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 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-22K- 4.87% |
$1.11M - $1.28M
|
429K
$24.1M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-107- 0.19% |
$5.4K - $6.22K
|
55K
$3.09M
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
5.16K+ 28.37% |
$260K - $300K
|
23.4K
$1.31M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
12+ 0.32% |
$605 - $697
|
3.75K
$211K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-4.87K- 8.43% |
$246K - $283K
|
52.9K
$2.97M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
864+ 4.11% |
$43.6K - $50.2K
|
21.9K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-973- 14.28% |
$49.1K - $56.5K
|
5.84K
$328K
|
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-6.48K- 24.48% |
$327K - $376K
|
20K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
180New |
$9.08K - $10.5K
|
180
$10.1K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-118K- 14.71% |
$5.96M - $6.87M
|
685K
$38.5M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
1.56K+ 0.97% |
$78.5K - $90.5K
|
163K
$9.13M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-3.5K- 22.54% |
$177K - $204K
|
12K
$676K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.77K+ 94.63% |
$190K - $219K
|
7.76K
$436K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.24K- 2.02% |
$113K - $130K
|
108K
$6.09M
|
|
|
May 13, 2025
Q1 2025
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-68.7K- 3.98% |
$3.47M - $3.99M
|
1.66M
$93.1M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.59K- 8.69% |
$131K - $151K
|
27.2K
$1.53M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
6.13KNew |
$309K - $356K
|
6.13K
$344K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
3.36K+ 0.79% |
$169K - $195K
|
426K
$24M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
474+ 4.02% |
$23.9K - $27.5K
|
12.3K
$689K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
168K+ 13.49% |
$8.46M - $9.75M
|
1.41M
$79.3M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.51K+ 26.22% |
$379K - $436K
|
36.2K
$2.03M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
117+ 0.8% |
$5.9K - $6.8K
|
14.7K
$825K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
274+ 29.18% |
$13.8K - $15.9K
|
1.21K
$68.1K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
30+ 0.3% |
$1.51K - $1.74K
|
9.92K
$557K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.28K- 10.36% |
$266K - $307K
|
45.7K
$2.57M
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
56K+ 7.07% |
$2.82M - $3.25M
|
848K
$47.6M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-4.08K- 4.48% |
$206K - $237K
|
86.9K
$4.88M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
15+ 0.3% |
$757 - $872
|
4.94K
$277K
|
|
|
May 12, 2025
Q1 2025
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
307+ 1.13% |
$15.5K - $17.8K
|
27.5K
$1.55M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
7.28K+ 81.74% |
$367K - $423K
|
16.2K
$909K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-2.26K- 6.27% |
$114K - $131K
|
33.7K
$1.89M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
45.6K+ 9.88% |
$2.3M - $2.65M
|
507K
$28.5M
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
7+ 0.14% |
$353 - $407
|
5.16K
$290K
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-8.88K- 0.6% |
$448K - $516K
|
1.46M
$82.1M
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-2.02K- 7.56% |
$102K - $117K
|
24.7K
$1.39M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
694New |
$35K - $40.3K
|
694
$39K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-27.7K- 33.17% |
$1.4M - $1.61M
|
55.9K
$3.14M
|
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-478K- 77.32% |
$24.1M - $27.8M
|
140K
$7.87M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
772+ 4.61% |
$38.9K - $44.9K
|
17.5K
$984K
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1+ 0.0% |
$50.4 - $58.1
|
126K
$7.07M
|
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-556- 0.58% |
$28K - $32.3K
|
94.6K
$5.31M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-53.7K- 2.63% |
$2.71M - $3.12M
|
1.99M
$112M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
2.52KNew |
$127K - $146K
|
2.52K
$141K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5+ 0.08% |
$252 - $291
|
6.35K
$357K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-5.17K- 1.3% |
$261K - $300K
|
393K
$22.1M
|
|
|
May 12, 2025
Q1 2025
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-5.75K- 54.76% |
$290K - $334K
|
4.75K
$267K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-7.26K- 25.09% |
$366K - $422K
|
21.7K
$1.22M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
30.4K+ 11.75% |
$1.53M - $1.77M
|
289K
$16.2M
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
22+ 0.3% |
$1.11K - $1.28K
|
7.24K
$407K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.35K+ 30.54% |
$119K - $137K
|
10.1K
$565K
|