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 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
60+ 0.38% |
$3.27K - $3.66K
|
16K
$909K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
54+ 3.62% |
$2.95K - $3.3K
|
1.54K
$87.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
53+ 0.24% |
$2.89K - $3.24K
|
22.5K
$1.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
51+ 0.04% |
$2.78K - $3.11K
|
134K
$7.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
50+ 0.16% |
$2.73K - $3.05K
|
31.4K
$1.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
47+ 0.13% |
$2.56K - $2.87K
|
36.2K
$2.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
44+ 0.44% |
$2.4K - $2.69K
|
10.1K
$576K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
43New |
$2.35K - $2.62K
|
43
$2.45K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
34+ 0.39% |
$1.85K - $2.08K
|
8.82K
$502K
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
BUY
|
- |
32+ 0.38% |
$1.75K - $1.95K
|
8.55K
$487K
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
27+ 0.38% |
$1.47K - $1.65K
|
7.22K
$411K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
27+ 0.33% |
$1.47K - $1.65K
|
8.19K
$466K
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
25+ 0.37% |
$1.36K - $1.53K
|
6.73K
$383K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
21+ 0.38% |
$1.15K - $1.28K
|
5.49K
$313K
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
21+ 0.38% |
$1.15K - $1.28K
|
5.61K
$319K
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
20+ 0.39% |
$1.09K - $1.22K
|
5.16K
$294K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
19+ 0.22% |
$1.04K - $1.16K
|
8.51K
$485K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
18+ 0.38% |
$982 - $1.1K
|
4.7K
$267K
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
14+ 0.36% |
$764 - $855
|
3.87K
$220K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
12+ 0.2% |
$654 - $732
|
5.94K
$338K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
12+ 0.07% |
$654 - $732
|
16.9K
$960K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
12+ 0.26% |
$654 - $732
|
4.55K
$259K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
11+ 0.09% |
$600 - $671
|
12.2K
$694K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
11+ 0.06% |
$600 - $671
|
17.7K
$1.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9+ 0.2% |
$491 - $549
|
4.6K
$262K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
9+ 0.2% |
$491 - $549
|
4.5K
$256K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
8+ 0.21% |
$436 - $488
|
3.77K
$215K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8+ 0.0% |
$436 - $488
|
2.35M
$134M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
7+ 0.04% |
$382 - $427
|
20K
$1.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
6+ 0.13% |
$327 - $366
|
4.73K
$269K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.04% |
$273 - $305
|
14.1K
$805K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
5+ 0.35% |
$273 - $305
|
1.44K
$82.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5+ 0.14% |
$273 - $305
|
3.69K
$210K
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
4+ 0.01% |
$218 - $244
|
57K
$3.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
4+ 0.06% |
$218 - $244
|
6.77K
$385K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
4+ 0.01% |
$218 - $244
|
42.6K
$2.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3+ 0.07% |
$164 - $183
|
4.5K
$256K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
2+ 0.01% |
$109 - $122
|
15.3K
$873K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1+ 0.01% |
$54.5 - $61
|
13.2K
$752K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.01% |
$54.5 - $61
|
15.8K
$902K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
288K+ 18.48% |
$14.7M - $16.5M
|
1.85M
$105M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
154K+ 1.79% |
$7.87M - $8.81M
|
8.78M
$500M
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
128K+ 4.7% |
$6.54M - $7.32M
|
2.86M
$163M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
113KNew |
$5.74M - $6.42M
|
113K
$6.41M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
96.7K+ 12.57% |
$4.93M - $5.52M
|
866K
$49.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
89.5K+ 11.61% |
$4.56M - $5.11M
|
860K
$49M
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
76K+ 41.0% |
$3.88M - $4.34M
|
261K
$14.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
74.5K+ 10.15% |
$3.8M - $4.25M
|
809K
$46M
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
53.8K+ 15.4% |
$2.74M - $3.07M
|
403K
$23M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
50.9K+ 57.42% |
$2.6M - $2.91M
|
140K
$7.95M
|
|