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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-78.1KClosed |
$1.78M - $2.17M
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-20.9KClosed |
$476K - $581K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
SELL
|
- |
-12.1KClosed |
$276K - $337K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-10.7KClosed |
$243K - $296K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-7.98KClosed |
$181K - $222K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-5.68K- 11.28% |
$129K - $158K
|
44.6K
$1.62M
|
|
Jul 22, 2022
Q2 2022
|
Evolution Advisers, Inc.
|
SELL
|
- |
-2.14K- 11.36% |
$48.6K - $59.3K
|
16.7K
$606K
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.31KClosed |
$29.7K - $36.3K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-800- 81.38% |
$18.2K - $22.2K
|
183
$6.65K
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-779Closed |
$17.7K - $21.6K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-600- 2.61% |
$13.7K - $16.7K
|
22.4K
$813K
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Wj Wealth Management, LLC
|
SELL
|
- |
-203KClosed |
$5.24M - $5.94M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-141KClosed |
$3.62M - $4.1M
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-92.7KClosed |
$2.39M - $2.71M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-12KClosed |
$308K - $350K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Daniels&Tansey,Llp
|
SELL
|
- |
-11.9KClosed |
$307K - $348K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-11KClosed |
$283K - $321K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-10.6KClosed |
$274K - $311K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Arjuna Capital
|
SELL
|
- |
-10.5KClosed |
$270K - $306K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-7.22KClosed |
$186K - $211K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.63K- 52.53% |
$41.9K - $47.6K
|
1.47K
$53.5K
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-1.58K- 12.45% |
$40.8K - $46.2K
|
11.1K
$404K
|
|
May 16, 2022
Q1 2022
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-1.34KClosed |
$34.4K - $39K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.2KClosed |
$31K - $35.1K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-77- 19.06% |
$1.98K - $2.25K
|
327
$11.9K
|
|
Q4 2021 | |||||||
Jan 24, 2022
Q4 2021
|
Falcon Wealth Planning
|
SELL
|
- |
-20KClosed |
$534K - $583K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-16.1KClosed |
$428K - $468K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Heritage Wealth Advisors
|
SELL
|
- |
-2.5K- 7.16% |
$66.6K - $72.7K
|
32.4K
$1.18M
|
|
Jan 24, 2022
Q4 2021
|
Sage Financial Group Inc
|
SELL
|
- |
-1.5K- 10.68% |
$39.9K - $43.6K
|
12.5K
$456K
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q3 2021 | |||||||
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-5.5KClosed |
$143K - $153K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Boston Trust Walden Corp
|
SELL
|
- |
-1.4K- 6.1% |
$36.5K - $39.1K
|
21.5K
$783K
|
|
Nov 05, 2021
Q3 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-258- 1.67% |
$6.72K - $7.2K
|
15.2K
$551K
|
|
Q2 2021 | |||||||
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-50.8K- 24.43% |
$1.32M - $1.37M
|
157K
$5.71M
|