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 |
---|---|---|---|---|---|---|---|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
31.6KNew |
$764K - $839K
|
31.6K
$989K
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
26.8KNew |
$649K - $714K
|
26.8K
$841K
|
|
Apr 24, 2023
Q1 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
25.1KNew |
$607K - $668K
|
25.1K
$787K
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
BUY
|
- |
21.9KNew |
$530K - $583K
|
21.9K
$687K
|
|
May 08, 2023
Q1 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
21.9KNew |
$529K - $582K
|
21.9K
$686K
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
11.2KNew |
$272K - $298K
|
11.2K
$352K
|
|
Apr 14, 2023
Q1 2023
|
Trevian Wealth Management LLC
|
BUY
|
- |
8.73KNew |
$211K - $232K
|
8.73K
$273K
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
8.44KNew |
$204K - $224K
|
8.44K
$264K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
8.1K+ 666.67% |
$196K - $215K
|
9.32K
$292K
|
|
May 12, 2023
Q1 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
7.38KNew |
$178K - $196K
|
7.38K
$231K
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
5.57KNew |
$135K - $148K
|
5.57K
$174K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
5.45K+ 0.74% |
$132K - $145K
|
738K
$23.1M
|
|
Apr 05, 2023
Q1 2023
|
Avondale Wealth Management
|
BUY
|
- |
4KNew |
$96.7K - $106K
|
4K
$125K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.28KNew |
$79.3K - $87.1K
|
3.28K
$103K
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
207New |
$5.01K - $5.5K
|
207
$6.49K
|
|
May 03, 2023
Q1 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
40+ 0.24% |
$967 - $1.06K
|
16.8K
$527K
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
33+ 0.19% |
$798 - $877
|
17.3K
$543K
|
|
Q4 2022 | |||||||
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.58MNew |
$35.6M - $40.8M
|
1.58M
$49.6M
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
95.5KNew |
$2.15M - $2.47M
|
95.5K
$2.99M
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
54.1KNew |
$1.22M - $1.4M
|
54.1K
$1.7M
|
|
Jun 14, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
44.6KNew |
$1M - $1.15M
|
44.6K
$1.4M
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
25K+ 100.0% |
$562K - $645K
|
50K
$1.57M
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
17.7KNew |
$398K - $456K
|
17.7K
$554K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
17KNew |
$383K - $439K
|
17K
$533K
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
10.9KNew |
$246K - $282K
|
10.9K
$343K
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
9.04KNew |
$203K - $233K
|
9.04K
$283K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
8.76KNew |
$197K - $226K
|
8.76K
$274K
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
8.71KNew |
$196K - $225K
|
8.71K
$273K
|
|
Jan 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
BUY
|
- |
6.1K+ 65.35% |
$137K - $157K
|
15.4K
$484K
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
5.56KNew |
$125K - $143K
|
5.56K
$174K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
3.08K+ 3.18% |
$69.2K - $79.4K
|
99.8K
$3.13M
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.16K+ 14.85% |
$48.6K - $55.7K
|
16.7K
$523K
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.97KNew |
$44.3K - $50.8K
|
1.97K
$61.7K
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
BUY
|
- |
1.48K+ 3.17% |
$33.3K - $38.2K
|
48.2K
$1.51M
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.18KNew |
$26.6K - $30.6K
|
1.18K
$37.1K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
893New |
$20.1K - $23K
|
893
$28K
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
248+ 0.72% |
$5.58K - $6.4K
|
34.6K
$1.08M
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.01% |
$22.5 - $25.8
|
9.64K
$302K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
207K+ 15.1% |
$4.61M - $5.5M
|
1.58M
$49.4M
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
111K+ 5.15% |
$2.46M - $2.94M
|
2.26M
$70.8M
|
|
Oct 17, 2022
Q3 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
66.2KNew |
$1.47M - $1.76M
|
66.2K
$2.07M
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
50KNew |
$1.11M - $1.33M
|
50K
$1.57M
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
22.6KNew |
$502K - $599K
|
22.6K
$708K
|
|
Oct 11, 2022
Q3 2022
|
Marotta Asset Management
|
BUY
|
- |
10.2KNew |
$226K - $270K
|
10.2K
$319K
|
|
Oct 19, 2022
Q3 2022
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
8.44K+ 1.76% |
$188K - $224K
|
489K
$15.3M
|
|
Nov 15, 2022
Q3 2022
|
Maple Capital Management, Inc.
|
BUY
|
- |
8.07KNew |
$180K - $214K
|
8.07K
$253K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
6.73K+ 3.31% |
$150K - $179K
|
210K
$6.58M
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
6.47KNew |
$144K - $172K
|
6.47K
$203K
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
4.41KNew |
$98.1K - $117K
|
4.41K
$138K
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
2.94K+ 2.36% |
$65.4K - $78K
|
128K
$4M
|