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 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.6K- 28.16% |
$232K - $267K
|
11.7K
$659K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.1K- 17.32% |
$106K - $122K
|
10K
$564K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.01K- 51.88% |
$50.9K - $58.6K
|
936
$52.6K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.3KNew |
$217K - $250K
|
4.3K
$241K
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-980- 8.19% |
$49.4K - $56.9K
|
11K
$617K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-194- 5.12% |
$9.79K - $11.3K
|
3.6K
$202K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-7.72K- 0.96% |
$389K - $448K
|
793K
$44.5M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.4K+ 4.41% |
$926K - $1.07M
|
435K
$24.4M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-360- 1.23% |
$18.2K - $20.9K
|
29K
$1.63M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
26.7KNew |
$1.35M - $1.55M
|
26.7K
$1.5M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-20- 0.33% |
$1.01K - $1.16K
|
6.09K
$342K
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-845- 3.23% |
$42.6K - $49.1K
|
25.3K
$1.42M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-58.1K- 99.92% |
$2.93M - $3.38M
|
46
$2.58K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.47KNew |
$124K - $143K
|
2.47K
$138K
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
SELL
|
- |
-691- 0.37% |
$34.9K - $40.1K
|
186K
$10.4M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
708+ 4.88% |
$35.7K - $41.1K
|
15.2K
$855K
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
SELL
|
- |
-90- 1.21% |
$4.54K - $5.23K
|
7.36K
$413K
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
SELL
|
- |
-1.56K- 0.67% |
$78.5K - $90.4K
|
230K
$12.9M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-636- 10.72% |
$32.1K - $37K
|
5.3K
$298K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-57- 0.65% |
$2.88K - $3.31K
|
8.7K
$489K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
9.03K+ 2.55% |
$455K - $525K
|
363K
$20.4M
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
41+ 2.21% |
$2.07K - $2.38K
|
1.9K
$106K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.08K+ 5.28% |
$105K - $121K
|
41.4K
$2.32M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
967+ 36.68% |
$48.8K - $56.2K
|
3.6K
$202K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-2.93K- 1.08% |
$148K - $170K
|
267K
$15M
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-631- 1.18% |
$31.8K - $36.7K
|
53K
$2.98M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-83.4K- 1.62% |
$4.21M - $4.85M
|
5.05M
$284M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
23+ 0.28% |
$1.16K - $1.34K
|
8.21K
$461K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
36.2KNew |
$1.83M - $2.11M
|
36.2K
$2.04M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-773- 6.29% |
$39K - $44.9K
|
11.5K
$647K
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-2.07K- 4.53% |
$104K - $120K
|
43.6K
$2.45M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-348- 0.25% |
$17.6K - $20.2K
|
137K
$7.7M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-23.2K- 2.78% |
$1.17M - $1.35M
|
813K
$45.7M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
11.6KNew |
$587K - $676K
|
11.6K
$653K
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-9.99K- 2.49% |
$504K - $580K
|
392K
$22M
|
|
|
May 08, 2025
Q1 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
5.21K+ 11.17% |
$263K - $303K
|
51.8K
$2.91M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-278- 1.4% |
$14K - $16.2K
|
19.5K
$1.1M
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
6.38K+ 2.74% |
$322K - $371K
|
239K
$13.4M
|
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
SELL
|
- |
-32.9K- 8.38% |
$1.66M - $1.91M
|
359K
$20.2M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-236- 1.54% |
$11.9K - $13.7K
|
15.1K
$849K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
483+ 23.52% |
$24.4K - $28.1K
|
2.54K
$143K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.15K+ 2.58% |
$58.1K - $66.9K
|
45.7K
$2.57M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
734+ 31.72% |
$37K - $42.6K
|
3.05K
$171K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-643- 4.38% |
$32.4K - $37.4K
|
14K
$788K
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-5.84K- 4.35% |
$295K - $339K
|
129K
$7.22M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
150K+ 15.21% |
$7.55M - $8.7M
|
1.13M
$63.7M
|
|
|
May 07, 2025
Q1 2025
|
Schubert & CO
|
SELL
|
- |
-10- 0.03% |
$504 - $581
|
31.9K
$1.79M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-35- 0.72% |
$1.77K - $2.03K
|
4.85K
$272K
|
|
|
May 07, 2025
Q1 2025
|
Ag Asset Advisory, LLC
Los Angeles, CA |
BUY
|
- |
5.81K+ 15.02% |
$293K - $338K
|
44.5K
$2.5M
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-2.15K- 1.35% |
$109K - $125K
|
158K
$8.85M
|