Latest Institutional Transactions on Dimensional ETF Tr U S Target (DFAT)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr U S Target (DFAT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-10.4K- 7.17% |
$521K - $565K
|
134K
$7.45M
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
344+ 3.68% |
$17.3K - $18.7K
|
9.69K
$537K
|
|
Sep 18, 2024
Q2 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
55.2K+ 8.24% |
$2.77M - $3.01M
|
725K
$40.2M
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
17.1K+ 7.13% |
$857K - $931K
|
257K
$14.2M
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
119KNew |
$5.95M - $6.46M
|
119K
$6.58M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
43.7K+ 10.21% |
$2.19M - $2.38M
|
472K
$26.2M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
14.9K+ 5.65% |
$747K - $811K
|
278K
$15.4M
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
243K+ 18.42% |
$12.2M - $13.2M
|
1.56M
$86.6M
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
556K+ 4.06% |
$27.9M - $30.3M
|
14.3M
$790M
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
142+ 38.9% |
$7.13K - $7.73K
|
507
$28.1K
|
|
Aug 15, 2024
Q2 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
151+ 0.47% |
$7.58K - $8.22K
|
32K
$1.77M
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
514KNew |
$25.8M - $28M
|
514K
$28.5M
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
284+ 12.45% |
$14.3K - $15.5K
|
2.57K
$142K
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.09K+ 8.37% |
$105K - $114K
|
27.1K
$1.5M
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-29.9K- 5.47% |
$1.5M - $1.63M
|
516K
$28.6M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16.3K+ 5.42% |
$820K - $890K
|
318K
$17.6M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-23.4K- 19.62% |
$1.17M - $1.27M
|
95.8K
$5.31M
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.61K- 57.79% |
$231K - $251K
|
3.37K
$187K
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-3.23K- 1.9% |
$162K - $176K
|
167K
$9.26M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
36.7K+ 84.61% |
$1.84M - $2M
|
80K
$4.44M
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-505- 1.22% |
$25.3K - $27.5K
|
40.8K
$2.26M
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-500- 3.83% |
$25.1K - $27.2K
|
12.6K
$697K
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-5.6K- 51.38% |
$281K - $305K
|
5.3K
$294K
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.22KNew |
$212K - $230K
|
4.22K
$234K
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
19.3K+ 5.66% |
$969K - $1.05M
|
361K
$20M
|
|
Aug 14, 2024
Q2 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
23.5K+ 14.54% |
$1.18M - $1.28M
|
185K
$10.3M
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-14.2K- 3.27% |
$713K - $774K
|
421K
$23.3M
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.59K+ 4.26% |
$79.8K - $86.7K
|
38.9K
$2.16M
|
|
Aug 14, 2024
Q2 2024
|
Jentner Corp
|
SELL
|
- |
-58- 0.12% |
$2.91K - $3.16K
|
48.6K
$2.69M
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
66.1K+ 21.34% |
$3.32M - $3.6M
|
376K
$20.9M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3+ 0.01% |
$151 - $163
|
24.6K
$1.36M
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
45.9K+ 24.19% |
$2.3M - $2.5M
|
236K
$13.1M
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.44K+ 22.75% |
$323K - $351K
|
34.7K
$1.93M
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
483+ 3.29% |
$24.2K - $26.3K
|
15.2K
$842K
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-26.2K- 84.96% |
$1.32M - $1.43M
|
4.64K
$258K
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-564- 0.59% |
$28.3K - $30.7K
|
95.6K
$5.3M
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-740- 4.56% |
$37.1K - $40.3K
|
15.5K
$859K
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-1.22K- 15.14% |
$61K - $66.2K
|
6.82K
$378K
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
16+ 0.43% |
$803 - $872
|
3.71K
$206K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
26.4K+ 3.01% |
$1.33M - $1.44M
|
906K
$50.3M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.6K+ 8.3% |
$784K - $851K
|
204K
$11.3M
|
|
Aug 14, 2024
Q2 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
73.9K+ 11.35% |
$3.71M - $4.03M
|
725K
$40.2M
|
|
Aug 14, 2024
Q2 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
37+ 0.32% |
$1.86K - $2.02K
|
11.8K
$654K
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-9.15K- 12.26% |
$459K - $498K
|
65.4K
$3.63M
|
|
Aug 14, 2024
Q2 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-6.59K- 1.56% |
$331K - $359K
|
417K
$23.1M
|
|
Aug 14, 2024
Q2 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
74.9K+ 11.36% |
$3.76M - $4.08M
|
734K
$40.7M
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.73K+ 25.11% |
$86.7K - $94.1K
|
8.61K
$478K
|
|
Aug 14, 2024
Q2 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
20.6K+ 35.07% |
$1.03M - $1.12M
|
79.4K
$4.41M
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-555- 0.42% |
$27.8K - $30.2K
|
131K
$7.26M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.71K+ 18.8% |
$287K - $311K
|
36.1K
$2M
|