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 12, 2024 Q4 2023
Richardson Capital Management LLC

Menomonee Falls, WI
BUY
 -
420
New
$17.9K - $22.3K
420 $23.9K
Jan 30, 2024 Q4 2023
Bear Mountain Capital, Inc.

Seattle, WA
BUY
 -
288
New
$12.3K - $15.3K
288 $16.4K
Jan 31, 2024 Q4 2023
Wetzel Investment Advisors, Inc.

Indianapolis, IN
BUY
 -
200
New
$8.54K - $10.6K
200 $11.4K
Feb 20, 2024 Q4 2023
Able Wealth Management LLC

Lakewood, NJ
BUY
 -
79
New
$3.37K - $4.19K
79 $4.5K
Feb 13, 2024 Q4 2023
Prevail Innovative Wealth Advisors, LLC

Leawood, KS
BUY
 -
75
+ 0.62%
$3.2K - $3.98K
12.1K $688K
Feb 08, 2024 Q4 2023
Curi Wealth Management, LLC

BUY
 -
18
+ 0.1%
$769 - $956
18K $1.02M
Feb 09, 2024 Q4 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
7
New
$299 - $372
7 $399
Feb 12, 2024 Q4 2023
Tradition Wealth Management, LLC

BUY
 -
4
+ 0.42%
$171 - $212
947 $53.9K
Jan 09, 2024 Q4 2023
Columbia Advisory Partners LLC

BUY
 -
4
+ 0.04%
$171 - $212
10.6K $606K
Feb 14, 2024 Q4 2023
Logan Capital Management Inc

Newtown Square, PA
BUY
 -
0
New
$0 - $0
0 $0
Q3 2023
Nov 09, 2023 Q3 2023
Ipg Investment Advisors LLC

San Diego, CA
BUY
 -
5.65K
New
$255K - $281K
5.65K $322K
Nov 14, 2023 Q3 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
5.36K
New
$241K - $266K
5.36K $305K
Nov 02, 2023 Q3 2023
Triad Financial Advisors, Inc.

Greensboro, NC
BUY
 -
4.95K
+ 11.32%
$223K - $246K
48.7K $2.77M
Oct 20, 2023 Q3 2023
Steward Financial Group LLC

BUY
 -
4.08K
+ 1.31%
$184K - $203K
315K $17.9M
Nov 15, 2023 Q3 2023
Financial Gravity Asset Management, Inc.

BUY
 -
4.07K
+ 1800.0%
$183K - $202K
4.29K $244K
Oct 27, 2023 Q3 2023
Briggs Advisory Group, Inc.

BUY
 -
3.45K
+ 4.88%
$155K - $171K
74.1K $4.22M
Nov 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
1.07K
+ 7.6%
$48.2K - $53.1K
15.1K $862K
Oct 26, 2023 Q3 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
351
+ 0.96%
$15.8K - $17.4K
36.9K $2.1M
Oct 19, 2023 Q3 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
210
+ 0.46%
$9.46K - $10.4K
45.7K $2.6M
Oct 04, 2023 Q3 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
50
New
$2.25K - $2.49K
50 $2.85K
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
24
+ 0.14%
$1.08K - $1.19K
16.9K $959K
Oct 20, 2023 Q3 2023
Evolution Advisers, Inc.

BUY
 -
5
+ 50.0%
$225 - $249
15 $854
Q2 2023
Jul 21, 2023 Q2 2023
First Command Bank

BUY
 -
177K
New
$7.34M - $8.21M
177K $10.1M
Jul 21, 2023 Q2 2023
First Command Financial Services, Inc.

BUY
 -
177K
New
$7.34M - $8.21M
177K $10.1M
Jul 26, 2023 Q2 2023
Relaxing Retirement Coach

BUY
 -
40.4K
+ 12.28%
$1.67M - $1.87M
369K $21M
Aug 09, 2023 Q2 2023
Nwam LLC

Mercer Island, WA
BUY
 -
21.3K
New
$884K - $990K
21.3K $1.21M
Jul 31, 2023 Q2 2023
Tiaa, Fsb

St. Louis, MO
BUY
 -
12.3K
+ 76.36%
$510K - $571K
28.5K $1.62M
Jul 25, 2023 Q2 2023
Liberty Capital Management, Inc.

BUY
 -
10.3K
New
$427K - $478K
10.3K $587K
Jul 24, 2023 Q2 2023
Accel Wealth Management

BUY
 -
6.36K
New
$264K - $295K
6.36K $362K
Jul 10, 2023 Q2 2023
Garrett Investment Advisors LLC

BUY
 -
4.56K
New
$189K - $211K
4.56K $260K
Aug 14, 2023 Q2 2023
Hwg Holdings LP

Houston, TX
BUY
 -
2.98K
New
$123K - $138K
2.98K $169K
Aug 14, 2023 Q2 2023
Lumature Wealth Partners, LLC

Alpharetta, GA
BUY
 -
2.62K
New
$108K - $121K
2.62K $149K
Sep 12, 2023 Q2 2023
Cgc Financial Services, LLC

Lake Oswego, OR
BUY
 -
942
New
$39K - $43.7K
942 $53.6K
Jul 20, 2023 Q2 2023
Acorn Financial Advisory Services Inc

BUY
 -
650
+ 11.32%
$26.9K - $30.2K
6.39K $364K
Jul 25, 2023 Q2 2023
Advisory Alpha, LLC

BUY
 -
440
+ 7.06%
$18.2K - $20.4K
6.67K $380K
Aug 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
287
New
$11.9K - $13.3K
287 $16.3K
Jul 25, 2023 Q2 2023
Cambridge Trust CO

Boston, MA
BUY
 -
233
New
$9.66K - $10.8K
233 $13.3K
Aug 09, 2023 Q2 2023
Institutional & Family Asset Management, LLC

BUY
 -
4
New
$166 - $186
4 $228
Aug 14, 2023 Q2 2023
Silicon Hills Wealth Management, LLC

Austin, TX
BUY
 -
1
+ 0.01%
$41.4 - $46.4
14.3K $816K
Q1 2023
May 03, 2023 Q1 2023
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
441K
New
$18.7M - $22M
441K $25.1M
May 01, 2023 Q1 2023
Gen Trust, LLC

BUY
 -
11.1K
New
$470K - $551K
11.1K $631K
May 15, 2023 Q1 2023
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
6.29K
New
$266K - $313K
6.29K $358K
Apr 14, 2023 Q1 2023
Stonnington Group, LLC

BUY
 -
5.67K
New
$240K - $282K
5.67K $323K
May 15, 2023 Q1 2023
Yoder Wealth Management, Inc.

Walnut Creek, CA
BUY
 -
5.54K
New
$235K - $276K
5.54K $315K
Apr 26, 2023 Q1 2023
Brooklyn Fi, LLC

New York, NY
BUY
 -
4.75K
New
$201K - $236K
4.75K $270K
May 14, 2024 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
4.35K
+ 11.62%
$184K - $217K
41.8K $2.38M
May 10, 2023 Q1 2023
S.A. Mason LLC

BUY
 -
2.83K
New
$120K - $141K
2.83K $161K
Apr 17, 2023 Q1 2023
Baldrige Asset Management LLC

BUY
 -
2.19K
+ 12.58%
$92.8K - $109K
19.6K $1.11M
May 15, 2023 Q1 2023
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
1.28K
+ 13.81%
$54.3K - $63.8K
10.6K $601K

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