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 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.3K+ 6.19% |
$568K - $654K
|
193K
$10.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
10.7K+ 3.75% |
$537K - $619K
|
295K
$16.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
10.1K+ 2.25% |
$508K - $585K
|
456K
$25.7M
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
10KNew |
$506K - $582K
|
10K
$565K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
9.59K+ 2.28% |
$484K - $557K
|
431K
$24.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.57K+ 81.44% |
$483K - $556K
|
21.3K
$1.2M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
9.03K+ 2.55% |
$455K - $525K
|
363K
$20.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
8.94KNew |
$451K - $519K
|
8.94K
$504K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
8.54K+ 84.35% |
$431K - $496K
|
18.7K
$1.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
8.43K+ 188.57% |
$425K - $490K
|
12.9K
$727K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.42K+ 101.62% |
$425K - $489K
|
16.7K
$942K
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
8.35K+ 2.14% |
$421K - $485K
|
400K
$22.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
8.25K+ 11.28% |
$416K - $480K
|
81.4K
$4.59M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
8.25K+ 13.57% |
$416K - $479K
|
69K
$3.89M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.51K+ 26.22% |
$379K - $436K
|
36.2K
$2.04M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
7.28K+ 81.74% |
$367K - $423K
|
16.2K
$912K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
7.22K+ 6.89% |
$364K - $420K
|
112K
$6.31M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
7.17KNew |
$362K - $417K
|
7.17K
$404K
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
BUY
|
- |
6.99KNew |
$352K - $406K
|
6.99K
$394K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
6.95K+ 4.35% |
$351K - $404K
|
167K
$9.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
6.87KNew |
$346K - $399K
|
6.87K
$387K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
6.83KNew |
$344K - $397K
|
6.83K
$385K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.57K+ 2.68% |
$331K - $382K
|
252K
$14.2M
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
6.48KNew |
$327K - $377K
|
6.48K
$365K
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
6.38K+ 2.74% |
$322K - $371K
|
239K
$13.5M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
6.36K+ 1.75% |
$321K - $369K
|
369K
$20.8M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
6.34KNew |
$320K - $368K
|
6.34K
$357K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
6.27K+ 6.38% |
$316K - $364K
|
105K
$5.89M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
6.13KNew |
$309K - $356K
|
6.13K
$345K
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
6.07K+ 1.37% |
$306K - $353K
|
449K
$25.3M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
5.93K+ 3.83% |
$299K - $344K
|
161K
$9.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
5.82K+ 8.7% |
$294K - $338K
|
72.8K
$4.1M
|
|
|
May 07, 2025
Q1 2025
|
Ag Asset Advisory, LLC
Los Angeles, CA |
BUY
|
- |
5.81K+ 15.02% |
$293K - $338K
|
44.5K
$2.51M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.72KNew |
$289K - $332K
|
5.72K
$322K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.66KNew |
$286K - $329K
|
5.66K
$319K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.38K+ 134.77% |
$271K - $313K
|
9.37K
$528K
|
|
|
May 08, 2025
Q1 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
5.21K+ 11.17% |
$263K - $303K
|
51.8K
$2.92M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
5.19K+ 9.75% |
$262K - $302K
|
58.4K
$3.29M
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
5.16K+ 28.37% |
$260K - $300K
|
23.4K
$1.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
4.84K+ 124.22% |
$244K - $281K
|
8.73K
$492K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.81KNew |
$243K - $280K
|
4.81K
$271K
|
|
|
Apr 11, 2025
Q1 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
4.76K+ 13.9% |
$240K - $277K
|
39K
$2.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.72KNew |
$238K - $274K
|
4.72K
$266K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.63K+ 26.32% |
$233K - $269K
|
22.2K
$1.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
4.61K+ 1.66% |
$232K - $268K
|
283K
$16M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
4.55K+ 25.74% |
$229K - $264K
|
22.2K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
4.46KNew |
$225K - $259K
|
4.46K
$251K
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
4.43K+ 10.02% |
$223K - $257K
|
48.6K
$2.74M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
4.4K+ 3.59% |
$222K - $256K
|
127K
$7.15M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
4.36KNew |
$220K - $253K
|
4.36K
$245K
|