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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-3.48K- 34.58% |
$178K - $199K
|
6.59K
$343K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-724- 12.16% |
$36.9K - $41.3K
|
5.23K
$272K
|
|
|
Nov 13, 2024
Q3 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
6.66KNew |
$340K - $380K
|
6.66K
$347K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
563+ 8.7% |
$28.7K - $32.1K
|
7.03K
$366K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.96KNew |
$202K - $226K
|
3.96K
$206K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.81KNew |
$194K - $217K
|
3.81K
$198K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
13K+ 41.61% |
$661K - $740K
|
44.1K
$2.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.75KNew |
$191K - $214K
|
3.75K
$195K
|
|
|
Nov 12, 2024
Q3 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
10.9K+ 1.1% |
$557K - $624K
|
1.01M
$52.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
8.42KNew |
$429K - $481K
|
8.42K
$438K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-603- 3.93% |
$30.8K - $34.4K
|
14.7K
$767K
|
|
|
Nov 12, 2024
Q3 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
8.67KNew |
$442K - $495K
|
8.67K
$451K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.42K+ 24.53% |
$175K - $195K
|
17.4K
$905K
|
|
|
Nov 08, 2024
Q3 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
14.2KNew |
$723K - $810K
|
14.2K
$738K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.1KNew |
$56.2K - $62.8K
|
1.1K
$57.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
134New |
$6.83K - $7.65K
|
134
$6.97K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
150+ 2.36% |
$7.65K - $8.56K
|
6.52K
$339K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
1.93KNew |
$98.3K - $110K
|
1.93K
$100K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-480- 36.59% |
$24.5K - $27.4K
|
832
$43.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-267- 1.01% |
$13.6K - $15.2K
|
26.2K
$1.36M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
20.8K+ 154.79% |
$1.06M - $1.18M
|
34.2K
$1.78M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
4.71K+ 891.67% |
$240K - $269K
|
5.24K
$273K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
7.3KNew |
$372K - $417K
|
7.3K
$380K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 0.17% |
$204 - $228
|
2.31K
$120K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
63+ 12.43% |
$3.21K - $3.6K
|
570
$29.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-7.09K- 13.45% |
$361K - $404K
|
45.6K
$2.37M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.02K+ 11.13% |
$51.8K - $57.9K
|
10.1K
$527K
|
|
|
Nov 01, 2024
Q3 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-5.93K- 50.0% |
$303K - $339K
|
5.93K
$309K
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-285- 0.75% |
$14.5K - $16.3K
|
37.9K
$1.97M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
1.33K+ 9.18% |
$67.8K - $75.9K
|
15.8K
$823K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.29K+ 29.05% |
$65.8K - $73.6K
|
5.73K
$298K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-191- 6.53% |
$9.74K - $10.9K
|
2.73K
$142K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.97KNew |
$202K - $226K
|
3.97K
$206K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-18- 0.34% |
$918 - $1.03K
|
5.23K
$272K
|
|
|
Oct 24, 2024
Q3 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
555+ 1.95% |
$28.3K - $31.7K
|
29.1K
$1.51M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-614- 35.68% |
$31.3K - $35K
|
1.11K
$57.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-6- 0.06% |
$306 - $342
|
10.7K
$558K
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-77- 5.43% |
$3.93K - $4.39K
|
1.34K
$69.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
5+ 0.04% |
$255 - $285
|
13.7K
$711K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
481+ 36.97% |
$24.5K - $27.5K
|
1.78K
$92.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-628- 1.35% |
$32K - $35.8K
|
46K
$2.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
574New |
$29.3K - $32.8K
|
574
$29.9K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
113KNew |
$5.74M - $6.42M
|
113K
$5.86M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.45K- 24.44% |
$74K - $82.8K
|
4.48K
$233K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
256+ 0.15% |
$13.1K - $14.6K
|
169K
$8.81M
|
|
|
Oct 18, 2024
Q3 2024
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-97- 0.75% |
$4.95K - $5.54K
|
12.8K
$666K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
89.5K+ 11.61% |
$4.56M - $5.11M
|
860K
$44.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.52% |
$51 - $57.1
|
192
$9.99K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-45- 0.73% |
$2.3K - $2.57K
|
6.11K
$318K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
100+ 1.67% |
$5.1K - $5.71K
|
6.1K
$317K
|