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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
2.39K+ 19.02% |
$130K - $146K
|
15K
$779K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.37K+ 24.56% |
$129K - $145K
|
12K
$626K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.36K+ 25.53% |
$129K - $144K
|
11.6K
$605K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.35K+ 5.56% |
$128K - $143K
|
44.6K
$2.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
2.32KNew |
$126K - $142K
|
2.32K
$121K
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
2.25K+ 2.46% |
$123K - $137K
|
93.8K
$4.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.23K+ 15.38% |
$122K - $136K
|
16.8K
$872K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.15K+ 2.87% |
$117K - $131K
|
77.2K
$4.02M
|
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
2.13K+ 0.81% |
$116K - $130K
|
265K
$13.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.07K+ 33.23% |
$113K - $126K
|
8.29K
$431K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.99K+ 5.58% |
$109K - $122K
|
37.7K
$1.96M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
1.86K+ 7.73% |
$102K - $114K
|
26K
$1.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
1.85K+ 19.3% |
$101K - $113K
|
11.4K
$595K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.83K+ 6.64% |
$99.6K - $111K
|
29.3K
$1.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
1.82K+ 3.01% |
$99.5K - $111K
|
62.5K
$3.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.82K+ 5.11% |
$99.1K - $111K
|
37.4K
$1.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.77K+ 1.06% |
$96.6K - $108K
|
169K
$8.8M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1.71KNew |
$93.1K - $104K
|
1.71K
$88.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.7K+ 16.29% |
$92.7K - $104K
|
12.1K
$632K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
1.63K+ 4.8% |
$89.1K - $99.7K
|
35.7K
$1.86M
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.63K+ 4.13% |
$88.7K - $99.3K
|
41K
$2.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1.56K+ 35.8% |
$85.2K - $95.3K
|
5.93K
$308K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.53K+ 5.2% |
$83.7K - $93.6K
|
31K
$1.62M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.39K+ 1.15% |
$75.6K - $84.6K
|
122K
$6.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.36K+ 3.59% |
$74.3K - $83.1K
|
39.3K
$2.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.33K+ 0.82% |
$72.8K - $81.4K
|
164K
$8.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.31K+ 0.76% |
$71.6K - $80.1K
|
173K
$9.01M
|
|
|
Feb 03, 2025
Q4 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
1.31K+ 2.04% |
$71.6K - $80.1K
|
65.5K
$3.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.27K+ 1.59% |
$69.4K - $77.7K
|
81.5K
$4.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.25K+ 1.01% |
$68K - $76.1K
|
125K
$6.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1.23KNew |
$67.2K - $75.3K
|
1.23K
$64.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.21K+ 3.24% |
$66K - $73.9K
|
38.6K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.21KNew |
$65.8K - $73.6K
|
1.21K
$62.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.1K+ 5.51% |
$59.8K - $67K
|
21K
$1.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
1.1K+ 0.37% |
$59.7K - $66.8K
|
294K
$15.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
1K+ 2.5% |
$54.5K - $61K
|
41K
$2.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
992+ 4.62% |
$54.1K - $60.6K
|
22.5K
$1.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
980+ 3.81% |
$53.4K - $59.8K
|
26.7K
$1.39M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
970+ 7.4% |
$52.9K - $59.2K
|
14.1K
$732K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
948+ 2.64% |
$51.7K - $57.9K
|
36.8K
$1.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
810+ 95.29% |
$44.2K - $49.4K
|
1.66K
$86.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
808+ 7.36% |
$44.1K - $49.3K
|
11.8K
$613K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
800New |
$43.6K - $48.8K
|
800
$41.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
778+ 0.44% |
$42.4K - $47.5K
|
177K
$9.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
770+ 0.21% |
$42K - $47K
|
363K
$18.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
711New |
$38.8K - $43.4K
|
711
$37K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
693+ 4.95% |
$37.8K - $42.3K
|
14.7K
$764K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
567+ 27.0% |
$30.9K - $34.6K
|
2.67K
$139K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
556+ 1.35% |
$30.3K - $33.9K
|
41.9K
$2.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
546New |
$29.8K - $33.3K
|
546
$28.4K
|