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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-76.4K- 4.36% |
$4.17M - $4.66M
|
1.68M
$95.8M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-19.7K- 1.08% |
$1.08M - $1.21M
|
1.81M
$103M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-17.3K- 1.93% |
$944K - $1.06M
|
878K
$50.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-17.2K- 3.73% |
$939K - $1.05M
|
445K
$25.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-12.7K- 4.08% |
$690K - $773K
|
297K
$17M
|
|
|
Jan 06, 2025
Q4 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-7.77K- 4.01% |
$424K - $474K
|
186K
$10.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-7.71K- 0.93% |
$421K - $471K
|
825K
$47.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.58K- 30.78% |
$359K - $402K
|
14.8K
$845K
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-6.14K- 1.3% |
$335K - $375K
|
466K
$26.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-5.38K- 8.09% |
$293K - $328K
|
61.1K
$3.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-5.08K- 50.0% |
$277K - $310K
|
5.08K
$290K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.97K- 30.66% |
$271K - $303K
|
11.2K
$642K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-4.46K- 0.4% |
$243K - $272K
|
1.11M
$63.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
SELL
|
- |
-1.4K- 5.87% |
$76.4K - $85.5K
|
22.4K
$1.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.31K- 1.96% |
$71.4K - $79.9K
|
65.6K
$3.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-898- 3.17% |
$49K - $54.8K
|
27.5K
$1.57M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-891- 0.56% |
$48.6K - $54.4K
|
158K
$9.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-552- 12.79% |
$30.1K - $33.7K
|
3.76K
$215K
|
|
|
Jan 02, 2025
Q4 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-472- 2.36% |
$25.7K - $28.8K
|
19.6K
$1.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-442- 0.17% |
$24.1K - $27K
|
259K
$14.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-426- 8.41% |
$23.2K - $26K
|
4.64K
$265K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-310- 1.09% |
$16.9K - $18.9K
|
28.2K
$1.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-302- 6.79% |
$16.5K - $18.4K
|
4.15K
$237K
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-268- 0.84% |
$14.6K - $16.4K
|
31.5K
$1.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-209- 1.98% |
$11.4K - $12.8K
|
10.3K
$590K
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-160- 1.77% |
$8.73K - $9.77K
|
8.87K
$507K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-100- 2.61% |
$5.45K - $6.1K
|
3.74K
$213K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-72- 0.24% |
$3.93K - $4.39K
|
29.8K
$1.7M
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-27- 0.03% |
$1.47K - $1.65K
|
84.4K
$4.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-16- 0.14% |
$873 - $977
|
11.8K
$676K
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-4- 0.02% |
$218 - $244
|
25.8K
$1.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1- 0.01% |
$54.5 - $61
|
13.3K
$758K
|
|
| Q3 2024 | |||||||
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-532K- 89.77% |
$27.1M - $30.4M
|
60.6K
$3.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-400K- 15.07% |
$20.4M - $22.8M
|
2.25M
$129M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-340K- 14.17% |
$17.3M - $19.4M
|
2.06M
$118M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-327K- 57.03% |
$16.7M - $18.7M
|
247K
$14.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-252K- 74.89% |
$12.9M - $14.4M
|
84.5K
$4.83M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-235K- 62.42% |
$12M - $13.4M
|
141K
$8.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-225K- 98.24% |
$11.5M - $12.8M
|
4.04K
$231K
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-138K- 1.83% |
$7.02M - $7.86M
|
7.37M
$421M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-116K- 36.64% |
$5.94M - $6.65M
|
201K
$11.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-109K- 2.94% |
$5.55M - $6.21M
|
3.59M
$205M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-107K- 0.75% |
$5.45M - $6.09M
|
14.1M
$808M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-99.6K- 26.51% |
$5.08M - $5.69M
|
276K
$15.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-85.5K- 30.99% |
$4.36M - $4.88M
|
190K
$10.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-76.8K- 16.28% |
$3.92M - $4.38M
|
395K
$22.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-65.9K- 15.47% |
$3.36M - $3.76M
|
360K
$20.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-62K- 19.42% |
$3.16M - $3.54M
|
257K
$14.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-50.6K- 15.05% |
$2.58M - $2.89M
|
286K
$16.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-47.2K- 50.34% |
$2.41M - $2.7M
|
46.6K
$2.66M
|
|