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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-10.1K- 1.69% |
$342K - $369K
|
588K
$20.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
92.4KNew |
$3.13M - $3.38M
|
92.4K
$3.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
16.2KNew |
$548K - $592K
|
16.2K
$558K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.3K+ 905.75% |
$214K - $231K
|
7K
$242K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-45.4K- 46.75% |
$1.54M - $1.66M
|
51.8K
$1.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
909+ 2.4% |
$30.8K - $33.3K
|
38.8K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.8K- 12.41% |
$61K - $65.8K
|
12.7K
$438K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-13.9K- 0.33% |
$471K - $508K
|
4.18M
$144M
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
10.7KNew |
$365K - $393K
|
10.7K
$371K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
81.6KNew |
$2.77M - $2.99M
|
81.6K
$2.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.86K- 6.2% |
$63.1K - $68.1K
|
28.1K
$971K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-31.2K- 29.02% |
$1.06M - $1.14M
|
76.4K
$2.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-422- 3.06% |
$14.3K - $15.4K
|
13.4K
$461K
|
|
|
Feb 13, 2025
Q4 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
26+ 0.29% |
$882 - $952
|
9.04K
$312K
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
7.4KNew |
$251K - $271K
|
7.4K
$255K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
38.5K+ 7.5% |
$1.31M - $1.41M
|
552K
$19M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.06K+ 2.95% |
$36.1K - $38.9K
|
37.1K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-12K- 0.56% |
$406K - $438K
|
2.14M
$73.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.26KNew |
$179K - $193K
|
5.26K
$182K
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-289- 2.16% |
$9.8K - $10.6K
|
13.1K
$452K
|
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
24.1KNew |
$816K - $880K
|
24.1K
$830K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.45K- 6.19% |
$49.1K - $53K
|
21.9K
$757K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-74.5K- 3.52% |
$2.53M - $2.73M
|
2.04M
$70.5M
|
|
|
Feb 13, 2025
Q4 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
33.6K+ 2.71% |
$1.14M - $1.23M
|
1.27M
$43.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-60- 50.0% |
$2.04K - $2.2K
|
60
$2.07K
|
|
|
Feb 13, 2025
Q4 2024
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
76.5KNew |
$2.59M - $2.8M
|
76.5K
$2.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
20+ 0.29% |
$678 - $732
|
6.89K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
491+ 0.29% |
$16.7K - $18K
|
171K
$5.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
15.7K+ 8.55% |
$533K - $575K
|
199K
$6.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
20.6K+ 81.56% |
$697K - $752K
|
45.7K
$1.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-320- 2.72% |
$10.9K - $11.7K
|
11.4K
$395K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
127K+ 4.04% |
$4.29M - $4.63M
|
3.26M
$113M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
18+ 0.26% |
$611 - $659
|
6.85K
$236K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-475- 0.49% |
$16.1K - $17.4K
|
95.9K
$3.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.08K+ 1.68% |
$105K - $113K
|
186K
$6.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.91M+ 118.77% |
$98.8M - $107M
|
5.36M
$185M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
52.2K+ 13.77% |
$1.77M - $1.91M
|
431K
$14.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
37.3K+ 12.39% |
$1.27M - $1.37M
|
339K
$11.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-6.59K- 2.08% |
$223K - $241K
|
310K
$10.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
28.9K+ 4.73% |
$980K - $1.06M
|
639K
$22.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-467- 5.32% |
$15.8K - $17.1K
|
8.31K
$287K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-14K- 18.54% |
$474K - $511K
|
61.4K
$2.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.99KNew |
$203K - $219K
|
5.99K
$207K
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
350KNew |
$11.9M - $12.8M
|
350K
$12.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
9.72K+ 17.1% |
$330K - $356K
|
66.5K
$2.3M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-168K- 3.66% |
$5.69M - $6.14M
|
4.41M
$152M
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-13K- 1.09% |
$439K - $474K
|
1.17M
$40.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.15K+ 2.07% |
$38.9K - $42K
|
56.6K
$1.95M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
8.5KNew |
$288K - $311K
|
8.5K
$293K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-520- 0.04% |
$17.6K - $19K
|
1.45M
$50M
|