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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
58.1KNew |
$3.17M - $3.55M
|
58.1K
$3.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
48.3K+ 31.59% |
$2.63M - $2.95M
|
201K
$10.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
46.6KNew |
$2.54M - $2.85M
|
46.6K
$2.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
45.9K+ 121.53% |
$2.5M - $2.8M
|
83.6K
$4.34M
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
45.7KNew |
$2.49M - $2.79M
|
45.7K
$2.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
44.3KNew |
$2.41M - $2.7M
|
44.3K
$2.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
43.2K+ 5.76% |
$2.35M - $2.63M
|
792K
$41.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
42.4K+ 30.36% |
$2.31M - $2.59M
|
182K
$9.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
41.9K+ 4.54% |
$2.28M - $2.56M
|
964K
$50.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
41K+ 14.35% |
$2.24M - $2.5M
|
327K
$17M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
39.9K+ 21.35% |
$2.18M - $2.44M
|
227K
$11.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
39.6K+ 13.2% |
$2.16M - $2.42M
|
339K
$17.6M
|
|
|
Mar 06, 2025
Q4 2024
|
Ag Asset Advisory, LLC
Los Angeles, CA |
BUY
|
- |
38.7KNew |
$2.11M - $2.36M
|
38.7K
$2.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
38.6KNew |
$2.1M - $2.35M
|
38.6K
$2M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
38.4K+ 9.18% |
$2.09M - $2.34M
|
457K
$23.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
36.4KNew |
$1.99M - $2.22M
|
36.4K
$1.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
35.5K+ 10.95% |
$1.94M - $2.17M
|
360K
$18.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
34.3KNew |
$1.87M - $2.09M
|
34.3K
$1.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
33.9K+ 55.77% |
$1.85M - $2.07M
|
94.7K
$4.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
33.5KNew |
$1.83M - $2.05M
|
33.5K
$1.74M
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
32.6KNew |
$1.78M - $1.99M
|
32.6K
$1.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
32KNew |
$1.74M - $1.95M
|
32K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
28.9KNew |
$1.58M - $1.77M
|
28.9K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
28.7K+ 38.69% |
$1.56M - $1.75M
|
103K
$5.34M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
28.3KNew |
$1.54M - $1.72M
|
28.3K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.1K+ 6.86% |
$1.48M - $1.65M
|
422K
$21.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.9K+ 540.76% |
$1.47M - $1.64M
|
31.9K
$1.66M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
26.7KNew |
$1.46M - $1.63M
|
26.7K
$1.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
25.4K+ 12.22% |
$1.38M - $1.55M
|
233K
$12.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
24.5K+ 8.5% |
$1.33M - $1.49M
|
312K
$16.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
23.7KNew |
$1.29M - $1.45M
|
23.7K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
23.7K+ 21.69% |
$1.29M - $1.45M
|
133K
$6.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
22.4K+ 322.47% |
$1.22M - $1.37M
|
29.4K
$1.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.9K+ 5.55% |
$1.2M - $1.34M
|
417K
$21.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
21.8K+ 190.07% |
$1.19M - $1.33M
|
33.3K
$1.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
21.4K+ 4.59% |
$1.17M - $1.31M
|
487K
$25.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
20KNew |
$1.09M - $1.22M
|
20K
$1.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
18.9K+ 12.03% |
$1.03M - $1.15M
|
176K
$9.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
18.8K+ 3.32% |
$1.03M - $1.15M
|
586K
$30.4M
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
18.4KNew |
$1.01M - $1.13M
|
18.4K
$958K
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
18.2K+ 6.97% |
$993K - $1.11M
|
280K
$14.5M
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
18.1KNew |
$988K - $1.11M
|
18.1K
$942K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
18.1K+ 4.4% |
$985K - $1.1M
|
429K
$22.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
17.7KNew |
$964K - $1.08M
|
17.7K
$919K
|
|
|
Feb 05, 2025
Q4 2024
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
17.7KNew |
$963K - $1.08M
|
17.7K
$918K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
17.6KNew |
$959K - $1.07M
|
17.6K
$914K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
17.5K+ 6.81% |
$957K - $1.07M
|
275K
$14.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
17.4K+ 176.7% |
$948K - $1.06M
|
27.2K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
16.7K+ 7.12% |
$911K - $1.02M
|
251K
$13.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
16.3KNew |
$887K - $992K
|
16.3K
$845K
|