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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
451KNew |
$15.3M - $16.5M
|
451K
$14.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
436KNew |
$14.8M - $16M
|
436K
$13.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
425KNew |
$14.4M - $15.6M
|
425K
$13.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
419K+ 2.36% |
$14.2M - $15.3M
|
18.2M
$569M
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
385K+ 23.25% |
$13M - $14.1M
|
2.04M
$63.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
374K+ 356.46% |
$12.7M - $13.7M
|
479K
$15M
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
350KNew |
$11.9M - $12.8M
|
350K
$11M
|
|
|
Feb 06, 2025
Q4 2024
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
343KNew |
$11.6M - $12.6M
|
343K
$10.8M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
310K+ 6.87% |
$10.5M - $11.4M
|
4.83M
$151M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
310K+ 17.08% |
$10.5M - $11.3M
|
2.12M
$66.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
305K+ 19.1% |
$10.4M - $11.2M
|
1.9M
$59.7M
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
269KNew |
$9.11M - $9.83M
|
269K
$8.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
265K+ 5.86% |
$8.97M - $9.68M
|
4.78M
$150M
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
251KNew |
$8.5M - $9.17M
|
251K
$7.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
245KNew |
$8.32M - $8.97M
|
245K
$7.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
232KNew |
$7.87M - $8.49M
|
232K
$7.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
232KNew |
$7.85M - $8.47M
|
232K
$7.25M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
226K+ 14.8% |
$7.65M - $8.25M
|
1.75M
$54.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
224KNew |
$7.6M - $8.2M
|
224K
$7.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
210K+ 5.24% |
$7.11M - $7.67M
|
4.21M
$132M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
207KNew |
$7.04M - $7.59M
|
207K
$6.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
206K+ 21.11% |
$7M - $7.55M
|
1.18M
$37.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
198K+ 10.81% |
$6.71M - $7.24M
|
2.03M
$63.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
189K+ 3183.23% |
$6.4M - $6.91M
|
195K
$6.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
188KNew |
$6.38M - $6.88M
|
188K
$5.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
175KNew |
$5.93M - $6.39M
|
175K
$5.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
171K+ 2.33% |
$5.8M - $6.26M
|
7.5M
$235M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
171K+ 4.92% |
$5.8M - $6.26M
|
3.64M
$114M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
168KNew |
$5.69M - $6.14M
|
168K
$5.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
163K+ 5.47% |
$5.53M - $5.96M
|
3.14M
$98.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
162K+ 25.71% |
$5.51M - $5.94M
|
794K
$24.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
162KNew |
$5.5M - $5.93M
|
162K
$5.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
156K+ 7.39% |
$5.3M - $5.71M
|
2.27M
$71.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
153K+ 7.6% |
$5.18M - $5.59M
|
2.16M
$67.7M
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
149KNew |
$5.05M - $5.45M
|
149K
$4.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
143K+ 2.93% |
$4.85M - $5.24M
|
5.02M
$157M
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
140KNew |
$4.74M - $5.12M
|
140K
$4.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
139K+ 4.86% |
$4.72M - $5.09M
|
3M
$94M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
133K+ 39.47% |
$4.51M - $4.86M
|
470K
$14.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
132KNew |
$4.48M - $4.83M
|
132K
$4.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
131KNew |
$4.44M - $4.79M
|
131K
$4.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
129K+ 1081.04% |
$4.37M - $4.72M
|
141K
$4.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
127K+ 181.91% |
$4.31M - $4.65M
|
197K
$6.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
127K+ 4.04% |
$4.29M - $4.63M
|
3.26M
$102M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
124K+ 11.52% |
$4.22M - $4.55M
|
1.2M
$37.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
121K+ 71.43% |
$4.1M - $4.42M
|
290K
$9.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
118KNew |
$4.01M - $4.33M
|
118K
$3.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
114KNew |
$3.87M - $4.17M
|
114K
$3.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
113K+ 3.7% |
$3.84M - $4.14M
|
3.17M
$99.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
110KNew |
$3.73M - $4.03M
|
110K
$3.45M
|