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 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
22.7K+ 114.18% |
$1.14M - $1.24M
|
42.6K
$2.36M
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
20.9K+ 762.31% |
$1.05M - $1.14M
|
23.6K
$1.31M
|
|
Aug 14, 2024
Q2 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
20.6K+ 35.07% |
$1.03M - $1.12M
|
79.4K
$4.41M
|
|
Aug 12, 2024
Q2 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
19.4K+ 12.15% |
$974K - $1.06M
|
179K
$9.94M
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
19.3K+ 5.66% |
$969K - $1.05M
|
361K
$20M
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
18.8KNew |
$942K - $1.02M
|
18.8K
$1.04M
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
18.7K+ 21.73% |
$940K - $1.02M
|
105K
$5.82M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
18.2K+ 6.64% |
$913K - $991K
|
292K
$16.2M
|
|
Aug 01, 2024
Q2 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
18.1K+ 37.91% |
$910K - $988K
|
66K
$3.66M
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
17.7KNew |
$890K - $966K
|
17.7K
$984K
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
17.1K+ 7.13% |
$857K - $931K
|
257K
$14.2M
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
16.9K+ 4.58% |
$850K - $922K
|
387K
$21.5M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16.3K+ 5.42% |
$820K - $890K
|
318K
$17.6M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16K+ 4.18% |
$804K - $873K
|
399K
$22.1M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.6K+ 8.3% |
$784K - $851K
|
204K
$11.3M
|
|
Aug 05, 2024
Q2 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
15K+ 21.3% |
$751K - $815K
|
85.2K
$4.73M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
14.9K+ 5.65% |
$747K - $811K
|
278K
$15.4M
|
|
Aug 13, 2024
Q2 2024
|
Concentrum Wealth Management
|
BUY
|
- |
14.8K+ 41.08% |
$742K - $805K
|
50.8K
$2.82M
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
14.7K+ 9.29% |
$737K - $800K
|
173K
$9.58M
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
14.3K+ 42.25% |
$716K - $777K
|
48K
$2.66M
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14.1K+ 6.09% |
$710K - $770K
|
246K
$13.7M
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
14KNew |
$700K - $760K
|
14K
$774K
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.6K+ 60.14% |
$682K - $741K
|
36.2K
$2.01M
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
13.4KNew |
$672K - $730K
|
13.4K
$743K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
13.2K+ 2.59% |
$661K - $718K
|
522K
$28.9M
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
12.4K+ 0.45% |
$623K - $676K
|
2.78M
$154M
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
12.3K+ 9.55% |
$618K - $670K
|
141K
$7.83M
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
12.2KNew |
$610K - $663K
|
12.2K
$675K
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
12KNew |
$602K - $653K
|
12K
$665K
|
|
Jul 26, 2024
Q2 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
11.9KNew |
$595K - $646K
|
11.9K
$658K
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
10.7K+ 41.57% |
$539K - $585K
|
36.6K
$2.03M
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
10.1KNew |
$506K - $549K
|
10.1K
$559K
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
10.1KNew |
$505K - $549K
|
10.1K
$559K
|
|
Jul 31, 2024
Q2 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
10K+ 4.62% |
$503K - $546K
|
227K
$12.6M
|
|
Aug 08, 2024
Q2 2024
|
Rs Crum Inc.
|
BUY
|
- |
9.77K+ 3.44% |
$490K - $532K
|
294K
$16.3M
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
9.2KNew |
$462K - $501K
|
9.2K
$510K
|
|
Jul 12, 2024
Q2 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
8.76K+ 10.59% |
$440K - $477K
|
91.5K
$5.08M
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.37K+ 16.04% |
$420K - $456K
|
60.6K
$3.36M
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.37K+ 111.99% |
$420K - $456K
|
15.8K
$879K
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
8.03K+ 15.17% |
$403K - $438K
|
61K
$3.38M
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
7.98K+ 3.55% |
$400K - $435K
|
233K
$12.9M
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
7.86K+ 5.66% |
$394K - $428K
|
147K
$8.14M
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
7.57KNew |
$380K - $412K
|
7.57K
$420K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.55K+ 21.37% |
$379K - $411K
|
42.9K
$2.38M
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
7.54K+ 96.19% |
$378K - $411K
|
15.4K
$853K
|
|
Jul 31, 2024
Q2 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
7.37K+ 3.3% |
$370K - $401K
|
231K
$12.8M
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
7.35K+ 6.78% |
$369K - $400K
|
116K
$6.42M
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
7.29KNew |
$366K - $397K
|
7.29K
$404K
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.21KNew |
$362K - $393K
|
7.21K
$400K
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
7.21KNew |
$362K - $393K
|
7.21K
$400K
|