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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
287New |
$11.9K - $13.3K
|
287
$16.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
1+ 0.01% |
$41.4 - $46.4
|
14.3K
$816K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
2.62KNew |
$108K - $121K
|
2.62K
$149K
|
|
|
Aug 14, 2023
Q2 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
2.98KNew |
$123K - $138K
|
2.98K
$169K
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-35- 1.09% |
$1.45K - $1.62K
|
3.18K
$181K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-350- 5.74% |
$14.5K - $16.2K
|
5.75K
$327K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
4New |
$166 - $186
|
4
$228
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
21.3KNew |
$884K - $990K
|
21.3K
$1.21M
|
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-472- 3.11% |
$19.6K - $21.9K
|
14.7K
$836K
|
|
|
Aug 03, 2023
Q2 2023
|
Asio Capital, LLC
|
SELL
|
- |
-23.8K- 18.23% |
$985K - $1.1M
|
107K
$6.07M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
12.3K+ 76.36% |
$510K - $571K
|
28.5K
$1.62M
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
40.4K+ 12.28% |
$1.67M - $1.87M
|
369K
$21M
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
233New |
$9.66K - $10.8K
|
233
$13.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
440+ 7.06% |
$18.2K - $20.4K
|
6.67K
$380K
|
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
10.3KNew |
$427K - $478K
|
10.3K
$587K
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
6.36KNew |
$264K - $295K
|
6.36K
$362K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
177KNew |
$7.34M - $8.21M
|
177K
$10.1M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
177KNew |
$7.34M - $8.21M
|
177K
$10.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
650+ 11.32% |
$26.9K - $30.2K
|
6.39K
$364K
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-1.08K- 11.23% |
$44.8K - $50.1K
|
8.55K
$487K
|
|
|
Jul 14, 2023
Q2 2023
|
Steph & CO
|
SELL
|
- |
-114- 13.82% |
$4.72K - $5.29K
|
711
$40.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-467- 9.54% |
$19.4K - $21.7K
|
4.43K
$252K
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.56KNew |
$189K - $211K
|
4.56K
$260K
|
|
| Q1 2023 | |||||||
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.35K+ 11.62% |
$184K - $217K
|
41.8K
$2.38M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.04KNew |
$43.9K - $51.5K
|
1.04K
$59K
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.28K+ 13.81% |
$54.3K - $63.8K
|
10.6K
$601K
|
|
|
May 15, 2023
Q1 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
5.54KNew |
$235K - $276K
|
5.54K
$315K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-250- 3.78% |
$10.6K - $12.4K
|
6.36K
$362K
|
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
6.29KNew |
$266K - $313K
|
6.29K
$358K
|
|
|
May 15, 2023
Q1 2023
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-647- 3.09% |
$27.4K - $32.2K
|
20.3K
$1.16M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
400New |
$17K - $19.9K
|
400
$22.8K
|
|
|
May 10, 2023
Q1 2023
|
S.A. Mason LLC
|
BUY
|
- |
2.83KNew |
$120K - $141K
|
2.83K
$161K
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-186- 30.74% |
$7.88K - $9.25K
|
419
$23.9K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
8+ 0.28% |
$339 - $398
|
2.82K
$161K
|
|
|
May 05, 2023
Q1 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.5K- 19.6% |
$63.6K - $74.6K
|
6.15K
$350K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
441KNew |
$18.7M - $22M
|
441K
$25.1M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-2.6K- 4.22% |
$110K - $129K
|
58.8K
$3.35M
|
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
BUY
|
- |
11.1KNew |
$470K - $551K
|
11.1K
$631K
|
|
|
Apr 26, 2023
Q1 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
4.75KNew |
$201K - $236K
|
4.75K
$270K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
2.19K+ 12.58% |
$92.8K - $109K
|
19.6K
$1.11M
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
BUY
|
- |
33+ 0.3% |
$1.4K - $1.64K
|
11.1K
$629K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
5.67KNew |
$240K - $282K
|
5.67K
$323K
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-870- 8.73% |
$36.9K - $43.3K
|
9.1K
$518K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
86+ 1.24% |
$3.64K - $4.28K
|
7K
$399K
|
|
|
Apr 06, 2023
Q1 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-20.3K- 8.21% |
$861K - $1.01M
|
227K
$12.9M
|
|
| Q4 2022 | |||||||
|
Aug 10, 2023
Q4 2022
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
6.14KNew |
$247K - $288K
|
6.14K
$350K
|
|
|
Mar 14, 2023
Q4 2022
|
Awm Capital, LLC
|
BUY
|
- |
7.3KNew |
$294K - $343K
|
7.3K
$416K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.76KNew |
$70.9K - $82.7K
|
1.76K
$100K
|
|
|
Feb 14, 2023
Q4 2022
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
103New |
$4.14K - $4.83K
|
103
$5.86K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.69KNew |
$67.8K - $79.1K
|
1.69K
$96K
|
|