Latest Institutional Purchases of Dimensional ETF Tr U S Target (DFAT)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr U S Target (DFAT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.24MNew |
$67.8M - $75.9M
|
1.24M
$64.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.23M+ 34.42% |
$67.3M - $75.3M
|
4.82M
$251M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
706KNew |
$38.5M - $43.1M
|
706K
$36.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
552KNew |
$30.1M - $33.7M
|
552K
$28.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
459K+ 12.89% |
$25M - $28M
|
4.02M
$209M
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
399KNew |
$21.8M - $24.4M
|
399K
$20.7M
|
|
|
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
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
378KNew |
$20.6M - $23.1M
|
378K
$19.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
BUY
|
- |
330KNew |
$18M - $20.2M
|
330K
$17.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
314K+ 8003.42% |
$17.1M - $19.2M
|
318K
$16.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
284KNew |
$15.5M - $17.4M
|
284K
$14.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
265KNew |
$14.5M - $16.2M
|
265K
$13.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
262KNew |
$14.3M - $16M
|
262K
$13.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
244KNew |
$13.3M - $14.9M
|
244K
$12.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
238KNew |
$13M - $14.5M
|
238K
$12.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
232KNew |
$12.6M - $14.2M
|
232K
$12.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
208KNew |
$11.4M - $12.7M
|
208K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
206K+ 11.8% |
$11.2M - $12.6M
|
1.95M
$102M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
202K+ 77.67% |
$11M - $12.3M
|
461K
$24M
|
|
|
Feb 06, 2025
Q4 2024
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
192KNew |
$10.5M - $11.7M
|
192K
$9.96M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
189K+ 30.23% |
$10.3M - $11.5M
|
813K
$42.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Graver Capital Management, LLC
Columbus, OH |
BUY
|
- |
188KNew |
$10.3M - $11.5M
|
188K
$9.78M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
186KNew |
$10.2M - $11.4M
|
186K
$9.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
157KNew |
$8.55M - $9.57M
|
157K
$8.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
155KNew |
$8.48M - $9.49M
|
155K
$8.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
154KNew |
$8.42M - $9.42M
|
154K
$8.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
144K+ 32.13% |
$7.86M - $8.8M
|
593K
$30.8M
|
|
|
Feb 20, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
134K+ 1.52% |
$7.32M - $8.2M
|
8.94M
$465M
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
132K+ 11.13% |
$7.22M - $8.08M
|
1.32M
$68.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
129KNew |
$7.05M - $7.89M
|
129K
$6.72M
|
|
|
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
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
122K+ 281.21% |
$6.65M - $7.44M
|
165K
$8.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
118K+ 13.65% |
$6.45M - $7.22M
|
984K
$51.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
112KNew |
$6.12M - $6.85M
|
112K
$5.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
107KNew |
$5.84M - $6.54M
|
107K
$5.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
102KNew |
$5.57M - $6.23M
|
102K
$5.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
99.4KNew |
$5.42M - $6.07M
|
99.4K
$5.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
96.6KNew |
$5.27M - $5.9M
|
96.6K
$5.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
95.3K+ 3.33% |
$5.2M - $5.81M
|
2.95M
$154M
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
95KNew |
$5.18M - $5.8M
|
95K
$4.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
92.5KNew |
$5.04M - $5.64M
|
92.5K
$4.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
91.2K+ 4.16% |
$4.98M - $5.57M
|
2.28M
$119M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
89.7K+ 14.71% |
$4.89M - $5.48M
|
700K
$36.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
87.6K+ 382.72% |
$4.78M - $5.34M
|
110K
$5.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
82.9K+ 296.07% |
$4.52M - $5.06M
|
111K
$5.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
81.7KNew |
$4.46M - $4.99M
|
81.7K
$4.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
73.1KNew |
$3.99M - $4.46M
|
73.1K
$3.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
67KNew |
$3.65M - $4.09M
|
67K
$3.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
61K+ 9.7% |
$3.33M - $3.72M
|
690K
$35.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
60.7KNew |
$3.31M - $3.71M
|
60.7K
$3.16M
|