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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-317- 1.55% |
$16.2K - $18.1K
|
20.1K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-27.5K- 28.76% |
$1.4M - $1.57M
|
68.1K
$3.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-654- 4.31% |
$33.4K - $37.3K
|
14.5K
$830K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-3.35K- 2.01% |
$171K - $191K
|
164K
$9.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
9.67K+ 2.23% |
$493K - $552K
|
443K
$25.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.46K+ 9.72% |
$74.4K - $83.3K
|
16.5K
$940K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16+ 0.34% |
$816 - $913
|
4.66K
$266K
|
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
25+ 0.35% |
$1.28K - $1.43K
|
7.13K
$407K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.25K+ 0.35% |
$63.5K - $71.1K
|
362K
$20.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-729- 8.06% |
$37.2K - $41.6K
|
8.32K
$475K
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-349- 5.17% |
$17.8K - $19.9K
|
6.41K
$366K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-25.2K- 2.87% |
$1.29M - $1.44M
|
854K
$48.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.8KNew |
$654K - $732K
|
12.8K
$733K
|
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
2.47K+ 2.29% |
$126K - $141K
|
110K
$6.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
784New |
$40K - $44.7K
|
784
$44.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
37.6K+ 115.94% |
$1.92M - $2.14M
|
70K
$4M
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
74.5K+ 10.15% |
$3.8M - $4.25M
|
809K
$46.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-724- 12.16% |
$36.9K - $41.3K
|
5.23K
$299K
|
|
|
Nov 14, 2024
Q3 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
44K+ 6.07% |
$2.24M - $2.51M
|
769K
$43.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-974- 0.74% |
$49.7K - $55.6K
|
130K
$7.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
33+ 0.28% |
$1.68K - $1.88K
|
11.8K
$675K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.05K- 30.81% |
$156K - $174K
|
6.86K
$392K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-656- 1.0% |
$33.5K - $37.4K
|
64.8K
$3.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-142- 5.53% |
$7.24K - $8.1K
|
2.42K
$138K
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
76K+ 41.0% |
$3.88M - $4.34M
|
261K
$14.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
288K+ 18.48% |
$14.7M - $16.5M
|
1.85M
$106M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-31.1K- 86.21% |
$1.59M - $1.78M
|
4.98K
$284K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-3.48K- 34.58% |
$178K - $199K
|
6.59K
$376K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.6KNew |
$644K - $720K
|
12.6K
$721K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-1K- 20.26% |
$51.1K - $57.2K
|
3.94K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
1.86K+ 0.29% |
$94.7K - $106K
|
638K
$36.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-550- 8.07% |
$28.1K - $31.4K
|
6.27K
$358K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.5K+ 1.71% |
$789K - $883K
|
922K
$52.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
50.9K+ 57.42% |
$2.6M - $2.91M
|
140K
$7.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
495+ 1.27% |
$25.2K - $28.2K
|
39.4K
$2.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-2.09K- 1.5% |
$107K - $119K
|
137K
$7.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
32.5K+ 11.13% |
$1.66M - $1.86M
|
325K
$18.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-33.5K- 31.13% |
$1.71M - $1.91M
|
74.1K
$4.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-109K- 2.94% |
$5.55M - $6.21M
|
3.59M
$205M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
71+ 0.03% |
$3.62K - $4.05K
|
209K
$12M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
30+ 0.07% |
$1.53K - $1.71K
|
43K
$2.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
SELL
|
- |
-523- 1.08% |
$26.7K - $29.8K
|
48.1K
$2.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.96KNew |
$202K - $226K
|
3.96K
$226K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4.91KNew |
$250K - $280K
|
4.91K
$280K
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-2.12K- 13.69% |
$108K - $121K
|
13.4K
$764K
|
|
|
Nov 13, 2024
Q3 2024
|
Concentrum Wealth Management
|
BUY
|
- |
11.7K+ 23.05% |
$597K - $668K
|
62.5K
$3.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-77- 12.46% |
$3.93K - $4.39K
|
541
$30.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-16.9K- 8.28% |
$861K - $964K
|
187K
$10.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.09K+ 157.0% |
$361K - $404K
|
11.6K
$663K
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
23.7K+ 5.35% |
$1.21M - $1.35M
|
466K
$26.6M
|