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 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.6KNew |
$292K - $315K
|
8.6K
$297K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-33.5K- 1.0% |
$1.14M - $1.23M
|
3.3M
$114M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.8K+ 3.81% |
$536K - $579K
|
431K
$14.9M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
17.3K+ 2789.05% |
$587K - $634K
|
17.9K
$619K
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
23.4K+ 20.74% |
$794K - $857K
|
136K
$4.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
13+ 0.01% |
$441 - $476
|
236K
$8.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
126+ 1.08% |
$4.27K - $4.61K
|
11.8K
$408K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-160K- 26.86% |
$5.43M - $5.86M
|
436K
$15M
|
|
|
Feb 13, 2025
Q4 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
5.62K+ 1.52% |
$191K - $206K
|
376K
$13M
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-22.3K- 3.42% |
$755K - $815K
|
629K
$21.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-138- 2.1% |
$4.68K - $5.05K
|
6.45K
$222K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
1.03MNew |
$35M - $37.7M
|
1.03M
$35.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
1.63MNew |
$55.1M - $59.5M
|
1.63M
$56.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
2.06MNew |
$69.9M - $75.4M
|
2.06M
$71.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
114KNew |
$3.87M - $4.17M
|
114K
$3.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
109+ 0.09% |
$3.7K - $3.99K
|
126K
$4.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-6.69K- 84.45% |
$227K - $245K
|
1.23K
$42.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-38.2K- 2.29% |
$1.3M - $1.4M
|
1.63M
$56.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-46.8K- 6.83% |
$1.59M - $1.71M
|
639K
$22M
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.43K- 15.14% |
$48.4K - $52.3K
|
8.01K
$276K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
206K+ 21.11% |
$7M - $7.55M
|
1.18M
$40.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
45.8K+ 14.03% |
$1.55M - $1.68M
|
373K
$12.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
198K+ 10.81% |
$6.71M - $7.24M
|
2.03M
$70M
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-19.9K- 40.84% |
$673K - $727K
|
28.8K
$992K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-60- 50.0% |
$2.04K - $2.2K
|
60
$2.07K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.37K- 48.19% |
$80.2K - $86.6K
|
2.54K
$87.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.7K+ 1.16% |
$599K - $646K
|
1.55M
$53.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
153K+ 7.6% |
$5.18M - $5.59M
|
2.16M
$74.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
717KNew |
$24.3M - $26.3M
|
717K
$24.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
742KNew |
$25.2M - $27.2M
|
742K
$25.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
224KNew |
$7.6M - $8.2M
|
224K
$7.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
58.8K+ 10.69% |
$2M - $2.15M
|
609K
$21M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-20- 0.02% |
$678 - $732
|
93.8K
$3.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
1.49MNew |
$50.7M - $54.7M
|
1.49M
$51.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
34.9KNew |
$1.18M - $1.28M
|
34.9K
$1.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.9K+ 2.75% |
$369K - $398K
|
407K
$14M
|
|
|
Feb 12, 2025
Q4 2024
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
229KNew |
$7.75M - $8.36M
|
229K
$7.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-11.6K- 1.27% |
$393K - $424K
|
903K
$31.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
18KNew |
$612K - $660K
|
18K
$622K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2.95K- 29.32% |
$100K - $108K
|
7.12K
$246K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
59K+ 131.05% |
$2M - $2.16M
|
104K
$3.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.47K+ 0.8% |
$287K - $310K
|
1.07M
$37M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
6+ 0.3% |
$204 - $220
|
1.98K
$68.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-4.85K- 3.1% |
$165K - $178K
|
152K
$5.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-44- 0.06% |
$1.49K - $1.61K
|
68.8K
$2.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
41.4K+ 2.15% |
$1.4M - $1.52M
|
1.97M
$67.9M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-9- 0.01% |
$305 - $329
|
60.5K
$2.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-500- 2.37% |
$17K - $18.3K
|
20.6K
$712K
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-5.06K- 4.87% |
$172K - $185K
|
98.8K
$3.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
1.5MNew |
$51M - $55M
|
1.5M
$51.8M
|