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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
5.72KNew |
$287K - $312K
|
5.72K
$326K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.46KNew |
$274K - $298K
|
5.46K
$311K
|
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
4.47K+ 86.64% |
$224K - $244K
|
9.64K
$549K
|
|
|
Aug 13, 2024
Q2 2024
|
Fmfe Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3.42K+ 0.64% |
$172K - $186K
|
536K
$30.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3.12KNew |
$157K - $170K
|
3.12K
$178K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
2.1KNew |
$105K - $114K
|
2.1K
$119K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
879New |
$44.1K - $47.9K
|
879
$50.1K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
543New |
$27.2K - $29.6K
|
543
$30.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
428New |
$21.5K - $23.3K
|
428
$24.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
408+ 134.21% |
$20.5K - $22.2K
|
712
$40.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
405+ 613.64% |
$20.3K - $22.1K
|
471
$26.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
8+ 4.76% |
$401 - $436
|
176
$10K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 1.2% |
$50.2 - $54.5
|
84
$4.78K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
101K+ 208.07% |
$4.99M - $5.49M
|
149K
$8.51M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
75.7KNew |
$3.74M - $4.12M
|
75.7K
$4.31M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
58.9KNew |
$2.91M - $3.21M
|
58.9K
$3.35M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
20.7K+ 18.75% |
$1.02M - $1.13M
|
131K
$7.47M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
15.8KNew |
$784K - $862K
|
15.8K
$902K
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
10.5KNew |
$519K - $571K
|
10.5K
$597K
|
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
BUY
|
- |
6.76KNew |
$334K - $368K
|
6.76K
$385K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
5.02KNew |
$248K - $273K
|
5.02K
$286K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
4.61KNew |
$228K - $251K
|
4.61K
$263K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
3.76K+ 29.07% |
$186K - $205K
|
16.7K
$952K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.01KNew |
$49.7K - $54.8K
|
1.01K
$57.3K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
976New |
$48.3K - $53.1K
|
976
$55.6K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
136New |
$6.73K - $7.4K
|
136
$7.74K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
102New |
$5.04K - $5.55K
|
102
$5.81K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
78New |
$3.86K - $4.25K
|
78
$4.44K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
12+ 0.2% |
$593 - $653
|
5.88K
$335K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 0.83% |
$49.5 - $54.4
|
121
$6.89K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
51.5KNew |
$2.2M - $2.74M
|
51.5K
$2.94M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
31.2KNew |
$1.33M - $1.65M
|
31.2K
$1.77M
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
22.9K+ 220.39% |
$980K - $1.22M
|
33.3K
$1.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
13KNew |
$554K - $689K
|
13K
$739K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
12.1KNew |
$516K - $642K
|
12.1K
$688K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
10.3KNew |
$440K - $547K
|
10.3K
$587K
|
|
|
Feb 12, 2024
Q4 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
10.1KNew |
$431K - $536K
|
10.1K
$575K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
10.1KNew |
$430K - $535K
|
10.1K
$574K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
9.4K+ 3.95% |
$401K - $499K
|
247K
$14.1M
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
9.03KNew |
$386K - $480K
|
9.03K
$514K
|
|
|
Feb 06, 2024
Q4 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
7.3KNew |
$312K - $388K
|
7.3K
$416K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
5.28KNew |
$225K - $280K
|
5.28K
$301K
|
|
|
Feb 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
5.2KNew |
$222K - $276K
|
5.2K
$296K
|
|
|
Feb 06, 2024
Q4 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
4.29KNew |
$183K - $228K
|
4.29K
$244K
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
4.19KNew |
$179K - $223K
|
4.19K
$239K
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.16KNew |
$177K - $221K
|
4.16K
$237K
|
|
|
Jan 26, 2024
Q4 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
4.11KNew |
$176K - $218K
|
4.11K
$234K
|
|
|
Feb 13, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
4.08KNew |
$174K - $217K
|
4.08K
$232K
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
3.96KNew |
$169K - $210K
|
3.96K
$225K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
2.35K+ 14.27% |
$100K - $125K
|
18.8K
$1.07M
|
|