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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
26.4K+ 4.75% |
$1.32M - $1.44M
|
582K
$32.3M
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
21+ 0.05% |
$1.05K - $1.14K
|
42.3K
$2.34M
|
|
Aug 13, 2024
Q2 2024
|
Libra Wealth LLC
|
SELL
|
- |
-12.4K- 4.25% |
$620K - $673K
|
279K
$15.5M
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
34.6K+ 3.95% |
$1.74M - $1.88M
|
911K
$50.6M
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
2.75K+ 3.13% |
$138K - $150K
|
90.7K
$5.03M
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.05K+ 17.33% |
$52.5K - $57K
|
7.09K
$393K
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-382- 7.89% |
$19.2K - $20.8K
|
4.46K
$247K
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
14KNew |
$700K - $760K
|
14K
$774K
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-660- 1.1% |
$33.1K - $36K
|
59.1K
$3.28M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
148K+ 28.73% |
$7.45M - $8.09M
|
665K
$36.9M
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
71+ 0.03% |
$3.56K - $3.87K
|
236K
$13.1M
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-4.51K- 7.88% |
$226K - $245K
|
52.7K
$2.92M
|
|
Aug 12, 2024
Q2 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
19.4K+ 12.15% |
$974K - $1.06M
|
179K
$9.94M
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
8.03K+ 15.17% |
$403K - $438K
|
61K
$3.38M
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-997- 0.27% |
$50K - $54.3K
|
373K
$20.7M
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-120- 0.32% |
$6.02K - $6.54K
|
36.9K
$2.05M
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-2.74K- 2.4% |
$137K - $149K
|
111K
$6.18M
|
|
Aug 12, 2024
Q2 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
19+ 0.41% |
$953 - $1.03K
|
4.66K
$259K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-209K- 1.65% |
$10.5M - $11.4M
|
12.4M
$690M
|
|
Aug 12, 2024
Q2 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-4.7K- 14.64% |
$236K - $256K
|
27.4K
$1.52M
|
|
Aug 12, 2024
Q2 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-869- 0.51% |
$43.6K - $47.3K
|
169K
$9.36M
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-197- 5.35% |
$9.89K - $10.7K
|
3.48K
$193K
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-197K- 6.92% |
$9.89M - $10.7M
|
2.65M
$147M
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.88K- 10.86% |
$94.1K - $102K
|
15.4K
$854K
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
41.3K+ 13.25% |
$2.07M - $2.25M
|
353K
$19.6M
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-155- 10.57% |
$7.78K - $8.44K
|
1.31K
$72.8K
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
168+ 0.28% |
$8.43K - $9.15K
|
60.4K
$3.35M
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-26.2K- 11.14% |
$1.32M - $1.43M
|
209K
$11.6M
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
115+ 0.6% |
$5.77K - $6.26K
|
19.4K
$1.07M
|
|
Aug 12, 2024
Q2 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-692- 0.18% |
$34.7K - $37.7K
|
391K
$21.7M
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
7.29KNew |
$366K - $397K
|
7.29K
$404K
|
|
Aug 12, 2024
Q2 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-3.15K- 1.79% |
$158K - $172K
|
173K
$9.58M
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
345+ 2.35% |
$17.3K - $18.8K
|
15K
$832K
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
18.2K+ 6.64% |
$913K - $991K
|
292K
$16.2M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.45K+ 1.98% |
$223K - $242K
|
229K
$12.7M
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
636+ 1.71% |
$31.9K - $34.6K
|
37.9K
$2.1M
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.2K- 1.56% |
$110K - $120K
|
139K
$7.69M
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-773- 3.65% |
$38.8K - $42.1K
|
20.4K
$1.13M
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-10.1K- 1.13% |
$505K - $548K
|
879K
$48.8M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.55K+ 21.37% |
$379K - $411K
|
42.9K
$2.38M
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
200KNew |
$10M - $10.9M
|
200K
$11.1M
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-26- 0.24% |
$1.3K - $1.42K
|
10.7K
$595K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-926- 17.02% |
$46.5K - $50.4K
|
4.51K
$250K
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-16.2K- 1.89% |
$813K - $883K
|
840K
$46.6M
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6.18KNew |
$310K - $337K
|
6.18K
$343K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
863+ 10.89% |
$43.3K - $47K
|
8.79K
$487K
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.27K- 3.23% |
$63.8K - $69.2K
|
38K
$2.11M
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
65+ 0.41% |
$3.26K - $3.54K
|
15.8K
$879K
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
6.66K+ 6.58% |
$334K - $362K
|
108K
$5.98M
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-649- 2.65% |
$32.6K - $35.4K
|
23.9K
$1.32M
|