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, 2022
Q3 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
66.2KNew |
$1.47M - $1.76M
|
66.2K
$2.28M
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
698+ 0.5% |
$15.5K - $18.5K
|
142K
$4.88M
|
|
|
Oct 11, 2022
Q3 2022
|
Marotta Asset Management
|
BUY
|
- |
10.2KNew |
$226K - $270K
|
10.2K
$351K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-800- 81.38% |
$18.2K - $22.2K
|
183
$6.32K
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
14+ 0.36% |
$319 - $389
|
3.85K
$133K
|
|
|
Aug 15, 2022
Q2 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-78.1KClosed |
$1.78M - $2.17M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-600- 2.61% |
$13.7K - $16.7K
|
22.4K
$772K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-135KClosed |
$3.07M - $3.75M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
15.8KNew |
$358K - $438K
|
15.8K
$544K
|
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.82% |
$22.8 - $27.8
|
123
$4.24K
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-300KClosed |
$6.82M - $8.32M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
19.7KNew |
$447K - $546K
|
19.7K
$679K
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
9.93KNew |
$226K - $276K
|
9.93K
$343K
|
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
9.03KNew |
$205K - $251K
|
9.03K
$312K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-779Closed |
$17.7K - $21.6K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
6.66KNew |
$152K - $185K
|
6.66K
$230K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
15.8KNew |
$360K - $439K
|
15.8K
$546K
|
|
|
Jul 28, 2022
Q2 2022
|
Bcm Advisors, LLC
|
BUY
|
- |
11.7KNew |
$266K - $325K
|
11.7K
$404K
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-10.7KClosed |
$243K - $296K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
SELL
|
- |
-12.1KClosed |
$276K - $337K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
12.8KNew |
$292K - $356K
|
12.8K
$443K
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
50.8K+ 197.64% |
$1.16M - $1.41M
|
76.5K
$2.64M
|
|
|
Jul 22, 2022
Q2 2022
|
Evolution Advisers, Inc.
|
SELL
|
- |
-2.14K- 11.36% |
$48.6K - $59.3K
|
16.7K
$576K
|
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
25.2KNew |
$573K - $700K
|
25.2K
$869K
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-7.98KClosed |
$181K - $222K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
18.2KNew |
$413K - $504K
|
18.2K
$627K
|
|
|
Jul 19, 2022
Q2 2022
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-5.68K- 11.28% |
$129K - $158K
|
44.6K
$1.54M
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
732KNew |
$16.7M - $20.3M
|
732K
$25.3M
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
300New |
$6.83K - $8.33K
|
300
$10.4K
|
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.31KClosed |
$29.7K - $36.3K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
52New |
$1.18K - $1.44K
|
52
$1.79K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
5.11KNew |
$116K - $142K
|
5.11K
$176K
|
|
|
Jul 11, 2022
Q2 2022
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-20.9KClosed |
$476K - $581K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
25.6KNew |
$583K - $712K
|
25.6K
$885K
|
|
| Q1 2022 | |||||||
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.2KClosed |
$31K - $35.1K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-92.7KClosed |
$2.39M - $2.71M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-1.58K- 12.45% |
$40.8K - $46.2K
|
11.1K
$384K
|
|
|
May 16, 2022
Q1 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-12KClosed |
$308K - $350K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-1.34KClosed |
$34.4K - $39K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-7.22KClosed |
$186K - $211K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-141KClosed |
$3.62M - $4.1M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Wj Wealth Management, LLC
|
SELL
|
- |
-203KClosed |
$5.24M - $5.94M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-10.6KClosed |
$274K - $311K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Arjuna Capital
|
SELL
|
- |
-10.5KClosed |
$270K - $306K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.63K- 52.53% |
$41.9K - $47.6K
|
1.47K
$50.8K
|
|
|
May 05, 2022
Q1 2022
|
Daniels&Tansey,Llp
|
SELL
|
- |
-11.9KClosed |
$307K - $348K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
19KNew |
$490K - $556K
|
19K
$657K
|
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
BUY
|
- |
16.5KNew |
$424K - $481K
|
16.5K
$569K
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-77- 19.06% |
$1.98K - $2.25K
|
327
$11.3K
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.51KNew |
$39K - $44.2K
|
1.51K
$52.2K
|
|