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 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
436KNew |
$14.8M - $16M
|
436K
$15.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
735KNew |
$24.9M - $26.9M
|
735K
$25.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
16.3KNew |
$553K - $596K
|
16.3K
$562K
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
698KNew |
$23.7M - $25.6M
|
698K
$24.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-531- 3.24% |
$18K - $19.4K
|
15.8K
$547K
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
1.75K+ 0.1% |
$59.3K - $64K
|
1.84M
$63.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
514K+ 5.26% |
$17.4M - $18.8M
|
10.3M
$355M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-27.8K- 3.37% |
$943K - $1.02M
|
798K
$27.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
16.7K+ 1.33% |
$565K - $610K
|
1.27M
$43.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
400+ 3.23% |
$13.6K - $14.6K
|
12.8K
$442K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
310K+ 17.08% |
$10.5M - $11.3M
|
2.12M
$73.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
162KNew |
$5.5M - $5.93M
|
162K
$5.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
127K+ 181.91% |
$4.31M - $4.65M
|
197K
$6.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-525- 6.7% |
$17.8K - $19.2K
|
7.31K
$252K
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
245KNew |
$8.32M - $8.97M
|
245K
$8.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-530- 1.0% |
$18K - $19.4K
|
52.3K
$1.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-118K- 54.53% |
$3.99M - $4.31M
|
98.2K
$3.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.75K+ 10.04% |
$59.5K - $64.2K
|
19.2K
$663K
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
140KNew |
$4.74M - $5.12M
|
140K
$4.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-5.84K- 3.88% |
$198K - $214K
|
145K
$4.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
44.9KNew |
$1.52M - $1.64M
|
44.9K
$1.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.59K- 5.31% |
$54.1K - $58.3K
|
28.4K
$981K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
124+ 0.59% |
$4.21K - $4.54K
|
21.3K
$734K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-65.4K- 1.22% |
$2.22M - $2.39M
|
5.3M
$183M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-10.4K- 7.03% |
$354K - $382K
|
138K
$4.77M
|
|
|
Feb 10, 2025
Q4 2024
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
3.14MNew |
$107M - $115M
|
3.14M
$108M
|
|
|
Feb 10, 2025
Q4 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
22.1K+ 99.0% |
$748K - $807K
|
44.3K
$1.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.71K- 6.32% |
$57.9K - $62.4K
|
25.3K
$872K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
61K+ 87.28% |
$2.07M - $2.23M
|
131K
$4.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
251KNew |
$8.5M - $9.17M
|
251K
$8.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Rs Crum Inc.
|
BUY
|
- |
28.8K+ 2.33% |
$977K - $1.05M
|
1.27M
$43.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
2.31K+ 1.9% |
$78.4K - $84.6K
|
124K
$4.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
6.95K+ 18.05% |
$236K - $254K
|
45.4K
$1.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-3.6K- 2.39% |
$122K - $132K
|
147K
$5.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
110KNew |
$3.73M - $4.03M
|
110K
$3.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
77.5K+ 8.87% |
$2.63M - $2.84M
|
951K
$32.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.93K+ 30.39% |
$167K - $180K
|
21.1K
$730K
|
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
586KNew |
$19.9M - $21.4M
|
586K
$20.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
168KNew |
$5.69M - $6.14M
|
168K
$5.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.66K+ 10.73% |
$90.4K - $97.5K
|
27.5K
$949K
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-8.63K- 0.79% |
$293K - $316K
|
1.09M
$37.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
102+ 0.19% |
$3.46K - $3.73K
|
52.7K
$1.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-3.87K- 9.45% |
$131K - $142K
|
37.1K
$1.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
8.63KNew |
$293K - $316K
|
8.63K
$298K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
28.3KNew |
$959K - $1.03M
|
28.3K
$975K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
23+ 0.29% |
$780 - $842
|
8.06K
$278K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
38.1KNew |
$1.29M - $1.39M
|
38.1K
$1.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-271K- 11.27% |
$9.19M - $9.91M
|
2.13M
$73.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Solution Inc.
|
BUY
|
- |
33.7K+ 8.54% |
$1.14M - $1.23M
|
429K
$14.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-979- 0.07% |
$33.2K - $35.8K
|
1.41M
$48.7M
|