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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
BUY
|
- |
33+ 0.3% |
$1.4K - $1.64K
|
11.1K
$636K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
5.67KNew |
$240K - $282K
|
5.67K
$326K
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-870- 8.73% |
$36.9K - $43.3K
|
9.1K
$524K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
86+ 1.24% |
$3.64K - $4.28K
|
7K
$403K
|
|
|
Apr 06, 2023
Q1 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-20.3K- 8.21% |
$861K - $1.01M
|
227K
$13.1M
|
|
| Q4 2022 | |||||||
|
Aug 10, 2023
Q4 2022
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
6.14KNew |
$247K - $288K
|
6.14K
$353K
|
|
|
Mar 14, 2023
Q4 2022
|
Awm Capital, LLC
|
BUY
|
- |
7.3KNew |
$294K - $343K
|
7.3K
$420K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.76KNew |
$70.9K - $82.7K
|
1.76K
$101K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.77K- 14.02% |
$71.2K - $83K
|
10.8K
$624K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
61+ 10.43% |
$2.45K - $2.86K
|
646
$37.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
15+ 0.26% |
$604 - $704
|
5.75K
$331K
|
|
|
Feb 14, 2023
Q4 2022
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
103New |
$4.14K - $4.83K
|
103
$5.93K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.69KNew |
$67.8K - $79.1K
|
1.69K
$97K
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
8.6K+ 85.4% |
$346K - $404K
|
18.7K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
261+ 3.7% |
$10.5K - $12.2K
|
7.32K
$421K
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-25.5K- 2.24% |
$1.03M - $1.2M
|
1.11M
$64M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-989- 5.99% |
$39.8K - $46.4K
|
15.5K
$894K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
2+ 0.35% |
$80.5 - $93.8
|
574
$33K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
112New |
$4.51K - $5.25K
|
112
$6.45K
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
BUY
|
- |
2.35KNew |
$94.6K - $110K
|
2.35K
$135K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.08KNew |
$43.5K - $50.7K
|
1.08K
$62.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
21New |
$845 - $985
|
21
$1.21K
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-155- 0.84% |
$6.24K - $7.27K
|
18.3K
$1.05M
|
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
5.31KNew |
$214K - $249K
|
5.31K
$306K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
6.88KNew |
$277K - $323K
|
6.88K
$396K
|
|
|
Jan 27, 2023
Q4 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
283New |
$11.4K - $13.3K
|
283
$16.3K
|
|
|
Jan 27, 2023
Q4 2022
|
Equius Partners, Inc.
|
SELL
|
- |
-69.7K- 3.25% |
$2.8M - $3.27M
|
2.07M
$119M
|
|
|
Jan 19, 2023
Q4 2022
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-1.4K- 16.37% |
$56.3K - $65.7K
|
7.15K
$411K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
412New |
$16.6K - $19.3K
|
412
$23.7K
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
11.8KNew |
$474K - $553K
|
11.8K
$678K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
231KNew |
$9.31M - $10.9M
|
231K
$13.3M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
9.31KNew |
$361K - $434K
|
9.31K
$536K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
37.3K+ 101.09% |
$1.45M - $1.74M
|
74.1K
$4.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
6.7KNew |
$260K - $312K
|
6.7K
$386K
|
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
17.1K+ 3.8% |
$664K - $796K
|
467K
$26.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
1.45KNew |
$56.1K - $67.3K
|
1.45K
$83.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-5.03K- 40.48% |
$195K - $234K
|
7.4K
$426K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-771- 5.49% |
$29.9K - $35.9K
|
13.3K
$764K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-355- 12.05% |
$13.8K - $16.5K
|
2.59K
$149K
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3.64KNew |
$141K - $169K
|
3.64K
$209K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1.02KNew |
$39.7K - $47.7K
|
1.02K
$58.9K
|
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-86- 7.85% |
$3.34K - $4.01K
|
1.01K
$58.1K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
11.3K+ 0.86% |
$440K - $528K
|
1.32M
$76M
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
SELL
|
- |
-292- 6.07% |
$11.3K - $13.6K
|
4.52K
$260K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-158K- 10.4% |
$6.14M - $7.37M
|
1.36M
$78.4M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-66.9K- 7.74% |
$2.6M - $3.12M
|
798K
$45.9M
|
|
|
Oct 19, 2022
Q3 2022
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
482+ 5.42% |
$18.7K - $22.5K
|
9.38K
$540K
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
12+ 0.31% |
$466 - $559
|
3.87K
$223K
|
|
|
Oct 11, 2022
Q3 2022
|
Geometric Wealth Advisors
|
SELL
|
- |
-17.4K- 69.48% |
$674K - $809K
|
7.63K
$439K
|
|