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, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-14.5K- 2.04% |
$789K - $883K
|
693K
$36.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4KNew |
$218K - $244K
|
4K
$208K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-601- 6.53% |
$32.8K - $36.7K
|
8.6K
$448K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
35.5K+ 10.95% |
$1.94M - $2.17M
|
360K
$18.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-707- 7.55% |
$38.6K - $43.2K
|
8.65K
$450K
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.4K- 10.47% |
$76.4K - $85.5K
|
12K
$623K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
5.22KNew |
$284K - $318K
|
5.22K
$271K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
16.7K+ 7.12% |
$911K - $1.02M
|
251K
$13.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.1K+ 5.51% |
$59.8K - $67K
|
21K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.45K+ 10.9% |
$188K - $211K
|
35.1K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
8.91KNew |
$486K - $544K
|
8.91K
$464K
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
992+ 4.62% |
$54.1K - $60.6K
|
22.5K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-3.77K- 1.48% |
$206K - $230K
|
251K
$13.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
2.32KNew |
$126K - $142K
|
2.32K
$121K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
378KNew |
$20.6M - $23.1M
|
378K
$19.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
284KNew |
$15.5M - $17.4M
|
284K
$14.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
111+ 0.15% |
$6.05K - $6.78K
|
74.5K
$3.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-2.63K- 20.06% |
$143K - $160K
|
10.5K
$545K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
383K+ 20.7% |
$20.9M - $23.4M
|
2.23M
$116M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
13.1K+ 5.55% |
$714K - $799K
|
249K
$13M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.1K+ 6.86% |
$1.48M - $1.65M
|
422K
$22M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-392- 50.0% |
$21.4K - $23.9K
|
392
$20.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.65K- 4.33% |
$199K - $223K
|
80.6K
$4.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
21.4K+ 4.59% |
$1.17M - $1.31M
|
487K
$25.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.22K- 3.67% |
$230K - $258K
|
111K
$5.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
11.7K+ 170.68% |
$638K - $714K
|
18.6K
$966K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.89KNew |
$212K - $238K
|
3.89K
$203K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.36K+ 3.59% |
$74.3K - $83.1K
|
39.3K
$2.05M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.47K+ 3.67% |
$189K - $212K
|
97.8K
$5.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-3.15K- 2.42% |
$172K - $192K
|
127K
$6.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
521+ 0.89% |
$28.4K - $31.8K
|
59.2K
$3.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-461- 1.68% |
$25.1K - $28.1K
|
27K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-10- 0.07% |
$545 - $610
|
15.3K
$799K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-247- 1.67% |
$13.5K - $15.1K
|
14.6K
$758K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.09K+ 1.8% |
$332K - $371K
|
343K
$17.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
61K+ 9.7% |
$3.33M - $3.72M
|
690K
$35.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
6.8KNew |
$371K - $415K
|
6.8K
$354K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
17.5K+ 6.81% |
$957K - $1.07M
|
275K
$14.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
36New |
$1.96K - $2.2K
|
36
$1.87K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
13+ 0.35% |
$709 - $794
|
3.74K
$195K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-4.73K- 21.46% |
$258K - $289K
|
17.3K
$902K
|
|
|
Feb 12, 2025
Q4 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-8.54K- 1.86% |
$466K - $521K
|
451K
$23.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-543- 2.34% |
$29.6K - $33.1K
|
22.6K
$1.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
12+ 0.2% |
$654 - $732
|
6.06K
$315K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.62K+ 4.6% |
$143K - $160K
|
59.6K
$3.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
194+ 5.4% |
$10.6K - $11.8K
|
3.79K
$197K
|
|
|
Feb 12, 2025
Q4 2024
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
6.23KNew |
$340K - $381K
|
6.23K
$324K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
88+ 2.5% |
$4.8K - $5.37K
|
3.61K
$188K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
202K+ 77.67% |
$11M - $12.3M
|
461K
$24M
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-175- 0.37% |
$9.54K - $10.7K
|
47.2K
$2.46M
|