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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-209- 1.98% |
$11.4K - $12.8K
|
10.3K
$590K
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
208KNew |
$11.4M - $12.7M
|
208K
$11.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
53+ 0.24% |
$2.89K - $3.24K
|
22.5K
$1.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
21+ 0.38% |
$1.15K - $1.28K
|
5.61K
$320K
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-6.14K- 1.3% |
$335K - $375K
|
466K
$26.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-5.08K- 50.0% |
$277K - $310K
|
5.08K
$290K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-16- 0.14% |
$873 - $977
|
11.8K
$676K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
28.3KNew |
$1.54M - $1.72M
|
28.3K
$1.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1- 0.01% |
$54.5 - $61
|
13.3K
$758K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
948+ 2.64% |
$51.7K - $57.9K
|
36.8K
$2.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-72- 0.24% |
$3.93K - $4.39K
|
29.8K
$1.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
3.54K+ 1.29% |
$193K - $216K
|
278K
$15.9M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
7.05KNew |
$385K - $430K
|
7.05K
$403K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.97K- 30.66% |
$271K - $303K
|
11.2K
$642K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-4.46K- 0.4% |
$243K - $272K
|
1.11M
$63.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-7.71K- 0.93% |
$421K - $471K
|
825K
$47.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
19+ 0.22% |
$1.04K - $1.16K
|
8.51K
$486K
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-17.2K- 3.73% |
$939K - $1.05M
|
445K
$25.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
SELL
|
- |
-1.4K- 5.87% |
$76.4K - $85.5K
|
22.4K
$1.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-268- 0.84% |
$14.6K - $16.4K
|
31.5K
$1.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
14.4KNew |
$785K - $878K
|
14.4K
$822K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
89.7K+ 14.71% |
$4.89M - $5.48M
|
700K
$40M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.31K+ 0.76% |
$71.6K - $80.1K
|
173K
$9.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
132K+ 11.13% |
$7.22M - $8.08M
|
1.32M
$75.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
459K+ 12.89% |
$25M - $28M
|
4.02M
$229M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.31K- 1.96% |
$71.4K - $79.9K
|
65.6K
$3.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.58K- 30.78% |
$359K - $402K
|
14.8K
$845K
|
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
1.1K+ 0.37% |
$59.7K - $66.8K
|
294K
$16.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
8.77K+ 0.73% |
$478K - $535K
|
1.21M
$69.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-442- 0.17% |
$24.1K - $27K
|
259K
$14.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-17.3K- 1.93% |
$944K - $1.06M
|
878K
$50.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-160- 1.77% |
$8.73K - $9.77K
|
8.87K
$507K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
11+ 0.06% |
$600 - $671
|
17.7K
$1.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-426- 8.41% |
$23.2K - $26K
|
4.64K
$265K
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-4- 0.02% |
$218 - $244
|
25.8K
$1.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
314K+ 8003.42% |
$17.1M - $19.2M
|
318K
$18.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
7.59KNew |
$414K - $463K
|
7.59K
$434K
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
15.2K+ 6.55% |
$831K - $930K
|
248K
$14.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-76.4K- 4.36% |
$4.17M - $4.66M
|
1.68M
$95.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-898- 3.17% |
$49K - $54.8K
|
27.5K
$1.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
43New |
$2.35K - $2.62K
|
43
$2.46K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.35K+ 5.56% |
$128K - $143K
|
44.6K
$2.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5+ 0.14% |
$273 - $305
|
3.69K
$210K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
11.8K+ 10.79% |
$645K - $722K
|
121K
$6.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-302- 6.79% |
$16.5K - $18.4K
|
4.15K
$237K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
5.07K+ 5.78% |
$276K - $309K
|
92.7K
$5.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.36K+ 25.53% |
$129K - $144K
|
11.6K
$664K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
72+ 1.77% |
$3.93K - $4.39K
|
4.15K
$237K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-100- 2.61% |
$5.45K - $6.1K
|
3.74K
$213K
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
3.11K+ 0.8% |
$169K - $190K
|
391K
$22.3M
|