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 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-369- 2.47% |
$20.1K - $22.5K
|
14.6K
$758K
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-353- 1.17% |
$19.3K - $21.5K
|
29.8K
$1.55M
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-350- 6.03% |
$19.1K - $21.4K
|
5.45K
$283K
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-341- 0.93% |
$18.6K - $20.8K
|
36.5K
$1.9M
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-339- 0.69% |
$18.5K - $20.7K
|
48.9K
$2.54M
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-333- 0.32% |
$18.2K - $20.3K
|
105K
$5.45M
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-327- 0.98% |
$17.8K - $20K
|
33.2K
$1.72M
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-310- 1.09% |
$16.9K - $18.9K
|
28.2K
$1.46M
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-304- 41.93% |
$16.6K - $18.6K
|
421
$21.9K
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-302- 6.79% |
$16.5K - $18.4K
|
4.15K
$216K
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-300- 4.79% |
$16.4K - $18.3K
|
5.97K
$310K
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-295- 1.09% |
$16.1K - $18K
|
26.7K
$1.39M
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-268- 0.84% |
$14.6K - $16.4K
|
31.5K
$1.64M
|
|
Feb 07, 2025
Q4 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-267- 3.19% |
$14.6K - $16.3K
|
8.11K
$422K
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-247- 1.67% |
$13.5K - $15.1K
|
14.6K
$757K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-226- 0.01% |
$12.3K - $13.8K
|
2.04M
$106M
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-221- 0.77% |
$12.1K - $13.5K
|
28.3K
$1.47M
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-215- 1.66% |
$11.7K - $13.1K
|
12.7K
$662K
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-209- 1.98% |
$11.4K - $12.8K
|
10.3K
$537K
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-205- 1.34% |
$11.2K - $12.5K
|
15.1K
$785K
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
SELL
|
- |
-181- 2.37% |
$9.87K - $11K
|
7.45K
$387K
|
|
Feb 06, 2025
Q4 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-180- 4.26% |
$9.82K - $11K
|
4.05K
$211K
|
|
Feb 14, 2025
Q4 2024
|
Jentner Corp
|
SELL
|
- |
-175- 0.36% |
$9.54K - $10.7K
|
47.9K
$2.49M
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-175- 0.37% |
$9.54K - $10.7K
|
47.2K
$2.46M
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-167- 0.35% |
$9.11K - $10.2K
|
47.7K
$2.48M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-163- 0.3% |
$8.89K - $9.95K
|
54.4K
$2.83M
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-160- 1.77% |
$8.73K - $9.77K
|
8.87K
$461K
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-157- 1.78% |
$8.56K - $9.58K
|
8.69K
$451K
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-155- 3.08% |
$8.45K - $9.46K
|
4.88K
$254K
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-151- 0.3% |
$8.24K - $9.22K
|
50.3K
$2.62M
|
|
Feb 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-145- 0.7% |
$7.91K - $8.85K
|
20.6K
$1.07M
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-132- 0.16% |
$7.2K - $8.06K
|
84.8K
$4.41M
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-100- 2.61% |
$5.45K - $6.1K
|
3.74K
$194K
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-75- 0.65% |
$4.09K - $4.58K
|
11.4K
$593K
|
|
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
$1.55M
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-66- 3.44% |
$3.6K - $4.03K
|
1.86K
$96.4K
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-63- 0.87% |
$3.44K - $3.85K
|
7.2K
$374K
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-60- 2.99% |
$3.27K - $3.66K
|
1.95K
$101K
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-59- 0.59% |
$3.22K - $3.6K
|
9.89K
$514K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-55- 2.27% |
$3K - $3.36K
|
2.37K
$123K
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-53- 0.6% |
$2.89K - $3.24K
|
8.76K
$455K
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-36- 0.12% |
$1.96K - $2.2K
|
29.2K
$1.52M
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-35- 0.03% |
$1.91K - $2.14K
|
126K
$6.55M
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-27- 0.03% |
$1.47K - $1.65K
|
84.4K
$4.39M
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-26- 0.13% |
$1.42K - $1.59K
|
19.8K
$1.03M
|
|
Jan 30, 2025
Q4 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-23- 3.06% |
$1.25K - $1.4K
|
729
$37.9K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-20- 0.13% |
$1.09K - $1.22K
|
15.9K
$825K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-16- 0.14% |
$873 - $977
|
11.8K
$615K
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
SELL
|
- |
-14- 0.03% |
$764 - $855
|
47.1K
$2.45M
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-13- 0.19% |
$709 - $794
|
6.81K
$354K
|