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 14, 2024
Q2 2024
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
42+ 0.3% |
$1.26K - $1.36K
|
14K
$540K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1.67KNew |
$50.3K - $54.2K
|
1.67K
$64.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Fmfe Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
163+ 0.46% |
$4.9K - $5.28K
|
35.9K
$1.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
11.5KNew |
$347K - $373K
|
11.5K
$445K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-4.73K- 9.59% |
$142K - $153K
|
44.6K
$1.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-451K- 1.2% |
$13.6M - $14.6M
|
37.3M
$1.44B
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
2.16K+ 3.77% |
$65.1K - $70K
|
59.5K
$2.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
364New |
$11K - $11.8K
|
364
$14.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.65KNew |
$79.9K - $85.9K
|
2.65K
$103K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-83- 21.23% |
$2.5K - $2.69K
|
308
$11.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
56.4K+ 27.81% |
$1.7M - $1.83M
|
259K
$10M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
3.14KNew |
$94.3K - $101K
|
3.14K
$121K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-28.8K- 30.64% |
$867K - $933K
|
65.3K
$2.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
42.8KNew |
$1.29M - $1.39M
|
42.8K
$1.65M
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4.99KNew |
$150K - $162K
|
4.99K
$193K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
8.41KNew |
$253K - $272K
|
8.41K
$325K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
554K+ 7.94% |
$16.7M - $17.9M
|
7.54M
$291M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
6.37KNew |
$192K - $206K
|
6.37K
$246K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
5.21KNew |
$157K - $169K
|
5.21K
$201K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
6.45KNew |
$194K - $209K
|
6.45K
$249K
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
14.3KNew |
$432K - $464K
|
14.3K
$554K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
700New |
$21.1K - $22.7K
|
700
$27K
|
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-838- 3.84% |
$25.2K - $27.1K
|
21K
$812K
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
32.2K+ 499.36% |
$968K - $1.04M
|
38.6K
$1.49M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
BUY
|
- |
7.7KNew |
$232K - $249K
|
7.7K
$297K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-8.05K- 7.56% |
$242K - $261K
|
98.5K
$3.81M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
3.31KNew |
$99.5K - $107K
|
3.31K
$128K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
17+ 0.17% |
$512 - $550
|
9.89K
$382K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
17K+ 149.08% |
$512K - $551K
|
28.4K
$1.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
6.57KNew |
$198K - $213K
|
6.57K
$254K
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
SELL
|
- |
-2.54K- 0.3% |
$76.4K - $82.2K
|
840K
$32.5M
|
|
| Q1 2024 | |||||||
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
810+ 1.22% |
$23.2K - $25.9K
|
67K
$2.59M
|
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
BUY
|
- |
9.57KNew |
$274K - $306K
|
9.57K
$370K
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.58K- 18.35% |
$45.2K - $50.4K
|
7.03K
$271K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-220- 2.11% |
$6.3K - $7.03K
|
10.2K
$393K
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
28.1KNew |
$805K - $898K
|
28.1K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-157K- 18.59% |
$4.5M - $5.02M
|
688K
$26.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.4K+ 4.55% |
$469K - $523K
|
376K
$14.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.05K+ 20.25% |
$230K - $257K
|
47.8K
$1.85M
|
|
|
May 14, 2024
Q1 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
7.55KNew |
$216K - $241K
|
7.55K
$292K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
7.6KNew |
$218K - $243K
|
7.6K
$294K
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
1.01KNew |
$28.8K - $32.2K
|
1.01K
$38.9K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2.51K+ 9.23% |
$71.7K - $80.1K
|
29.6K
$1.15M
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
6.35KNew |
$182K - $203K
|
6.35K
$245K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-24.8K- 55.03% |
$709K - $792K
|
20.3K
$783K
|
|
|
May 08, 2024
Q1 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
24+ 0.21% |
$687 - $767
|
11.5K
$443K
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
13.3KNew |
$382K - $426K
|
13.3K
$515K
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
86.1KNew |
$2.47M - $2.75M
|
86.1K
$3.33M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.3K- 15.92% |
$37.1K - $41.4K
|
6.84K
$264K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-20.9K- 1.32% |
$598K - $668K
|
1.56M
$60.3M
|
|