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 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
14.8KNew |
$382K - $433K
|
14.8K
$512K
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-11KClosed |
$283K - $321K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 17, 2022
Q4 2021
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
10.5KNew |
$279K - $305K
|
10.5K
$361K
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
12.7KNew |
$338K - $369K
|
12.7K
$438K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
14.5KNew |
$387K - $423K
|
14.5K
$502K
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
27.6KNew |
$734K - $802K
|
27.6K
$952K
|
|
|
Feb 02, 2022
Q4 2021
|
Heritage Wealth Advisors
|
SELL
|
- |
-2.5K- 7.16% |
$66.6K - $72.7K
|
32.4K
$1.12M
|
|
|
Jan 28, 2022
Q4 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-16.1KClosed |
$428K - $468K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.64KNew |
$43.8K - $47.8K
|
1.64K
$56.7K
|
|
|
Jan 24, 2022
Q4 2021
|
Falcon Wealth Planning
|
SELL
|
- |
-20KClosed |
$534K - $583K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Sage Financial Group Inc
|
SELL
|
- |
-1.5K- 10.68% |
$39.9K - $43.6K
|
12.5K
$433K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
6.85KNew |
$182K - $199K
|
6.85K
$236K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
39.1KNew |
$1.02M - $1.09M
|
39.1K
$1.35M
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
15.8KNew |
$411K - $440K
|
15.8K
$544K
|
|
|
Nov 10, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
51.9KNew |
$1.35M - $1.45M
|
51.9K
$1.79M
|
|
|
Nov 05, 2021
Q3 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-258- 1.67% |
$6.72K - $7.2K
|
15.2K
$523K
|
|
|
Oct 25, 2021
Q3 2021
|
Boston Trust Walden Corp
|
SELL
|
- |
-1.4K- 6.1% |
$36.5K - $39.1K
|
21.5K
$743K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
118KNew |
$3.08M - $3.3M
|
118K
$4.08M
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
38.4KNew |
$999K - $1.07M
|
38.4K
$1.32M
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-5.5KClosed |
$143K - $153K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2.99KNew |
$77.9K - $83.4K
|
2.99K
$103K
|
|
| Q2 2021 | |||||||
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-50.8K- 24.43% |
$1.32M - $1.37M
|
157K
$5.42M
|
|
|
Aug 16, 2021
Q2 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
35.3KNew |
$915K - $952K
|
35.3K
$1.22M
|
|
|
Aug 16, 2021
Q2 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
41.6KNew |
$1.08M - $1.12M
|
41.6K
$1.44M
|
|
|
Aug 13, 2021
Q2 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
10.3KNew |
$267K - $278K
|
10.3K
$356K
|
|
|
Aug 13, 2021
Q2 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
10.2KNew |
$264K - $275K
|
10.2K
$351K
|
|
|
Aug 12, 2021
Q2 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
46.2KNew |
$1.2M - $1.25M
|
46.2K
$1.59M
|
|
|
Aug 11, 2021
Q2 2021
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
22.5KNew |
$583K - $607K
|
22.5K
$777K
|
|
|
Aug 11, 2021
Q2 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
9.65KNew |
$250K - $260K
|
9.65K
$333K
|
|
|
Aug 04, 2021
Q2 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
13.9KNew |
$360K - $375K
|
13.9K
$480K
|
|
|
Aug 02, 2021
Q2 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
6.48KNew |
$168K - $175K
|
6.48K
$224K
|
|
|
Jul 29, 2021
Q2 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2.74KNew |
$70.9K - $73.8K
|
2.74K
$94.5K
|
|
|
Jul 27, 2021
Q2 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
13.3KNew |
$345K - $360K
|
13.3K
$460K
|
|
|
Jul 22, 2021
Q2 2021
|
Burleson & Company, LLC
|
BUY
|
- |
4.01KNew |
$104K - $108K
|
4.01K
$138K
|
|
|
Jul 19, 2021
Q2 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1.2KNew |
$31.1K - $32.4K
|
1.2K
$41.4K
|
|
|
Jul 12, 2021
Q2 2021
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
25.2KNew |
$653K - $680K
|
25.2K
$869K
|
|