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 |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-397K- 16.14% |
$12.9M - $14.3M
|
2.06M
$75.2M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-367K- 5.85% |
$11.9M - $13.3M
|
5.91M
$216M
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-341K- 16.36% |
$11.1M - $12.3M
|
1.74M
$63.7M
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-297K- 96.97% |
$9.64M - $10.7M
|
9.29K
$339K
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-265K- 35.69% |
$8.58M - $9.57M
|
477K
$17.4M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-253K- 11.89% |
$8.19M - $9.13M
|
1.87M
$68.4M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-207K- 5.86% |
$6.71M - $7.48M
|
3.33M
$121M
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-163K- 5.01% |
$5.27M - $5.88M
|
3.08M
$113M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-132K- 2.84% |
$4.27M - $4.76M
|
4.51M
$165M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-122K- 42.17% |
$3.96M - $4.42M
|
168K
$6.12M
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-121K- 33.97% |
$3.92M - $4.37M
|
235K
$8.58M
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-118K- 4.13% |
$3.83M - $4.27M
|
2.75M
$100M
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-111K- 2.71% |
$3.61M - $4.02M
|
4M
$146M
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-110K- 99.95% |
$3.57M - $3.97M
|
52
$1.9K
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-110K- 9.12% |
$3.56M - $3.97M
|
1.09M
$40M
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-98K- 1.85% |
$3.18M - $3.54M
|
5.2M
$190M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-94.9K- 68.7% |
$3.08M - $3.43M
|
43.2K
$1.58M
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-92K- 7.83% |
$2.98M - $3.32M
|
1.08M
$39.6M
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-91.2K- 1.7% |
$2.96M - $3.29M
|
5.27M
$193M
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-87.5K- 66.83% |
$2.84M - $3.16M
|
43.4K
$1.59M
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
SELL
|
- |
-85.3K- 82.15% |
$2.76M - $3.08M
|
18.5K
$677K
|
|
Apr 16, 2025
Q1 2025
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-84.9K- 18.55% |
$2.75M - $3.07M
|
373K
$13.6M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-81.8K- 5.64% |
$2.65M - $2.96M
|
1.37M
$50M
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-81.4K- 15.27% |
$2.64M - $2.94M
|
451K
$16.5M
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-77.3K- 64.37% |
$2.51M - $2.79M
|
42.8K
$1.56M
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-73.7K- 2.97% |
$2.39M - $2.66M
|
2.41M
$88M
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-70.5K- 86.4% |
$2.29M - $2.55M
|
11.1K
$405K
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-69.8K- 3.2% |
$2.26M - $2.52M
|
2.11M
$77.1M
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-65.5K- 1.62% |
$2.12M - $2.37M
|
3.97M
$145M
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-62.7K- 15.28% |
$2.03M - $2.26M
|
348K
$12.7M
|
|
May 23, 2025
Q1 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-61.8K- 1.66% |
$2M - $2.23M
|
3.65M
$133M
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-61.4K- 21.21% |
$1.99M - $2.22M
|
228K
$8.33M
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-60.4K- 47.68% |
$1.96M - $2.18M
|
66.2K
$2.42M
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-55.1K- 1.1% |
$1.79M - $1.99M
|
4.97M
$181M
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-51.7K- 9.29% |
$1.68M - $1.87M
|
505K
$18.4M
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-49.1K- 11.26% |
$1.59M - $1.78M
|
387K
$14.1M
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
SELL
|
- |
-48.8K- 1.18% |
$1.58M - $1.76M
|
4.08M
$149M
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-47K- 2.81% |
$1.52M - $1.7M
|
1.62M
$59.3M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-46.9K- 1.01% |
$1.52M - $1.69M
|
4.59M
$168M
|
|
Apr 24, 2025
Q1 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-46.2K- 3.18% |
$1.5M - $1.67M
|
1.41M
$51.4M
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-46K- 39.16% |
$1.49M - $1.66M
|
71.5K
$2.61M
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-44.3K- 1.68% |
$1.44M - $1.6M
|
2.6M
$94.9M
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-43.7K- 0.85% |
$1.42M - $1.58M
|
5.12M
$187M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-43.5K- 20.95% |
$1.41M - $1.57M
|
164K
$5.99M
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-42.4K- 2.31% |
$1.37M - $1.53M
|
1.8M
$65.6M
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-40.8K- 5.12% |
$1.32M - $1.48M
|
757K
$27.6M
|
|
May 14, 2025
Q1 2025
|
Torno Capital, LLC
Cohasset, MA |
SELL
|
CALL |
-40KClosed |
$1.3M - $1.45M
|
0
$0
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-37.6K- 38.38% |
$1.22M - $1.36M
|
60.3K
$2.2M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-35K- 2.21% |
$1.14M - $1.27M
|
1.55M
$56.6M
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-33K- 33.44% |
$1.07M - $1.19M
|
65.6K
$2.4M
|