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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-13- 0.19% |
$709 - $794
|
6.81K
$355K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-10- 0.07% |
$545 - $610
|
15.3K
$799K
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-7- 0.06% |
$382 - $427
|
11.8K
$615K
|
|
|
Feb 06, 2025
Q4 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-4- 0.01% |
$218 - $244
|
60.9K
$3.17M
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-4- 0.02% |
$218 - $244
|
25.8K
$1.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$54.5 - $61
|
7.09K
$369K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1- 0.01% |
$54.5 - $61
|
13.3K
$691K
|
|
| Q3 2024 | |||||||
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-252K- 74.89% |
$12.9M - $14.4M
|
84.5K
$4.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-7.09K- 13.45% |
$361K - $404K
|
45.6K
$2.37M
|
|
|
Nov 01, 2024
Q3 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-5.93K- 50.0% |
$303K - $339K
|
5.93K
$309K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-3.48K- 34.58% |
$178K - $199K
|
6.59K
$343K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-2.74K- 15.11% |
$140K - $156K
|
15.4K
$802K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.45K- 24.44% |
$74K - $82.8K
|
4.48K
$233K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.15K- 23.91% |
$58.5K - $65.5K
|
3.65K
$190K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-1K- 20.26% |
$51.1K - $57.2K
|
3.94K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-729- 8.06% |
$37.2K - $41.6K
|
8.32K
$433K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-724- 12.16% |
$36.9K - $41.3K
|
5.23K
$272K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-628- 1.35% |
$32K - $35.8K
|
46K
$2.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-614- 35.68% |
$31.3K - $35K
|
1.11K
$57.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-603- 3.93% |
$30.8K - $34.4K
|
14.7K
$767K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-480- 36.59% |
$24.5K - $27.4K
|
832
$43.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-285- 0.75% |
$14.5K - $16.3K
|
37.9K
$1.97M
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-267- 1.01% |
$13.6K - $15.2K
|
26.2K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-191- 3.28% |
$9.74K - $10.9K
|
5.64K
$294K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-191- 6.53% |
$9.74K - $10.9K
|
2.73K
$142K
|
|
|
Oct 18, 2024
Q3 2024
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-97- 0.75% |
$4.95K - $5.54K
|
12.8K
$666K
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-77- 5.43% |
$3.93K - $4.39K
|
1.34K
$69.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-45- 0.73% |
$2.3K - $2.57K
|
6.11K
$318K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-18- 0.34% |
$918 - $1.03K
|
5.23K
$272K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-6- 0.06% |
$306 - $342
|
10.7K
$558K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-209K- 1.65% |
$10.5M - $11.4M
|
12.4M
$647M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-37.2K- 31.7% |
$1.87M - $2.03M
|
80.1K
$4.17M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-11.1K- 88.11% |
$556K - $604K
|
1.5K
$77.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-9.56K- 92.73% |
$480K - $521K
|
749
$39K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-3.35K- 7.32% |
$168K - $182K
|
42.4K
$2.21M
|
|
|
Jul 11, 2024
Q2 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-2.9K- 19.51% |
$145K - $158K
|
11.9K
$622K
|
|
|
Aug 06, 2024
Q2 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-1.78K- 19.65% |
$89.5K - $97.2K
|
7.3K
$380K
|
|
|
Jul 22, 2024
Q2 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-470- 1.42% |
$23.6K - $25.6K
|
32.6K
$1.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-382- 7.89% |
$19.2K - $20.8K
|
4.46K
$232K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-300- 2.52% |
$15.1K - $16.3K
|
11.6K
$603K
|
|
|
Jul 17, 2024
Q2 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-246- 1.32% |
$12.3K - $13.4K
|
18.4K
$960K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-159- 1.28% |
$7.98K - $8.66K
|
12.3K
$638K
|
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-110- 0.92% |
$5.52K - $5.99K
|
11.8K
$616K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-100- 14.81% |
$5.02K - $5.45K
|
575
$29.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-98- 2.28% |
$4.92K - $5.34K
|
4.2K
$219K
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-93- 2.05% |
$4.67K - $5.07K
|
4.45K
$232K
|
|
| Q1 2024 | |||||||
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-74.6K- 99.59% |
$3.69M - $4.06M
|
310
$16.1K
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-48.7K- 5.65% |
$2.41M - $2.65M
|
813K
$42.3M
|
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-32.3KClosed |
$1.6M - $1.76M
|
0
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-17.8K- 78.04% |
$878K - $967K
|
5K
$260K
|
|