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 |
---|---|---|---|---|---|---|---|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-26- 18.71% |
$1.13K - $1.2K
|
113
$6.24K
|
|
Sep 03, 2021
Q2 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3.79KNew |
$165K - $174K
|
3.79K
$209K
|
|
Aug 16, 2021
Q2 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
50.9KNew |
$2.22M - $2.34M
|
50.9K
$2.81M
|
|
Aug 16, 2021
Q2 2021
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
10.7KNew |
$466K - $493K
|
10.7K
$592K
|
|
Aug 13, 2021
Q2 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
7.59KNew |
$330K - $349K
|
7.59K
$419K
|
|
Aug 10, 2021
Q2 2021
|
Mitchell Capital Management CO
|
BUY
|
- |
6.04KNew |
$263K - $278K
|
6.04K
$333K
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.13KNew |
$49K - $51.9K
|
1.13K
$62.2K
|
|
Jul 28, 2021
Q2 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7.65KNew |
$333K - $352K
|
7.65K
$422K
|
|
Jul 22, 2021
Q2 2021
|
Burleson & Company, LLC
|
BUY
|
- |
11.2KNew |
$487K - $515K
|
11.2K
$618K
|
|
Jul 22, 2021
Q2 2021
|
Peavine Capital, LLC
|
BUY
|
- |
5.19KNew |
$226K - $239K
|
5.19K
$286K
|
|
Jul 21, 2021
Q2 2021
|
Facet Wealth, Inc.
|
BUY
|
- |
5.42KNew |
$236K - $249K
|
5.42K
$299K
|