Latest Institutional Purchases of Dimensional ETF Tr U S Target (DFAT)

DFAT Quotes by TradingView

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 09, 2023 Q2 2023
Institutional & Family Asset Management, LLC

BUY
 -
4
New
$166 - $186
4 $233
Aug 14, 2023 Q2 2023
Silicon Hills Wealth Management, LLC

Austin, TX
BUY
 -
1
+ 0.01%
$41.4 - $46.4
14.3K $834K
Q1 2023
May 03, 2023 Q1 2023
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
441K
New
$18.7M - $22M
441K $25.7M
May 01, 2023 Q1 2023
Gen Trust, LLC

BUY
 -
11.1K
New
$470K - $551K
11.1K $644K
May 15, 2023 Q1 2023
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
6.29K
New
$266K - $313K
6.29K $365K
Apr 14, 2023 Q1 2023
Stonnington Group, LLC

BUY
 -
5.67K
New
$240K - $282K
5.67K $330K
May 15, 2023 Q1 2023
Yoder Wealth Management, Inc.

Walnut Creek, CA
BUY
 -
5.54K
New
$235K - $276K
5.54K $322K
Apr 26, 2023 Q1 2023
Brooklyn Fi, LLC

New York, NY
BUY
 -
4.75K
New
$201K - $236K
4.75K $276K
May 14, 2024 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
4.35K
+ 11.62%
$184K - $217K
41.8K $2.43M
May 10, 2023 Q1 2023
S.A. Mason LLC

BUY
 -
2.83K
New
$120K - $141K
2.83K $164K
May 15, 2023 Q1 2023
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
1.28K
+ 13.81%
$54.3K - $63.8K
10.6K $614K
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
1.04K
New
$43.9K - $51.5K
1.04K $60.2K
May 11, 2023 Q1 2023
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
BUY
 -
400
New
$17K - $19.9K
400 $23.3K
Apr 12, 2023 Q1 2023
Koshinski Asset Management, Inc.

BUY
 -
86
+ 1.24%
$3.64K - $4.28K
7K $407K
Apr 17, 2023 Q1 2023
Stone Asset Management Inc.

BUY
 -
33
+ 0.3%
$1.4K - $1.64K
11.1K $643K
May 09, 2023 Q1 2023
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
8
+ 0.28%
$339 - $398
2.82K $164K
Q4 2022
Jan 09, 2023 Q4 2022
Align Wealth Management, LLC

Oklahoma City, OK
BUY
 -
231K
New
$9.31M - $10.9M
231K $13.5M
Jan 13, 2023 Q4 2022
Ferguson Wellman Capital Management, Inc

BUY
 -
11.8K
New
$474K - $553K
11.8K $685K
Feb 14, 2023 Q4 2022
Momentum Advisors, LLC

BUY
 -
8.6K
+ 85.4%
$346K - $404K
18.7K $1.09M
Mar 14, 2023 Q4 2022
Awm Capital, LLC

BUY
 -
7.3K
New
$294K - $343K
7.3K $425K
Feb 02, 2023 Q4 2022
Argi Investment Services, LLC

BUY
 -
6.88K
New
$277K - $323K
6.88K $400K
Aug 10, 2023 Q4 2022
Trellis Wealth Advisors LLC

San Luis Obispo, CA
BUY
 -
6.14K
New
$247K - $288K
6.14K $357K
Feb 03, 2023 Q4 2022
Goldstein Advisors, LLC

Madison, WI
BUY
 -
5.31K
New
$214K - $249K
5.31K $309K
Feb 10, 2023 Q4 2022
Motco

BUY
 -
2.35K
New
$94.6K - $110K
2.35K $137K
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
1.76K
New
$70.9K - $82.7K
1.76K $102K
Feb 14, 2023 Q4 2022
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
1.69K
New
$67.8K - $79.1K
1.69K $98K
Feb 09, 2023 Q4 2022
Huntington National Bank

Columbus, OH
BUY
 -
1.08K
New
$43.5K - $50.7K
1.08K $62.8K
Jan 17, 2023 Q4 2022
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
412
New
$16.6K - $19.3K
412 $24K
Jan 27, 2023 Q4 2022
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
283
New
$11.4K - $13.3K
283 $16.5K
Feb 14, 2023 Q4 2022
Personal Capital Advisors Corp

BUY
 -
261
+ 3.7%
$10.5K - $12.2K
7.32K $426K
Feb 10, 2023 Q4 2022
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
112
New
$4.51K - $5.25K
112 $6.51K
Feb 14, 2023 Q4 2022
Van Den Berg Management I, Inc

Austin, TX
BUY
 -
103
New
$4.14K - $4.83K
103 $5.99K
Feb 14, 2023 Q4 2022
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
61
+ 10.43%
$2.45K - $2.86K
646 $37.6K
Feb 09, 2023 Q4 2022
Citigroup Inc

BUY
 -
21
New
$845 - $985
21 $1.22K
Feb 14, 2023 Q4 2022
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
15
+ 0.26%
$604 - $704
5.75K $335K
Feb 13, 2023 Q4 2022
Trustcore Financial Services, LLC

BUY
 -
2
+ 0.35%
$80.5 - $93.8
574 $33.4K
Jan 19, 2023 Q4 2022
Dougherty Wealth Advisers LLC

BUY
 -
0
New
$0 - $0
0 $0
Q3 2022
Nov 14, 2022 Q3 2022
Cpwm, LLC

Seattle, WA
BUY
 -
37.3K
+ 101.09%
$1.45M - $1.74M
74.1K $4.31M
Nov 14, 2022 Q3 2022
Radnor Financial Advisors, LLC

Wayne, PA
BUY
 -
17.1K
+ 3.8%
$664K - $796K
467K $27.1M
Nov 02, 2022 Q3 2022
Dowling & Yahnke LLC

San Diego, CA
BUY
 -
11.3K
+ 0.86%
$440K - $528K
1.32M $76.8M
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
BUY
 -
9.31K
New
$361K - $434K
9.31K $541K
Nov 14, 2022 Q3 2022
Zacks Investment Management

Chicago, IL
BUY
 -
6.7K
New
$260K - $312K
6.7K $390K
Nov 07, 2022 Q3 2022
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
3.64K
New
$141K - $169K
3.64K $211K
Nov 14, 2022 Q3 2022
Meeder Asset Management Inc

BUY
 -
1.45K
New
$56.1K - $67.3K
1.45K $84K
Nov 03, 2022 Q3 2022
Bogart Wealth, LLC

BUY
 -
1.02K
New
$39.7K - $47.7K
1.02K $59.5K
Oct 19, 2022 Q3 2022
Sloy Dahl & Holst, LLC

BUY
 -
482
+ 5.42%
$18.7K - $22.5K
9.38K $545K
Oct 12, 2022 Q3 2022
Acropolis Investment Management, LLC

BUY
 -
12
+ 0.31%
$466 - $559
3.87K $225K
Q2 2022
Aug 09, 2022 Q2 2022
Choice Wealth Advisors, LLC

Waterville, ME
BUY
 -
233K
New
$9.25M - $11M
233K $13.5M
Jul 19, 2022 Q2 2022
Bell Rock Capital LLC

BUY
 -
61.6K
New
$2.45M - $2.9M
61.6K $3.58M

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