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 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
21New |
$845 - $985
|
21
$1.21K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
15+ 0.26% |
$604 - $704
|
5.75K
$330K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
2+ 0.35% |
$80.5 - $93.8
|
574
$32.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
37.3K+ 101.09% |
$1.45M - $1.74M
|
74.1K
$4.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
17.1K+ 3.8% |
$664K - $796K
|
467K
$26.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
11.3K+ 0.86% |
$440K - $528K
|
1.32M
$75.8M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
9.31KNew |
$361K - $434K
|
9.31K
$534K
|
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
6.7KNew |
$260K - $312K
|
6.7K
$385K
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3.64KNew |
$141K - $169K
|
3.64K
$209K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
1.45KNew |
$56.1K - $67.3K
|
1.45K
$82.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1.02KNew |
$39.7K - $47.7K
|
1.02K
$58.7K
|
|
|
Oct 19, 2022
Q3 2022
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
482+ 5.42% |
$18.7K - $22.5K
|
9.38K
$538K
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
12+ 0.31% |
$466 - $559
|
3.87K
$222K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
233KNew |
$9.25M - $11M
|
233K
$13.4M
|
|
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
61.6KNew |
$2.45M - $2.9M
|
61.6K
$3.53M
|
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
18.6KNew |
$740K - $878K
|
18.6K
$1.07M
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
11.1KNew |
$440K - $522K
|
11.1K
$636K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
10.7K+ 75.91% |
$426K - $505K
|
24.8K
$1.43M
|
|
|
Aug 08, 2022
Q2 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
9.75K+ 208.0% |
$387K - $460K
|
14.4K
$829K
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
6.95KNew |
$276K - $328K
|
6.95K
$399K
|
|
|
Jul 15, 2022
Q2 2022
|
Amarillo National Bank
|
BUY
|
- |
5.46KNew |
$217K - $257K
|
5.46K
$313K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.17KNew |
$205K - $244K
|
5.17K
$297K
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
2.24KNew |
$88.9K - $106K
|
2.24K
$128K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
2.05KNew |
$81.6K - $96.8K
|
2.05K
$118K
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
828New |
$32.9K - $39K
|
828
$47.5K
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
689New |
$27.4K - $32.5K
|
689
$39.5K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
632New |
$25.1K - $29.8K
|
632
$36.3K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
543+ 45.75% |
$21.6K - $25.6K
|
1.73K
$99.3K
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
189New |
$7.51K - $8.91K
|
189
$10.8K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
115+ 1.9% |
$4.57K - $5.42K
|
6.18K
$354K
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
84+ 0.29% |
$3.34K - $3.96K
|
29.3K
$1.68M
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
50New |
$1.99K - $2.36K
|
50
$2.87K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
26+ 0.39% |
$1.03K - $1.23K
|
6.63K
$380K
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
7+ 0.42% |
$278 - $330
|
1.66K
$95K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
72.9KNew |
$3.24M - $3.55M
|
72.9K
$4.19M
|
|
| Q4 2021 | |||||||
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
11.8KNew |
$524K - $582K
|
11.8K
$677K
|
|
|
Dec 06, 2024
Q4 2021
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
6.94K+ 2.62% |
$309K - $343K
|
272K
$15.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
6.75KNew |
$300K - $333K
|
6.75K
$387K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
2.25KNew |
$99.9K - $111K
|
2.25K
$129K
|
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.21KNew |
$53.6K - $59.5K
|
1.21K
$69.2K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
16.1KNew |
$670K - $737K
|
16.1K
$923K
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
14.6KNew |
$610K - $671K
|
14.6K
$840K
|
|
|
Nov 12, 2021
Q3 2021
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
939New |
$39.1K - $43K
|
939
$53.9K
|
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
76New |
$3.17K - $3.48K
|
76
$4.36K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
50.9KNew |
$2.22M - $2.34M
|
50.9K
$2.92M
|
|
|
Jul 22, 2021
Q2 2021
|
Burleson & Company, LLC
|
BUY
|
- |
11.2KNew |
$487K - $515K
|
11.2K
$642K
|
|
|
Aug 16, 2021
Q2 2021
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
10.7KNew |
$466K - $493K
|
10.7K
$615K
|
|
|
Jul 28, 2021
Q2 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7.65KNew |
$333K - $352K
|
7.65K
$439K
|
|
|
Aug 13, 2021
Q2 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
7.59KNew |
$330K - $349K
|
7.59K
$436K
|
|