Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-745K- 33.08% |
$40.6M - $45.5M
|
1.51M
$83.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-221K- 98.2% |
$12M - $13.5M
|
4.04K
$223K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-173K- 2.35% |
$9.45M - $10.6M
|
7.2M
$397M
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-172K- 90.44% |
$9.39M - $10.5M
|
18.2K
$1M
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-165K- 8.72% |
$9M - $10.1M
|
1.73M
$95.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-115K- 5.59% |
$6.27M - $7.02M
|
1.94M
$107M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-76.4K- 4.36% |
$4.17M - $4.66M
|
1.68M
$92.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-72K- 0.51% |
$3.93M - $4.4M
|
14.1M
$777M
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-66.2K- 10.36% |
$3.61M - $4.04M
|
572K
$31.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-58.1K- 1.12% |
$3.17M - $3.55M
|
5.13M
$283M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-50.7K- 5.94% |
$2.77M - $3.1M
|
803K
$44.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-39.6K- 4.3% |
$2.16M - $2.42M
|
880K
$48.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-39.6K- 7.8% |
$2.16M - $2.41M
|
468K
$25.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-37.9K- 14.74% |
$2.07M - $2.32M
|
219K
$12.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-35K- 4.02% |
$1.91M - $2.14M
|
837K
$46.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-26.9K- 7.38% |
$1.47M - $1.64M
|
337K
$18.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
SELL
|
- |
-25.4K- 1.55% |
$1.38M - $1.55M
|
1.61M
$88.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-20.4K- 4.6% |
$1.11M - $1.25M
|
423K
$23.4M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-19.7K- 1.08% |
$1.08M - $1.21M
|
1.81M
$99.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-17.3K- 1.93% |
$944K - $1.06M
|
878K
$48.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-17.2K- 3.73% |
$939K - $1.05M
|
445K
$24.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-17.1K- 25.11% |
$932K - $1.04M
|
51K
$2.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-15.3K- 1.03% |
$834K - $934K
|
1.47M
$81.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-15.1K- 35.24% |
$825K - $924K
|
27.8K
$1.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-14.5K- 2.04% |
$789K - $883K
|
693K
$38.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-14.4K- 4.0% |
$786K - $879K
|
346K
$19.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-13.4K- 6.37% |
$728K - $815K
|
196K
$10.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-13.1K- 2.6% |
$713K - $799K
|
490K
$27.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-12.7K- 4.08% |
$690K - $773K
|
297K
$16.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-12K- 9.33% |
$652K - $730K
|
116K
$6.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-11.7K- 10.63% |
$641K - $717K
|
98.7K
$5.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-11.3K- 89.51% |
$618K - $691K
|
1.33K
$73.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-11.3K- 29.88% |
$615K - $688K
|
26.4K
$1.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-9.97K- 0.36% |
$544K - $609K
|
2.76M
$153M
|
|
|
Feb 10, 2025
Q4 2024
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-9.8K- 48.28% |
$535K - $598K
|
10.5K
$580K
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-9.7K- 2.5% |
$529K - $592K
|
378K
$20.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-8.54K- 1.86% |
$466K - $521K
|
451K
$24.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-8.37K- 1.98% |
$457K - $511K
|
415K
$22.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
SELL
|
- |
-8.03K- 2.94% |
$438K - $490K
|
265K
$14.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-7.91K- 3.96% |
$432K - $483K
|
192K
$10.6M
|
|
|
Jan 06, 2025
Q4 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-7.77K- 4.01% |
$424K - $474K
|
186K
$10.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-7.74K- 1.53% |
$422K - $473K
|
500K
$27.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-7.71K- 0.93% |
$421K - $471K
|
825K
$45.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-7.52K- 40.06% |
$410K - $459K
|
11.2K
$621K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-7.4K- 8.35% |
$403K - $451K
|
81.2K
$4.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-7.21K- 1.59% |
$393K - $440K
|
446K
$24.6M
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-6.99K- 10.79% |
$381K - $427K
|
57.8K
$3.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.58K- 30.78% |
$359K - $402K
|
14.8K
$817K
|
|
|
Feb 07, 2025
Q4 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-6.55K- 1.64% |
$357K - $400K
|
392K
$21.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-6.38K- 1.26% |
$348K - $389K
|
499K
$27.6M
|