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 |
|---|---|---|---|---|---|---|---|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-683- 1.78% |
$34.5K - $39.7K
|
37.7K
$2.14M
|
|
| Q4 2024 | |||||||
|
May 01, 2025
Q4 2024
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
23.5KNew |
$1.28M - $1.43M
|
23.5K
$1.34M
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
888+ 155.79% |
$48.4K - $54.2K
|
1.46K
$83K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-55- 2.27% |
$3K - $3.36K
|
2.37K
$135K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1+ 0.02% |
$54.5 - $61
|
4.23K
$241K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.21KNew |
$65.8K - $73.6K
|
1.21K
$68.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
711New |
$38.8K - $43.4K
|
711
$40.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.41KNew |
$186K - $208K
|
3.41K
$194K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1.23KNew |
$67.2K - $75.3K
|
1.23K
$70.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.86KNew |
$210K - $235K
|
3.86K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
500New |
$27.3K - $30.5K
|
500
$28.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-707- 7.55% |
$38.6K - $43.2K
|
8.65K
$493K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-39.6K- 4.3% |
$2.16M - $2.42M
|
880K
$50.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-392- 50.0% |
$21.4K - $23.9K
|
392
$22.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-392- 50.0% |
$21.4K - $23.9K
|
392
$22.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
36New |
$1.96K - $2.2K
|
36
$2.05K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-4.73K- 21.46% |
$258K - $289K
|
17.3K
$986K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
200New |
$10.9K - $12.2K
|
200
$11.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.25K- 6.5% |
$122K - $137K
|
32.3K
$1.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-3.71K- 85.2% |
$202K - $226K
|
644
$36.7K
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
6.3KNew |
$344K - $385K
|
6.3K
$359K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
SELL
|
- |
-3.87K- 3.76% |
$211K - $236K
|
99.2K
$5.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
157KNew |
$8.55M - $9.57M
|
157K
$8.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
4.12KNew |
$225K - $252K
|
4.12K
$235K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
10.7KNew |
$582K - $651K
|
10.7K
$607K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.32K- 21.97% |
$71.9K - $80.5K
|
4.69K
$267K
|
|
|
Feb 06, 2025
Q4 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-180- 4.26% |
$9.82K - $11K
|
4.05K
$231K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
407New |
$22.2K - $24.8K
|
407
$23.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-4.16K- 5.28% |
$227K - $254K
|
74.7K
$4.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-1.13K- 17.62% |
$61.6K - $68.9K
|
5.28K
$301K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
313+ 151.94% |
$17.1K - $19.1K
|
519
$29.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
3.85KNew |
$210K - $235K
|
3.85K
$219K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
512New |
$27.9K - $31.3K
|
512
$29.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
50+ 0.16% |
$2.73K - $3.05K
|
31.4K
$1.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
6.41K+ 12.86% |
$350K - $392K
|
56.3K
$3.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-1.77K- 19.17% |
$96.5K - $108K
|
7.46K
$425K
|
|
|
Jan 30, 2025
Q4 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-23- 3.06% |
$1.25K - $1.4K
|
729
$41.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
107KNew |
$5.84M - $6.54M
|
107K
$6.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
546New |
$29.8K - $33.3K
|
546
$31.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
149+ 1.97% |
$8.13K - $9.09K
|
7.71K
$439K
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
10.8KNew |
$587K - $657K
|
10.8K
$613K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
9+ 0.2% |
$491 - $549
|
4.5K
$256K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
18+ 0.38% |
$982 - $1.1K
|
4.7K
$267K
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-5.08K- 50.0% |
$277K - $310K
|
5.08K
$289K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-16- 0.14% |
$873 - $977
|
11.8K
$674K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
28.3KNew |
$1.54M - $1.72M
|
28.3K
$1.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
10.2KNew |
$555K - $622K
|
10.2K
$580K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-426- 8.41% |
$23.2K - $26K
|
4.64K
$264K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
7.59KNew |
$414K - $463K
|
7.59K
$432K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
1.85K+ 19.3% |
$101K - $113K
|
11.4K
$651K
|
|