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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
302+ 0.12% |
$14.9K - $16.4K
|
260K
$14.4M
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
300+ 857.14% |
$14.8K - $16.3K
|
335
$18.6K
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
170New |
$8.41K - $9.25K
|
170
$9.43K
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
136New |
$6.73K - $7.4K
|
136
$7.54K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
102New |
$5.04K - $5.55K
|
102
$5.66K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
78New |
$3.86K - $4.25K
|
78
$4.33K
|
|
Apr 23, 2024
Q1 2024
|
Applied Capital LLC
|
BUY
|
- |
70+ 0.15% |
$3.46K - $3.81K
|
46.9K
$2.6M
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
12+ 0.03% |
$593 - $653
|
40K
$2.22M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
12+ 0.2% |
$593 - $653
|
5.88K
$326K
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
4+ 0.1% |
$198 - $218
|
3.97K
$220K
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 0.83% |
$49.5 - $54.4
|
121
$6.71K
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.14% |
$49.5 - $54.4
|
719
$39.9K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
51.5KNew |
$2.2M - $2.74M
|
51.5K
$2.86M
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
43.3KNew |
$1.85M - $2.3M
|
43.3K
$2.4M
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
33.1K+ 1.93% |
$1.41M - $1.76M
|
1.75M
$96.9M
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
31.2KNew |
$1.33M - $1.65M
|
31.2K
$1.73M
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
23.3KNew |
$997K - $1.24M
|
23.3K
$1.29M
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
22.9K+ 220.39% |
$980K - $1.22M
|
33.3K
$1.85M
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
13KNew |
$554K - $689K
|
13K
$720K
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
12.1KNew |
$516K - $642K
|
12.1K
$671K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
10.3KNew |
$440K - $547K
|
10.3K
$572K
|
|
Feb 12, 2024
Q4 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
10.1KNew |
$431K - $536K
|
10.1K
$560K
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
10.1KNew |
$430K - $535K
|
10.1K
$559K
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
9.4K+ 3.95% |
$401K - $499K
|
247K
$13.7M
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
9.03KNew |
$386K - $480K
|
9.03K
$501K
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
7.46KNew |
$319K - $396K
|
7.46K
$414K
|
|
Feb 06, 2024
Q4 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
7.3KNew |
$312K - $388K
|
7.3K
$405K
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
5.28KNew |
$225K - $280K
|
5.28K
$293K
|
|
Feb 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
5.2KNew |
$222K - $276K
|
5.2K
$289K
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
5.06KNew |
$216K - $269K
|
5.06K
$281K
|
|
Feb 14, 2024
Q4 2023
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
4.64KNew |
$198K - $246K
|
4.64K
$257K
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
4.35KNew |
$186K - $231K
|
4.35K
$241K
|
|
Feb 06, 2024
Q4 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
4.29KNew |
$183K - $228K
|
4.29K
$238K
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
4.19KNew |
$179K - $223K
|
4.19K
$233K
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.16KNew |
$177K - $221K
|
4.16K
$230K
|
|
Jan 26, 2024
Q4 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
4.11KNew |
$176K - $218K
|
4.11K
$228K
|
|
Feb 13, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
4.08KNew |
$174K - $217K
|
4.08K
$226K
|
|
Feb 02, 2024
Q4 2023
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
4.03KNew |
$172K - $214K
|
4.03K
$223K
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
3.98KNew |
$170K - $211K
|
3.98K
$221K
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
3.96KNew |
$169K - $210K
|
3.96K
$219K
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.94KNew |
$168K - $209K
|
3.94K
$218K
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
3.87KNew |
$165K - $205K
|
3.87K
$215K
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.11K+ 124.29% |
$133K - $165K
|
5.61K
$311K
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
2.35K+ 14.27% |
$100K - $125K
|
18.8K
$1.04M
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.12K+ 281.82% |
$47.7K - $59.2K
|
1.51K
$83.9K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
757+ 9.18% |
$32.3K - $40.2K
|
9K
$499K
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
508New |
$21.7K - $27K
|
508
$28.2K
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
420New |
$17.9K - $22.3K
|
420
$23.3K
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
288New |
$12.3K - $15.3K
|
288
$16K
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
214New |
$9.14K - $11.4K
|
214
$11.9K
|