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 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
29.1K+ 3.85% |
$1.48M - $1.66M
|
784K
$45.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
209+ 4.33% |
$10.7K - $11.9K
|
5.04K
$290K
|
|
|
Oct 21, 2024
Q3 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-53.7K- 6.06% |
$2.74M - $3.07M
|
833K
$47.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
68+ 0.36% |
$3.47K - $3.88K
|
18.8K
$1.08M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
7+ 0.06% |
$357 - $399
|
12.7K
$728K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
89.5K+ 11.61% |
$4.56M - $5.11M
|
860K
$49.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-97- 0.75% |
$4.95K - $5.54K
|
12.8K
$737K
|
|
|
Oct 18, 2024
Q3 2024
|
Applied Capital LLC
|
BUY
|
- |
109+ 0.23% |
$5.56K - $6.22K
|
47.1K
$2.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
256+ 0.15% |
$13.1K - $14.6K
|
169K
$9.74M
|
|
|
Oct 18, 2024
Q3 2024
|
Schubert & CO
|
BUY
|
- |
122+ 0.38% |
$6.22K - $6.96K
|
31.9K
$1.83M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.45K- 24.44% |
$74K - $82.8K
|
4.48K
$258K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.62K- 1.16% |
$235K - $263K
|
395K
$22.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
103+ 0.52% |
$5.25K - $5.88K
|
19.8K
$1.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.52% |
$51 - $57.1
|
192
$11K
|
|
|
Oct 18, 2024
Q3 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-2.2K- 0.46% |
$112K - $126K
|
472K
$27.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
193+ 0.54% |
$9.84K - $11K
|
36.1K
$2.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
862+ 1.74% |
$44K - $49.2K
|
50.5K
$2.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
24.1KNew |
$1.23M - $1.37M
|
24.1K
$1.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
6+ 0.02% |
$306 - $342
|
31.8K
$1.83M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2.01KNew |
$102K - $114K
|
2.01K
$115K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-45- 0.73% |
$2.3K - $2.57K
|
6.11K
$352K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-5.41K- 0.6% |
$276K - $309K
|
895K
$51.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
7.4K+ 81.53% |
$378K - $422K
|
16.5K
$948K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-90- 0.95% |
$4.59K - $5.14K
|
9.41K
$542K
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
7+ 0.15% |
$357 - $399
|
4.73K
$272K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.18K- 4.38% |
$264K - $296K
|
113K
$6.51M
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
6+ 0.03% |
$306 - $342
|
20K
$1.15M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-841- 0.49% |
$42.9K - $48K
|
172K
$9.88M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
100+ 1.67% |
$5.1K - $5.71K
|
6.1K
$351K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
123KNew |
$6.3M - $7.05M
|
123K
$7.11M
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
5+ 0.01% |
$255 - $285
|
42.6K
$2.45M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.95K+ 16.07% |
$150K - $168K
|
21.3K
$1.23M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-766- 0.56% |
$39.1K - $43.7K
|
136K
$7.83M
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-248- 1.14% |
$12.6K - $14.2K
|
21.5K
$1.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-2.44K- 0.82% |
$124K - $139K
|
293K
$16.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
28.8K+ 11.12% |
$1.47M - $1.64M
|
288K
$16.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-3.49K- 13.45% |
$178K - $199K
|
22.5K
$1.29M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
29+ 1.98% |
$1.48K - $1.66K
|
1.49K
$85.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1.16K- 0.79% |
$59.2K - $66.3K
|
146K
$8.38M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.28K+ 1.85% |
$116K - $130K
|
125K
$7.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
23.6K+ 3.25% |
$1.2M - $1.34M
|
749K
$43.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8- 0.05% |
$408 - $457
|
15.8K
$911K
|
|
|
Oct 16, 2024
Q3 2024
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-104- 2.6% |
$5.3K - $5.94K
|
3.9K
$225K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.15K- 23.91% |
$58.5K - $65.5K
|
3.65K
$210K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-8- 3.74% |
$408 - $457
|
206
$11.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
2.97K+ 2.91% |
$152K - $170K
|
105K
$6.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
SELL
|
- |
-113- 1.03% |
$5.76K - $6.45K
|
10.9K
$625K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-12K- 6.7% |
$613K - $686K
|
167K
$9.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-1.2K- 9.18% |
$61K - $68.3K
|
11.8K
$682K
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-1.66K- 5.52% |
$84.5K - $94.6K
|
28.4K
$1.63M
|