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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
481+ 36.97% |
$24.5K - $27.5K
|
1.78K
$100K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
256+ 0.15% |
$13.1K - $14.6K
|
169K
$9.54M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
150+ 2.36% |
$7.65K - $8.56K
|
6.52K
$367K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
134New |
$6.83K - $7.65K
|
134
$7.55K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
30+ 60.0% |
$1.53K - $1.71K
|
80
$4.51K
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
2+ 0.35% |
$102 - $114
|
572
$32.2K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
12.2KNew |
$610K - $663K
|
12.2K
$685K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
12KNew |
$602K - $653K
|
12K
$676K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.21KNew |
$362K - $393K
|
7.21K
$406K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
7.21KNew |
$362K - $393K
|
7.21K
$406K
|
|
|
Aug 09, 2024
Q2 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
5.72KNew |
$287K - $312K
|
5.72K
$322K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5.49KNew |
$275K - $299K
|
5.49K
$309K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.46KNew |
$274K - $298K
|
5.46K
$308K
|
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
4.47K+ 86.64% |
$224K - $244K
|
9.64K
$543K
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
BUY
|
- |
4.09KNew |
$205K - $223K
|
4.09K
$230K
|
|
|
Aug 13, 2024
Q2 2024
|
Fmfe Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3.42K+ 0.64% |
$172K - $186K
|
536K
$30.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3.12KNew |
$157K - $170K
|
3.12K
$176K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
2.1KNew |
$105K - $114K
|
2.1K
$118K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
879New |
$44.1K - $47.9K
|
879
$49.5K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
543New |
$27.2K - $29.6K
|
543
$30.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
428New |
$21.5K - $23.3K
|
428
$24.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
408+ 134.21% |
$20.5K - $22.2K
|
712
$40.1K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
405+ 613.64% |
$20.3K - $22.1K
|
471
$26.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
8+ 4.76% |
$401 - $436
|
176
$9.92K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 1.2% |
$50.2 - $54.5
|
84
$4.73K
|
|
| Q1 2024 | |||||||
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
218KNew |
$10.8M - $11.9M
|
218K
$12.3M
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
101K+ 208.07% |
$4.99M - $5.49M
|
149K
$8.42M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
75.7KNew |
$3.74M - $4.12M
|
75.7K
$4.26M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
58.9KNew |
$2.91M - $3.21M
|
58.9K
$3.32M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
20.7K+ 18.75% |
$1.02M - $1.13M
|
131K
$7.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
15.8KNew |
$784K - $862K
|
15.8K
$893K
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
10.5KNew |
$519K - $571K
|
10.5K
$591K
|
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
BUY
|
- |
6.76KNew |
$334K - $368K
|
6.76K
$381K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
5.02KNew |
$248K - $273K
|
5.02K
$283K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.65KNew |
$230K - $253K
|
4.65K
$262K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
4.61KNew |
$228K - $251K
|
4.61K
$260K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
3.76K+ 29.07% |
$186K - $205K
|
16.7K
$942K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.01KNew |
$49.7K - $54.8K
|
1.01K
$56.7K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
976New |
$48.3K - $53.1K
|
976
$55K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
963New |
$47.6K - $52.4K
|
963
$54.3K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
300+ 857.14% |
$14.8K - $16.3K
|
335
$18.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
136New |
$6.73K - $7.4K
|
136
$7.66K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
102New |
$5.04K - $5.55K
|
102
$5.75K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
78New |
$3.86K - $4.25K
|
78
$4.4K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
12+ 0.2% |
$593 - $653
|
5.88K
$331K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 0.83% |
$49.5 - $54.4
|
121
$6.82K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
51.5KNew |
$2.2M - $2.74M
|
51.5K
$2.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
31.2KNew |
$1.33M - $1.65M
|
31.2K
$1.76M
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
22.9K+ 220.39% |
$980K - $1.22M
|
33.3K
$1.88M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
13KNew |
$554K - $689K
|
13K
$731K
|
|