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 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
59+ 0.23% |
$3.01K - $3.37K
|
25.8K
$1.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-741- 3.01% |
$37.8K - $42.3K
|
23.8K
$1.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
3.86KNew |
$197K - $220K
|
3.86K
$222K
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
2+ 0.35% |
$102 - $114
|
572
$32.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
43+ 1.01% |
$2.19K - $2.45K
|
4.32K
$248K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-21- 0.12% |
$1.07K - $1.2K
|
17.7K
$1.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
90K+ 4.28% |
$4.59M - $5.14M
|
2.19M
$126M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
894+ 13.35% |
$45.6K - $51K
|
7.59K
$437K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
13.2K+ 9.54% |
$674K - $754K
|
152K
$8.73M
|
|
|
Oct 15, 2024
Q3 2024
|
Olio Financial Planning
|
BUY
|
- |
50+ 0.12% |
$2.55K - $2.85K
|
43.3K
$2.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
667+ 0.17% |
$34K - $38.1K
|
388K
$22.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
850New |
$43.4K - $48.5K
|
850
$48.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
11.5K+ 7.81% |
$587K - $657K
|
159K
$9.15M
|
|
|
Oct 11, 2024
Q3 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-10.4K- 2.98% |
$529K - $592K
|
338K
$19.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
16K+ 6.19% |
$818K - $915K
|
275K
$15.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-301- 0.12% |
$15.4K - $17.2K
|
260K
$14.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-107K- 0.75% |
$5.45M - $6.09M
|
14.1M
$814M
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.62K+ 0.7% |
$82.4K - $92.2K
|
232K
$13.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.84KNew |
$196K - $219K
|
3.84K
$221K
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-498- 0.74% |
$25.4K - $28.4K
|
67K
$3.85M
|
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-1.57K- 2.09% |
$79.9K - $89.4K
|
73.5K
$4.23M
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-12.2K- 15.53% |
$623K - $697K
|
66.5K
$3.83M
|
|
|
Oct 10, 2024
Q3 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-437- 0.44% |
$22.3K - $24.9K
|
99.9K
$5.75M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
7.67K+ 9.59% |
$391K - $438K
|
87.7K
$5.04M
|
|
|
Oct 10, 2024
Q3 2024
|
Avondale Wealth Management
|
BUY
|
- |
2.14K+ 1.64% |
$109K - $122K
|
133K
$7.63M
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
4.3K+ 4.83% |
$219K - $245K
|
93.3K
$5.37M
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-1.69K- 27.91% |
$86.1K - $96.4K
|
4.36K
$251K
|
|
|
Oct 09, 2024
Q3 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-338- 1.66% |
$17.2K - $19.3K
|
20K
$1.15M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
4.3K+ 58.9% |
$219K - $245K
|
11.6K
$668K
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
11.6K+ 6.69% |
$589K - $659K
|
184K
$10.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-2.74K- 15.11% |
$140K - $156K
|
15.4K
$886K
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-5.52K- 45.17% |
$281K - $315K
|
6.7K
$386K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-3.39K- 1.55% |
$173K - $194K
|
215K
$12.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
200KNew |
$10.2M - $11.4M
|
200K
$11.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-252K- 74.89% |
$12.9M - $14.4M
|
84.5K
$4.86M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
12.3K+ 7.51% |
$628K - $702K
|
176K
$10.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-591- 4.26% |
$30.1K - $33.7K
|
13.3K
$764K
|
|
|
Oct 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
18+ 0.35% |
$918 - $1.03K
|
5.14K
$296K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
202+ 5.21% |
$10.3K - $11.5K
|
4.08K
$235K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
110+ 0.29% |
$5.61K - $6.28K
|
38.2K
$2.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-6.12K- 39.8% |
$312K - $349K
|
9.26K
$533K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
17+ 0.2% |
$867 - $970
|
8.49K
$489K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-186- 0.25% |
$9.49K - $10.6K
|
74.4K
$4.28M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-5.45K- 9.07% |
$278K - $311K
|
54.6K
$3.14M
|
|
|
Oct 08, 2024
Q3 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
20.9K+ 1.77% |
$1.07M - $1.2M
|
1.2M
$69.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-781- 17.51% |
$39.8K - $44.6K
|
3.68K
$212K
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-162- 3.51% |
$8.26K - $9.25K
|
4.45K
$256K
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
62+ 1.61% |
$3.16K - $3.54K
|
3.92K
$226K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-2.28K- 25.91% |
$116K - $130K
|
6.52K
$375K
|
|
|
Oct 08, 2024
Q3 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-1.82K- 2.11% |
$92.9K - $104K
|
84.4K
$4.86M
|