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 |
---|---|---|---|---|---|---|---|
Jul 26, 2024
Q2 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
11.9KNew |
$595K - $646K
|
11.9K
$658K
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
18.8KNew |
$942K - $1.02M
|
18.8K
$1.04M
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
BUY
|
- |
129+ 0.17% |
$6.47K - $7.03K
|
74.6K
$4.14M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20.4K- 3.44% |
$1.03M - $1.11M
|
574K
$31.8M
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
28.1K+ 8.07% |
$1.41M - $1.53M
|
377K
$20.9M
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.84KNew |
$293K - $318K
|
5.84K
$324K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
48+ 2.12% |
$2.41K - $2.61K
|
2.31K
$128K
|
|
Jul 26, 2024
Q2 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-6K- 48.61% |
$301K - $327K
|
6.35K
$352K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
9+ 0.07% |
$452 - $490
|
12.6K
$702K
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
408+ 134.21% |
$20.5K - $22.2K
|
712
$39.5K
|
|
Jul 26, 2024
Q2 2024
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-18- 0.14% |
$903 - $980
|
12.9K
$716K
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-16.6K- 16.05% |
$831K - $902K
|
86.6K
$4.8M
|
|
Jul 26, 2024
Q2 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-7.56K- 21.06% |
$380K - $412K
|
28.4K
$1.57M
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
22.7K+ 114.18% |
$1.14M - $1.24M
|
42.6K
$2.36M
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
19+ 0.16% |
$953 - $1.03K
|
12.2K
$677K
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-59- 1.28% |
$2.96K - $3.21K
|
4.54K
$252K
|
|
Jul 25, 2024
Q2 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-2.05K- 0.71% |
$103K - $112K
|
285K
$15.8M
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
8+ 0.02% |
$401 - $436
|
38.7K
$2.15M
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
650+ 2.01% |
$32.6K - $35.4K
|
33K
$1.83M
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
79+ 1.25% |
$3.96K - $4.3K
|
6.41K
$356K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
149+ 1.28% |
$7.48K - $8.12K
|
11.8K
$656K
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-37.2K- 31.7% |
$1.87M - $2.03M
|
80.1K
$4.45M
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
4K+ 10.84% |
$201K - $218K
|
40.9K
$2.27M
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-6.58K- 39.96% |
$330K - $358K
|
9.88K
$548K
|
|
Jul 25, 2024
Q2 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
16+ 0.4% |
$803 - $872
|
4.01K
$222K
|
|
Jul 25, 2024
Q2 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.7K- 0.27% |
$85.1K - $92.3K
|
629K
$34.9M
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
2.37K+ 2.2% |
$119K - $129K
|
110K
$6.09M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
232+ 0.2% |
$11.6K - $12.6K
|
118K
$6.56M
|
|
Jul 24, 2024
Q2 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-7.16K- 1.52% |
$359K - $390K
|
465K
$25.8M
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
2.1KNew |
$105K - $114K
|
2.1K
$116K
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-6.85K- 9.06% |
$344K - $373K
|
68.8K
$3.82M
|
|
Jul 24, 2024
Q2 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-21- 0.11% |
$1.05K - $1.14K
|
19.7K
$1.09M
|
|
Jul 24, 2024
Q2 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-2.03K- 1.94% |
$102K - $111K
|
103K
$5.69M
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
7.86K+ 5.66% |
$394K - $428K
|
147K
$8.14M
|
|
Jul 23, 2024
Q2 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
21+ 0.41% |
$1.05K - $1.14K
|
5.12K
$284K
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-93- 2.05% |
$4.67K - $5.07K
|
4.45K
$247K
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
3.09K+ 0.58% |
$155K - $169K
|
539K
$29.9M
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-45- 0.69% |
$2.26K - $2.45K
|
6.47K
$359K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-9- 0.61% |
$452 - $490
|
1.46K
$81K
|
|
Jul 23, 2024
Q2 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-300- 0.4% |
$15.1K - $16.3K
|
75.1K
$4.16M
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
126+ 0.38% |
$6.32K - $6.86K
|
33.6K
$1.86M
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1.71K- 3.53% |
$85.7K - $93K
|
46.6K
$2.59M
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
13.2K+ 2.59% |
$661K - $718K
|
522K
$28.9M
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
24.3K+ 3.86% |
$1.22M - $1.32M
|
652K
$36.2M
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-99- 0.48% |
$4.97K - $5.39K
|
20.6K
$1.14M
|
|
Jul 23, 2024
Q2 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-3.46K- 1.27% |
$174K - $189K
|
270K
$15M
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-250- 0.78% |
$12.5K - $13.6K
|
31.8K
$1.76M
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
2.96K+ 0.76% |
$149K - $161K
|
391K
$21.7M
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3+ 0.04% |
$151 - $163
|
7.4K
$410K
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.44KNew |
$223K - $242K
|
4.44K
$246K
|