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 |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-77.1K- 3.28% |
$4.21M - $4.71M
|
2.27M
$118M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
456+ 4.36% |
$24.9K - $27.8K
|
10.9K
$568K
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
53.6KNew |
$2.92M - $3.27M
|
53.6K
$2.79M
|
|
|
Mar 07, 2025
Q4 2024
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
15.1KNew |
$822K - $920K
|
15.1K
$784K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1.71KNew |
$93.1K - $104K
|
1.71K
$88.8K
|
|
|
Mar 06, 2025
Q4 2024
|
Ag Asset Advisory, LLC
Los Angeles, CA |
BUY
|
- |
38.7KNew |
$2.11M - $2.36M
|
38.7K
$2.02M
|
|
|
Mar 05, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-4.3K- 11.88% |
$235K - $263K
|
31.9K
$1.66M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.8K+ 22.34% |
$207K - $232K
|
20.8K
$1.08M
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-2.51K- 1.54% |
$137K - $153K
|
161K
$8.38M
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
45.7KNew |
$2.49M - $2.79M
|
45.7K
$2.38M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
11.7KNew |
$641K - $717K
|
11.7K
$611K
|
|
|
Feb 20, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
134K+ 1.52% |
$7.32M - $8.2M
|
8.94M
$466M
|
|
|
Feb 20, 2025
Q4 2024
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
10.2KNew |
$558K - $624K
|
10.2K
$532K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
186KNew |
$10.2M - $11.4M
|
186K
$9.7M
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.63K+ 4.13% |
$88.7K - $99.3K
|
41K
$2.14M
|
|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
265KNew |
$14.5M - $16.2M
|
265K
$13.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-14.4K- 4.0% |
$786K - $879K
|
346K
$18M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-20.4K- 4.6% |
$1.11M - $1.25M
|
423K
$22M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
13.8K+ 5.55% |
$754K - $844K
|
263K
$13.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-353- 1.17% |
$19.3K - $21.5K
|
29.8K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-13.4K- 6.37% |
$728K - $815K
|
196K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
336+ 3.24% |
$18.3K - $20.5K
|
10.7K
$557K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
17.7KNew |
$964K - $1.08M
|
17.7K
$920K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
28.7K+ 38.69% |
$1.56M - $1.75M
|
103K
$5.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
711New |
$38.8K - $43.4K
|
711
$37K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.32K+ 66.43% |
$181K - $203K
|
8.32K
$433K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
28+ 0.39% |
$1.53K - $1.71K
|
7.16K
$373K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-72K- 0.51% |
$3.93M - $4.4M
|
14.1M
$732M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.23K+ 15.38% |
$122K - $136K
|
16.8K
$872K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
103+ 0.08% |
$5.62K - $6.29K
|
130K
$6.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
206K+ 11.8% |
$11.2M - $12.6M
|
1.95M
$102M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.83K+ 6.64% |
$99.6K - $111K
|
29.3K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.21KNew |
$65.8K - $73.6K
|
1.21K
$62.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.87K+ 45.73% |
$320K - $358K
|
18.7K
$973K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.42K- 0.58% |
$77.4K - $86.6K
|
245K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17+ 0.36% |
$927 - $1.04K
|
4.68K
$243K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-17.1K- 25.11% |
$932K - $1.04M
|
51K
$2.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
770+ 0.21% |
$42K - $47K
|
363K
$18.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.01% |
$54.5 - $61
|
14.5K
$756K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.71K+ 211.81% |
$148K - $165K
|
3.99K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-55- 2.27% |
$3K - $3.36K
|
2.37K
$123K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
41.9K+ 4.54% |
$2.28M - $2.56M
|
964K
$50.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-650- 10.17% |
$35.5K - $39.7K
|
5.74K
$299K
|
|
|
Feb 14, 2025
Q4 2024
|
Jentner Corp
|
SELL
|
- |
-175- 0.36% |
$9.54K - $10.7K
|
47.9K
$2.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
102KNew |
$5.57M - $6.23M
|
102K
$5.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.31K- 6.54% |
$71.6K - $80.1K
|
18.8K
$977K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
196+ 0.14% |
$10.7K - $12K
|
137K
$7.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1+ 0.02% |
$54.5 - $61
|
4.23K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
800New |
$43.6K - $48.8K
|
800
$41.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
82.9K+ 296.07% |
$4.52M - $5.06M
|
111K
$5.77M
|