Purchases and Sales Made in Q1 2025 in Dimensional ETF Tr U S Target (DFAT)
This table provides information about the institutional ownership of Dimensional ETF Tr U S Target (DFAT) during Q1 2025. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR U S TARGET .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
785K+ 35.18% |
$39.6M - $45.6M
|
3.02M
$159M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
479K+ 343.46% |
$24.1M - $27.8M
|
618K
$32.5M
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
302KNew |
$15.2M - $17.5M
|
302K
$15.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
253K+ 6.3% |
$12.8M - $14.7M
|
4.27M
$224M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
234K+ 15.54% |
$11.8M - $13.6M
|
1.74M
$91.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
216K+ 27.11% |
$10.9M - $12.6M
|
1.01M
$53.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
187KNew |
$9.43M - $10.9M
|
187K
$9.82M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
168K+ 13.49% |
$8.46M - $9.75M
|
1.41M
$74.2M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
158K+ 45.89% |
$7.94M - $9.15M
|
501K
$26.3M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
150K+ 15.21% |
$7.55M - $8.7M
|
1.13M
$59.6M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
148K+ 143.7% |
$7.45M - $8.58M
|
250K
$13.2M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
144K+ 14.89% |
$7.24M - $8.34M
|
1.11M
$58.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Financial Consulate, Inc
|
BUY
|
- |
136KNew |
$6.85M - $7.89M
|
136K
$7.14M
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
131K+ 1246.87% |
$6.59M - $7.59M
|
141K
$7.41M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
107K+ 15.54% |
$5.41M - $6.23M
|
798K
$41.9M
|
|
|
May 09, 2025
Q1 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
103KNew |
$5.22M - $6.01M
|
103K
$5.44M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
95.1K+ 1.97% |
$4.8M - $5.53M
|
4.92M
$258M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
88.3K+ 3.2% |
$4.45M - $5.13M
|
2.85M
$150M
|
|
|
May 30, 2025
Q1 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
84.4KNew |
$4.25M - $4.9M
|
84.4K
$4.43M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
78.4K+ 48.98% |
$3.96M - $4.56M
|
239K
$12.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
74.4K+ 12.56% |
$3.75M - $4.33M
|
667K
$35.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
70.3KNew |
$3.55M - $4.09M
|
70.3K
$3.7M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
66.2K+ 41.88% |
$3.34M - $3.85M
|
224K
$11.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
65.8K+ 66.23% |
$3.32M - $3.82M
|
165K
$8.68M
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
62.3KNew |
$3.14M - $3.62M
|
62.3K
$3.28M
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
56K+ 7.07% |
$2.82M - $3.25M
|
848K
$44.6M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
51.2K+ 355.92% |
$2.58M - $2.97M
|
65.6K
$3.45M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
51.2K+ 23.32% |
$2.58M - $2.97M
|
271K
$14.2M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
50.7K+ 68.33% |
$2.56M - $2.95M
|
125K
$6.57M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
50.6K+ 11.08% |
$2.55M - $2.94M
|
507K
$26.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
49.9K+ 693.64% |
$2.52M - $2.9M
|
57.1K
$3M
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
48.8K+ 15.34% |
$2.46M - $2.83M
|
366K
$19.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
46.8K+ 61.49% |
$2.36M - $2.72M
|
123K
$6.46M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
46.8K+ 17.8% |
$2.36M - $2.72M
|
310K
$16.3M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
45.6K+ 9.88% |
$2.3M - $2.65M
|
507K
$26.7M
|
|
|
May 12, 2025
Q1 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
44.7K+ 7.62% |
$2.25M - $2.59M
|
630K
$33.1M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
42.7KNew |
$2.15M - $2.48M
|
42.7K
$2.24M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
40.8K+ 143.19% |
$2.06M - $2.37M
|
69.3K
$3.64M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
40.7K+ 52.81% |
$2.05M - $2.37M
|
118K
$6.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
37.5K+ 112.54% |
$1.89M - $2.18M
|
70.8K
$3.72M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
37.4K+ 10.39% |
$1.89M - $2.17M
|
398K
$20.9M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
36.2KNew |
$1.83M - $2.11M
|
36.2K
$1.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
31.4K+ 13.18% |
$1.58M - $1.82M
|
269K
$14.2M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
30.4K+ 11.75% |
$1.53M - $1.77M
|
289K
$15.2M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
30K+ 3.5% |
$1.51M - $1.74M
|
888K
$46.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
30K+ 4.5% |
$1.51M - $1.74M
|
696K
$36.6M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
29.2K+ 6.81% |
$1.47M - $1.7M
|
458K
$24.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
28.4K+ 15.26% |
$1.43M - $1.65M
|
215K
$11.3M
|
|
|
May 15, 2025
Q1 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
27.4KNew |
$1.38M - $1.59M
|
27.4K
$1.44M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
26.7KNew |
$1.35M - $1.55M
|
26.7K
$1.4M
|