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 |
---|---|---|---|---|---|---|---|
Oct 25, 2024
Q3 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
43.2K+ 6.52% |
$1.34M - $1.48M
|
705K
$25.1M
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
41.2K+ 0.99% |
$1.28M - $1.41M
|
4.22M
$150M
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
38.9KNew |
$1.21M - $1.34M
|
38.9K
$1.39M
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
38.4KNew |
$1.19M - $1.32M
|
38.4K
$1.37M
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
37.8K+ 141.59% |
$1.17M - $1.3M
|
64.5K
$2.3M
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
37.6K+ 264.65% |
$1.17M - $1.29M
|
51.9K
$1.85M
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
36.5K+ 1.94% |
$1.13M - $1.25M
|
1.91M
$68.1M
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
36.3K+ 2.44% |
$1.13M - $1.25M
|
1.53M
$54.4M
|
|
Nov 08, 2024
Q3 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
35.9KNew |
$1.12M - $1.23M
|
35.9K
$1.28M
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
35.7K+ 24.11% |
$1.11M - $1.22M
|
184K
$6.54M
|
|
Nov 12, 2024
Q3 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
34.8K+ 3.96% |
$1.08M - $1.19M
|
915K
$32.6M
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
33.5K+ 5.13% |
$1.04M - $1.15M
|
686K
$24.4M
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
32KNew |
$992K - $1.1M
|
32K
$1.14M
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
27.4K+ 2.87% |
$851K - $940K
|
982K
$35M
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
27KNew |
$838K - $925K
|
27K
$961K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
25.2K+ 46.08% |
$784K - $866K
|
80K
$2.85M
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
25.1K+ 5.13% |
$778K - $859K
|
513K
$18.3M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
24.7K+ 11.02% |
$766K - $846K
|
249K
$8.85M
|
|
Oct 23, 2024
Q3 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
24.1K+ 2.29% |
$747K - $825K
|
1.07M
$38.2M
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
23.4K+ 6.05% |
$727K - $803K
|
410K
$14.6M
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
BUY
|
- |
23.3K+ 6.28% |
$724K - $800K
|
395K
$14.1M
|
|
Nov 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
22.3KNew |
$692K - $764K
|
22.3K
$794K
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
22K+ 1.72% |
$683K - $754K
|
1.3M
$46.3M
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
21.1KNew |
$656K - $725K
|
21.1K
$753K
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
20.6K+ 41.72% |
$639K - $706K
|
69.9K
$2.49M
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
20.3K+ 50.62% |
$631K - $697K
|
60.5K
$2.15M
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
20.2K+ 71.06% |
$627K - $692K
|
48.6K
$1.73M
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
19.2K+ 0.62% |
$597K - $659K
|
3.11M
$111M
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
17.4KNew |
$539K - $596K
|
17.4K
$619K
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
15.8KNew |
$491K - $542K
|
15.8K
$563K
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
15.7KNew |
$487K - $538K
|
15.7K
$558K
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
BUY
|
- |
15.6K+ 10.52% |
$484K - $534K
|
164K
$5.83M
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
15.4K+ 507.26% |
$479K - $529K
|
18.5K
$658K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
15.4KNew |
$479K - $529K
|
15.4K
$550K
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
15.4K+ 125.53% |
$479K - $529K
|
27.7K
$988K
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
15.3K+ 16.61% |
$476K - $526K
|
108K
$3.83M
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
15.1K+ 0.91% |
$467K - $516K
|
1.67M
$59.5M
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
14.1K+ 1.27% |
$437K - $482K
|
1.13M
$40.1M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.9K+ 9.83% |
$431K - $476K
|
155K
$5.53M
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
13.7K+ 24.76% |
$425K - $469K
|
68.9K
$2.45M
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
13.5K+ 30.62% |
$421K - $464K
|
57.8K
$2.06M
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
12.6K+ 96.3% |
$393K - $434K
|
25.8K
$918K
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
12.5K+ 0.25% |
$390K - $430K
|
5.04M
$180M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.2K+ 7.75% |
$377K - $417K
|
169K
$6.02M
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
12K+ 1.09% |
$373K - $412K
|
1.11M
$39.7M
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
11.6K+ 0.55% |
$362K - $399K
|
2.11M
$75.3M
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
11.4K+ 0.82% |
$355K - $392K
|
1.41M
$50.3M
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
11.4K+ 5.69% |
$353K - $390K
|
211K
$7.52M
|
|
Oct 22, 2024
Q3 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
11.1KNew |
$344K - $379K
|
11.1K
$394K
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
10.9KNew |
$339K - $374K
|
10.9K
$388K
|