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 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-279- 3.18% |
$8.66K - $9.57K
|
8.49K
$305K
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-218- 0.75% |
$6.77K - $7.48K
|
28.7K
$1.03M
|
|
Oct 30, 2024
Q3 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-216- 1.41% |
$6.71K - $7.41K
|
15.1K
$542K
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-200- 1.68% |
$6.21K - $6.86K
|
11.7K
$420K
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-175- 0.53% |
$5.43K - $6K
|
33K
$1.19M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-165- 1.58% |
$5.12K - $5.66K
|
10.3K
$370K
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-86- 34.82% |
$2.67K - $2.95K
|
161
$5.79K
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-80- 1.28% |
$2.48K - $2.74K
|
6.16K
$221K
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-69- 0.09% |
$2.14K - $2.37K
|
76.9K
$2.76M
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-38- 0.02% |
$1.18K - $1.3K
|
163K
$5.87M
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-5- 0.08% |
$155 - $171
|
6.23K
$224K
|
|
Q2 2024 | |||||||
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-451K- 1.2% |
$13.6M - $14.6M
|
37.3M
$1.34B
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-28.8K- 30.64% |
$867K - $933K
|
65.3K
$2.35M
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-9.04K- 15.1% |
$272K - $293K
|
50.8K
$1.83M
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-8.05K- 7.56% |
$242K - $261K
|
98.5K
$3.54M
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-4.73K- 9.59% |
$142K - $153K
|
44.6K
$1.6M
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-4.19K- 16.17% |
$126K - $136K
|
21.7K
$781K
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-2.74K- 76.39% |
$82.4K - $88.6K
|
846
$30.4K
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
SELL
|
- |
-2.54K- 0.3% |
$76.4K - $82.2K
|
840K
$30.2M
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.06K- 1.9% |
$31.8K - $34.2K
|
54.6K
$1.96M
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-838- 3.84% |
$25.2K - $27.1K
|
21K
$755K
|
|
Jul 18, 2024
Q2 2024
|
Brewster Financial Planning LLC
|
SELL
|
- |
-774- 2.03% |
$23.3K - $25.1K
|
37.3K
$1.34M
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-620- 10.21% |
$18.7K - $20.1K
|
5.46K
$196K
|
|
Jul 19, 2024
Q2 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-617- 0.7% |
$18.6K - $20K
|
87.1K
$3.13M
|
|
Aug 09, 2024
Q2 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-518- 4.71% |
$15.6K - $16.8K
|
10.5K
$377K
|
|
Jul 30, 2024
Q2 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-300- 3.34% |
$9.03K - $9.71K
|
8.69K
$312K
|
|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-269- 3.36% |
$8.09K - $8.71K
|
7.73K
$278K
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-160- 4.18% |
$4.81K - $5.18K
|
3.67K
$132K
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-95- 0.49% |
$2.86K - $3.08K
|
19.1K
$688K
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-83- 21.23% |
$2.5K - $2.69K
|
308
$11.1K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-157K- 18.59% |
$4.5M - $5.02M
|
688K
$24.7M
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-24.8K- 55.03% |
$709K - $792K
|
20.3K
$728K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-20.9K- 1.32% |
$598K - $668K
|
1.56M
$56.2M
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-15.6K- 47.94% |
$446K - $498K
|
16.9K
$609K
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-15K- 61.76% |
$429K - $479K
|
9.28K
$334K
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-7.61K- 7.64% |
$218K - $243K
|
92K
$3.31M
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-4.88K- 32.82% |
$140K - $156K
|
9.99K
$359K
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.58K- 18.35% |
$45.2K - $50.4K
|
7.03K
$253K
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.3K- 15.92% |
$37.1K - $41.4K
|
6.84K
$246K
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-859- 8.42% |
$24.6K - $27.4K
|
9.34K
$336K
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-544- 3.45% |
$15.6K - $17.4K
|
15.2K
$547K
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-337- 2.75% |
$9.64K - $10.8K
|
11.9K
$429K
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-289- 3.32% |
$8.27K - $9.23K
|
8.41K
$302K
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-220- 2.11% |
$6.3K - $7.03K
|
10.2K
$366K
|
|
Q4 2023 | |||||||
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-42K- 0.99% |
$1.05M - $1.23M
|
4.18M
$150M
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-17.4KClosed |
$433K - $511K
|
0
$0
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-8.95K- 40.68% |
$223K - $263K
|
13.1K
$469K
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-8.03K- 11.65% |
$200K - $236K
|
60.9K
$2.19M
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-5.57K- 8.33% |
$139K - $164K
|
61.3K
$2.2M
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-5K- 0.18% |
$125K - $147K
|
2.75M
$98.9M
|