Latest Institutional Transactions on Dimensional ETF Tr U S Core Eq (DFAC)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr U S Core Eq (DFAC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-17K- 1.08% |
$614K - $661K
|
1.56M
$60.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
7.49KNew |
$270K - $290K
|
7.49K
$289K
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-23.5K- 1.93% |
$847K - $911K
|
1.19M
$46M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-12- 0.04% |
$432 - $465
|
31.1K
$1.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-6.1K- 53.53% |
$220K - $236K
|
5.29K
$204K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-292- 0.38% |
$10.5K - $11.3K
|
76.6K
$2.96M
|
|
|
Oct 17, 2025
Q3 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-4.62K- 7.79% |
$166K - $179K
|
54.7K
$2.11M
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-241- 11.45% |
$8.69K - $9.35K
|
1.86K
$72K
|
|
|
Oct 17, 2025
Q3 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
45.8K+ 2.31% |
$1.65M - $1.78M
|
2.03M
$78.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
57+ 0.28% |
$2.05K - $2.21K
|
20.5K
$793K
|
|
|
Oct 17, 2025
Q3 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
5.25KNew |
$189K - $204K
|
5.25K
$203K
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-3.43K- 1.49% |
$123K - $133K
|
227K
$8.75M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.41K+ 1.27% |
$86.7K - $93.3K
|
192K
$7.44M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-12- 0.05% |
$432 - $465
|
23.9K
$922K
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
11K+ 38.0% |
$398K - $428K
|
40.1K
$1.55M
|
|
|
Oct 17, 2025
Q3 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
79.2K+ 9.95% |
$2.85M - $3.07M
|
875K
$33.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-250- 3.88% |
$9.01K - $9.7K
|
6.2K
$239K
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
23+ 0.28% |
$829 - $892
|
8.19K
$316K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-21.2K- 1.2% |
$763K - $821K
|
1.74M
$67.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
3.49K+ 0.38% |
$126K - $135K
|
929K
$35.9M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.44K- 3.26% |
$87.9K - $94.6K
|
72.3K
$2.79M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
15.8K+ 5.21% |
$570K - $613K
|
319K
$12.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1.38K- 29.33% |
$49.8K - $53.6K
|
3.33K
$129K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-37.6K- 0.87% |
$1.36M - $1.46M
|
4.3M
$166M
|
|
|
Oct 16, 2025
Q3 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-9.98K- 0.59% |
$360K - $387K
|
1.69M
$65.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
16+ 0.28% |
$577 - $620
|
5.64K
$218K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.81K+ 17.27% |
$137K - $148K
|
25.8K
$998K
|
|
|
Oct 16, 2025
Q3 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
2.88K+ 3.75% |
$104K - $112K
|
79.7K
$3.08M
|
|
|
Oct 16, 2025
Q3 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
69.8K+ 1.95% |
$2.52M - $2.71M
|
3.66M
$141M
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
47+ 0.28% |
$1.69K - $1.82K
|
17K
$655K
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.95K+ 2.55% |
$70.2K - $75.6K
|
78.3K
$3.02M
|
|
|
Oct 16, 2025
Q3 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
22+ 0.28% |
$793 - $853
|
7.95K
$307K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.68K+ 0.71% |
$133K - $143K
|
521K
$20.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-138- 0.76% |
$4.97K - $5.35K
|
18K
$694K
|
|
|
Oct 16, 2025
Q3 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
8.37K+ 0.27% |
$302K - $324K
|
3.06M
$118M
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.66K+ 39.11% |
$95.9K - $103K
|
9.47K
$366K
|
|
|
Oct 16, 2025
Q3 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
3.93K+ 0.39% |
$142K - $152K
|
1.01M
$39M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.54K- 1.69% |
$91.5K - $98.4K
|
148K
$5.71M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
10.4K+ 3.91% |
$376K - $404K
|
277K
$10.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-139K- 1.29% |
$4.99M - $5.37M
|
10.6M
$410M
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
97.5K+ 2.5% |
$3.51M - $3.78M
|
4M
$154M
|
|
|
Oct 15, 2025
Q3 2025
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
SELL
|
- |
-14.6K- 1.73% |
$525K - $565K
|
828K
$32M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.91K- 2.62% |
$105K - $113K
|
108K
$4.18M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.51K+ 28.35% |
$307K - $330K
|
38.5K
$1.49M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
59.2K+ 61.14% |
$2.13M - $2.3M
|
156K
$6.03M
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
119+ 1.01% |
$4.29K - $4.61K
|
11.8K
$458K
|
|
|
Oct 15, 2025
Q3 2025
|
Rfg Holdings, Inc.
|
SELL
|
- |
-781- 9.41% |
$28.1K - $30.3K
|
7.52K
$291K
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
66.3K+ 18.59% |
$2.39M - $2.57M
|
423K
$16.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
6.05K+ 2.29% |
$218K - $235K
|
271K
$10.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-10.8K- 6.58% |
$388K - $417K
|
153K
$5.9M
|
|