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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
798K+ 28.89% |
$40.7M - $45.5M
|
3.56M
$205M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
567KNew |
$28.9M - $32.4M
|
567K
$32.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
344K+ 7.09% |
$17.5M - $19.6M
|
5.19M
$299M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
288K+ 18.48% |
$14.7M - $16.5M
|
1.85M
$106M
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
200KNew |
$10.2M - $11.4M
|
200K
$11.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
154K+ 1.79% |
$7.87M - $8.81M
|
8.78M
$505M
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
128K+ 4.7% |
$6.54M - $7.32M
|
2.86M
$165M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
123KNew |
$6.3M - $7.05M
|
123K
$7.11M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
113KNew |
$5.74M - $6.42M
|
113K
$6.48M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
108K+ 6.54% |
$5.49M - $6.14M
|
1.75M
$101M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
102K+ 19.65% |
$5.23M - $5.85M
|
624K
$35.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
96.7K+ 12.57% |
$4.93M - $5.52M
|
866K
$49.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
90K+ 4.28% |
$4.59M - $5.14M
|
2.19M
$126M
|
|
|
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 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
79K+ 14.88% |
$4.03M - $4.51M
|
610K
$35.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
76K+ 41.0% |
$3.88M - $4.34M
|
261K
$15M
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
74.5K+ 10.15% |
$3.8M - $4.25M
|
809K
$46.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
72.8K+ 91.04% |
$3.71M - $4.16M
|
153K
$8.79M
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
53.8K+ 15.4% |
$2.74M - $3.07M
|
403K
$23.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
50.9K+ 57.42% |
$2.6M - $2.91M
|
140K
$8.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
47.5K+ 8.17% |
$2.42M - $2.71M
|
629K
$36.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
44K+ 6.07% |
$2.24M - $2.51M
|
769K
$44.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
42.4K+ 6.38% |
$2.16M - $2.42M
|
708K
$40.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
42.3K+ 10.4% |
$2.16M - $2.41M
|
448K
$25.8M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
41.6K+ 11.05% |
$2.12M - $2.38M
|
418K
$24.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
37.6K+ 115.94% |
$1.92M - $2.14M
|
70K
$4.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
34.1KNew |
$1.74M - $1.94M
|
34.1K
$1.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
32.5K+ 11.13% |
$1.66M - $1.86M
|
325K
$18.7M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
31.3KNew |
$1.6M - $1.79M
|
31.3K
$1.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
30.4K+ 13.23% |
$1.55M - $1.73M
|
260K
$14.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
29.1K+ 3.85% |
$1.48M - $1.66M
|
784K
$45.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
28.8K+ 11.12% |
$1.47M - $1.64M
|
288K
$16.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
28.8KNew |
$1.47M - $1.64M
|
28.8K
$1.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
28.5K+ 15.88% |
$1.45M - $1.62M
|
208K
$12M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
25.3K+ 9.22% |
$1.29M - $1.44M
|
300K
$17.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
24.2K+ 6.19% |
$1.23M - $1.38M
|
415K
$23.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
24.1K+ 6.23% |
$1.23M - $1.38M
|
411K
$23.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
24.1KNew |
$1.23M - $1.37M
|
24.1K
$1.39M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
23.9K+ 10.52% |
$1.22M - $1.36M
|
251K
$14.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
23.7K+ 5.35% |
$1.21M - $1.35M
|
466K
$26.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
23.6K+ 3.25% |
$1.2M - $1.34M
|
749K
$43.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
22.7K+ 428.3% |
$1.16M - $1.3M
|
28K
$1.61M
|
|
|
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
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
20.8K+ 154.79% |
$1.06M - $1.18M
|
34.2K
$1.97M
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
18.6K+ 44.04% |
$948K - $1.06M
|
60.8K
$3.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
16K+ 6.19% |
$818K - $915K
|
275K
$15.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.5K+ 1.71% |
$789K - $883K
|
922K
$53M
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
14.6K+ 17.07% |
$742K - $831K
|
99.8K
$5.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
14.5KNew |
$740K - $829K
|
14.5K
$836K
|
|
|
Nov 08, 2024
Q3 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
14.2KNew |
$723K - $810K
|
14.2K
$816K
|