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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
846New |
$21K - $23K
|
846
$29.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
246+ 0.47% |
$6.12K - $6.68K
|
52.6K
$1.82M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
15.5K+ 70.13% |
$385K - $421K
|
37.6K
$1.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-869- 7.58% |
$21.6K - $23.6K
|
10.6K
$366K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
72.6KNew |
$1.81M - $1.97M
|
72.6K
$2.51M
|
|
|
Aug 09, 2023
Q2 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
9.75KNew |
$242K - $265K
|
9.75K
$336K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
255New |
$6.34K - $6.92K
|
255
$8.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
919+ 138.82% |
$22.8K - $25K
|
1.58K
$54.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-643- 7.56% |
$16K - $17.5K
|
7.86K
$271K
|
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
7.84KNew |
$195K - $213K
|
7.84K
$271K
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
629New |
$15.6K - $17.1K
|
629
$21.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-2K- 18.11% |
$49.7K - $54.3K
|
9.04K
$312K
|
|
|
Aug 04, 2023
Q2 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
3.88KNew |
$96.4K - $105K
|
3.88K
$134K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln Capital LLC
|
BUY
|
- |
7.77KNew |
$193K - $211K
|
7.77K
$268K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.67K- 19.45% |
$41.6K - $45.4K
|
6.93K
$239K
|
|
|
Aug 01, 2023
Q2 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
50New |
$1.24K - $1.36K
|
50
$1.73K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.36K+ 2.66% |
$58.7K - $64.1K
|
91.2K
$3.15M
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
SELL
|
- |
-2.73K- 6.62% |
$67.8K - $74.1K
|
38.5K
$1.33M
|
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
72.3KNew |
$1.8M - $1.96M
|
72.3K
$2.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
SELL
|
- |
-1.58K- 1.85% |
$39.4K - $43K
|
84K
$2.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
585+ 6.99% |
$14.5K - $15.9K
|
8.95K
$309K
|
|
|
Jul 21, 2023
Q2 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
7.78KNew |
$193K - $211K
|
7.78K
$268K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
71+ 0.35% |
$1.77K - $1.93K
|
20.5K
$706K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
10New |
$249 - $272
|
10
$345
|
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-2.1K- 12.6% |
$52.1K - $56.9K
|
14.5K
$501K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
249+ 5.84% |
$6.19K - $6.76K
|
4.51K
$156K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-699- 0.82% |
$16.9K - $18.6K
|
84.9K
$2.93M
|
|
|
May 12, 2023
Q1 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
7.38KNew |
$178K - $196K
|
7.38K
$255K
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
302KNew |
$7.31M - $8.04M
|
302K
$10.4M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-37.7K- 91.01% |
$912K - $1M
|
3.73K
$129K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.28KNew |
$79.3K - $87.1K
|
3.28K
$113K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
33+ 0.19% |
$798 - $877
|
17.3K
$599K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
32.1KNew |
$775K - $852K
|
32.1K
$1.11M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
8.1K+ 666.67% |
$196K - $215K
|
9.32K
$321K
|
|
|
May 08, 2023
Q1 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
21.9KNew |
$529K - $582K
|
21.9K
$755K
|
|
|
May 08, 2023
Q1 2023
|
Ti Trust, Inc
|
SELL
|
- |
-1.61K- 8.03% |
$38.8K - $42.7K
|
18.4K
$635K
|
|
|
May 05, 2023
Q1 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-1.01K- 2.56% |
$24.5K - $26.9K
|
38.5K
$1.33M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
4.27K+ 18.85% |
$103K - $113K
|
26.9K
$928K
|
|
|
May 03, 2023
Q1 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
40+ 0.24% |
$967 - $1.06K
|
16.8K
$580K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4.56MNew |
$110M - $121M
|
4.56M
$157M
|
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
26.8KNew |
$649K - $714K
|
26.8K
$926K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
31.6KNew |
$764K - $839K
|
31.6K
$1.09M
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
11.2KNew |
$272K - $298K
|
11.2K
$388K
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
BUY
|
- |
21.9KNew |
$530K - $583K
|
21.9K
$756K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
25.1KNew |
$607K - $668K
|
25.1K
$867K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
8.44KNew |
$204K - $224K
|
8.44K
$291K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
5.57KNew |
$135K - $148K
|
5.57K
$192K
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
207New |
$5.01K - $5.5K
|
207
$7.14K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
5.45K+ 0.74% |
$132K - $145K
|
738K
$25.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Trevian Wealth Management LLC
|
BUY
|
- |
8.73KNew |
$211K - $232K
|
8.73K
$301K
|
|