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 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
45.6K+ 15.63% |
$1.55M - $1.67M
|
337K
$12M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
45.2K+ 6.32% |
$1.53M - $1.65M
|
760K
$27.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Chico Wealth Ria
|
BUY
|
- |
43.4K+ 2.8% |
$1.47M - $1.59M
|
1.59M
$56.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
41K+ 6.15% |
$1.39M - $1.5M
|
707K
$25.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
40.6K+ 6.02% |
$1.38M - $1.48M
|
715K
$25.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
38.1K+ 155.12% |
$1.29M - $1.39M
|
62.6K
$2.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
37.8KNew |
$1.28M - $1.38M
|
37.8K
$1.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
34.1K+ 53.42% |
$1.16M - $1.25M
|
97.9K
$3.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
33K+ 7.75% |
$1.12M - $1.21M
|
458K
$16.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
32.6KNew |
$1.11M - $1.19M
|
32.6K
$1.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
31.2K+ 0.78% |
$1.06M - $1.14M
|
4.04M
$144M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
30.4KNew |
$1.03M - $1.11M
|
30.4K
$1.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
30.2KNew |
$1.03M - $1.11M
|
30.2K
$1.08M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
29K+ 4.45% |
$985K - $1.06M
|
682K
$24.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
28.9K+ 1.71% |
$980K - $1.06M
|
1.72M
$61.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
28.6KNew |
$969K - $1.05M
|
28.6K
$1.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
28.6KNew |
$969K - $1.05M
|
28.6K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
27.9K+ 0.93% |
$945K - $1.02M
|
3.03M
$108M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
27.3K+ 10.82% |
$926K - $999K
|
280K
$9.96M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
27K+ 2.98% |
$916K - $988K
|
932K
$33.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
26.4K+ 2.21% |
$895K - $966K
|
1.22M
$43.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
26.1K+ 4.71% |
$886K - $956K
|
580K
$20.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
25.3K+ 1.18% |
$859K - $927K
|
2.17M
$77.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
24.9K+ 2.34% |
$843K - $910K
|
1.09M
$38.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
24.4KNew |
$826K - $892K
|
24.4K
$868K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
24K+ 268.04% |
$814K - $879K
|
33K
$1.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
24K+ 4.71% |
$813K - $878K
|
533K
$19M
|
|
|
Jan 27, 2025
Q4 2024
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
23.7KNew |
$803K - $866K
|
23.7K
$843K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
23.4KNew |
$793K - $855K
|
23.4K
$832K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
23.2K+ 1.79% |
$786K - $848K
|
1.32M
$47M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
22.7KNew |
$771K - $832K
|
22.7K
$810K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
21.9K+ 0.49% |
$744K - $803K
|
4.52M
$161M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
21.8K+ 4.66% |
$739K - $797K
|
489K
$17.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
21.7K+ 4.06% |
$737K - $795K
|
557K
$19.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
21.6K+ 1.51% |
$732K - $790K
|
1.45M
$51.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
20.7K+ 2.88% |
$704K - $759K
|
741K
$26.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
20.1K+ 1785.35% |
$682K - $736K
|
21.2K
$756K
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
19.9K+ 1.68% |
$674K - $727K
|
1.2M
$42.9M
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
19.8KNew |
$671K - $724K
|
19.8K
$705K
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
19.2KNew |
$653K - $704K
|
19.2K
$686K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
18.6KNew |
$631K - $680K
|
18.6K
$662K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
18.2K+ 1.29% |
$616K - $664K
|
1.42M
$50.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
17.8K+ 3.06% |
$603K - $651K
|
600K
$21.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
17.7KNew |
$601K - $649K
|
17.7K
$631K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
16.9KNew |
$575K - $620K
|
16.9K
$604K
|
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
16.7KNew |
$568K - $613K
|
16.7K
$596K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
16.5K+ 66.4% |
$561K - $605K
|
41.4K
$1.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
15.9KNew |
$541K - $584K
|
15.9K
$568K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
15.7KNew |
$533K - $575K
|
15.7K
$560K
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
15.5K+ 2.31% |
$525K - $566K
|
687K
$24.5M
|