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 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-1.23K- 0.74% |
$62.6K - $70.1K
|
165K
$9.62M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-3.48K- 1.17% |
$178K - $199K
|
294K
$17.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.4K- 6.49% |
$122K - $137K
|
34.5K
$2.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
4.71K+ 891.67% |
$240K - $269K
|
5.24K
$304K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-4.43K- 7.32% |
$226K - $253K
|
56K
$3.26M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-340K- 14.17% |
$17.3M - $19.4M
|
2.06M
$120M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-385- 1.34% |
$19.6K - $22K
|
28.3K
$1.64M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1- -0.0% |
$51 - $57.1
|
23.2K
$1.35M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
7.69K+ 25.41% |
$392K - $439K
|
37.9K
$2.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8.21K- 4.99% |
$418K - $468K
|
156K
$9.08M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
4.03K+ 62.88% |
$206K - $230K
|
10.4K
$607K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-90- 0.81% |
$4.59K - $5.14K
|
11K
$638K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
7.3KNew |
$372K - $417K
|
7.3K
$425K
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
1+ 0.01% |
$51 - $57.1
|
18K
$1.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.77K+ 23.71% |
$90.3K - $101K
|
9.23K
$537K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
63+ 12.43% |
$3.21K - $3.6K
|
570
$33.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.5K- 10.45% |
$127K - $142K
|
21.4K
$1.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-6.63K- 2.92% |
$338K - $379K
|
220K
$12.8M
|
|
|
Nov 04, 2024
Q3 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-2.76K- 1.04% |
$141K - $158K
|
263K
$15.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-748- 9.34% |
$38.1K - $42.7K
|
7.26K
$422K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
11.1K+ 10.28% |
$565K - $632K
|
119K
$6.91M
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-312- 1.39% |
$15.9K - $17.8K
|
22.1K
$1.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
344K+ 7.09% |
$17.5M - $19.6M
|
5.19M
$302M
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
57+ 0.36% |
$2.91K - $3.25K
|
15.9K
$925K
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
166+ 0.08% |
$8.47K - $9.47K
|
200K
$11.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.47K- 10.36% |
$74.9K - $83.8K
|
12.7K
$739K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
2K+ 5.48% |
$102K - $114K
|
38.6K
$2.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
28.8KNew |
$1.47M - $1.64M
|
28.8K
$1.67M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
217+ 5.07% |
$11.1K - $12.4K
|
4.49K
$261K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-10.6K- 7.66% |
$542K - $607K
|
128K
$7.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 0.17% |
$204 - $228
|
2.31K
$135K
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-3.16K- 0.81% |
$161K - $180K
|
388K
$22.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
592+ 7.82% |
$30.2K - $33.8K
|
8.16K
$474K
|
|
|
Nov 01, 2024
Q3 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-3.15K- 1.83% |
$161K - $180K
|
170K
$9.86M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
34.1KNew |
$1.74M - $1.94M
|
34.1K
$1.98M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.02K+ 11.13% |
$51.8K - $57.9K
|
10.1K
$589K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-7.09K- 13.45% |
$361K - $404K
|
45.6K
$2.65M
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-2.3K- 2.24% |
$117K - $131K
|
100K
$5.83M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-9.3K- 1.14% |
$474K - $531K
|
803K
$46.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
53.8K+ 15.4% |
$2.74M - $3.07M
|
403K
$23.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.24K+ 4.38% |
$63.3K - $70.9K
|
29.6K
$1.72M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
12.3K+ 2.37% |
$628K - $703K
|
533K
$31M
|
|
|
Nov 01, 2024
Q3 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-68- 0.06% |
$3.47K - $3.88K
|
111K
$6.43M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-235K- 62.42% |
$12M - $13.4M
|
141K
$8.22M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.36K+ 17.66% |
$273K - $306K
|
35.7K
$2.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.23KNew |
$216K - $242K
|
4.23K
$246K
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
2+ 0.03% |
$102 - $114
|
6.76K
$393K
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-824- 0.63% |
$42K - $47K
|
130K
$7.56M
|
|
|
Nov 01, 2024
Q3 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-5.93K- 50.0% |
$303K - $339K
|
5.93K
$345K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.26K+ 0.64% |
$115K - $129K
|
355K
$20.7M
|