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 |
---|---|---|---|---|---|---|---|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
346+ 2.65% |
$17.4K - $18.8K
|
13.4K
$744K
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
345+ 2.35% |
$17.3K - $18.8K
|
15K
$832K
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
344+ 3.68% |
$17.3K - $18.7K
|
9.69K
$537K
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
314+ 2.43% |
$15.8K - $17.1K
|
13.2K
$733K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
284+ 12.45% |
$14.3K - $15.5K
|
2.57K
$142K
|
|
Aug 01, 2024
Q2 2024
|
Claris Advisors, LLC
|
BUY
|
- |
273+ 0.35% |
$13.7K - $14.9K
|
78.3K
$4.35M
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
241+ 2.81% |
$12.1K - $13.1K
|
8.8K
$488K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
232+ 0.2% |
$11.6K - $12.6K
|
118K
$6.56M
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
197+ 38.18% |
$9.89K - $10.7K
|
713
$39.6K
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
191+ 0.14% |
$9.58K - $10.4K
|
139K
$7.72M
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
168+ 0.28% |
$8.43K - $9.15K
|
60.4K
$3.35M
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
163+ 4.69% |
$8.18K - $8.88K
|
3.64K
$202K
|
|
Aug 15, 2024
Q2 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
151+ 0.47% |
$7.58K - $8.22K
|
32K
$1.77M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
149+ 1.28% |
$7.48K - $8.12K
|
11.8K
$656K
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
144+ 0.06% |
$7.23K - $7.84K
|
255K
$14.1M
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
142+ 38.9% |
$7.13K - $7.73K
|
507
$28.1K
|
|
Aug 07, 2024
Q2 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
138+ 1.6% |
$6.92K - $7.52K
|
8.76K
$486K
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
133+ 0.38% |
$6.67K - $7.24K
|
35.2K
$1.95M
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
BUY
|
- |
129+ 0.17% |
$6.47K - $7.03K
|
74.6K
$4.14M
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
126+ 0.38% |
$6.32K - $6.86K
|
33.6K
$1.86M
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
115+ 0.6% |
$5.77K - $6.26K
|
19.4K
$1.07M
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
113+ 1.26% |
$5.67K - $6.16K
|
9.08K
$504K
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
113New |
$5.67K - $6.16K
|
113
$6.27K
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
BUY
|
- |
108+ 1.83% |
$5.42K - $5.88K
|
6K
$333K
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
106+ 0.07% |
$5.32K - $5.77K
|
146K
$8.11M
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
87+ 0.36% |
$4.37K - $4.74K
|
24.6K
$1.36M
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
81+ 0.41% |
$4.06K - $4.41K
|
20K
$1.11M
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
79+ 1.25% |
$3.96K - $4.3K
|
6.41K
$356K
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
71+ 0.03% |
$3.56K - $3.87K
|
236K
$13.1M
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
65+ 0.41% |
$3.26K - $3.54K
|
15.8K
$879K
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
59+ 2.71% |
$2.96K - $3.21K
|
2.24K
$124K
|
|
Jul 05, 2024
Q2 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
56+ 0.22% |
$2.81K - $3.05K
|
25.7K
$1.43M
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
50New |
$2.51K - $2.72K
|
50
$2.77K
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
BUY
|
- |
48+ 1.14% |
$2.41K - $2.61K
|
4.28K
$237K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
48+ 2.12% |
$2.41K - $2.61K
|
2.31K
$128K
|
|
Aug 02, 2024
Q2 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
45+ 0.37% |
$2.26K - $2.45K
|
12.3K
$682K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
44+ 1.04% |
$2.21K - $2.4K
|
4.27K
$237K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
42+ 0.08% |
$2.11K - $2.29K
|
55K
$3.05M
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
39+ 0.38% |
$1.96K - $2.12K
|
10.4K
$578K
|
|
Aug 14, 2024
Q2 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
37+ 0.32% |
$1.86K - $2.02K
|
11.8K
$654K
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
36+ 0.41% |
$1.81K - $1.96K
|
8.75K
$486K
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
36+ 0.21% |
$1.81K - $1.96K
|
16.8K
$934K
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
34+ 0.08% |
$1.71K - $1.85K
|
42.9K
$2.38M
|
|
Jul 12, 2024
Q2 2024
|
Exeter Financial, LLC
|
BUY
|
- |
34+ 0.4% |
$1.71K - $1.85K
|
8.49K
$471K
|
|
Aug 13, 2024
Q2 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
29+ 0.41% |
$1.46K - $1.58K
|
7.16K
$397K
|
|
Aug 13, 2024
Q2 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
28+ 0.4% |
$1.41K - $1.53K
|
7.1K
$394K
|
|
Aug 02, 2024
Q2 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
28+ 0.42% |
$1.41K - $1.53K
|
6.76K
$375K
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
28+ 0.23% |
$1.41K - $1.53K
|
12.2K
$678K
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
26+ 0.33% |
$1.3K - $1.42K
|
8.01K
$444K
|
|
Aug 01, 2024
Q2 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
23+ 0.42% |
$1.15K - $1.25K
|
5.57K
$309K
|