Latest Institutional Purchases of Dimensional ETF Tr U S Target (DFAT)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr U S Target (DFAT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
698K+ 33.86% |
$35M - $38M
|
2.76M
$153M
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
556K+ 4.06% |
$27.9M - $30.3M
|
14.3M
$790M
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
552KNew |
$27.7M - $30.1M
|
552K
$30.6M
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
514KNew |
$25.8M - $28M
|
514K
$28.5M
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
336KNew |
$16.9M - $18.3M
|
336K
$18.7M
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
335K+ 130.07% |
$16.8M - $18.3M
|
593K
$32.9M
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
243K+ 18.42% |
$12.2M - $13.2M
|
1.56M
$86.6M
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
234K+ 163.96% |
$11.7M - $12.7M
|
376K
$20.9M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
225K+ 5575.01% |
$11.3M - $12.3M
|
229K
$12.7M
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
200KNew |
$10M - $10.9M
|
200K
$11.1M
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
194K+ 13.32% |
$9.71M - $10.5M
|
1.65M
$91.3M
|
|
Aug 14, 2024
Q2 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
168K+ 6.57% |
$8.45M - $9.18M
|
2.73M
$151M
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
164KNew |
$8.22M - $8.92M
|
164K
$9.09M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
148K+ 28.73% |
$7.45M - $8.09M
|
665K
$36.9M
|
|
Aug 13, 2024
Q2 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
137K+ 13.08% |
$6.87M - $7.45M
|
1.18M
$65.6M
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
124K+ 6.25% |
$6.21M - $6.74M
|
2.1M
$117M
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
119KNew |
$5.95M - $6.46M
|
119K
$6.58M
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
114K+ 70.89% |
$5.71M - $6.2M
|
274K
$15.2M
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
89KNew |
$4.47M - $4.85M
|
89K
$4.94M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
78.5K+ 11.36% |
$3.94M - $4.27M
|
769K
$42.7M
|
|
Aug 14, 2024
Q2 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
74.9K+ 11.36% |
$3.76M - $4.08M
|
734K
$40.7M
|
|
Aug 14, 2024
Q2 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
73.9K+ 11.35% |
$3.71M - $4.03M
|
725K
$40.2M
|
|
Aug 13, 2024
Q2 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
72.2K+ 3.97% |
$3.62M - $3.93M
|
1.89M
$105M
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
66.1K+ 21.34% |
$3.32M - $3.6M
|
376K
$20.9M
|
|
Jul 08, 2024
Q2 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
60.1K+ 12.76% |
$3.01M - $3.27M
|
531K
$29.5M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
57.4K+ 2.5% |
$2.88M - $3.13M
|
2.35M
$131M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
56.4K+ 14.96% |
$2.83M - $3.07M
|
434K
$24.1M
|
|
Sep 18, 2024
Q2 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
55.2K+ 8.24% |
$2.77M - $3.01M
|
725K
$40.2M
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
45.9K+ 24.19% |
$2.3M - $2.5M
|
236K
$13.1M
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
44.9K+ 91.64% |
$2.25M - $2.44M
|
93.8K
$5.2M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
43.7K+ 10.21% |
$2.19M - $2.38M
|
472K
$26.2M
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
42.2KNew |
$2.12M - $2.3M
|
42.2K
$2.34M
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
41.3K+ 13.25% |
$2.07M - $2.25M
|
353K
$19.6M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
41.3K+ 220.42% |
$2.07M - $2.25M
|
60.1K
$3.33M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
36.7K+ 84.61% |
$1.84M - $2M
|
80K
$4.44M
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
36.3K+ 5.05% |
$1.82M - $1.97M
|
755K
$41.9M
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
34.6K+ 3.95% |
$1.74M - $1.88M
|
911K
$50.6M
|
|
Aug 08, 2024
Q2 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
32.4K+ 7.91% |
$1.63M - $1.77M
|
442K
$24.5M
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
31.4K+ 13.8% |
$1.58M - $1.71M
|
259K
$14.4M
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
29.6K+ 0.61% |
$1.48M - $1.61M
|
4.85M
$269M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
28.9K+ 1.42% |
$1.45M - $1.57M
|
2.06M
$114M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
28.4K+ 3.83% |
$1.43M - $1.55M
|
771K
$42.8M
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
28.3K+ 14.21% |
$1.42M - $1.54M
|
227K
$12.6M
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
28.1K+ 8.07% |
$1.41M - $1.53M
|
377K
$20.9M
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
26.7K+ 7.03% |
$1.34M - $1.45M
|
406K
$22.5M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
26.4K+ 3.01% |
$1.33M - $1.44M
|
906K
$50.3M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
26.4K+ 4.75% |
$1.32M - $1.44M
|
582K
$32.3M
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
24.3K+ 3.86% |
$1.22M - $1.32M
|
652K
$36.2M
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
23.8K+ 277.59% |
$1.2M - $1.3M
|
32.4K
$1.8M
|
|
Aug 14, 2024
Q2 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
23.5K+ 14.54% |
$1.18M - $1.28M
|
185K
$10.3M
|