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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1.51KNew |
$76.2K - $87.7K
|
1.51K
$85.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
1.3KNew |
$65.6K - $75.6K
|
1.3K
$73.3K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.29K+ 3.89% |
$65.2K - $75.1K
|
34.5K
$1.94M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.29K+ 0.24% |
$65K - $74.8K
|
544K
$30.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1.17K+ 3.58% |
$58.9K - $67.8K
|
33.7K
$1.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
1.16K+ 4.41% |
$58.5K - $67.4K
|
27.5K
$1.55M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.15K+ 2.58% |
$58.1K - $66.9K
|
45.7K
$2.58M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.12K+ 10.23% |
$56.3K - $64.8K
|
12K
$678K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.09K+ 6.87% |
$54.8K - $63.1K
|
16.9K
$952K
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.04K+ 1.62% |
$52.7K - $60.7K
|
65.4K
$3.68M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.03K+ 5.48% |
$51.7K - $59.6K
|
19.7K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
988+ 3.37% |
$49.8K - $57.4K
|
30.3K
$1.71M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
967+ 36.68% |
$48.8K - $56.2K
|
3.6K
$203K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
954+ 23.95% |
$48.1K - $55.4K
|
4.94K
$278K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
899+ 21.66% |
$45.3K - $52.2K
|
5.05K
$285K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
871+ 1.78% |
$43.9K - $50.6K
|
49.8K
$2.8M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
864+ 4.11% |
$43.6K - $50.2K
|
21.9K
$1.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
835+ 2.29% |
$42.1K - $48.5K
|
37.3K
$2.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
777+ 6.61% |
$39.2K - $45.1K
|
12.5K
$706K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
773+ 2.6% |
$39K - $44.9K
|
30.5K
$1.72M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
772+ 4.61% |
$38.9K - $44.9K
|
17.5K
$987K
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
758+ 1.6% |
$38.2K - $44K
|
48K
$2.7M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
734+ 31.72% |
$37K - $42.6K
|
3.05K
$172K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
708+ 4.88% |
$35.7K - $41.1K
|
15.2K
$858K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
694New |
$35K - $40.3K
|
694
$39.1K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
578+ 0.57% |
$29.2K - $33.6K
|
103K
$5.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Chico Wealth Ria
|
BUY
|
- |
573+ 13.15% |
$28.9K - $33.3K
|
4.93K
$278K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
544New |
$27.4K - $31.6K
|
544
$30.7K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
536+ 7.1% |
$27K - $31.1K
|
8.09K
$456K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
527+ 0.68% |
$26.6K - $30.6K
|
78.4K
$4.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
527+ 8.65% |
$26.6K - $30.6K
|
6.62K
$373K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
520New |
$26.2K - $30.2K
|
520
$29.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
520+ 7.39% |
$26.2K - $30.2K
|
7.55K
$426K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
483+ 23.52% |
$24.4K - $28.1K
|
2.54K
$143K
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
483+ 2.74% |
$24.4K - $28.1K
|
18.1K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
481+ 0.81% |
$24.3K - $27.9K
|
60.1K
$3.39M
|
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
480+ 1.65% |
$24.2K - $27.9K
|
29.6K
$1.67M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
474+ 4.02% |
$23.9K - $27.5K
|
12.3K
$691K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
447+ 1655.56% |
$22.5K - $26K
|
474
$26.7K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
434+ 12.03% |
$21.9K - $25.2K
|
4.04K
$228K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
414+ 9.19% |
$20.9K - $24.1K
|
4.92K
$277K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
404+ 6.68% |
$20.4K - $23.5K
|
6.45K
$363K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
400+ 7.07% |
$20.2K - $23.2K
|
6.06K
$341K
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
398+ 0.52% |
$20.1K - $23.1K
|
77.6K
$4.37M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
394+ 8.27% |
$19.9K - $22.9K
|
5.16K
$291K
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
382+ 5.42% |
$19.3K - $22.2K
|
7.43K
$419K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
377New |
$19K - $21.9K
|
377
$21.2K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
372+ 2.0% |
$18.8K - $21.6K
|
18.9K
$1.07M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
349+ 0.93% |
$17.6K - $20.3K
|
38.1K
$2.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
313+ 0.85% |
$15.8K - $18.2K
|
37.1K
$2.09M
|