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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
13+ 0.05% |
$656 - $755
|
26K
$1.46M
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-15.2K- 54.7% |
$767K - $884K
|
12.6K
$708K
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
785K+ 35.18% |
$39.6M - $45.6M
|
3.02M
$169M
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-31.5K- 24.37% |
$1.59M - $1.83M
|
97.7K
$5.49M
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
88.3K+ 3.2% |
$4.45M - $5.13M
|
2.85M
$160M
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
51.2K+ 355.92% |
$2.58M - $2.97M
|
65.6K
$3.68M
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.92K+ 11.63% |
$96.6K - $111K
|
18.4K
$1.03M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-94.9K- 45.45% |
$4.79M - $5.52M
|
114K
$6.4M
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
40.8K+ 143.19% |
$2.06M - $2.37M
|
69.3K
$3.89M
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
4.46KNew |
$225K - $259K
|
4.46K
$250K
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-8- 0.05% |
$404 - $465
|
15.9K
$891K
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.26K+ 51.22% |
$215K - $247K
|
12.6K
$706K
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
12.2K+ 34.64% |
$613K - $706K
|
47.3K
$2.65M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-54.8K- 24.16% |
$2.77M - $3.19M
|
172K
$9.67M
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.44K+ 46.74% |
$123K - $142K
|
7.65K
$430K
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
10+ 0.16% |
$504 - $581
|
6.07K
$341K
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.97KNew |
$200K - $231K
|
3.97K
$223K
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-515- 2.21% |
$26K - $29.9K
|
22.8K
$1.28M
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
131K+ 1246.87% |
$6.59M - $7.59M
|
141K
$7.92M
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.81KNew |
$243K - $280K
|
4.81K
$270K
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-196- 3.3% |
$9.89K - $11.4K
|
5.75K
$323K
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.42K+ 101.62% |
$425K - $489K
|
16.7K
$939K
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
3.04K+ 41.71% |
$153K - $177K
|
10.3K
$580K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
2.61K+ 43.95% |
$131K - $151K
|
8.54K
$480K
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
536+ 7.1% |
$27K - $31.1K
|
8.09K
$454K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.72KClosed |
$187K - $216K
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.38K+ 134.77% |
$271K - $313K
|
9.37K
$526K
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
28+ 0.24% |
$1.41K - $1.63K
|
11.8K
$665K
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-4.12K- 2.15% |
$208K - $239K
|
188K
$10.6M
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.12K+ 10.23% |
$56.3K - $64.8K
|
12K
$675K
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-21K- 2.6% |
$1.06M - $1.22M
|
784K
$44M
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
7.17KNew |
$362K - $417K
|
7.17K
$403K
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
19.5K+ 14.99% |
$983K - $1.13M
|
150K
$8.4M
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-600- 10.06% |
$30.3K - $34.9K
|
5.37K
$301K
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-496K- 86.66% |
$25M - $28.8M
|
76.3K
$4.29M
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-820- 25.07% |
$41.4K - $47.6K
|
2.45K
$138K
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.24% |
$50.4 - $58.1
|
422
$23.7K
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.94K- 3.28% |
$98K - $113K
|
57.3K
$3.22M
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
6.48KNew |
$327K - $377K
|
6.48K
$364K
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
17.8K+ 445.0% |
$898K - $1.03M
|
21.8K
$1.22M
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.96K+ 1.59% |
$200K - $230K
|
253K
$14.2M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
158K+ 45.89% |
$7.94M - $9.15M
|
501K
$28.1M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
107+ 0.34% |
$5.4K - $6.22K
|
32K
$1.8M
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-34.4K- 17.53% |
$1.73M - $2M
|
162K
$9.08M
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
SELL
|
- |
-92- 0.22% |
$4.64K - $5.35K
|
41.1K
$2.31M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-18.2K- 68.0% |
$916K - $1.06M
|
8.55K
$480K
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.99K+ 15.61% |
$151K - $174K
|
22.1K
$1.24M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14.6K+ 5.29% |
$734K - $845K
|
290K
$16.3M
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4+ 0.28% |
$202 - $232
|
1.45K
$81.2K
|
|
May 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-22K- 4.87% |
$1.11M - $1.28M
|
429K
$24.1M
|