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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
51.2K+ 355.92% |
$2.58M - $2.97M
|
65.6K
$3.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
51.2K+ 23.32% |
$2.58M - $2.97M
|
271K
$15.2M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
50.7K+ 68.33% |
$2.56M - $2.95M
|
125K
$7.04M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
50.6K+ 11.08% |
$2.55M - $2.94M
|
507K
$28.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
49.9K+ 693.64% |
$2.52M - $2.9M
|
57.1K
$3.22M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
46.8K+ 17.8% |
$2.36M - $2.72M
|
310K
$17.4M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
45.6K+ 9.88% |
$2.3M - $2.65M
|
507K
$28.6M
|
|
|
May 12, 2025
Q1 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
44.7K+ 7.62% |
$2.25M - $2.59M
|
630K
$35.5M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
42.7KNew |
$2.15M - $2.48M
|
42.7K
$2.4M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
40.8K+ 143.19% |
$2.06M - $2.37M
|
69.3K
$3.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
37.5K+ 112.54% |
$1.89M - $2.18M
|
70.8K
$3.99M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
37.4K+ 10.39% |
$1.89M - $2.17M
|
398K
$22.4M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
36.2KNew |
$1.83M - $2.11M
|
36.2K
$2.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
31.4K+ 13.18% |
$1.58M - $1.82M
|
269K
$15.2M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
30.4K+ 11.75% |
$1.53M - $1.77M
|
289K
$16.3M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
30K+ 3.5% |
$1.51M - $1.74M
|
888K
$50.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
30K+ 4.5% |
$1.51M - $1.74M
|
696K
$39.2M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
29.2K+ 6.81% |
$1.47M - $1.7M
|
458K
$25.8M
|
|
|
May 15, 2025
Q1 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
27.4KNew |
$1.38M - $1.59M
|
27.4K
$1.54M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
26.7KNew |
$1.35M - $1.55M
|
26.7K
$1.51M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
20.5K+ 0.9% |
$1.03M - $1.19M
|
2.31M
$130M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
19.5K+ 14.99% |
$983K - $1.13M
|
150K
$8.42M
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
18.6K+ 12.96% |
$936K - $1.08M
|
162K
$9.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
18.5K+ 15.27% |
$936K - $1.08M
|
140K
$7.89M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.4K+ 4.41% |
$926K - $1.07M
|
435K
$24.5M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
18.3K+ 64.61% |
$925K - $1.07M
|
46.7K
$2.63M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
17.8K+ 445.0% |
$898K - $1.03M
|
21.8K
$1.23M
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
17.8K+ 2.84% |
$896K - $1.03M
|
642K
$36.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
17.3KNew |
$872K - $1M
|
17.3K
$974K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
17.1K+ 9.87% |
$862K - $992K
|
190K
$10.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
16.8K+ 13.83% |
$849K - $978K
|
139K
$7.81M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
15.3K+ 3.69% |
$772K - $889K
|
430K
$24.3M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
14.9K+ 16.04% |
$750K - $864K
|
108K
$6.06M
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
14.8K+ 4.74% |
$746K - $859K
|
327K
$18.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
14.8K+ 22.55% |
$745K - $858K
|
80.3K
$4.52M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14.6K+ 5.29% |
$734K - $845K
|
290K
$16.3M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
14.5K+ 18.43% |
$733K - $844K
|
93.4K
$5.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Graver Capital Management, LLC
Columbus, OH |
BUY
|
- |
14.5K+ 7.72% |
$732K - $843K
|
203K
$11.4M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
14.4K+ 3.9% |
$727K - $838K
|
384K
$21.6M
|
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
14.3K+ 5.4% |
$721K - $831K
|
279K
$15.7M
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
14.2K+ 3.75% |
$714K - $823K
|
392K
$22.1M
|
|
|
May 05, 2025
Q1 2025
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
BUY
|
- |
12.9K+ 3.89% |
$649K - $747K
|
343K
$19.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
12.5K+ 1.52% |
$632K - $728K
|
838K
$47.2M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
12.2K+ 34.64% |
$613K - $706K
|
47.3K
$2.66M
|
|
|
May 15, 2025
Q1 2025
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
12.1K+ 2.2% |
$612K - $705K
|
564K
$31.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
11.9K+ 40.87% |
$601K - $692K
|
41.1K
$2.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
11.8K+ 3.47% |
$594K - $684K
|
351K
$19.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
11.7K+ 14.56% |
$591K - $680K
|
92.1K
$5.19M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
11.6KNew |
$587K - $676K
|
11.6K
$656K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
11.6K+ 102.93% |
$584K - $673K
|
22.8K
$1.29M
|