Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-10.6K- 7.66% |
$542K - $607K
|
128K
$7.29M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-10.5K- 2.03% |
$535K - $599K
|
506K
$28.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.62K- 0.31% |
$439K - $492K
|
2.77M
$158M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-8.25K- 0.55% |
$421K - $471K
|
1.49M
$84.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-8.15K- 7.31% |
$415K - $465K
|
103K
$5.88M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-7.09K- 13.45% |
$361K - $404K
|
45.6K
$2.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-6.39K- 5.53% |
$326K - $365K
|
109K
$6.22M
|
|
|
Nov 01, 2024
Q3 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-5.93K- 50.0% |
$303K - $339K
|
5.93K
$338K
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-4.98K- 1.75% |
$254K - $284K
|
280K
$16M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.66K- 18.96% |
$238K - $266K
|
19.9K
$1.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.62K- 1.16% |
$235K - $263K
|
395K
$22.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.57K- 13.15% |
$233K - $261K
|
30.2K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-3.48K- 34.58% |
$178K - $199K
|
6.59K
$375K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-3.35K- 2.01% |
$171K - $191K
|
164K
$9.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.05K- 30.81% |
$156K - $174K
|
6.86K
$390K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-3.02K- 7.42% |
$154K - $172K
|
37.7K
$2.15M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-2.74K- 15.11% |
$140K - $156K
|
15.4K
$877K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.4K- 6.49% |
$122K - $137K
|
34.5K
$1.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-2.12K- 13.69% |
$108K - $121K
|
13.4K
$761K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-2.09K- 1.5% |
$107K - $119K
|
137K
$7.81M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-1.89K- 0.74% |
$96.5K - $108K
|
255K
$14.5M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.45K- 24.44% |
$74K - $82.8K
|
4.48K
$255K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.39K- 1.45% |
$70.6K - $79K
|
94.4K
$5.37M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.15K- 23.91% |
$58.5K - $65.5K
|
3.65K
$208K
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-1.11K- 2.28% |
$56.5K - $63.2K
|
47.4K
$2.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.04K- 2.75% |
$53.1K - $59.5K
|
36.9K
$2.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-1.01K- 0.6% |
$51.3K - $57.4K
|
168K
$9.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-1K- 20.26% |
$51.1K - $57.2K
|
3.94K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-974- 0.74% |
$49.7K - $55.6K
|
130K
$7.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-824- 0.63% |
$42K - $47K
|
130K
$7.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-748- 9.34% |
$38.1K - $42.7K
|
7.26K
$413K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-729- 8.06% |
$37.2K - $41.6K
|
8.32K
$473K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-724- 12.16% |
$36.9K - $41.3K
|
5.23K
$298K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-656- 1.0% |
$33.5K - $37.4K
|
64.8K
$3.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-654- 4.31% |
$33.4K - $37.3K
|
14.5K
$827K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-628- 1.35% |
$32K - $35.8K
|
46K
$2.62M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-614- 35.68% |
$31.3K - $35K
|
1.11K
$63K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-603- 3.93% |
$30.8K - $34.4K
|
14.7K
$839K
|
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
SELL
|
- |
-523- 1.08% |
$26.7K - $29.8K
|
48.1K
$2.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-507- 0.21% |
$25.9K - $28.9K
|
236K
$13.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-480- 36.59% |
$24.5K - $27.4K
|
832
$47.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-460- 0.78% |
$23.5K - $26.3K
|
58.7K
$3.34M
|
|
|
Oct 10, 2024
Q3 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-437- 0.44% |
$22.3K - $24.9K
|
99.9K
$5.69M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-385- 1.34% |
$19.6K - $22K
|
28.3K
$1.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-358- 4.98% |
$18.3K - $20.4K
|
6.83K
$389K
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-317- 1.55% |
$16.2K - $18.1K
|
20.1K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-314- 14.05% |
$16K - $17.9K
|
1.92K
$109K
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-312- 1.39% |
$15.9K - $17.8K
|
22.1K
$1.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-285- 0.75% |
$14.5K - $16.3K
|
37.9K
$2.16M
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-267- 1.01% |
$13.6K - $15.2K
|
26.2K
$1.49M
|