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 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-708- 10.66% |
$35K - $38.5K
|
5.93K
$309K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
963New |
$47.6K - $52.4K
|
963
$50.1K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.65KNew |
$230K - $253K
|
4.65K
$242K
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-48.7K- 5.65% |
$2.41M - $2.65M
|
813K
$42.3M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
5.02KNew |
$248K - $273K
|
5.02K
$261K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
20.7K+ 18.75% |
$1.02M - $1.13M
|
131K
$6.83M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-558- 5.29% |
$27.6K - $30.4K
|
10K
$521K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-86- 2.96% |
$4.25K - $4.68K
|
2.82K
$147K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-314- 19.11% |
$15.5K - $17.1K
|
1.33K
$69.2K
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
101K+ 208.07% |
$4.99M - $5.49M
|
149K
$7.78M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-369- 8.99% |
$18.2K - $20.1K
|
3.74K
$195K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
102New |
$5.04K - $5.55K
|
102
$5.31K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
976New |
$48.3K - $53.1K
|
976
$50.8K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.01KNew |
$49.7K - $54.8K
|
1.01K
$52.4K
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.06K- 21.24% |
$52.4K - $57.7K
|
3.93K
$205K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
300+ 857.14% |
$14.8K - $16.3K
|
335
$17.4K
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-504- 8.13% |
$24.9K - $27.4K
|
5.7K
$297K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-554- 3.82% |
$27.4K - $30.2K
|
13.9K
$726K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
4.61KNew |
$228K - $251K
|
4.61K
$240K
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
218KNew |
$10.8M - $11.9M
|
218K
$11.3M
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-29- 2.4% |
$1.43K - $1.58K
|
1.18K
$61.4K
|
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
BUY
|
- |
6.76KNew |
$334K - $368K
|
6.76K
$352K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
12+ 0.2% |
$593 - $653
|
5.88K
$306K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-71- 0.11% |
$3.51K - $3.86K
|
62.2K
$3.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
75.7KNew |
$3.74M - $4.12M
|
75.7K
$3.94M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2.07KClosed |
$103K - $113K
|
0
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
136New |
$6.73K - $7.4K
|
136
$7.08K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
78New |
$3.86K - $4.25K
|
78
$4.06K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
4.47KNew |
$221K - $243K
|
4.47K
$233K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-339Closed |
$16.8K - $18.5K
|
0
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
10.5KNew |
$519K - $571K
|
10.5K
$546K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-17.8K- 78.04% |
$878K - $967K
|
5K
$260K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
15.8KNew |
$784K - $862K
|
15.8K
$825K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
350+ 7.34% |
$17.3K - $19.1K
|
5.12K
$266K
|
|
|
Apr 18, 2024
Q1 2024
|
Chico Wealth Ria
|
BUY
|
- |
4.36KNew |
$216K - $237K
|
4.36K
$227K
|
|
|
Apr 17, 2024
Q1 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-345- 3.14% |
$17.1K - $18.8K
|
10.6K
$554K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-74.6K- 99.59% |
$3.69M - $4.06M
|
310
$16.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.72K- 34.26% |
$85K - $93.5K
|
3.3K
$172K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-5.33K- 6.31% |
$263K - $290K
|
79.1K
$4.12M
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
3.76K+ 29.07% |
$186K - $205K
|
16.7K
$870K
|
|
| Q4 2023 | |||||||
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.16KNew |
$177K - $221K
|
4.16K
$216K
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
9.03KNew |
$386K - $480K
|
9.03K
$470K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-8- 0.17% |
$342 - $425
|
4.82K
$251K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
23.3KNew |
$997K - $1.24M
|
23.3K
$1.21M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
79New |
$3.37K - $4.19K
|
79
$4.11K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
12.1KNew |
$516K - $642K
|
12.1K
$629K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
51.5KNew |
$2.2M - $2.74M
|
51.5K
$2.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-90- 0.51% |
$3.84K - $4.78K
|
17.6K
$915K
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
3.87KNew |
$165K - $205K
|
3.87K
$201K
|
|