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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-532K- 89.77% |
$27.1M - $30.4M
|
60.6K
$3.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-400K- 15.07% |
$20.4M - $22.8M
|
2.25M
$130M
|
|
|
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
$14.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-252K- 74.89% |
$12.9M - $14.4M
|
84.5K
$4.86M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-235K- 62.42% |
$12M - $13.4M
|
141K
$8.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-225K- 98.24% |
$11.5M - $12.8M
|
4.04K
$232K
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-138K- 1.83% |
$7.02M - $7.86M
|
7.37M
$424M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-116K- 36.64% |
$5.94M - $6.65M
|
201K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-109K- 2.94% |
$5.55M - $6.21M
|
3.59M
$206M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-107K- 0.75% |
$5.45M - $6.09M
|
14.1M
$814M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-99.6K- 26.51% |
$5.08M - $5.69M
|
276K
$15.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-85.5K- 30.99% |
$4.36M - $4.88M
|
190K
$11M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-76.8K- 16.28% |
$3.92M - $4.38M
|
395K
$22.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-65.9K- 15.47% |
$3.36M - $3.76M
|
360K
$20.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-62K- 19.42% |
$3.16M - $3.54M
|
257K
$14.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-53.7K- 6.06% |
$2.74M - $3.07M
|
833K
$47.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-50.6K- 15.05% |
$2.58M - $2.89M
|
286K
$16.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-47.2K- 50.34% |
$2.41M - $2.7M
|
46.6K
$2.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-33.5K- 31.13% |
$1.71M - $1.91M
|
74.1K
$4.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-31.1K- 86.21% |
$1.59M - $1.78M
|
4.98K
$286K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-27.5K- 28.76% |
$1.4M - $1.57M
|
68.1K
$3.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-25.2K- 2.87% |
$1.29M - $1.44M
|
854K
$49.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-23.5K- 1.41% |
$1.2M - $1.34M
|
1.63M
$94.1M
|
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-22.3K- 1.84% |
$1.14M - $1.27M
|
1.19M
$68.5M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-19.8K- 19.22% |
$1.01M - $1.13M
|
83.3K
$4.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-19K- 4.97% |
$971K - $1.09M
|
364K
$21M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-18.9K- 1.67% |
$965K - $1.08M
|
1.11M
$64M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.4K- 0.89% |
$937K - $1.05M
|
2.04M
$118M
|
|
|
Nov 12, 2024
Q3 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-17.9K- 4.29% |
$912K - $1.02M
|
399K
$22.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-16.9K- 8.28% |
$861K - $964K
|
187K
$10.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-15.5K- 16.43% |
$791K - $885K
|
78.9K
$4.54M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-13K- 0.71% |
$662K - $741K
|
1.83M
$105M
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-12.2K- 15.53% |
$623K - $697K
|
66.5K
$3.83M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-12K- 6.7% |
$613K - $686K
|
167K
$9.63M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-12K- 4.16% |
$612K - $684K
|
276K
$15.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-11.1K- 2.14% |
$566K - $633K
|
507K
$29.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-11K- 3.42% |
$560K - $627K
|
310K
$17.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-10.6K- 7.66% |
$542K - $607K
|
128K
$7.37M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-10.5K- 2.03% |
$535K - $599K
|
506K
$29.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-10.4K- 2.98% |
$529K - $592K
|
338K
$19.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-9.3K- 1.14% |
$474K - $531K
|
803K
$46.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-8.85K- 1.0% |
$451K - $505K
|
872K
$50.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.62K- 0.31% |
$439K - $492K
|
2.77M
$160M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-8.25K- 0.55% |
$421K - $471K
|
1.49M
$85.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8.21K- 4.99% |
$418K - $468K
|
156K
$8.98M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-8.15K- 7.31% |
$415K - $465K
|
103K
$5.94M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7.34K- 34.17% |
$374K - $419K
|
14.1K
$814K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-7.09K- 1.38% |
$361K - $405K
|
507K
$29.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-7.09K- 13.45% |
$361K - $404K
|
45.6K
$2.62M
|