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 23, 2025
Q1 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
4.33K+ 1.31% |
$218K - $252K
|
334K
$18.8M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
4.32KNew |
$218K - $251K
|
4.32K
$243K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.3KNew |
$217K - $250K
|
4.3K
$242K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
4.29K+ 2.54% |
$216K - $249K
|
173K
$9.77M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.26K+ 51.22% |
$215K - $247K
|
12.6K
$709K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
4.22KNew |
$213K - $245K
|
4.22K
$238K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
4.2K+ 13.54% |
$212K - $244K
|
35.2K
$1.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
4.07K+ 17.15% |
$205K - $236K
|
27.8K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.97KNew |
$200K - $231K
|
3.97K
$224K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.96K+ 1.59% |
$200K - $230K
|
253K
$14.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3.92KNew |
$198K - $228K
|
3.92K
$221K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.9K+ 17.25% |
$197K - $227K
|
26.5K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.77K+ 94.63% |
$190K - $219K
|
7.76K
$437K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
3.68K+ 2.71% |
$186K - $214K
|
139K
$7.85M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.54K+ 7.43% |
$178K - $205K
|
51.1K
$2.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
3.5K+ 1.05% |
$177K - $204K
|
336K
$18.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
3.39K+ 6.24% |
$171K - $197K
|
57.8K
$3.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
3.39K+ 13.05% |
$171K - $197K
|
29.3K
$1.65M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
3.36K+ 0.79% |
$169K - $195K
|
426K
$24M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
3.29K+ 38.62% |
$166K - $191K
|
11.8K
$666K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
3.18K+ 1.27% |
$161K - $185K
|
254K
$14.3M
|
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
3.18K+ 0.84% |
$160K - $185K
|
381K
$21.5M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
3.04K+ 41.71% |
$153K - $177K
|
10.3K
$582K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.99K+ 15.61% |
$151K - $174K
|
22.1K
$1.25M
|
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
2.91K+ 1.04% |
$147K - $169K
|
282K
$15.9M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.8K+ 54.21% |
$141K - $163K
|
7.96K
$448K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.69K+ 1.72% |
$136K - $156K
|
159K
$8.98M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
2.61K+ 43.95% |
$131K - $151K
|
8.54K
$481K
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
2.58K+ 0.5% |
$130K - $150K
|
515K
$29M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
2.52KNew |
$127K - $146K
|
2.52K
$142K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.47KNew |
$124K - $143K
|
2.47K
$139K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.44K+ 46.74% |
$123K - $142K
|
7.65K
$431K
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
2.43K+ 6.81% |
$123K - $141K
|
38.1K
$2.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
2.42K+ 2.56% |
$122K - $141K
|
97.2K
$5.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.38K+ 34.69% |
$120K - $138K
|
9.23K
$520K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.35K+ 30.54% |
$119K - $137K
|
10.1K
$567K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.24K+ 15.91% |
$113K - $130K
|
16.3K
$919K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.08K+ 5.28% |
$105K - $121K
|
41.4K
$2.33M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.04K+ 3.74% |
$103K - $118K
|
56.5K
$3.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
2.03K+ 1.74% |
$102K - $118K
|
118K
$6.66M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.02K+ 16.45% |
$102K - $117K
|
14.3K
$806K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.97K+ 0.79% |
$99.5K - $115K
|
253K
$14.3M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.95K+ 3.41% |
$98.2K - $113K
|
59K
$3.32M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.92K+ 11.63% |
$96.6K - $111K
|
18.4K
$1.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.8K+ 36.01% |
$90.8K - $105K
|
6.8K
$383K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.74K+ 47.11% |
$87.6K - $101K
|
5.42K
$306K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
1.63K+ 0.92% |
$82.1K - $94.6K
|
178K
$10M
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.61K+ 10.78% |
$81.4K - $93.8K
|
16.6K
$934K
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
1.56K+ 0.97% |
$78.5K - $90.5K
|
163K
$9.16M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
1.51K+ 4.42% |
$76.2K - $87.7K
|
35.7K
$2.01M
|