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 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
14+ 0.38% |
$714 - $799
|
3.73K
$214K
|
|
|
Nov 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
14+ 0.33% |
$714 - $799
|
4.23K
$243K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
11+ 0.07% |
$561 - $628
|
16.9K
$970K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
11+ 0.24% |
$561 - $628
|
4.54K
$261K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10+ 0.22% |
$510 - $571
|
4.6K
$264K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9+ 0.03% |
$459 - $514
|
29.9K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8+ 0.05% |
$408 - $457
|
14.8K
$853K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
7+ 0.06% |
$357 - $399
|
12.7K
$728K
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
7+ 0.15% |
$357 - $399
|
4.73K
$272K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
6+ 0.42% |
$306 - $342
|
1.44K
$82.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
6+ 0.02% |
$306 - $342
|
31.8K
$1.83M
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
6+ 0.03% |
$306 - $342
|
20K
$1.15M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
5+ 0.04% |
$255 - $285
|
13.7K
$786K
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
5+ 0.01% |
$255 - $285
|
42.6K
$2.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 0.17% |
$204 - $228
|
2.31K
$133K
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
2+ 0.03% |
$102 - $114
|
6.76K
$389K
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
2+ 0.35% |
$102 - $114
|
572
$32.9K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 0.14% |
$51 - $57.1
|
714
$41.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.01% |
$51 - $57.1
|
8.87K
$511K
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
1+ 0.01% |
$51 - $57.1
|
18K
$1.04M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1+ 0.01% |
$51 - $57.1
|
13.2K
$760K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.52% |
$51 - $57.1
|
192
$11K
|
|
| Q2 2024 | |||||||
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
552KNew |
$27.7M - $30.1M
|
552K
$31.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
13.4KNew |
$672K - $730K
|
13.4K
$771K
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
12.2KNew |
$610K - $663K
|
12.2K
$700K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
12KNew |
$602K - $653K
|
12K
$690K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
10.1KNew |
$506K - $549K
|
10.1K
$580K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
9.2KNew |
$462K - $501K
|
9.2K
$530K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
7.29KNew |
$366K - $397K
|
7.29K
$419K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
7.21KNew |
$362K - $393K
|
7.21K
$415K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.21KNew |
$362K - $393K
|
7.21K
$415K
|
|
|
Aug 09, 2024
Q2 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
5.72KNew |
$287K - $312K
|
5.72K
$329K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5.49KNew |
$275K - $299K
|
5.49K
$316K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.46KNew |
$274K - $298K
|
5.46K
$314K
|
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
4.47K+ 86.64% |
$224K - $244K
|
9.64K
$555K
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
BUY
|
- |
4.09KNew |
$205K - $223K
|
4.09K
$235K
|
|
|
Aug 13, 2024
Q2 2024
|
Fmfe Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3.42K+ 0.64% |
$172K - $186K
|
536K
$30.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3.12KNew |
$157K - $170K
|
3.12K
$180K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.71K+ 44.08% |
$136K - $147K
|
8.84K
$509K
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.4K+ 23.43% |
$120K - $131K
|
12.6K
$728K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
2.1KNew |
$105K - $114K
|
2.1K
$121K
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.32K+ 28.15% |
$66.2K - $71.8K
|
6.01K
$346K
|
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.05K+ 17.33% |
$52.5K - $57K
|
7.09K
$408K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
879New |
$44.1K - $47.9K
|
879
$50.6K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
543New |
$27.2K - $29.6K
|
543
$31.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
428New |
$21.5K - $23.3K
|
428
$24.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
408+ 134.21% |
$20.5K - $22.2K
|
712
$41K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
405+ 613.64% |
$20.3K - $22.1K
|
471
$27.1K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
113New |
$5.67K - $6.16K
|
113
$6.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
8+ 4.76% |
$401 - $436
|
176
$10.1K
|
|