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 |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-160- 0.79% |
$3.87K - $4.25K
|
20K
$691K
|
|
|
Apr 05, 2023
Q1 2023
|
Avondale Wealth Management
|
BUY
|
- |
4KNew |
$96.7K - $106K
|
4K
$138K
|
|
| Q4 2022 | |||||||
|
Jun 14, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
44.6KNew |
$1M - $1.15M
|
44.6K
$1.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
17KNew |
$383K - $439K
|
17K
$587K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
3.08K+ 3.18% |
$69.2K - $79.4K
|
99.8K
$3.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
54.1KNew |
$1.22M - $1.4M
|
54.1K
$1.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
8.71KNew |
$196K - $225K
|
8.71K
$301K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.97KNew |
$44.3K - $50.8K
|
1.97K
$68K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
893New |
$20.1K - $23K
|
893
$30.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
248+ 0.72% |
$5.58K - $6.4K
|
34.6K
$1.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
5.56KNew |
$125K - $143K
|
5.56K
$192K
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.01% |
$22.5 - $25.8
|
9.64K
$333K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.16K+ 14.85% |
$48.6K - $55.7K
|
16.7K
$576K
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
10.9KNew |
$246K - $282K
|
10.9K
$377K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
25K+ 100.0% |
$562K - $645K
|
50K
$1.73M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
95.5KNew |
$2.15M - $2.47M
|
95.5K
$3.3M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.18KNew |
$26.6K - $30.6K
|
1.18K
$40.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
17.7KNew |
$398K - $456K
|
17.7K
$610K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
8.76KNew |
$197K - $226K
|
8.76K
$302K
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
BUY
|
- |
6.1K+ 65.35% |
$137K - $157K
|
15.4K
$533K
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
BUY
|
- |
1.48K+ 3.17% |
$33.3K - $38.2K
|
48.2K
$1.66M
|
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
9.04KNew |
$203K - $233K
|
9.04K
$312K
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
BUY
|
- |
21KNew |
$472K - $541K
|
21K
$724K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.58MNew |
$35.6M - $40.8M
|
1.58M
$54.6M
|
|
| Q3 2022 | |||||||
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1- 0.01% |
$22.2 - $26.5
|
10.8K
$372K
|
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
50KNew |
$1.11M - $1.33M
|
50K
$1.73M
|
|
|
Nov 22, 2022
Q3 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-209Closed |
$4.65K - $5.55K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Maple Capital Management, Inc.
|
BUY
|
- |
8.07KNew |
$180K - $214K
|
8.07K
$279K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
207K+ 15.1% |
$4.61M - $5.5M
|
1.58M
$54.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 0.14% |
$44.5 - $53.1
|
1.39K
$47.9K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-61.1K- 70.71% |
$1.36M - $1.62M
|
25.3K
$874K
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.25K- 9.49% |
$27.8K - $33.2K
|
11.9K
$412K
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.5K+ 7.85% |
$33.4K - $39.8K
|
20.6K
$711K
|
|
|
Nov 14, 2022
Q3 2022
|
Vista Finance, LLC
|
SELL
|
- |
-110- 0.91% |
$2.45K - $2.92K
|
12K
$414K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.52K- 0.29% |
$33.8K - $40.3K
|
527K
$18.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
6.47KNew |
$144K - $172K
|
6.47K
$223K
|
|
|
Nov 07, 2022
Q3 2022
|
Monument Capital Management
|
SELL
|
- |
-222- 1.98% |
$4.94K - $5.89K
|
11K
$380K
|
|
|
Nov 07, 2022
Q3 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-3.66K- 21.73% |
$81.4K - $97.1K
|
13.2K
$455K
|
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
BUY
|
- |
1.97K+ 7.6% |
$43.8K - $52.2K
|
27.9K
$962K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
4.41KNew |
$98.1K - $117K
|
4.41K
$152K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
111K+ 5.15% |
$2.46M - $2.94M
|
2.26M
$78M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-7.34K- 36.28% |
$163K - $195K
|
12.9K
$445K
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
22.6KNew |
$502K - $599K
|
22.6K
$779K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
6.73K+ 3.31% |
$150K - $179K
|
210K
$7.24M
|
|
|
Oct 26, 2022
Q3 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
2.57K+ 6.52% |
$57K - $68.1K
|
41.9K
$1.45M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
2.94K+ 2.36% |
$65.4K - $78K
|
128K
$4.4M
|
|
|
Oct 20, 2022
Q3 2022
|
Stonnington Group, LLC
|
BUY
|
- |
96+ 0.39% |
$2.14K - $2.55K
|
24.7K
$854K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
1+ 3.33% |
$22.2 - $26.5
|
31
$1.07K
|
|
|
Oct 19, 2022
Q3 2022
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
8.44K+ 1.76% |
$188K - $224K
|
489K
$16.9M
|
|
|
Oct 17, 2022
Q3 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
65+ 0.39% |
$1.45K - $1.73K
|
16.8K
$581K
|
|