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 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
18.3K+ 64.61% |
$925K - $1.07M
|
46.7K
$2.62M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.61K- 58.91% |
$81.2K - $93.5K
|
1.12K
$63.1K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
447+ 1655.56% |
$22.5K - $26K
|
474
$26.6K
|
|
|
May 07, 2025
Q1 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
232+ 0.21% |
$11.7K - $13.5K
|
112K
$6.31M
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
SELL
|
- |
-11K- 14.98% |
$554K - $638K
|
62.3K
$3.5M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
404+ 6.68% |
$20.4K - $23.5K
|
6.45K
$362K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
62New |
$3.13K - $3.6K
|
62
$3.48K
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
SELL
|
- |
-1.17K- 15.98% |
$58.9K - $67.8K
|
6.14K
$345K
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.84K- 1.97% |
$143K - $165K
|
141K
$7.93M
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
62.3KNew |
$3.14M - $3.62M
|
62.3K
$3.5M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-303- 0.6% |
$15.3K - $17.6K
|
50K
$2.81M
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-1.16K- 1.58% |
$58.4K - $67.2K
|
72K
$4.04M
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
SELL
|
- |
-1.1K- 2.86% |
$55.7K - $64.1K
|
37.5K
$2.1M
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-2.99K- 6.76% |
$151K - $174K
|
41.3K
$2.32M
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
871+ 1.78% |
$43.9K - $50.6K
|
49.8K
$2.8M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-6.45K- 5.7% |
$325K - $375K
|
107K
$6M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-60.6K- 12.37% |
$3.06M - $3.52M
|
429K
$24.1M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
37.4K+ 10.39% |
$1.89M - $2.17M
|
398K
$22.3M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.54K+ 7.43% |
$178K - $205K
|
51.1K
$2.87M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-43.3K- 10.25% |
$2.18M - $2.51M
|
379K
$21.3M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
6.34KNew |
$320K - $368K
|
6.34K
$356K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.29K+ 0.24% |
$65K - $74.8K
|
544K
$30.6M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
4.22KNew |
$213K - $245K
|
4.22K
$237K
|
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
2.91K+ 1.04% |
$147K - $169K
|
282K
$15.9M
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-6.39K- 6.81% |
$322K - $371K
|
87.4K
$4.91M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1+ 0.01% |
$50.4 - $58.1
|
11.2K
$631K
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
2.43K+ 6.81% |
$123K - $141K
|
38.1K
$2.14M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.29K+ 3.89% |
$65.2K - $75.1K
|
34.5K
$1.94M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
42.7KNew |
$2.15M - $2.48M
|
42.7K
$2.4M
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
302KNew |
$15.2M - $17.5M
|
302K
$17M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
168+ 0.21% |
$8.47K - $9.76K
|
81.9K
$4.6M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
394+ 8.27% |
$19.9K - $22.9K
|
5.16K
$290K
|
|
|
May 05, 2025
Q1 2025
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
BUY
|
- |
12.9K+ 3.89% |
$649K - $747K
|
343K
$19.3M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
41New |
$2.07K - $2.38K
|
41
$2.3K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.74K+ 47.11% |
$87.6K - $101K
|
5.42K
$305K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-13K- 3.84% |
$653K - $753K
|
324K
$18.2M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
29.2K+ 6.81% |
$1.47M - $1.7M
|
458K
$25.7M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
377New |
$19K - $21.9K
|
377
$21.2K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
50.6K+ 11.08% |
$2.55M - $2.94M
|
507K
$28.5M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.95K+ 3.41% |
$98.2K - $113K
|
59K
$3.31M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-3.04K- 3.74% |
$153K - $177K
|
78.2K
$4.39M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
18New |
$908 - $1.05K
|
18
$1.01K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
14.4K+ 3.9% |
$727K - $838K
|
384K
$21.6M
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-89- 0.43% |
$4.49K - $5.17K
|
20.5K
$1.15M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-67.9K- 0.76% |
$3.43M - $3.95M
|
8.88M
$499M
|
|
|
May 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-2.81K- 1.15% |
$142K - $163K
|
241K
$13.6M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.03K- 44.29% |
$51.8K - $59.7K
|
1.29K
$72.6K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
4.32KNew |
$218K - $251K
|
4.32K
$243K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.04K+ 3.74% |
$103K - $118K
|
56.5K
$3.17M
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
261+ 0.22% |
$13.2K - $15.2K
|
119K
$6.68M
|