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 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.6M- 7.18% |
$122M - $132M
|
46.5M
$1.67B
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.66M- 51.18% |
$56.4M - $60.9M
|
1.59M
$57M
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-985K- 86.03% |
$33.4M - $36M
|
160K
$5.75M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-831K- 8.61% |
$28.2M - $30.4M
|
8.82M
$317M
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-804K- 2.14% |
$27.3M - $29.4M
|
36.8M
$1.32B
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-747K- 48.91% |
$25.4M - $27.4M
|
781K
$28.1M
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-510K- 96.9% |
$17.3M - $18.7M
|
16.3K
$586K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-501K- 25.95% |
$17M - $18.3M
|
1.43M
$51.4M
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-395K- 17.49% |
$13.4M - $14.5M
|
1.87M
$67.1M
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-275K- 10.06% |
$9.32M - $10.1M
|
2.46M
$88.3M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-271K- 11.27% |
$9.19M - $9.91M
|
2.13M
$76.7M
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-177K- 12.25% |
$6.01M - $6.49M
|
1.27M
$45.7M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-168K- 3.66% |
$5.69M - $6.14M
|
4.41M
$159M
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-160K- 26.86% |
$5.43M - $5.86M
|
436K
$15.7M
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-140K- 4.49% |
$4.74M - $5.11M
|
2.97M
$107M
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
SELL
|
- |
-121K- 1.14% |
$4.12M - $4.45M
|
10.5M
$377M
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-120K- 4.48% |
$4.08M - $4.4M
|
2.56M
$92.2M
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-118K- 54.53% |
$3.99M - $4.31M
|
98.2K
$3.53M
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-113K- 20.04% |
$3.84M - $4.15M
|
452K
$16.3M
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-105K- 2.26% |
$3.55M - $3.83M
|
4.51M
$162M
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-104K- 4.3% |
$3.52M - $3.79M
|
2.31M
$82.9M
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-101K- 1.63% |
$3.41M - $3.68M
|
6.07M
$218M
|
|
Feb 07, 2025
Q4 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-94K- 2.23% |
$3.19M - $3.44M
|
4.13M
$148M
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-92.9K- 4.34% |
$3.15M - $3.4M
|
2.05M
$73.6M
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-85.5K- 1.69% |
$2.9M - $3.13M
|
4.96M
$178M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-83.9K- 9.21% |
$2.85M - $3.07M
|
827K
$29.7M
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-83K- 2.67% |
$2.81M - $3.04M
|
3.03M
$109M
|
|
Jan 23, 2025
Q4 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-80.1K- 2.64% |
$2.72M - $2.93M
|
2.95M
$106M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-80K- 1.26% |
$2.71M - $2.93M
|
6.28M
$226M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-79.8K- 2.53% |
$2.71M - $2.92M
|
3.08M
$111M
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-78.4K- 26.15% |
$2.66M - $2.87M
|
222K
$7.96M
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-77.6K- 39.22% |
$2.63M - $2.84M
|
120K
$4.32M
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
SELL
|
- |
-77K- 2.63% |
$2.61M - $2.82M
|
2.85M
$102M
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-76.5K- 1.82% |
$2.59M - $2.8M
|
4.11M
$148M
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-74.5K- 3.52% |
$2.53M - $2.73M
|
2.04M
$73.5M
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-70.5K- 3.93% |
$2.39M - $2.58M
|
1.72M
$61.9M
|
|
Jan 06, 2025
Q4 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-68.7K- 3.21% |
$2.33M - $2.51M
|
2.07M
$74.5M
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-67.1K- 5.4% |
$2.28M - $2.46M
|
1.18M
$42.3M
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-65.4K- 1.22% |
$2.22M - $2.39M
|
5.3M
$191M
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-58.4K- 1.38% |
$1.98M - $2.14M
|
4.16M
$149M
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-54.3K- 8.03% |
$1.84M - $1.99M
|
621K
$22.3M
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-50.2K- 2.14% |
$1.7M - $1.84M
|
2.3M
$82.6M
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-48.9K- 2.29% |
$1.66M - $1.79M
|
2.08M
$74.9M
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-47.1K- 2.28% |
$1.6M - $1.72M
|
2.02M
$72.7M
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-46.8K- 6.83% |
$1.59M - $1.71M
|
639K
$23M
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-46.6K- 26.49% |
$1.58M - $1.7M
|
129K
$4.64M
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-45.4K- 46.75% |
$1.54M - $1.66M
|
51.8K
$1.86M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-43.8K- 10.97% |
$1.49M - $1.6M
|
356K
$12.8M
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-41.6K- 4.52% |
$1.41M - $1.52M
|
880K
$31.6M
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-38.2K- 2.29% |
$1.3M - $1.4M
|
1.63M
$58.6M
|