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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2.07KClosed |
$103K - $113K
|
0
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.72K- 34.26% |
$85K - $93.5K
|
3.3K
$171K
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.06K- 21.24% |
$52.4K - $57.7K
|
3.93K
$204K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-708- 10.66% |
$35K - $38.5K
|
5.93K
$308K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-558- 5.29% |
$27.6K - $30.4K
|
10K
$520K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-554- 3.82% |
$27.4K - $30.2K
|
13.9K
$725K
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-504- 8.13% |
$24.9K - $27.4K
|
5.7K
$296K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-369- 8.99% |
$18.2K - $20.1K
|
3.74K
$194K
|
|
|
Apr 17, 2024
Q1 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-345- 3.14% |
$17.1K - $18.8K
|
10.6K
$553K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-339Closed |
$16.8K - $18.5K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-314- 19.11% |
$15.5K - $17.1K
|
1.33K
$69.1K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-86- 2.96% |
$4.25K - $4.68K
|
2.82K
$147K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-71- 0.11% |
$3.51K - $3.86K
|
62.2K
$3.23M
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-29- 2.4% |
$1.43K - $1.58K
|
1.18K
$61.3K
|
|
| Q4 2023 | |||||||
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-12.5K- 0.79% |
$533K - $663K
|
1.57M
$81.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-7.21K- 22.39% |
$308K - $383K
|
25K
$1.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-6.61K- 72.9% |
$282K - $351K
|
2.46K
$128K
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-650- 5.03% |
$27.8K - $34.5K
|
12.3K
$638K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-650- 5.03% |
$27.8K - $34.5K
|
12.3K
$638K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-116- 2.67% |
$4.95K - $6.16K
|
4.22K
$220K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-103- 4.5% |
$4.4K - $5.47K
|
2.19K
$114K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-90- 0.51% |
$3.84K - $4.78K
|
17.6K
$914K
|
|
|
Jan 29, 2024
Q4 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-57- 0.77% |
$2.43K - $3.03K
|
7.33K
$381K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-8- 0.17% |
$342 - $425
|
4.82K
$251K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-97.9K- 85.5% |
$4.41M - $4.87M
|
16.6K
$863K
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-4.88KClosed |
$220K - $242K
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.18K- 6.81% |
$98.3K - $108K
|
29.8K
$1.55M
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-1K- 15.02% |
$45.1K - $49.7K
|
5.66K
$294K
|
|
|
Mar 04, 2025
Q3 2023
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-173- 0.91% |
$7.8K - $8.6K
|
18.8K
$977K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-102- 0.16% |
$4.6K - $5.07K
|
62K
$3.23M
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-74- 2.28% |
$3.34K - $3.68K
|
3.18K
$165K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-21- 9.5% |
$946 - $1.04K
|
200
$10.4K
|
|
| Q2 2023 | |||||||
|
Aug 03, 2023
Q2 2023
|
Asio Capital, LLC
|
SELL
|
- |
-23.8K- 18.23% |
$985K - $1.1M
|
107K
$5.54M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-16.9K- 4.43% |
$701K - $785K
|
365K
$19M
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-1.08K- 11.23% |
$44.8K - $50.1K
|
8.55K
$444K
|
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-472- 3.11% |
$19.6K - $21.9K
|
14.7K
$763K
|
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-467- 9.54% |
$19.4K - $21.7K
|
4.43K
$230K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-350- 5.74% |
$14.5K - $16.2K
|
5.75K
$299K
|
|
|
Jul 14, 2023
Q2 2023
|
Steph & CO
|
SELL
|
- |
-114- 13.82% |
$4.72K - $5.29K
|
711
$37K
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-35- 1.09% |
$1.45K - $1.62K
|
3.18K
$165K
|
|
| Q1 2023 | |||||||
|
Apr 06, 2023
Q1 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-20.3K- 8.21% |
$861K - $1.01M
|
227K
$11.8M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-2.6K- 4.22% |
$110K - $129K
|
58.8K
$3.06M
|
|
|
May 05, 2023
Q1 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.5K- 19.6% |
$63.6K - $74.6K
|
6.15K
$320K
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-870- 8.73% |
$36.9K - $43.3K
|
9.1K
$473K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-250- 3.78% |
$10.6K - $12.4K
|
6.36K
$330K
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-186- 30.74% |
$7.88K - $9.25K
|
419
$21.8K
|
|
| Q4 2022 | |||||||
|
Jan 27, 2023
Q4 2022
|
Equius Partners, Inc.
|
SELL
|
- |
-69.7K- 3.25% |
$2.8M - $3.27M
|
2.07M
$108M
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-25.5K- 2.24% |
$1.03M - $1.2M
|
1.11M
$57.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.77K- 14.02% |
$71.2K - $83K
|
10.8K
$564K
|
|
|
Jan 17, 2023
Q4 2022
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-1.4K- 16.37% |
$56.3K - $65.7K
|
7.15K
$372K
|
|