Latest Institutional Purchases of Dimensional ETF Tr U S Target (DFAT)

DFAT Quotes by TradingView

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 02, 2023 Q4 2022
Argi Investment Services, LLC

BUY
 -
6.88K
New
$277K - $323K
6.88K $392K
Aug 10, 2023 Q4 2022
Trellis Wealth Advisors LLC

San Luis Obispo, CA
BUY
 -
6.14K
New
$247K - $288K
6.14K $350K
Feb 03, 2023 Q4 2022
Goldstein Advisors, LLC

Madison, WI
BUY
 -
5.31K
New
$214K - $249K
5.31K $302K
Feb 10, 2023 Q4 2022
Motco

BUY
 -
2.35K
New
$94.6K - $110K
2.35K $134K
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
1.76K
New
$70.9K - $82.7K
1.76K $100K
Feb 14, 2023 Q4 2022
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
1.69K
New
$67.8K - $79.1K
1.69K $96K
Jan 17, 2023 Q4 2022
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
412
New
$16.6K - $19.3K
412 $23.5K
Jan 27, 2023 Q4 2022
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
283
New
$11.4K - $13.3K
283 $16.1K
Feb 14, 2023 Q4 2022
Personal Capital Advisors Corp

BUY
 -
261
+ 3.7%
$10.5K - $12.2K
7.32K $417K
Feb 10, 2023 Q4 2022
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
112
New
$4.51K - $5.25K
112 $6.38K
Feb 09, 2023 Q4 2022
Citigroup Inc

BUY
 -
21
New
$845 - $985
21 $1.2K
Feb 14, 2023 Q4 2022
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
15
+ 0.26%
$604 - $704
5.75K $328K
Feb 13, 2023 Q4 2022
Trustcore Financial Services, LLC

BUY
 -
2
+ 0.35%
$80.5 - $93.8
574 $32.7K
Jan 19, 2023 Q4 2022
Dougherty Wealth Advisers LLC

BUY
 -
0
New
$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 $4.22M
Nov 14, 2022 Q3 2022
Radnor Financial Advisors, LLC

Wayne, PA
BUY
 -
17.1K
+ 3.8%
$664K - $796K
467K $26.6M
Nov 02, 2022 Q3 2022
Dowling & Yahnke LLC

San Diego, CA
BUY
 -
11.3K
+ 0.86%
$440K - $528K
1.32M $75.2M
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
BUY
 -
9.31K
New
$361K - $434K
9.31K $530K
Nov 14, 2022 Q3 2022
Zacks Investment Management

Chicago, IL
BUY
 -
6.7K
New
$260K - $312K
6.7K $381K
Nov 07, 2022 Q3 2022
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
3.64K
New
$141K - $169K
3.64K $207K
Nov 14, 2022 Q3 2022
Meeder Asset Management Inc

BUY
 -
1.45K
New
$56.1K - $67.3K
1.45K $82.3K
Nov 03, 2022 Q3 2022
Bogart Wealth, LLC

BUY
 -
1.02K
New
$39.7K - $47.7K
1.02K $58.2K
Oct 19, 2022 Q3 2022
Sloy Dahl & Holst, LLC

BUY
 -
482
+ 5.42%
$18.7K - $22.5K
9.38K $534K
Oct 12, 2022 Q3 2022
Acropolis Investment Management, LLC

BUY
 -
12
+ 0.31%
$466 - $559
3.87K $221K
Q2 2022
Aug 09, 2022 Q2 2022
Choice Wealth Advisors, LLC

Waterville, ME
BUY
 -
233K
New
$9.25M - $11M
233K $13.3M
Jul 19, 2022 Q2 2022
Bell Rock Capital LLC

BUY
 -
61.6K
New
$2.45M - $2.9M
61.6K $3.51M
Aug 15, 2022 Q2 2022
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
18.6K
New
$740K - $878K
18.6K $1.06M
Aug 03, 2022 Q2 2022
F Dx Advisors, Inc.

BUY
 -
11.1K
New
$440K - $522K
11.1K $631K
Aug 11, 2022 Q2 2022
Advisor Partners LLC

Walnut Creek, CA
BUY
 -
10.7K
+ 75.91%
$426K - $505K
24.8K $1.41M
Aug 08, 2022 Q2 2022
Walleye Capital LLC

Plymouth, MN
BUY
 -
9.75K
+ 208.0%
$387K - $460K
14.4K $822K
Aug 15, 2022 Q2 2022
Surevest, LLC

Los Angeles, CA
BUY
 -
6.95K
New
$276K - $328K
6.95K $396K
Jul 15, 2022 Q2 2022
Amarillo National Bank

BUY
 -
5.46K
New
$217K - $257K
5.46K $311K
Aug 11, 2022 Q2 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
5.17K
New
$205K - $244K
5.17K $295K
Jul 21, 2022 Q2 2022
Investors Research Corp

BUY
 -
2.24K
New
$88.9K - $106K
2.24K $127K
Jul 15, 2022 Q2 2022
Valley National Advisers Inc

BUY
 -
828
New
$32.9K - $39K
828 $47.1K
Jul 19, 2022 Q2 2022
Gps Wealth Strategies Group, LLC

BUY
 -
689
New
$27.4K - $32.5K
689 $39.2K
Jul 26, 2022 Q2 2022
Venture Visionary Partners LLC

BUY
 -
632
New
$25.1K - $29.8K
632 $36K
Jul 08, 2022 Q2 2022
Covington Capital Management

BUY
 -
543
+ 45.75%
$21.6K - $25.6K
1.73K $98.5K
Jul 15, 2022 Q2 2022
Herold Advisors, Inc.

BUY
 -
115
+ 1.9%
$4.57K - $5.42K
6.18K $352K
Aug 15, 2022 Q2 2022
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
84
+ 0.29%
$3.34K - $3.96K
29.3K $1.67M
Jul 22, 2022 Q2 2022
Urban Wealth Management, LLC

BUY
 -
50
New
$1.99K - $2.36K
50 $2.85K
Aug 15, 2022 Q2 2022
Frontier Wealth Management LLC

Kansas City, MO
BUY
 -
26
+ 0.39%
$1.03K - $1.23K
6.63K $377K
Aug 16, 2022 Q2 2022
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
7
+ 0.42%
$278 - $330
1.66K $94.3K
Q1 2022
May 16, 2022 Q1 2022
J.W. Cole Advisors, Inc.

BUY
 -
72.9K
New
$3.24M - $3.55M
72.9K $4.15M
Q4 2021
Jun 13, 2022 Q4 2021
Tcwp LLC

Tampa, FL
BUY
 -
11.8K
New
$524K - $582K
11.8K $671K
Feb 14, 2022 Q4 2021
Rowland & CO Investment Counsel

Atlanta, GA
BUY
 -
6.75K
New
$300K - $333K
6.75K $384K
Q3 2021
Nov 12, 2021 Q3 2021
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
16.1K
New
$670K - $737K
16.1K $916K
Aug 10, 2023 Q3 2021
Tucker Asset Management LLC

Littleton, CO
BUY
 -
76
New
$3.17K - $3.48K
76 $4.33K
Q2 2021
Aug 16, 2021 Q2 2021
Veritable, L.P.

Newtown Square, PA
BUY
 -
50.9K
New
$2.22M - $2.34M
50.9K $2.9M

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