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 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-4.73K- 9.59% |
$142K - $153K
|
44.6K
$1.63M
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
SELL
|
- |
-2.54K- 0.3% |
$76.4K - $82.2K
|
840K
$30.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-838- 3.84% |
$25.2K - $27.1K
|
21K
$767K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-620- 10.21% |
$18.7K - $20.1K
|
5.46K
$199K
|
|
|
Aug 09, 2024
Q2 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-518- 4.71% |
$15.6K - $16.8K
|
10.5K
$383K
|
|
|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-269- 3.36% |
$8.09K - $8.71K
|
7.73K
$282K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-95- 0.49% |
$2.86K - $3.08K
|
19.1K
$699K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-83- 21.23% |
$2.5K - $2.69K
|
308
$11.2K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-157K- 18.59% |
$4.5M - $5.02M
|
688K
$25.1M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-24.8K- 55.03% |
$709K - $792K
|
20.3K
$740K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-20.9K- 1.32% |
$598K - $668K
|
1.56M
$57M
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-15.6K- 47.94% |
$446K - $498K
|
16.9K
$619K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-7.61K- 7.64% |
$218K - $243K
|
92K
$3.36M
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.58K- 18.35% |
$45.2K - $50.4K
|
7.03K
$257K
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.3K- 15.92% |
$37.1K - $41.4K
|
6.84K
$250K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-544- 3.45% |
$15.6K - $17.4K
|
15.2K
$555K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-337- 2.75% |
$9.64K - $10.8K
|
11.9K
$436K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-220- 2.11% |
$6.3K - $7.03K
|
10.2K
$372K
|
|
| Q4 2023 | |||||||
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-42K- 0.99% |
$1.05M - $1.23M
|
4.18M
$153M
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-17.4KClosed |
$433K - $511K
|
0
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-8.03K- 11.65% |
$200K - $236K
|
60.9K
$2.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-5.57K- 8.33% |
$139K - $164K
|
61.3K
$2.24M
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-5K- 0.18% |
$125K - $147K
|
2.75M
$100M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.12K- 25.14% |
$52.7K - $62.2K
|
6.3K
$230K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-1.71K- 13.99% |
$42.6K - $50.2K
|
10.5K
$384K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-917- 0.25% |
$22.8K - $26.9K
|
368K
$13.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-839- 9.16% |
$20.9K - $24.6K
|
8.32K
$304K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-740- 15.5% |
$18.4K - $21.7K
|
4.03K
$147K
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-463- 2.48% |
$11.5K - $13.6K
|
18.2K
$664K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-100- 76.92% |
$2.49K - $2.94K
|
30
$1.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-50- 0.48% |
$1.25K - $1.47K
|
10.5K
$382K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1- 0.23% |
$24.9 - $29.4
|
440
$16.1K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-61.3K- 20.68% |
$1.6M - $1.73M
|
235K
$8.58M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-49.9K- 7.46% |
$1.3M - $1.41M
|
619K
$22.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-33.3K- 59.83% |
$866K - $939K
|
22.3K
$815K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-32.1K- 3.77% |
$837K - $907K
|
820K
$29.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-5.08K- 53.69% |
$132K - $143K
|
4.38K
$160K
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-4.91K- 5.97% |
$128K - $139K
|
77.4K
$2.83M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-640- 2.87% |
$16.7K - $18.1K
|
21.7K
$792K
|
|
|
Oct 31, 2023
Q3 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-369- 1.2% |
$9.61K - $10.4K
|
30.3K
$1.11M
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-261- 0.8% |
$6.8K - $7.37K
|
32.3K
$1.18M
|
|
|
Jan 08, 2025
Q3 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-192- 9.95% |
$5K - $5.42K
|
1.74K
$63.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-91- 0.72% |
$2.37K - $2.57K
|
12.5K
$456K
|
|
| Q2 2023 | |||||||
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-2.1K- 12.6% |
$52.1K - $56.9K
|
14.5K
$531K
|
|
|
Aug 07, 2023
Q2 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-2K- 18.11% |
$49.7K - $54.3K
|
9.04K
$330K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.67K- 19.45% |
$41.6K - $45.4K
|
6.93K
$253K
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
SELL
|
- |
-1.58K- 1.85% |
$39.4K - $43K
|
84K
$3.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-869- 7.58% |
$21.6K - $23.6K
|
10.6K
$387K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-37.7K- 91.01% |
$912K - $1M
|
3.73K
$136K
|
|
|
May 08, 2023
Q1 2023
|
Ti Trust, Inc
|
SELL
|
- |
-1.61K- 8.03% |
$38.8K - $42.7K
|
18.4K
$672K
|
|