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, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
1.45KNew |
$56.1K - $67.3K
|
1.45K
$82.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
17.1K+ 3.8% |
$664K - $796K
|
467K
$26.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
6.7KNew |
$260K - $312K
|
6.7K
$385K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
9.31KNew |
$361K - $434K
|
9.31K
$534K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
37.3K+ 101.09% |
$1.45M - $1.74M
|
74.1K
$4.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-5.03K- 40.48% |
$195K - $234K
|
7.4K
$425K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-771- 5.49% |
$29.9K - $35.9K
|
13.3K
$761K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-355- 12.05% |
$13.8K - $16.5K
|
2.59K
$149K
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3.64KNew |
$141K - $169K
|
3.64K
$209K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1.02KNew |
$39.7K - $47.7K
|
1.02K
$58.7K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
11.3K+ 0.86% |
$440K - $528K
|
1.32M
$75.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-86- 7.85% |
$3.34K - $4.01K
|
1.01K
$57.9K
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
SELL
|
- |
-292- 6.07% |
$11.3K - $13.6K
|
4.52K
$259K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-158K- 10.4% |
$6.14M - $7.37M
|
1.36M
$78.2M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-66.9K- 7.74% |
$2.6M - $3.12M
|
798K
$45.8M
|
|
|
Oct 19, 2022
Q3 2022
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
482+ 5.42% |
$18.7K - $22.5K
|
9.38K
$538K
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
12+ 0.31% |
$466 - $559
|
3.87K
$222K
|
|
|
Oct 11, 2022
Q3 2022
|
Geometric Wealth Advisors
|
SELL
|
- |
-17.4K- 69.48% |
$674K - $809K
|
7.63K
$438K
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.55K- 93.37% |
$61.5K - $73K
|
110
$6.31K
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.67KClosed |
$66.5K - $78.9K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
7+ 0.42% |
$278 - $330
|
1.66K
$95K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
26+ 0.39% |
$1.03K - $1.23K
|
6.63K
$380K
|
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
18.6KNew |
$740K - $878K
|
18.6K
$1.07M
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
6.95KNew |
$276K - $328K
|
6.95K
$399K
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
84+ 0.29% |
$3.34K - $3.96K
|
29.3K
$1.68M
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-20Closed |
$794 - $943
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-379KClosed |
$15M - $17.9M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.17KNew |
$205K - $244K
|
5.17K
$297K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
10.7K+ 75.91% |
$426K - $505K
|
24.8K
$1.43M
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-8.31KClosed |
$330K - $392K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-995- 17.54% |
$39.5K - $46.9K
|
4.68K
$268K
|
|
|
Aug 09, 2022
Q2 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
233KNew |
$9.25M - $11M
|
233K
$13.4M
|
|
|
Aug 08, 2022
Q2 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-11.8KClosed |
$468K - $555K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
9.75K+ 208.0% |
$387K - $460K
|
14.4K
$829K
|
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-10.9KClosed |
$432K - $513K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
2.05KNew |
$81.6K - $96.8K
|
2.05K
$118K
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
11.1KNew |
$440K - $522K
|
11.1K
$636K
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
189New |
$7.51K - $8.91K
|
189
$10.8K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
632New |
$25.1K - $29.8K
|
632
$36.3K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-3.14KClosed |
$125K - $148K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
50New |
$1.99K - $2.36K
|
50
$2.87K
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
2.24KNew |
$88.9K - $106K
|
2.24K
$128K
|
|
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
61.6KNew |
$2.45M - $2.9M
|
61.6K
$3.53M
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
689New |
$27.4K - $32.5K
|
689
$39.5K
|
|
|
Jul 15, 2022
Q2 2022
|
Amarillo National Bank
|
BUY
|
- |
5.46KNew |
$217K - $257K
|
5.46K
$313K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
115+ 1.9% |
$4.57K - $5.42K
|
6.18K
$354K
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
828New |
$32.9K - $39K
|
828
$47.5K
|
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-477Closed |
$18.9K - $22.5K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
543+ 45.75% |
$21.6K - $25.6K
|
1.73K
$99.3K
|
|
| Q1 2022 | |||||||
|
Sep 13, 2022
Q1 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-10.2KClosed |
$452K - $495K
|
0
$0
|
|