Latest Institutional Purchases of Dimensional ETF Tr U S Core Eq (DFAC)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr U S Core Eq (DFAC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
4.49KNew |
$112K - $132K
|
4.49K
$160K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.01K+ 64.13% |
$99.8K - $118K
|
10.3K
$365K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
4.01K+ 64.13% |
$99.8K - $118K
|
10.3K
$365K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1.42K+ 0.95% |
$35.4K - $41.8K
|
151K
$5.36M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
998New |
$24.9K - $29.3K
|
998
$35.5K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
682New |
$17K - $20K
|
682
$24.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
629+ 3.5% |
$15.7K - $18.5K
|
18.6K
$661K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
368+ 16.22% |
$9.17K - $10.8K
|
2.64K
$93.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
170New |
$4.23K - $4.99K
|
170
$6.05K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
62+ 0.43% |
$1.54K - $1.82K
|
14.5K
$516K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
8+ 0.02% |
$199 - $235
|
33.9K
$1.21M
|
|
| Q3 2023 | |||||||
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
325KNew |
$8.46M - $9.17M
|
325K
$11.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
93.9K+ 5.72% |
$2.44M - $2.65M
|
1.74M
$61.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
68.6KNew |
$1.79M - $1.93M
|
68.6K
$2.44M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
65.9K+ 2.3% |
$1.72M - $1.86M
|
2.93M
$104M
|
|
|
Nov 08, 2023
Q3 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
33.3KNew |
$868K - $940K
|
33.3K
$1.18M
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
23.8KNew |
$620K - $672K
|
23.8K
$847K
|
|
|
Oct 31, 2023
Q3 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
15.6K+ 38.96% |
$407K - $441K
|
55.8K
$1.98M
|
|
|
Jul 09, 2024
Q3 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
14.5KNew |
$377K - $408K
|
14.5K
$515K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
13.5KNew |
$351K - $380K
|
13.5K
$479K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
11.6K+ 2.61% |
$301K - $327K
|
456K
$16.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Mc Broom & Associates, LLC
|
BUY
|
- |
9.4KNew |
$245K - $265K
|
9.4K
$335K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
8.53KNew |
$222K - $241K
|
8.53K
$304K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
8.26K+ 1.69% |
$215K - $233K
|
498K
$17.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
5.51KNew |
$144K - $156K
|
5.51K
$196K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
5.41KNew |
$141K - $153K
|
5.41K
$192K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3KNew |
$78.2K - $84.7K
|
3K
$107K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.16KNew |
$30.1K - $32.6K
|
1.16K
$41.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.13KNew |
$29.4K - $31.9K
|
1.13K
$40.2K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
207+ 0.82% |
$5.39K - $5.84K
|
25.6K
$910K
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
49+ 0.37% |
$1.28K - $1.38K
|
13.3K
$472K
|
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
72.6KNew |
$1.81M - $1.97M
|
72.6K
$2.58M
|
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
72.3KNew |
$1.8M - $1.96M
|
72.3K
$2.57M
|
|
|
Jan 30, 2024
Q2 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
26.5KNew |
$658K - $718K
|
26.5K
$941K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
15.5K+ 70.13% |
$385K - $421K
|
37.6K
$1.34M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
13.3K+ 4.44% |
$330K - $360K
|
312K
$11.1M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
11.5KNew |
$285K - $311K
|
11.5K
$408K
|
|
|
Aug 09, 2023
Q2 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
9.75KNew |
$242K - $265K
|
9.75K
$347K
|
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
7.84KNew |
$195K - $213K
|
7.84K
$279K
|
|
|
Jul 21, 2023
Q2 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
7.78KNew |
$193K - $211K
|
7.78K
$277K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln Capital LLC
|
BUY
|
- |
7.77KNew |
$193K - $211K
|
7.77K
$276K
|
|
|
Aug 04, 2023
Q2 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
3.88KNew |
$96.4K - $105K
|
3.88K
$138K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.36K+ 2.66% |
$58.7K - $64.1K
|
91.2K
$3.24M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.07KNew |
$26.6K - $29.1K
|
1.07K
$38.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
919+ 138.82% |
$22.8K - $25K
|
1.58K
$56.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
846New |
$21K - $23K
|
846
$30.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
629New |
$15.6K - $17.1K
|
629
$22.4K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
585+ 6.99% |
$14.5K - $15.9K
|
8.95K
$318K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
255New |
$6.34K - $6.92K
|
255
$9.07K
|
|