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 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
309New |
$15.6K - $18K
|
309
$17.4K
|
|
|
May 12, 2025
Q1 2025
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
307+ 1.13% |
$15.5K - $17.8K
|
27.5K
$1.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
286+ 0.85% |
$14.4K - $16.6K
|
33.8K
$1.91M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
274+ 29.18% |
$13.8K - $15.9K
|
1.21K
$68.4K
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
261+ 0.22% |
$13.2K - $15.2K
|
119K
$6.71M
|
|
|
May 07, 2025
Q1 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
232+ 0.21% |
$11.7K - $13.5K
|
112K
$6.33M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
221+ 5.87% |
$11.1K - $12.8K
|
3.98K
$224K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
181New |
$9.13K - $10.5K
|
181
$10.2K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
180New |
$9.08K - $10.5K
|
180
$10.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
174+ 3.32% |
$8.78K - $10.1K
|
5.42K
$306K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
168+ 0.21% |
$8.47K - $9.76K
|
81.9K
$4.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
146+ 2.15% |
$7.36K - $8.48K
|
6.95K
$391K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
140+ 2.74% |
$7.06K - $8.13K
|
5.26K
$296K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
138+ 0.95% |
$6.96K - $8.02K
|
14.7K
$827K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
123+ 0.22% |
$6.2K - $7.15K
|
56.4K
$3.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
122+ 0.13% |
$6.15K - $7.09K
|
92.6K
$5.22M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
117+ 0.8% |
$5.9K - $6.8K
|
14.7K
$828K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
110+ 0.74% |
$5.55K - $6.39K
|
14.9K
$840K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
107+ 0.34% |
$5.4K - $6.22K
|
32K
$1.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
101+ 0.89% |
$5.09K - $5.87K
|
11.5K
$648K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
65+ 0.85% |
$3.28K - $3.78K
|
7.71K
$435K
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
62+ 0.31% |
$3.13K - $3.6K
|
20.2K
$1.14M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
62New |
$3.13K - $3.6K
|
62
$3.49K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
59+ 0.26% |
$2.98K - $3.43K
|
22.5K
$1.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
58+ 0.31% |
$2.93K - $3.37K
|
19K
$1.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
56+ 0.9% |
$2.82K - $3.25K
|
6.29K
$354K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
55New |
$2.77K - $3.2K
|
55
$3.1K
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
49+ 0.31% |
$2.47K - $2.85K
|
16K
$902K
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
46+ 0.25% |
$2.32K - $2.67K
|
18.5K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
41+ 2.21% |
$2.07K - $2.38K
|
1.9K
$107K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
41New |
$2.07K - $2.38K
|
41
$2.31K
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
BUY
|
- |
39+ 0.05% |
$1.97K - $2.27K
|
80.9K
$4.56M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
30+ 0.29% |
$1.51K - $1.74K
|
10.3K
$578K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
30+ 0.3% |
$1.51K - $1.74K
|
9.92K
$559K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
30+ 0.0% |
$1.51K - $1.74K
|
813K
$45.8M
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
28+ 0.24% |
$1.41K - $1.63K
|
11.8K
$667K
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
BUY
|
- |
26+ 0.3% |
$1.31K - $1.51K
|
8.58K
$483K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
23+ 0.28% |
$1.16K - $1.34K
|
8.21K
$463K
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
22+ 0.3% |
$1.11K - $1.28K
|
7.24K
$408K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
21+ 0.31% |
$1.06K - $1.22K
|
6.75K
$380K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
18New |
$908 - $1.05K
|
18
$1.01K
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
18+ 0.07% |
$908 - $1.05K
|
25.8K
$1.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
17+ 0.3% |
$857 - $988
|
5.62K
$317K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
17+ 0.31% |
$857 - $988
|
5.51K
$310K
|
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
16+ 0.31% |
$807 - $930
|
5.17K
$291K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
15+ 0.3% |
$757 - $872
|
4.94K
$278K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14+ 0.3% |
$706 - $813
|
4.69K
$264K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
14+ 0.29% |
$706 - $813
|
4.81K
$271K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
13+ 0.05% |
$656 - $755
|
26K
$1.47M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
12+ 0.32% |
$605 - $697
|
3.75K
$211K
|