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 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
23+ 0.42% |
$1.15K - $1.25K
|
5.45K
$302K
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
21+ 0.05% |
$1.05K - $1.14K
|
42.3K
$2.34M
|
|
Jul 23, 2024
Q2 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
21+ 0.41% |
$1.05K - $1.14K
|
5.12K
$284K
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
20+ 0.24% |
$1K - $1.09K
|
8.48K
$470K
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
19+ 0.07% |
$953 - $1.03K
|
28.6K
$1.59M
|
|
Aug 12, 2024
Q2 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
19+ 0.41% |
$953 - $1.03K
|
4.66K
$259K
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
19+ 0.16% |
$953 - $1.03K
|
12.2K
$677K
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
BUY
|
- |
19+ 0.41% |
$953 - $1.03K
|
4.61K
$256K
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
16+ 0.43% |
$803 - $872
|
3.71K
$206K
|
|
Jul 25, 2024
Q2 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
16+ 0.4% |
$803 - $872
|
4.01K
$222K
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
13+ 0.22% |
$652 - $708
|
5.93K
$329K
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
12+ 0.2% |
$602 - $654
|
6.05K
$336K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
12+ 0.27% |
$602 - $654
|
4.53K
$251K
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
11+ 0.01% |
$552 - $599
|
85.6K
$4.75M
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
9+ 0.07% |
$452 - $490
|
12.6K
$702K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
8+ 4.76% |
$401 - $436
|
176
$9.76K
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
8+ 0.02% |
$401 - $436
|
38.7K
$2.15M
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
5+ 0.35% |
$251 - $272
|
1.43K
$79.4K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3+ 0.01% |
$151 - $163
|
24.6K
$1.36M
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3+ 0.04% |
$151 - $163
|
7.4K
$410K
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.01% |
$50.2 - $54.5
|
8.87K
$492K
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 1.2% |
$50.2 - $54.5
|
84
$4.66K
|
|
Q1 2024 | |||||||
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
218KNew |
$10.8M - $11.9M
|
218K
$12.1M
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
101K+ 208.07% |
$4.99M - $5.49M
|
149K
$8.29M
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
78.9K+ 508.64% |
$3.9M - $4.3M
|
94.4K
$5.24M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
75.7KNew |
$3.74M - $4.12M
|
75.7K
$4.2M
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
58.9KNew |
$2.91M - $3.21M
|
58.9K
$3.27M
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
37.3KNew |
$1.85M - $2.03M
|
37.3K
$2.07M
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
26.4KNew |
$1.31M - $1.44M
|
26.4K
$1.47M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
20.7K+ 18.75% |
$1.02M - $1.13M
|
131K
$7.28M
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
15.8KNew |
$784K - $862K
|
15.8K
$879K
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.5K+ 18.9% |
$669K - $736K
|
85.1K
$4.72M
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
10.5KNew |
$519K - $571K
|
10.5K
$582K
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
BUY
|
- |
6.76KNew |
$334K - $368K
|
6.76K
$375K
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.95KNew |
$294K - $324K
|
5.95K
$330K
|
|
Apr 24, 2024
Q1 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
5.08K+ 100.0% |
$251K - $277K
|
10.2K
$564K
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
5.02KNew |
$248K - $273K
|
5.02K
$278K
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
4.87KNew |
$241K - $265K
|
4.87K
$270K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.65KNew |
$230K - $253K
|
4.65K
$258K
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
4.61KNew |
$228K - $251K
|
4.61K
$256K
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
4.47KNew |
$221K - $243K
|
4.47K
$248K
|
|
Apr 18, 2024
Q1 2024
|
Chico Wealth Ria
|
BUY
|
- |
4.36KNew |
$216K - $237K
|
4.36K
$242K
|
|
Apr 12, 2024
Q1 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
3.83KNew |
$189K - $208K
|
3.83K
$212K
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
3.76K+ 29.07% |
$186K - $205K
|
16.7K
$927K
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.56KNew |
$176K - $194K
|
3.56K
$198K
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.3K+ 40.72% |
$64.4K - $70.9K
|
4.5K
$250K
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.01KNew |
$49.7K - $54.8K
|
1.01K
$55.8K
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
976New |
$48.3K - $53.1K
|
976
$54.1K
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
963New |
$47.6K - $52.4K
|
963
$53.4K
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
350+ 7.34% |
$17.3K - $19.1K
|
5.12K
$284K
|