.8M
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-20.3K- 8.69% |
$687K - $742K
|
213K
$7.57M
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-19.8K- 21.81% |
$672K - $725K
|
71K
$2.52M
|