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 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1.92K+ 0.83% |
$98K - $110K
|
235K
$13.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
1.88K+ 0.35% |
$95.8K - $107K
|
541K
$31.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
1.86K+ 0.29% |
$94.7K - $106K
|
638K
$37.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.8K+ 8.94% |
$91.7K - $103K
|
21.9K
$1.27M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.77K+ 13.1% |
$90.4K - $101K
|
15.3K
$890K
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.77K+ 23.71% |
$90.3K - $101K
|
9.23K
$537K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.75K+ 20.31% |
$89.2K - $99.8K
|
10.4K
$602K
|
|
|
Nov 12, 2024
Q3 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
1.67K+ 0.36% |
$85.1K - $95.2K
|
460K
$26.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.62K+ 0.7% |
$82.4K - $92.2K
|
232K
$13.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.54K+ 13.91% |
$78.3K - $87.7K
|
12.6K
$731K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.53K+ 5.8% |
$78K - $87.3K
|
27.9K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.46K+ 9.72% |
$74.4K - $83.3K
|
16.5K
$957K
|
|
|
Nov 12, 2024
Q3 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
1.42K+ 0.07% |
$72.2K - $80.8K
|
1.89M
$110M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
1.33K+ 9.18% |
$67.8K - $75.9K
|
15.8K
$920K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.29K+ 29.05% |
$65.8K - $73.6K
|
5.73K
$333K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.26K+ 1.11% |
$64.4K - $72K
|
115K
$6.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.25K+ 0.35% |
$63.5K - $71.1K
|
362K
$21M
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.24K+ 4.38% |
$63.3K - $70.9K
|
29.6K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.16K+ 4.72% |
$59.1K - $66.1K
|
25.7K
$1.49M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.1KNew |
$56.2K - $62.8K
|
1.1K
$64K
|
|
|
Nov 12, 2024
Q3 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
1.08K+ 12.34% |
$55.1K - $61.6K
|
9.84K
$572K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.02K+ 11.13% |
$51.8K - $57.9K
|
10.1K
$589K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
946+ 7.53% |
$48.2K - $54K
|
13.5K
$785K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
894+ 13.35% |
$45.6K - $51K
|
7.59K
$441K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
881+ 1.87% |
$44.9K - $50.3K
|
47.9K
$2.78M
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
866+ 0.95% |
$44.2K - $49.4K
|
91.6K
$5.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
862+ 1.74% |
$44K - $49.2K
|
50.5K
$2.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
855+ 23.51% |
$43.6K - $48.8K
|
4.49K
$261K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
850New |
$43.4K - $48.5K
|
850
$49.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
802+ 6.52% |
$40.9K - $45.8K
|
13.1K
$762K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
784New |
$40K - $44.7K
|
784
$45.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
784New |
$40K - $44.7K
|
784
$45.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
778+ 18.44% |
$39.7K - $44.4K
|
5K
$290K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
764+ 7.89% |
$39K - $43.6K
|
10.5K
$608K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
725New |
$37K - $41.4K
|
725
$42.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
702+ 1.28% |
$35.8K - $40.1K
|
55.7K
$3.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
667+ 0.17% |
$34K - $38.1K
|
388K
$22.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
615+ 0.33% |
$31.4K - $35.1K
|
187K
$10.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
592+ 7.82% |
$30.2K - $33.8K
|
8.16K
$474K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
574New |
$29.3K - $32.8K
|
574
$33.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
564+ 2.84% |
$28.8K - $32.2K
|
20.4K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
563+ 8.7% |
$28.7K - $32.1K
|
7.03K
$409K
|
|
|
Oct 24, 2024
Q3 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
555+ 1.95% |
$28.3K - $31.7K
|
29.1K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
495+ 1.27% |
$25.2K - $28.2K
|
39.4K
$2.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
481+ 0.99% |
$24.5K - $27.5K
|
49.2K
$2.86M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
481+ 36.97% |
$24.5K - $27.5K
|
1.78K
$104K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
362+ 7.98% |
$18.5K - $20.7K
|
4.9K
$285K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
332+ 0.94% |
$16.9K - $18.9K
|
35.5K
$2.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
313+ 2.8% |
$16K - $17.9K
|
11.5K
$667K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
279+ 27.9% |
$14.2K - $15.9K
|
1.28K
$74.4K
|