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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
9.4K+ 3.95% |
$401K - $499K
|
247K
$14.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
75+ 0.62% |
$3.2K - $3.98K
|
12.1K
$688K
|
|
|
Feb 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
5.2KNew |
$222K - $276K
|
5.2K
$296K
|
|
|
Feb 13, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
4.08KNew |
$174K - $217K
|
4.08K
$232K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.42% |
$171 - $212
|
947
$53.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
10.1KNew |
$431K - $536K
|
10.1K
$575K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
420New |
$17.9K - $22.3K
|
420
$23.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
18+ 0.1% |
$769 - $956
|
18K
$1.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
7.3KNew |
$312K - $388K
|
7.3K
$416K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
2.35K+ 14.27% |
$100K - $125K
|
18.8K
$1.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
508New |
$21.7K - $27K
|
508
$28.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
4.29KNew |
$183K - $228K
|
4.29K
$244K
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-650- 5.03% |
$27.8K - $34.5K
|
12.3K
$699K
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
4.19KNew |
$179K - $223K
|
4.19K
$239K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-650- 5.03% |
$27.8K - $34.5K
|
12.3K
$699K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
200New |
$8.54K - $10.6K
|
200
$11.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
288New |
$12.3K - $15.3K
|
288
$16.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
757+ 9.18% |
$32.3K - $40.2K
|
9K
$513K
|
|
|
Jan 26, 2024
Q4 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
4.11KNew |
$176K - $218K
|
4.11K
$234K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
5.28KNew |
$225K - $280K
|
5.28K
$301K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
31.2KNew |
$1.33M - $1.65M
|
31.2K
$1.77M
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
22.9K+ 220.39% |
$980K - $1.22M
|
33.3K
$1.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
10.1KNew |
$430K - $535K
|
10.1K
$574K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-103- 4.5% |
$4.4K - $5.47K
|
2.19K
$125K
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
3.96KNew |
$169K - $210K
|
3.96K
$225K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
13KNew |
$554K - $689K
|
13K
$739K
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-12.5K- 0.79% |
$533K - $663K
|
1.57M
$89.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-7.21K- 22.39% |
$308K - $383K
|
25K
$1.42M
|
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
4+ 0.04% |
$171 - $212
|
10.6K
$606K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
10.3KNew |
$440K - $547K
|
10.3K
$587K
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-4.88KClosed |
$220K - $242K
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4.07K+ 1800.0% |
$183K - $202K
|
4.29K
$245K
|
|
|
Nov 09, 2023
Q3 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
5.65KNew |
$255K - $281K
|
5.65K
$322K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.07K+ 7.6% |
$48.2K - $53.1K
|
15.1K
$862K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
4.95K+ 11.32% |
$223K - $246K
|
48.7K
$2.77M
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-21- 9.5% |
$946 - $1.04K
|
200
$11.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-74- 2.28% |
$3.34K - $3.68K
|
3.18K
$181K
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
3.45K+ 4.88% |
$155K - $171K
|
74.1K
$4.22M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
351+ 0.96% |
$15.8K - $17.4K
|
36.9K
$2.1M
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-102- 0.16% |
$4.6K - $5.07K
|
62K
$3.53M
|
|
|
Oct 20, 2023
Q3 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
5+ 50.0% |
$225 - $249
|
15
$854
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
4.08K+ 1.31% |
$184K - $203K
|
315K
$17.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
210+ 0.46% |
$9.46K - $10.4K
|
45.7K
$2.6M
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
50New |
$2.25K - $2.49K
|
50
$2.85K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-16.9K- 4.43% |
$701K - $785K
|
365K
$20.8M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
942New |
$39K - $43.7K
|
942
$53.6K
|
|
|
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
$817K
|
|
|
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
|
|