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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
18.1KNew |
$988K - $1.11M
|
18.1K
$943K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-409- 0.3% |
$22.3K - $25K
|
136K
$7.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
20+ 0.39% |
$1.09K - $1.22K
|
5.16K
$268K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-173K- 2.35% |
$9.45M - $10.6M
|
7.2M
$375M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.37K+ 24.56% |
$129K - $145K
|
12K
$626K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
33.9K+ 55.77% |
$1.85M - $2.07M
|
94.7K
$4.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-3.61K- 3.27% |
$197K - $220K
|
107K
$5.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
397+ 7.16% |
$21.7K - $24.2K
|
5.94K
$309K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.11K- 1.49% |
$60.3K - $67.4K
|
73.2K
$3.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-7.52K- 40.06% |
$410K - $459K
|
11.2K
$585K
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
107KNew |
$5.84M - $6.54M
|
107K
$5.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
1.63K+ 4.8% |
$89.1K - $99.7K
|
35.7K
$1.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-60- 2.99% |
$3.27K - $3.66K
|
1.95K
$101K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-3.16K- 0.59% |
$173K - $193K
|
537K
$28M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
349+ 7.12% |
$19K - $21.3K
|
5.25K
$273K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-350- 6.03% |
$19.1K - $21.4K
|
5.45K
$284K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.53K+ 5.2% |
$83.7K - $93.6K
|
31K
$1.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-53- 0.6% |
$2.89K - $3.24K
|
8.76K
$456K
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
20KNew |
$1.09M - $1.22M
|
20K
$1.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.11K+ 24.45% |
$169K - $190K
|
15.8K
$823K
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-36- 0.12% |
$1.96K - $2.2K
|
29.2K
$1.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.15K+ 2.87% |
$117K - $131K
|
77.2K
$4.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
9.03K+ 1.37% |
$492K - $551K
|
666K
$34.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-4.38K- 2.58% |
$239K - $267K
|
165K
$8.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-854- 1.55% |
$46.6K - $52.1K
|
54.4K
$2.83M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
970+ 7.4% |
$52.9K - $59.2K
|
14.1K
$732K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-75- 0.65% |
$4.09K - $4.58K
|
11.4K
$593K
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
706KNew |
$38.5M - $43.1M
|
706K
$36.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
43.2K+ 5.76% |
$2.35M - $2.63M
|
792K
$41.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
556+ 1.35% |
$30.3K - $33.9K
|
41.9K
$2.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-58.1K- 1.12% |
$3.17M - $3.55M
|
5.13M
$267M
|
|
|
Jan 28, 2025
Q4 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
SELL
|
- |
-5.24K- 1.04% |
$286K - $320K
|
498K
$25.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
10.7K+ 7.46% |
$586K - $656K
|
155K
$8.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
242+ 0.43% |
$13.2K - $14.8K
|
56.2K
$2.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-2.22K- 1.11% |
$121K - $135K
|
198K
$10.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-1.57K- 13.28% |
$85.8K - $96.1K
|
10.3K
$535K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-13.1K- 2.6% |
$713K - $799K
|
490K
$25.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
39.6K+ 13.2% |
$2.16M - $2.42M
|
339K
$17.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.43K- 2.15% |
$132K - $148K
|
111K
$5.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-221- 0.77% |
$12.1K - $13.5K
|
28.3K
$1.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.71K- 0.91% |
$93.2K - $104K
|
186K
$9.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-5.52K- 1.88% |
$301K - $337K
|
288K
$15M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-327- 0.98% |
$17.8K - $20K
|
33.2K
$1.73M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-4.44K- 5.33% |
$242K - $271K
|
78.9K
$4.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.33K+ 0.82% |
$72.8K - $81.4K
|
164K
$8.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-295- 1.09% |
$16.1K - $18K
|
26.7K
$1.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-369- 2.47% |
$20.1K - $22.5K
|
14.6K
$759K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-7.4K- 8.35% |
$403K - $451K
|
81.2K
$4.23M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-215- 1.66% |
$11.7K - $13.1K
|
12.7K
$663K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.77K+ 1.06% |
$96.6K - $108K
|
169K
$8.8M
|