Latest Institutional Transactions on Dimensional ETF Tr U S Target (DFAT)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr U S Target (DFAT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
50+ 0.16% |
$2.73K - $3.05K
|
31.4K
$1.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-2.52K- 0.31% |
$137K - $154K
|
801K
$46M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-969- 5.05% |
$52.8K - $59.1K
|
18.2K
$1.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
54+ 3.62% |
$2.95K - $3.3K
|
1.54K
$88.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-26- 0.13% |
$1.42K - $1.59K
|
19.8K
$1.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
6.77K+ 2.38% |
$369K - $413K
|
291K
$16.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.7K+ 16.29% |
$92.7K - $104K
|
12.1K
$697K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.39K+ 1.15% |
$75.6K - $84.6K
|
122K
$7.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.75K+ 29.75% |
$204K - $229K
|
16.3K
$937K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
6.34KNew |
$346K - $387K
|
6.34K
$364K
|
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
BUY
|
- |
68+ 0.21% |
$3.71K - $4.15K
|
31.9K
$1.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-5.68K- 3.44% |
$310K - $347K
|
160K
$9.16M
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
3.61KNew |
$197K - $220K
|
3.61K
$207K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
567+ 27.0% |
$30.9K - $34.6K
|
2.67K
$153K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
7.56K+ 20.64% |
$412K - $462K
|
44.2K
$2.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-1.77K- 19.17% |
$96.5K - $108K
|
7.46K
$428K
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
14+ 0.36% |
$764 - $855
|
3.87K
$222K
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-1.36K- 0.31% |
$74K - $82.8K
|
443K
$25.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
6.41K+ 12.86% |
$350K - $392K
|
56.3K
$3.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
2.39K+ 19.02% |
$130K - $146K
|
15K
$859K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
189K+ 30.23% |
$10.3M - $11.5M
|
813K
$46.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
1.86K+ 7.73% |
$102K - $114K
|
26K
$1.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-23- 3.06% |
$1.25K - $1.4K
|
729
$41.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.04% |
$273 - $305
|
14.1K
$812K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
184+ 2.76% |
$10K - $11.2K
|
6.86K
$393K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.72K- 14.54% |
$148K - $166K
|
16K
$918K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-221K- 98.2% |
$12M - $13.5M
|
4.04K
$232K
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1.56K+ 35.8% |
$85.2K - $95.3K
|
5.93K
$340K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1+ 0.01% |
$54.5 - $61
|
13.2K
$758K
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
18.1KNew |
$988K - $1.11M
|
18.1K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
349+ 7.12% |
$19K - $21.3K
|
5.25K
$301K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-409- 0.3% |
$22.3K - $25K
|
136K
$7.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
20+ 0.39% |
$1.09K - $1.22K
|
5.16K
$296K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-173K- 2.35% |
$9.45M - $10.6M
|
7.2M
$413M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.37K+ 24.56% |
$129K - $145K
|
12K
$690K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
33.9K+ 55.77% |
$1.85M - $2.07M
|
94.7K
$5.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
397+ 7.16% |
$21.7K - $24.2K
|
5.94K
$341K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.11K- 1.49% |
$60.3K - $67.4K
|
73.2K
$4.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-3.61K- 3.27% |
$197K - $220K
|
107K
$6.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-7.52K- 40.06% |
$410K - $459K
|
11.2K
$646K
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
107KNew |
$5.84M - $6.54M
|
107K
$6.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
1.63K+ 4.8% |
$89.1K - $99.7K
|
35.7K
$2.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-60- 2.99% |
$3.27K - $3.66K
|
1.95K
$112K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-3.16K- 0.59% |
$173K - $193K
|
537K
$30.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-350- 6.03% |
$19.1K - $21.4K
|
5.45K
$313K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.53K+ 5.2% |
$83.7K - $93.6K
|
31K
$1.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-53- 0.6% |
$2.89K - $3.24K
|
8.76K
$503K
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
20KNew |
$1.09M - $1.22M
|
20K
$1.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-854- 1.55% |
$46.6K - $52.1K
|
54.4K
$3.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.11K+ 24.45% |
$169K - $190K
|
15.8K
$908K
|