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 |
---|---|---|---|---|---|---|---|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
5.81KNew |
$197K - $213K
|
5.81K
$182K
|
|
Feb 13, 2025
Q4 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
5.62K+ 1.52% |
$191K - $206K
|
376K
$11.8M
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
5.48K+ 0.6% |
$186K - $200K
|
919K
$28.8M
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.26KNew |
$179K - $193K
|
5.26K
$165K
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
5.23K+ 19.79% |
$178K - $192K
|
31.7K
$992K
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
5.08K+ 59.47% |
$172K - $186K
|
13.6K
$427K
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
5.07K+ 0.45% |
$172K - $186K
|
1.13M
$35.4M
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.93K+ 30.39% |
$167K - $180K
|
21.1K
$662K
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
4.93K+ 3.64% |
$167K - $180K
|
140K
$4.4M
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
4.91K+ 0.7% |
$167K - $180K
|
710K
$22.2M
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
4.56K+ 0.08% |
$155K - $167K
|
5.55M
$174M
|
|
Feb 06, 2025
Q4 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
4.54K+ 21.17% |
$154K - $166K
|
26K
$813K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.68K+ 8.59% |
$125K - $135K
|
46.5K
$1.46M
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3.6KNew |
$122K - $132K
|
3.6K
$113K
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
3.47K+ 15.77% |
$118K - $127K
|
25.4K
$797K
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
3.36KNew |
$114K - $123K
|
3.36K
$105K
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.3K+ 17.39% |
$112K - $121K
|
22.3K
$698K
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
3.25K+ 0.97% |
$110K - $119K
|
340K
$10.7M
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.08K+ 1.68% |
$105K - $113K
|
186K
$5.84M
|
|
Feb 18, 2025
Q4 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
3.06KNew |
$104K - $112K
|
3.06K
$95.7K
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.88K+ 83.52% |
$97.8K - $106K
|
6.34K
$198K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.66K+ 10.73% |
$90.4K - $97.5K
|
27.5K
$861K
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
2.65K+ 8.6% |
$89.7K - $96.8K
|
33.4K
$1.05M
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
2.62K+ 0.84% |
$88.8K - $95.8K
|
313K
$9.81M
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2.34K+ 0.89% |
$79.3K - $85.6K
|
266K
$8.34M
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2.33K+ 232.97% |
$79.1K - $85.4K
|
3.33K
$104K
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
2.31K+ 1.9% |
$78.4K - $84.6K
|
124K
$3.89M
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
1.98K+ 0.26% |
$67.1K - $72.4K
|
773K
$24.2M
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.93K+ 6.8% |
$65.6K - $70.8K
|
30.4K
$952K
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
1.91K+ 14.64% |
$64.9K - $70K
|
15K
$469K
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.75K+ 10.04% |
$59.5K - $64.2K
|
19.2K
$602K
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
1.75K+ 0.1% |
$59.3K - $64K
|
1.84M
$57.6M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.71K+ 1.45% |
$58K - $62.6K
|
120K
$3.74M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.7K+ 17.62% |
$57.7K - $62.2K
|
11.3K
$355K
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
1.67KNew |
$56.7K - $61.2K
|
1.67K
$52.4K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.65K+ 11.46% |
$56.1K - $60.5K
|
16.1K
$504K
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1.56K+ 1.02% |
$53K - $57.2K
|
156K
$4.87M
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1.51K+ 1.38% |
$51.2K - $55.2K
|
111K
$3.48M
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.42K+ 1.52% |
$48.1K - $51.9K
|
94.4K
$2.96M
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.31K+ 3.27% |
$44.5K - $48K
|
41.5K
$1.3M
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.15K+ 2.07% |
$38.9K - $42K
|
56.6K
$1.77M
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.14K+ 644.89% |
$38.5K - $41.5K
|
1.31K
$41.1K
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.06K+ 2.95% |
$36.1K - $38.9K
|
37.1K
$1.16M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.01K+ 0.66% |
$34.4K - $37.1K
|
155K
$4.86M
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
962+ 4.41% |
$32.6K - $35.2K
|
22.8K
$714K
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
909+ 2.4% |
$30.8K - $33.3K
|
38.8K
$1.21M
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
883+ 0.64% |
$30K - $32.3K
|
139K
$4.34M
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
874+ 2.71% |
$29.6K - $32K
|
33.1K
$1.04M
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
801+ 0.53% |
$27.2K - $29.3K
|
152K
$4.75M
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
761+ 6.05% |
$25.8K - $27.9K
|
13.3K
$418K
|