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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
334K+ 6.4% |
$10.4M - $11.4M
|
5.55M
$198M
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
299K+ 9.41% |
$9.27M - $10.2M
|
3.47M
$124M
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
290KNew |
$9.01M - $9.95M
|
290K
$10.3M
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
290KNew |
$9.01M - $9.95M
|
290K
$10.3M
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
266KNew |
$8.27M - $9.13M
|
266K
$9.49M
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
250K+ 0.67% |
$7.77M - $8.58M
|
37.6M
$1.34B
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
238KNew |
$7.4M - $8.17M
|
238K
$8.49M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
211K+ 17.04% |
$6.56M - $7.24M
|
1.45M
$51.7M
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
207K+ 23.66% |
$6.42M - $7.09M
|
1.08M
$38.5M
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
203K+ 3.12% |
$6.3M - $6.95M
|
6.7M
$239M
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
178K+ 3.79% |
$5.52M - $6.1M
|
4.88M
$174M
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
175K+ 2.45% |
$5.45M - $6.02M
|
7.33M
$261M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
171K+ 253.93% |
$5.32M - $5.88M
|
239K
$8.51M
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
BUY
|
- |
169K+ 6.59% |
$5.26M - $5.81M
|
2.74M
$97.5M
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
147K+ 215.84% |
$4.56M - $5.04M
|
215K
$7.66M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
139K+ 51.7% |
$4.31M - $4.75M
|
407K
$14.5M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
113K+ 159.58% |
$3.5M - $3.86M
|
183K
$6.53M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
103K+ 5.65% |
$3.21M - $3.54M
|
1.93M
$68.8M
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
102K+ 4.19% |
$3.16M - $3.49M
|
2.53M
$90.2M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
101K+ 105.13% |
$3.15M - $3.48M
|
198K
$7.05M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
100K+ 2.22% |
$3.11M - $3.44M
|
4.62M
$165M
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
99.4K+ 14.43% |
$3.09M - $3.41M
|
789K
$28.1M
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
91.2KNew |
$2.83M - $3.13M
|
91.2K
$3.25M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
88.9K+ 0.5% |
$2.76M - $3.05M
|
17.7M
$632M
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
76.8K+ 371.09% |
$2.39M - $2.63M
|
97.5K
$3.47M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
76KNew |
$2.36M - $2.61M
|
76K
$2.71M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
73.6K+ 98.13% |
$2.28M - $2.52M
|
149K
$5.29M
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
70.9K+ 5.15% |
$2.2M - $2.43M
|
1.45M
$51.6M
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
69.7K+ 5.89% |
$2.16M - $2.39M
|
1.25M
$44.6M
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
68.1K+ 54.32% |
$2.12M - $2.34M
|
194K
$6.89M
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
62.2K+ 41.56% |
$1.93M - $2.13M
|
212K
$7.55M
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
60.8K+ 5.29% |
$1.89M - $2.08M
|
1.21M
$43.1M
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
60.4K+ 3.79% |
$1.87M - $2.07M
|
1.65M
$58.9M
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
58.9K+ 358.25% |
$1.83M - $2.02M
|
75.3K
$2.68M
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
57.4KNew |
$1.78M - $1.97M
|
57.4K
$2.04M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
55.3K+ 1.69% |
$1.72M - $1.89M
|
3.33M
$119M
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
54.8K+ 2.26% |
$1.7M - $1.88M
|
2.47M
$88.1M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
53.9K+ 1.76% |
$1.67M - $1.85M
|
3.11M
$111M
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
53.2K+ 4.32% |
$1.65M - $1.83M
|
1.29M
$45.8M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
53K+ 2.31% |
$1.65M - $1.82M
|
2.35M
$83.6M
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
52.4K+ 5.19% |
$1.63M - $1.8M
|
1.06M
$37.9M
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
52.1K+ 44.98% |
$1.62M - $1.79M
|
168K
$5.98M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
51.1K+ 1.81% |
$1.59M - $1.75M
|
2.87M
$102M
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
50.6K+ 4.26% |
$1.57M - $1.73M
|
1.24M
$44.1M
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
47.4K+ 14.29% |
$1.47M - $1.62M
|
379K
$13.5M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
45.8K+ 3.54% |
$1.42M - $1.57M
|
1.34M
$47.7M
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
45.2K+ 7.12% |
$1.4M - $1.55M
|
680K
$24.2M
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
45KNew |
$1.4M - $1.54M
|
45K
$1.6M
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
44.1K+ 1.06% |
$1.37M - $1.51M
|
4.19M
$149M
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
44.1KNew |
$1.37M - $1.51M
|
44.1K
$1.57M
|