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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
274+ 29.18% |
$13.8K - $15.9K
|
1.21K
$69.1K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
6.13KNew |
$309K - $356K
|
6.13K
$349K
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
7.28K+ 81.74% |
$367K - $423K
|
16.2K
$922K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-7.26K- 25.09% |
$366K - $422K
|
21.7K
$1.23M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
30.4K+ 11.75% |
$1.53M - $1.77M
|
289K
$16.5M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.3KNew |
$217K - $250K
|
4.3K
$245K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.01K- 51.88% |
$50.9K - $58.6K
|
936
$53.3K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.1K- 17.32% |
$106K - $122K
|
10K
$571K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
26.7KNew |
$1.35M - $1.55M
|
26.7K
$1.52M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-20- 0.33% |
$1.01K - $1.16K
|
6.09K
$347K
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-845- 3.23% |
$42.6K - $49.1K
|
25.3K
$1.44M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-57- 0.65% |
$2.88K - $3.31K
|
8.7K
$495K
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
SELL
|
- |
-90- 1.21% |
$4.54K - $5.23K
|
7.36K
$419K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.61K- 58.91% |
$81.2K - $93.5K
|
1.12K
$63.9K
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
SELL
|
- |
-1.17K- 15.98% |
$58.9K - $67.8K
|
6.14K
$349K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
42.7KNew |
$2.15M - $2.48M
|
42.7K
$2.43M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
41New |
$2.07K - $2.38K
|
41
$2.33K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
377New |
$19K - $21.9K
|
377
$21.5K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
18New |
$908 - $1.05K
|
18
$1.02K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
4.32KNew |
$218K - $251K
|
4.32K
$246K
|
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
480+ 1.65% |
$24.2K - $27.9K
|
29.6K
$1.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-544- 11.73% |
$27.4K - $31.6K
|
4.09K
$233K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-152- 2.65% |
$7.67K - $8.83K
|
5.59K
$318K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-273- 0.73% |
$13.8K - $15.9K
|
37.1K
$2.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
6.87KNew |
$346K - $399K
|
6.87K
$391K
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-484- 8.87% |
$24.4K - $28.1K
|
4.97K
$283K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
1.3KNew |
$65.6K - $75.6K
|
1.3K
$74.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
309New |
$15.6K - $18K
|
309
$17.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.8K+ 36.01% |
$90.8K - $105K
|
6.8K
$387K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.72KNew |
$289K - $332K
|
5.72K
$326K
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-90.1K- 34.03% |
$4.55M - $5.24M
|
175K
$9.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-4.42K- 10.79% |
$223K - $257K
|
36.6K
$2.08M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
181New |
$9.13K - $10.5K
|
181
$10.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-12.9K- 37.26% |
$649K - $748K
|
21.7K
$1.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-100- 0.22% |
$5.04K - $5.81K
|
45.9K
$2.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
9+ 0.05% |
$454 - $523
|
16.9K
$961K
|
|
|
Apr 22, 2025
Q1 2025
|
Chico Wealth Ria
|
BUY
|
- |
573+ 13.15% |
$28.9K - $33.3K
|
4.93K
$281K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
21+ 0.31% |
$1.06K - $1.22K
|
6.75K
$384K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-1.37K- 51.26% |
$69K - $79.4K
|
1.3K
$74K
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
3.39K+ 6.24% |
$171K - $197K
|
57.8K
$3.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1.51KNew |
$76.2K - $87.7K
|
1.51K
$86K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
544New |
$27.4K - $31.6K
|
544
$31K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
527+ 8.65% |
$26.6K - $30.6K
|
6.62K
$377K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-74- 0.78% |
$3.73K - $4.3K
|
9.43K
$537K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-7.03K- 5.64% |
$355K - $409K
|
118K
$6.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-4.58K- 1.59% |
$231K - $266K
|
283K
$16.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-3.69K- 4.35% |
$186K - $215K
|
81.1K
$4.62M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-267- 1.96% |
$13.5K - $15.5K
|
13.4K
$762K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-63- 10.43% |
$3.18K - $3.66K
|
541
$30.8K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
400+ 7.07% |
$20.2K - $23.2K
|
6.06K
$345K
|
|