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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
332+ 0.94% |
$16.9K - $18.9K
|
35.5K
$2.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
313+ 2.8% |
$16K - $17.9K
|
11.5K
$660K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
279+ 27.9% |
$14.2K - $15.9K
|
1.28K
$73.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
272+ 0.45% |
$13.9K - $15.5K
|
61.3K
$3.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
267+ 0.23% |
$13.6K - $15.2K
|
118K
$6.82M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
256+ 0.15% |
$13.1K - $14.6K
|
169K
$9.74M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
217+ 5.07% |
$11.1K - $12.4K
|
4.49K
$259K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
209+ 4.33% |
$10.7K - $11.9K
|
5.04K
$290K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
202+ 5.21% |
$10.3K - $11.5K
|
4.08K
$235K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
200+ 2.02% |
$10.2K - $11.4K
|
10.1K
$580K
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
193+ 0.54% |
$9.84K - $11K
|
36.1K
$2.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
166+ 0.08% |
$8.47K - $9.47K
|
200K
$11.5M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
165+ 1.82% |
$8.42K - $9.42K
|
9.22K
$531K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
159+ 2.15% |
$8.11K - $9.07K
|
7.56K
$435K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
150+ 2.36% |
$7.65K - $8.56K
|
6.52K
$375K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
137+ 0.15% |
$6.99K - $7.82K
|
94.4K
$5.43M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
134New |
$6.83K - $7.65K
|
134
$7.71K
|
|
|
Oct 18, 2024
Q3 2024
|
Schubert & CO
|
BUY
|
- |
122+ 0.38% |
$6.22K - $6.96K
|
31.9K
$1.83M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
121+ 1.16% |
$6.17K - $6.91K
|
10.5K
$607K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
110+ 0.29% |
$5.61K - $6.28K
|
38.2K
$2.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Applied Capital LLC
|
BUY
|
- |
109+ 0.23% |
$5.56K - $6.22K
|
47.1K
$2.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
103+ 0.52% |
$5.25K - $5.88K
|
19.8K
$1.14M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
100+ 1.67% |
$5.1K - $5.71K
|
6.1K
$351K
|
|
|
Nov 07, 2024
Q3 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
80+ 0.39% |
$4.08K - $4.57K
|
20.7K
$1.19M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
73+ 0.37% |
$3.72K - $4.17K
|
20K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
71+ 0.03% |
$3.62K - $4.05K
|
209K
$12.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
70+ 0.05% |
$3.57K - $3.99K
|
134K
$7.73M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
68+ 0.36% |
$3.47K - $3.88K
|
18.8K
$1.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
63+ 12.43% |
$3.21K - $3.6K
|
570
$32.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
62+ 1.61% |
$3.16K - $3.54K
|
3.92K
$226K
|
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
59+ 0.23% |
$3.01K - $3.37K
|
25.8K
$1.48M
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
57+ 0.36% |
$2.91K - $3.25K
|
15.9K
$915K
|
|
|
Oct 15, 2024
Q3 2024
|
Olio Financial Planning
|
BUY
|
- |
50+ 0.12% |
$2.55K - $2.85K
|
43.3K
$2.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
43+ 1.01% |
$2.19K - $2.45K
|
4.32K
$248K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
38+ 1.09% |
$1.94K - $2.17K
|
3.52K
$203K
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
36+ 0.36% |
$1.84K - $2.05K
|
9.94K
$572K
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
33+ 0.28% |
$1.68K - $1.88K
|
11.8K
$680K
|
|
|
Oct 07, 2024
Q3 2024
|
Exeter Financial, LLC
|
BUY
|
- |
31+ 0.37% |
$1.58K - $1.77K
|
8.52K
$490K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
30+ 0.07% |
$1.53K - $1.71K
|
43K
$2.47M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
30+ 60.0% |
$1.53K - $1.71K
|
80
$4.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
29+ 1.98% |
$1.48K - $1.66K
|
1.49K
$85.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
26+ 0.36% |
$1.33K - $1.48K
|
7.19K
$414K
|
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
25+ 0.35% |
$1.28K - $1.43K
|
7.13K
$410K
|
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
20+ 0.36% |
$1.02K - $1.14K
|
5.59K
$321K
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
19+ 0.35% |
$969 - $1.08K
|
5.47K
$315K
|
|
|
Oct 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
18+ 0.35% |
$918 - $1.03K
|
5.14K
$296K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
17+ 0.2% |
$867 - $970
|
8.49K
$489K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16+ 0.34% |
$816 - $913
|
4.66K
$268K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
16+ 0.34% |
$816 - $913
|
4.68K
$269K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16+ 0.14% |
$816 - $913
|
11.9K
$682K
|