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 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.64K+ 41.77% |
$308K - $344K
|
19.1K
$997K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
16.3KNew |
$887K - $992K
|
16.3K
$846K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.05K- 34.88% |
$221K - $247K
|
7.55K
$393K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
6.05KNew |
$330K - $369K
|
6.05K
$315K
|
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
3.72K+ 4.06% |
$203K - $227K
|
95.1K
$4.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-115K- 5.59% |
$6.27M - $7.02M
|
1.94M
$101M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
980+ 3.81% |
$53.4K - $59.8K
|
26.7K
$1.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
14KNew |
$763K - $854K
|
14K
$728K
|
|
|
Feb 12, 2025
Q4 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
281+ 1.56% |
$15.3K - $17.2K
|
18.3K
$951K
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
36.4KNew |
$1.99M - $2.22M
|
36.4K
$1.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-2.5K- 2.5% |
$136K - $153K
|
97.4K
$5.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
27New |
$1.47K - $1.65K
|
27
$1.41K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-157- 1.78% |
$8.56K - $9.58K
|
8.69K
$452K
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
5.16KNew |
$281K - $315K
|
5.16K
$268K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
200New |
$10.9K - $12.2K
|
200
$10.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
17.6KNew |
$959K - $1.07M
|
17.6K
$915K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
16K+ 45.42% |
$874K - $978K
|
51.3K
$2.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
SELL
|
- |
-25.4K- 1.55% |
$1.38M - $1.55M
|
1.61M
$83.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$54.5 - $61
|
7.09K
$369K
|
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-2.36K- 0.84% |
$129K - $144K
|
278K
$14.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-15.3K- 1.03% |
$834K - $934K
|
1.47M
$76.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
3.08K+ 5.02% |
$168K - $188K
|
64.3K
$3.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-66- 3.44% |
$3.6K - $4.03K
|
1.86K
$96.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-11.3K- 89.51% |
$618K - $691K
|
1.33K
$69.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
1.82K+ 3.01% |
$99.5K - $111K
|
62.5K
$3.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
7.48K+ 2.98% |
$408K - $457K
|
259K
$13.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
95.3K+ 3.33% |
$5.2M - $5.81M
|
2.95M
$154M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.47K+ 3.71% |
$408K - $456K
|
209K
$10.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
118K+ 13.65% |
$6.45M - $7.22M
|
984K
$51.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
92.5KNew |
$5.04M - $5.64M
|
92.5K
$4.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
23.7KNew |
$1.29M - $1.45M
|
23.7K
$1.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-35- 0.03% |
$1.91K - $2.14K
|
126K
$6.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
122K+ 44.28% |
$6.67M - $7.47M
|
399K
$20.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.82K+ 5.11% |
$99.1K - $111K
|
37.4K
$1.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-598- 2.93% |
$32.6K - $36.5K
|
19.8K
$1.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
5.77KNew |
$315K - $352K
|
5.77K
$300K
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-13- 0.19% |
$709 - $794
|
6.81K
$355K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-339- 0.69% |
$18.5K - $20.7K
|
48.9K
$2.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
2.25K+ 2.46% |
$123K - $137K
|
93.8K
$4.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
60.7KNew |
$3.31M - $3.71M
|
60.7K
$3.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
39.9K+ 21.35% |
$2.18M - $2.44M
|
227K
$11.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
99.4KNew |
$5.42M - $6.07M
|
99.4K
$5.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
32KNew |
$1.74M - $1.95M
|
32K
$1.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-6.38K- 1.26% |
$348K - $389K
|
499K
$26M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-3.71K- 85.2% |
$202K - $226K
|
644
$33.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-12K- 9.33% |
$652K - $730K
|
116K
$6.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
6.51KNew |
$355K - $397K
|
6.51K
$339K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
144K+ 32.13% |
$7.86M - $8.8M
|
593K
$30.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.9K+ 5.55% |
$1.2M - $1.34M
|
417K
$21.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-1.4K- 0.35% |
$76.4K - $85.5K
|
402K
$20.9M
|