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 |
---|---|---|---|---|---|---|---|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
4.71K+ 891.67% |
$240K - $269K
|
5.24K
$273K
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
4.3K+ 58.9% |
$219K - $245K
|
11.6K
$604K
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.97KNew |
$202K - $226K
|
3.97K
$206K
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.96KNew |
$202K - $226K
|
3.96K
$206K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.91K+ 72.37% |
$199K - $223K
|
9.31K
$484K
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.81KNew |
$194K - $217K
|
3.81K
$198K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.75KNew |
$191K - $214K
|
3.75K
$195K
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.42K+ 24.53% |
$175K - $195K
|
17.4K
$905K
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.95K+ 16.07% |
$150K - $168K
|
21.3K
$1.11M
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.97KNew |
$100K - $112K
|
1.97K
$102K
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
1.93KNew |
$98.3K - $110K
|
1.93K
$100K
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
1.33K+ 9.18% |
$67.8K - $75.9K
|
15.8K
$823K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.29K+ 29.05% |
$65.8K - $73.6K
|
5.73K
$298K
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.1KNew |
$56.2K - $62.8K
|
1.1K
$57.3K
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.02K+ 11.13% |
$51.8K - $57.9K
|
10.1K
$527K
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
574New |
$29.3K - $32.8K
|
574
$29.9K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
563+ 8.7% |
$28.7K - $32.1K
|
7.03K
$366K
|
|
Oct 24, 2024
Q3 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
555+ 1.95% |
$28.3K - $31.7K
|
29.1K
$1.51M
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
481+ 36.97% |
$24.5K - $27.5K
|
1.78K
$92.8K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
256+ 0.15% |
$13.1K - $14.6K
|
169K
$8.81M
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
150+ 2.36% |
$7.65K - $8.56K
|
6.52K
$339K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
134New |
$6.83K - $7.65K
|
134
$6.97K
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
100+ 1.67% |
$5.1K - $5.71K
|
6.1K
$317K
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
63+ 12.43% |
$3.21K - $3.6K
|
570
$29.7K
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
30+ 60.0% |
$1.53K - $1.71K
|
80
$4.16K
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
5+ 0.04% |
$255 - $285
|
13.7K
$711K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 0.17% |
$204 - $228
|
2.31K
$120K
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
2+ 0.35% |
$102 - $114
|
572
$29.8K
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.52% |
$51 - $57.1
|
192
$9.99K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
12.2KNew |
$610K - $663K
|
12.2K
$633K
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
12KNew |
$602K - $653K
|
12K
$624K
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
10.1KNew |
$506K - $549K
|
10.1K
$525K
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
7.29KNew |
$366K - $397K
|
7.29K
$379K
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.21KNew |
$362K - $393K
|
7.21K
$375K
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
7.21KNew |
$362K - $393K
|
7.21K
$375K
|
|
Aug 09, 2024
Q2 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
5.72KNew |
$287K - $312K
|
5.72K
$298K
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5.49KNew |
$275K - $299K
|
5.49K
$286K
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.46KNew |
$274K - $298K
|
5.46K
$284K
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
4.47K+ 86.64% |
$224K - $244K
|
9.64K
$502K
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
BUY
|
- |
4.09KNew |
$205K - $223K
|
4.09K
$213K
|
|
Aug 13, 2024
Q2 2024
|
Fmfe Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3.42K+ 0.64% |
$172K - $186K
|
536K
$27.9M
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3.12KNew |
$157K - $170K
|
3.12K
$163K
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
2.1KNew |
$105K - $114K
|
2.1K
$109K
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
879New |
$44.1K - $47.9K
|
879
$45.8K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
543New |
$27.2K - $29.6K
|
543
$28.3K
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
428New |
$21.5K - $23.3K
|
428
$22.3K
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
408+ 134.21% |
$20.5K - $22.2K
|
712
$37.1K
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
405+ 613.64% |
$20.3K - $22.1K
|
471
$24.5K
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
113New |
$5.67K - $6.16K
|
113
$5.88K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
8+ 4.76% |
$401 - $436
|
176
$9.16K
|