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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
187KNew |
$9.43M - $10.9M
|
187K
$9.62M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
37.5K+ 112.54% |
$1.89M - $2.18M
|
70.8K
$3.64M
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
20.8K+ 21.15% |
$1.05M - $1.21M
|
119K
$6.12M
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
18.6K+ 12.96% |
$936K - $1.08M
|
162K
$8.33M
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
17.5K+ 17.07% |
$881K - $1.02M
|
120K
$6.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
17.3KNew |
$872K - $1M
|
17.3K
$890K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
16.8K+ 13.83% |
$849K - $978K
|
139K
$7.14M
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
15.2K+ 9.23% |
$769K - $886K
|
180K
$9.29M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
14.9K+ 16.04% |
$750K - $864K
|
108K
$5.54M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
14.7K+ 5.95% |
$740K - $852K
|
261K
$13.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
8.35K+ 2.14% |
$421K - $485K
|
400K
$20.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
7.22K+ 6.89% |
$364K - $420K
|
112K
$5.77M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.66KNew |
$286K - $329K
|
5.66K
$291K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4.8K+ 11.48% |
$242K - $279K
|
46.7K
$2.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
4.76K+ 13.9% |
$240K - $277K
|
39K
$2.01M
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
2.85K+ 5.21% |
$144K - $166K
|
57.6K
$2.97M
|
|
|
Apr 07, 2025
Q1 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
2.15K+ 0.43% |
$109K - $125K
|
500K
$25.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1.92K+ 0.64% |
$96.6K - $111K
|
299K
$15.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
1.63K+ 0.92% |
$82.1K - $94.6K
|
178K
$9.16M
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
522+ 0.27% |
$26.3K - $30.3K
|
195K
$10M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
483+ 2.74% |
$24.4K - $28.1K
|
18.1K
$934K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
400+ 7.07% |
$20.2K - $23.2K
|
6.06K
$312K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
221+ 5.87% |
$11.1K - $12.8K
|
3.98K
$205K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
153+ 0.54% |
$7.72K - $8.89K
|
28.3K
$1.46M
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
BUY
|
- |
26+ 0.3% |
$1.31K - $1.51K
|
8.58K
$442K
|
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
16+ 0.31% |
$807 - $930
|
5.17K
$266K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
15+ 0.18% |
$757 - $872
|
8.53K
$439K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
14+ 0.29% |
$706 - $813
|
4.81K
$248K
|
|
| Q4 2024 | |||||||
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.24MNew |
$67.8M - $75.9M
|
1.24M
$64M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.23M+ 34.42% |
$67.3M - $75.3M
|
4.82M
$248M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
706KNew |
$38.5M - $43.1M
|
706K
$36.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
552KNew |
$30.1M - $33.7M
|
552K
$28.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
459K+ 12.89% |
$25M - $28M
|
4.02M
$207M
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
399KNew |
$21.8M - $24.4M
|
399K
$20.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
383K+ 20.7% |
$20.9M - $23.4M
|
2.23M
$115M
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
378KNew |
$20.6M - $23.1M
|
378K
$19.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
BUY
|
- |
330KNew |
$18M - $20.2M
|
330K
$17M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
314K+ 8003.42% |
$17.1M - $19.2M
|
318K
$16.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
284KNew |
$15.5M - $17.4M
|
284K
$14.6M
|
|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
265KNew |
$14.5M - $16.2M
|
265K
$13.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
262KNew |
$14.3M - $16M
|
262K
$13.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
244KNew |
$13.3M - $14.9M
|
244K
$12.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
238KNew |
$13M - $14.5M
|
238K
$12.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
232KNew |
$12.6M - $14.2M
|
232K
$11.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
208KNew |
$11.4M - $12.7M
|
208K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
206K+ 11.8% |
$11.2M - $12.6M
|
1.95M
$101M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
202K+ 77.67% |
$11M - $12.3M
|
461K
$23.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
192KNew |
$10.5M - $11.7M
|
192K
$9.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
189K+ 30.23% |
$10.3M - $11.5M
|
813K
$41.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Graver Capital Management, LLC
Columbus, OH |
BUY
|
- |
188KNew |
$10.3M - $11.5M
|
188K
$9.69M
|
|