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 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
6.34KNew |
$215K - $232K
|
6.34K
$219K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
20+ 0.12% |
$678 - $732
|
17.1K
$590K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
149New |
$5.05K - $5.45K
|
149
$5.14K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-7.6K- 4.53% |
$258K - $278K
|
160K
$5.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
27.4KNew |
$928K - $1M
|
27.4K
$944K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
232KNew |
$7.87M - $8.49M
|
232K
$8.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
26.4KNew |
$897K - $968K
|
26.4K
$913K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10K+ 41.66% |
$339K - $366K
|
34K
$1.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-396- 0.33% |
$13.4K - $14.5K
|
118K
$4.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
56K+ 2.63% |
$1.9M - $2.05M
|
2.18M
$75.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
5.08K+ 59.47% |
$172K - $186K
|
13.6K
$470K
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
17.1KNew |
$581K - $627K
|
17.1K
$591K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
121K+ 71.43% |
$4.1M - $4.42M
|
290K
$10M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-100- 0.28% |
$3.39K - $3.66K
|
35.1K
$1.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
673K+ 1.19% |
$22.8M - $24.6M
|
57.3M
$1.98B
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-123- 0.44% |
$4.17K - $4.5K
|
28.1K
$970K
|
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
190+ 3.21% |
$6.44K - $6.95K
|
6.11K
$211K
|
|
|
Feb 11, 2025
Q4 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
691K+ 43.51% |
$23.4M - $25.3M
|
2.28M
$78.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
16+ 0.29% |
$543 - $586
|
5.55K
$191K
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
1.58M+ 85.62% |
$53.7M - $58M
|
3.43M
$119M
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
25+ 0.04% |
$848 - $915
|
59.5K
$2.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
10.8K+ 28.42% |
$365K - $394K
|
48.7K
$1.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-769- 3.19% |
$26.1K - $28.1K
|
23.4K
$806K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
175KNew |
$5.93M - $6.39M
|
175K
$6.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-1.1K- 0.73% |
$37.3K - $40.2K
|
150K
$5.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$3.39K - $3.66K
|
100
$3.45K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
SELL
|
- |
-121K- 1.14% |
$4.12M - $4.45M
|
10.5M
$362M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2.34K+ 0.89% |
$79.3K - $85.6K
|
266K
$9.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
883+ 0.64% |
$30K - $32.3K
|
139K
$4.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
31.2KNew |
$1.06M - $1.14M
|
31.2K
$1.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.3K+ 17.39% |
$112K - $121K
|
22.3K
$769K
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
143K+ 2.93% |
$4.85M - $5.24M
|
5.02M
$173M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
109K+ 43.66% |
$3.68M - $3.97M
|
357K
$12.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
419K+ 2.36% |
$14.2M - $15.3M
|
18.2M
$627M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-4.57K- 4.28% |
$155K - $167K
|
102K
$3.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-21.7K- 15.56% |
$735K - $793K
|
118K
$4.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-29K- 1.0% |
$982K - $1.06M
|
2.87M
$98.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
232KNew |
$7.85M - $8.47M
|
232K
$7.99M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-19- 0.17% |
$644 - $695
|
11.1K
$384K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-48.9K- 2.29% |
$1.66M - $1.79M
|
2.08M
$71.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
8.54K+ 0.25% |
$290K - $312K
|
3.44M
$119M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-9.46K- 6.01% |
$321K - $346K
|
148K
$5.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
86.5KNew |
$2.93M - $3.16M
|
86.5K
$2.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.71K- 2.09% |
$58.1K - $62.7K
|
80.4K
$2.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-171- 1.47% |
$5.8K - $6.26K
|
11.5K
$396K
|
|
|
Feb 11, 2025
Q4 2024
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
132KNew |
$4.48M - $4.83M
|
132K
$4.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-588- 0.37% |
$19.9K - $21.5K
|
158K
$5.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-5.22K- 11.84% |
$177K - $191K
|
38.9K
$1.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.08M+ 50.17% |
$36.8M - $39.7M
|
3.25M
$112M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1.56K+ 1.02% |
$53K - $57.2K
|
156K
$5.37M
|