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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-159- 1.28% |
$7.98K - $8.66K
|
12.3K
$698K
|
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-110- 0.92% |
$5.52K - $5.99K
|
11.8K
$673K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-100- 14.81% |
$5.02K - $5.45K
|
575
$32.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-98- 2.28% |
$4.92K - $5.34K
|
4.2K
$239K
|
|
| Q1 2024 | |||||||
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-74.6K- 99.59% |
$3.69M - $4.06M
|
310
$17.7K
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-48.7K- 5.65% |
$2.41M - $2.65M
|
813K
$46.3M
|
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-32.3KClosed |
$1.6M - $1.76M
|
0
$0
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-5.33K- 6.31% |
$263K - $290K
|
79.1K
$4.51M
|
|
|
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
$188K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-558- 5.29% |
$27.6K - $30.4K
|
10K
$569K
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-504- 8.13% |
$24.9K - $27.4K
|
5.7K
$325K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-369- 8.99% |
$18.2K - $20.1K
|
3.74K
$213K
|
|
|
Apr 17, 2024
Q1 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-345- 3.14% |
$17.1K - $18.8K
|
10.6K
$606K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-339Closed |
$16.8K - $18.5K
|
0
$0
|
|
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-140- 5.91% |
$6.92K - $7.62K
|
2.23K
$127K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-86- 2.96% |
$4.25K - $4.68K
|
2.82K
$161K
|
|
| Q4 2023 | |||||||
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-12.5K- 0.79% |
$533K - $663K
|
1.57M
$89.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-7.21K- 22.39% |
$308K - $383K
|
25K
$1.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-650- 5.03% |
$27.8K - $34.5K
|
12.3K
$699K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-650- 5.03% |
$27.8K - $34.5K
|
12.3K
$699K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-103- 4.5% |
$4.4K - $5.47K
|
2.19K
$125K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-90- 0.51% |
$3.84K - $4.78K
|
17.6K
$1M
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-8- 0.17% |
$342 - $425
|
4.82K
$275K
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-4.88KClosed |
$220K - $242K
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-102- 0.16% |
$4.6K - $5.07K
|
62K
$3.53M
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-74- 2.28% |
$3.34K - $3.68K
|
3.18K
$181K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-21- 9.5% |
$946 - $1.04K
|
200
$11.4K
|
|
| Q2 2023 | |||||||
|
Aug 03, 2023
Q2 2023
|
Asio Capital, LLC
|
SELL
|
- |
-23.8K- 18.23% |
$985K - $1.1M
|
107K
$6.07M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-16.9K- 4.43% |
$701K - $785K
|
365K
$20.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-1.08K- 11.23% |
$44.8K - $50.1K
|
8.55K
$487K
|
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-472- 3.11% |
$19.6K - $21.9K
|
14.7K
$836K
|
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-467- 9.54% |
$19.4K - $21.7K
|
4.43K
$252K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-350- 5.74% |
$14.5K - $16.2K
|
5.75K
$327K
|
|
|
Jul 14, 2023
Q2 2023
|
Steph & CO
|
SELL
|
- |
-114- 13.82% |
$4.72K - $5.29K
|
711
$40.5K
|
|
| Q1 2023 | |||||||
|
Apr 06, 2023
Q1 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-20.3K- 8.21% |
$861K - $1.01M
|
227K
$12.9M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-2.6K- 4.22% |
$110K - $129K
|
58.8K
$3.35M
|
|
|
May 05, 2023
Q1 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.5K- 19.6% |
$63.6K - $74.6K
|
6.15K
$350K
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-870- 8.73% |
$36.9K - $43.3K
|
9.1K
$518K
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-186- 30.74% |
$7.88K - $9.25K
|
419
$23.9K
|
|
| Q4 2022 | |||||||
|
Jan 27, 2023
Q4 2022
|
Equius Partners, Inc.
|
SELL
|
- |
-69.7K- 3.25% |
$2.8M - $3.27M
|
2.07M
$118M
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-25.5K- 2.24% |
$1.03M - $1.2M
|
1.11M
$63.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.77K- 14.02% |
$71.2K - $83K
|
10.8K
$618K
|
|
|
Jan 17, 2023
Q4 2022
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-1.4K- 16.37% |
$56.3K - $65.7K
|
7.15K
$407K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-989- 5.99% |
$39.8K - $46.4K
|
15.5K
$884K
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-158K- 10.4% |
$6.14M - $7.37M
|
1.36M
$77.6M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-66.9K- 7.74% |
$2.6M - $3.12M
|
798K
$45.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-5.03K- 40.48% |
$195K - $234K
|
7.4K
$421K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-771- 5.49% |
$29.9K - $35.9K
|
13.3K
$755K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-355- 12.05% |
$13.8K - $16.5K
|
2.59K
$148K
|
|