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 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.88K- 5.94% |
$102K - $115K
|
29.7K
$1.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.25K- 6.5% |
$122K - $137K
|
32.3K
$1.68M
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
6.3KNew |
$344K - $385K
|
6.3K
$328K
|
|
|
Feb 10, 2025
Q4 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
17.4K+ 176.7% |
$948K - $1.06M
|
27.2K
$1.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-9.8K- 48.28% |
$535K - $598K
|
10.5K
$547K
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
18.4KNew |
$1.01M - $1.13M
|
18.4K
$960K
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
157KNew |
$8.55M - $9.57M
|
157K
$8.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.67K- 17.31% |
$90.9K - $102K
|
7.96K
$414K
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
41K+ 14.35% |
$2.24M - $2.5M
|
327K
$17M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
58.1KNew |
$3.17M - $3.55M
|
58.1K
$3.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-63- 0.87% |
$3.44K - $3.85K
|
7.2K
$375K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
63+ 11.65% |
$3.44K - $3.85K
|
604
$31.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Rs Crum Inc.
|
SELL
|
- |
-2.98K- 1.01% |
$163K - $182K
|
293K
$15.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
3.5K+ 29.09% |
$191K - $214K
|
15.5K
$809K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
SELL
|
- |
-3.87K- 3.76% |
$211K - $236K
|
99.2K
$5.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
552KNew |
$30.1M - $33.7M
|
552K
$28.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-9.97K- 0.36% |
$544K - $609K
|
2.76M
$144M
|
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
2.13K+ 0.81% |
$116K - $130K
|
265K
$13.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
21+ 0.38% |
$1.15K - $1.28K
|
5.49K
$286K
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
261+ 0.32% |
$14.2K - $15.9K
|
80.9K
$4.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
27+ 0.38% |
$1.47K - $1.65K
|
7.22K
$376K
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-4.12K- 0.66% |
$225K - $252K
|
625K
$32.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.22K- 27.17% |
$66.5K - $74.5K
|
3.27K
$170K
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-9.7K- 2.5% |
$529K - $592K
|
378K
$19.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
4+ 0.01% |
$218 - $244
|
57K
$2.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
13.5K+ 13.48% |
$734K - $821K
|
113K
$5.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.21K+ 8.75% |
$339K - $379K
|
77.1K
$4.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
8.53KNew |
$465K - $520K
|
8.53K
$444K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
6.69KNew |
$365K - $409K
|
6.69K
$348K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
154KNew |
$8.42M - $9.42M
|
154K
$8.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-26.9K- 7.38% |
$1.47M - $1.64M
|
337K
$17.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-1.94K- 1.93% |
$106K - $118K
|
98.3K
$5.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
22.4K+ 322.47% |
$1.22M - $1.37M
|
29.4K
$1.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
4.12KNew |
$225K - $252K
|
4.12K
$215K
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
25.4K+ 12.22% |
$1.38M - $1.55M
|
233K
$12.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-6.55K- 1.64% |
$357K - $400K
|
392K
$20.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
81.7KNew |
$4.46M - $4.99M
|
81.7K
$4.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.93K+ 5.44% |
$214K - $240K
|
76.1K
$3.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
10.7KNew |
$582K - $651K
|
10.7K
$555K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-2.05K- 1.45% |
$112K - $125K
|
139K
$7.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-304- 41.93% |
$16.6K - $18.6K
|
421
$21.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.62K+ 5.84% |
$143K - $160K
|
47.6K
$2.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-608- 1.09% |
$33.2K - $37.1K
|
55.1K
$2.87M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-5.69K- 2.06% |
$310K - $347K
|
270K
$14.1M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-226- 0.01% |
$12.3K - $13.8K
|
2.04M
$106M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
12+ 0.2% |
$654 - $732
|
5.94K
$309K
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
SELL
|
- |
-181- 2.37% |
$9.87K - $11K
|
7.45K
$388K
|
|
|
Feb 07, 2025
Q4 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-267- 3.19% |
$14.6K - $16.3K
|
8.11K
$422K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.21K+ 3.24% |
$66K - $73.9K
|
38.6K
$2.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-2.82K- 37.19% |
$154K - $172K
|
4.77K
$248K
|