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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
5.1K+ 0.66% |
$278K - $311K
|
774K
$40.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.9K+ 540.76% |
$1.47M - $1.64M
|
31.9K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-8.37K- 1.98% |
$457K - $511K
|
415K
$21.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
4.62K+ 1.42% |
$252K - $282K
|
329K
$17.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
232KNew |
$12.6M - $14.2M
|
232K
$12.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 0.14% |
$54.5 - $61
|
715
$37.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-3.77K- 0.47% |
$206K - $230K
|
805K
$41.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.23M+ 34.42% |
$67.3M - $75.3M
|
4.82M
$251M
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-7- 0.06% |
$382 - $427
|
11.8K
$614K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
18.1K+ 4.4% |
$985K - $1.1M
|
429K
$22.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-4.91K- 2.93% |
$268K - $300K
|
163K
$8.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-745K- 33.08% |
$40.6M - $45.5M
|
1.51M
$78.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-15.1K- 35.24% |
$825K - $924K
|
27.8K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.41KNew |
$186K - $208K
|
3.41K
$177K
|
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-11.7K- 10.63% |
$641K - $717K
|
98.7K
$5.13M
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-6.99K- 10.79% |
$381K - $427K
|
57.8K
$3M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.69KNew |
$201K - $225K
|
3.69K
$192K
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-66.2K- 10.36% |
$3.61M - $4.04M
|
572K
$29.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
23.7K+ 21.69% |
$1.29M - $1.45M
|
133K
$6.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-11.3K- 29.88% |
$615K - $688K
|
26.4K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
18.2K+ 6.97% |
$993K - $1.11M
|
280K
$14.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
7.71KNew |
$420K - $470K
|
7.71K
$401K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
42.4K+ 30.36% |
$2.31M - $2.59M
|
182K
$9.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
95KNew |
$5.18M - $5.8M
|
95K
$4.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1.23KNew |
$67.2K - $75.3K
|
1.23K
$64.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
129KNew |
$7.05M - $7.89M
|
129K
$6.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
73.1KNew |
$3.99M - $4.46M
|
73.1K
$3.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Graver Capital Management, LLC
Columbus, OH |
BUY
|
- |
188KNew |
$10.3M - $11.5M
|
188K
$9.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
808+ 7.36% |
$44.1K - $49.3K
|
11.8K
$613K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.24K- 7.94% |
$122K - $137K
|
26K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-392- 50.0% |
$21.4K - $23.9K
|
392
$20.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-341- 0.93% |
$18.6K - $20.8K
|
36.5K
$1.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-39.6K- 4.3% |
$2.16M - $2.42M
|
880K
$45.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
38.6KNew |
$2.1M - $2.35M
|
38.6K
$2M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
75+ 0.37% |
$4.09K - $4.58K
|
20.1K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
45.9K+ 121.53% |
$2.5M - $2.8M
|
83.6K
$4.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
50+ 1.36% |
$2.73K - $3.05K
|
3.72K
$193K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.65K- 4.33% |
$199K - $223K
|
80.6K
$4.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
18+ 0.37% |
$982 - $1.1K
|
4.92K
$256K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.99KNew |
$218K - $244K
|
3.99K
$208K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7+ 0.04% |
$382 - $427
|
16.5K
$856K
|
|
|
Feb 13, 2025
Q4 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
5.17K+ 1.88% |
$282K - $316K
|
279K
$14.5M
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-4.25K- 0.82% |
$232K - $259K
|
513K
$26.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
28.9KNew |
$1.58M - $1.77M
|
28.9K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
BUY
|
- |
10.8K+ 17.34% |
$591K - $661K
|
73.3K
$3.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
11K+ 46.51% |
$598K - $669K
|
34.5K
$1.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-14.5K- 2.04% |
$789K - $883K
|
693K
$36M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4KNew |
$218K - $244K
|
4K
$208K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-601- 6.53% |
$32.8K - $36.7K
|
8.6K
$447K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
35.5K+ 10.95% |
$1.94M - $2.17M
|
360K
$18.7M
|