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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
1.33K+ 9.18% |
$67.8K - $75.9K
|
15.8K
$920K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-892- 8.68% |
$45.5K - $50.9K
|
9.39K
$546K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-407- 1.75% |
$20.8K - $23.2K
|
22.9K
$1.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-307- 0.05% |
$15.7K - $17.5K
|
629K
$36.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2.28K+ 2.91% |
$116K - $130K
|
80.6K
$4.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
313+ 2.8% |
$16K - $17.9K
|
11.5K
$667K
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-4.98K- 1.75% |
$254K - $284K
|
280K
$16.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-285- 0.75% |
$14.5K - $16.3K
|
37.9K
$2.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-2- -0.0% |
$102 - $114
|
60.9K
$3.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-536- 2.78% |
$27.3K - $30.6K
|
18.8K
$1.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.43K+ 0.77% |
$328K - $367K
|
846K
$49.2M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
165+ 1.82% |
$8.42K - $9.42K
|
9.22K
$536K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-312- 5.33% |
$15.9K - $17.8K
|
5.54K
$322K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2.36K+ 8.67% |
$120K - $134K
|
29.5K
$1.72M
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
36+ 0.36% |
$1.84K - $2.05K
|
9.94K
$578K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-626- 18.58% |
$31.9K - $35.7K
|
2.74K
$159K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.29K+ 29.05% |
$65.8K - $73.6K
|
5.73K
$333K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
10.9K+ 496.86% |
$556K - $622K
|
13.1K
$762K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10+ 0.22% |
$510 - $571
|
4.6K
$267K
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-677- 0.79% |
$34.5K - $38.6K
|
84.9K
$4.94M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1+ 0.01% |
$51 - $57.1
|
13.2K
$768K
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-63- 0.23% |
$3.21K - $3.6K
|
27.4K
$1.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-1- 0.01% |
$51 - $57.1
|
15.3K
$891K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16+ 0.14% |
$816 - $913
|
11.9K
$689K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-191- 6.53% |
$9.74K - $10.9K
|
2.73K
$159K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-630- 0.71% |
$32.1K - $36K
|
88.6K
$5.15M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
154K+ 1.79% |
$7.87M - $8.81M
|
8.78M
$511M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
200+ 2.02% |
$10.2K - $11.4K
|
10.1K
$586K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
798K+ 28.89% |
$40.7M - $45.5M
|
3.56M
$207M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
25.3K+ 9.22% |
$1.29M - $1.44M
|
300K
$17.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-532K- 89.77% |
$27.1M - $30.4M
|
60.6K
$3.53M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.36K+ 47.22% |
$120K - $135K
|
7.35K
$427K
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-318- 0.22% |
$16.2K - $18.1K
|
146K
$8.48M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.54K+ 13.91% |
$78.3K - $87.7K
|
12.6K
$731K
|
|
|
Oct 29, 2024
Q3 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
9.07K+ 5.88% |
$462K - $517K
|
163K
$9.49M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-327K- 57.03% |
$16.7M - $18.7M
|
247K
$14.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
881+ 1.87% |
$44.9K - $50.3K
|
47.9K
$2.78M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-18- 0.34% |
$918 - $1.03K
|
5.23K
$304K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2.9K+ 4.08% |
$148K - $165K
|
74K
$4.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-5.19K- 21.7% |
$265K - $296K
|
18.7K
$1.09M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.97KNew |
$202K - $226K
|
3.97K
$231K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.23K+ 50.26% |
$165K - $184K
|
9.65K
$561K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-5.49K- 24.16% |
$280K - $313K
|
17.2K
$1M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.6K+ 19.14% |
$591K - $662K
|
72.2K
$4.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-321- 0.89% |
$16.4K - $18.3K
|
35.9K
$2.09M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.07K+ 35.41% |
$105K - $118K
|
7.9K
$460K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
24.2K+ 6.19% |
$1.23M - $1.38M
|
415K
$24.1M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
41.6K+ 11.05% |
$2.12M - $2.38M
|
418K
$24.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
23.9K+ 10.52% |
$1.22M - $1.36M
|
251K
$14.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
18.6K+ 44.04% |
$948K - $1.06M
|
60.8K
$3.54M
|