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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-42K- 0.99% |
$1.05M - $1.23M
|
4.18M
$144M
|
|
|
Jan 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
BUY
|
- |
7.17KNew |
$179K - $211K
|
7.17K
$247K
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
9.46KNew |
$236K - $278K
|
9.46K
$326K
|
|
|
Jan 17, 2024
Q4 2023
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
9.58KNew |
$239K - $281K
|
9.58K
$331K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
19.1KNew |
$476K - $561K
|
19.1K
$659K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-917- 0.25% |
$22.8K - $26.9K
|
368K
$12.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-463- 2.48% |
$11.5K - $13.6K
|
18.2K
$627K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
8+ 0.02% |
$199 - $235
|
33.9K
$1.17M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
169K+ 1639.75% |
$4.2M - $4.95M
|
179K
$6.17M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
4.01K+ 64.13% |
$99.8K - $118K
|
10.3K
$354K
|
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1.45MNew |
$36.1M - $42.5M
|
1.45M
$50M
|
|
| Q3 2023 | |||||||
|
Jan 08, 2025
Q3 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-192- 9.95% |
$5K - $5.42K
|
1.74K
$60K
|
|
|
Jul 09, 2024
Q3 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
14.5KNew |
$377K - $408K
|
14.5K
$499K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3KNew |
$78.2K - $84.7K
|
3K
$104K
|
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-49.9K- 7.46% |
$1.3M - $1.41M
|
619K
$21.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-5.08K- 53.69% |
$132K - $143K
|
4.38K
$151K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
11.6K+ 2.61% |
$301K - $327K
|
456K
$15.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-91- 0.72% |
$2.37K - $2.57K
|
12.5K
$431K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.13KNew |
$29.4K - $31.9K
|
1.13K
$39K
|
|
|
Nov 09, 2023
Q3 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
68.6KNew |
$1.79M - $1.93M
|
68.6K
$2.37M
|
|
|
Nov 08, 2023
Q3 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-4.3K- 22.9% |
$112K - $121K
|
14.5K
$500K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
13.5KNew |
$351K - $380K
|
13.5K
$465K
|
|
|
Nov 08, 2023
Q3 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
33.3KNew |
$868K - $940K
|
33.3K
$1.15M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
5.41KNew |
$141K - $153K
|
5.41K
$187K
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
23.8KNew |
$620K - $672K
|
23.8K
$822K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-61.3K- 20.68% |
$1.6M - $1.73M
|
235K
$8.11M
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
93.9K+ 5.72% |
$2.44M - $2.65M
|
1.74M
$59.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-33.3K- 59.83% |
$866K - $939K
|
22.3K
$771K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
8.26K+ 1.69% |
$215K - $233K
|
498K
$17.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.16KNew |
$30.1K - $32.6K
|
1.16K
$39.9K
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
49+ 0.37% |
$1.28K - $1.38K
|
13.3K
$458K
|
|
|
Oct 31, 2023
Q3 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-369- 1.2% |
$9.61K - $10.4K
|
30.3K
$1.04M
|
|
|
Oct 31, 2023
Q3 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
15.6K+ 38.96% |
$407K - $441K
|
55.8K
$1.92M
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-4.91K- 5.97% |
$128K - $139K
|
77.4K
$2.67M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-32.1K- 3.77% |
$837K - $907K
|
820K
$28.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-147- 1.02% |
$3.83K - $4.15K
|
14.3K
$492K
|
|
|
Oct 25, 2023
Q3 2023
|
Horizon Financial Services, LLC
|
SELL
|
- |
-736- 7.34% |
$19.2K - $20.8K
|
9.29K
$321K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
207+ 0.82% |
$5.39K - $5.84K
|
25.6K
$883K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
8.53KNew |
$222K - $241K
|
8.53K
$294K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
5.51KNew |
$144K - $156K
|
5.51K
$190K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
65.9K+ 2.3% |
$1.72M - $1.86M
|
2.93M
$101M
|
|
|
Oct 16, 2023
Q3 2023
|
Mc Broom & Associates, LLC
|
BUY
|
- |
9.4KNew |
$245K - $265K
|
9.4K
$324K
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-261- 0.8% |
$6.8K - $7.37K
|
32.3K
$1.11M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-640- 2.87% |
$16.7K - $18.1K
|
21.7K
$748K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-10.3K- 59.95% |
$268K - $290K
|
6.87K
$237K
|
|
| Q2 2023 | |||||||
|
Jan 30, 2024
Q2 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
26.5KNew |
$658K - $718K
|
26.5K
$913K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
13.3K+ 4.44% |
$330K - $360K
|
312K
$10.8M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
11.5KNew |
$285K - $311K
|
11.5K
$395K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.07KNew |
$26.6K - $29.1K
|
1.07K
$36.9K
|
|