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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
187KNew |
$9.43M - $10.9M
|
187K
$8.86M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
70.3KNew |
$3.55M - $4.09M
|
70.3K
$3.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
65.8K+ 66.23% |
$3.32M - $3.82M
|
165K
$7.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
46.8K+ 61.49% |
$2.36M - $2.72M
|
123K
$5.82M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
37.5K+ 112.54% |
$1.89M - $2.18M
|
70.8K
$3.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
31.4K+ 13.18% |
$1.58M - $1.82M
|
269K
$12.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
28.4K+ 15.26% |
$1.43M - $1.65M
|
215K
$10.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
23.1K+ 9.33% |
$1.17M - $1.34M
|
271K
$12.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
20.8K+ 21.15% |
$1.05M - $1.21M
|
119K
$5.63M
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
18.6K+ 12.96% |
$936K - $1.08M
|
162K
$7.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
18.5K+ 15.27% |
$936K - $1.08M
|
140K
$6.63M
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
17.5K+ 17.07% |
$881K - $1.02M
|
120K
$5.68M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
17.3KNew |
$872K - $1M
|
17.3K
$819K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
17.1K+ 9.87% |
$862K - $992K
|
190K
$9.01M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
16.8K+ 13.83% |
$849K - $978K
|
139K
$6.57M
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
15.2K+ 9.23% |
$769K - $886K
|
180K
$8.55M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
14.9K+ 16.04% |
$750K - $864K
|
108K
$5.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
14.8K+ 22.55% |
$745K - $858K
|
80.3K
$3.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
14.7K+ 5.95% |
$740K - $852K
|
261K
$12.4M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
14.5K+ 18.43% |
$733K - $844K
|
93.4K
$4.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
12.5K+ 1.52% |
$632K - $728K
|
838K
$39.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
10.1K+ 2.25% |
$508K - $585K
|
456K
$21.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
8.35K+ 2.14% |
$421K - $485K
|
400K
$18.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
8.25K+ 11.28% |
$416K - $480K
|
81.4K
$3.86M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
7.22K+ 6.89% |
$364K - $420K
|
112K
$5.31M
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
BUY
|
- |
6.99KNew |
$352K - $406K
|
6.99K
$331K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
6.95K+ 4.35% |
$351K - $404K
|
167K
$7.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.66KNew |
$286K - $329K
|
5.66K
$268K
|
|
|
Apr 21, 2025
Q1 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
5.02K+ 7.66% |
$253K - $291K
|
70.6K
$3.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
4.84K+ 124.22% |
$244K - $281K
|
8.73K
$414K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4.8K+ 11.48% |
$242K - $279K
|
46.7K
$2.21M
|
|
|
Apr 11, 2025
Q1 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
4.76K+ 13.9% |
$240K - $277K
|
39K
$1.85M
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
4.61K+ 1.66% |
$232K - $268K
|
283K
$13.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
4.35K+ 2.46% |
$220K - $253K
|
181K
$8.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
3.5K+ 1.05% |
$177K - $204K
|
336K
$15.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
2.85K+ 5.21% |
$144K - $166K
|
57.6K
$2.73M
|
|
|
Apr 07, 2025
Q1 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
2.15K+ 0.43% |
$109K - $125K
|
500K
$23.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1.92K+ 0.64% |
$96.6K - $111K
|
299K
$14.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
1.63K+ 0.92% |
$82.1K - $94.6K
|
178K
$8.43M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
954+ 23.95% |
$48.1K - $55.4K
|
4.94K
$234K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
676+ 4.48% |
$34.1K - $39.3K
|
15.8K
$747K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
527+ 8.65% |
$26.6K - $30.6K
|
6.62K
$314K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
522+ 0.27% |
$26.3K - $30.3K
|
195K
$9.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
483+ 2.74% |
$24.4K - $28.1K
|
18.1K
$859K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
400+ 7.07% |
$20.2K - $23.2K
|
6.06K
$287K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
388+ 3.23% |
$19.6K - $22.5K
|
12.4K
$588K
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
382+ 5.42% |
$19.3K - $22.2K
|
7.43K
$352K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
221+ 5.87% |
$11.1K - $12.8K
|
3.98K
$189K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
153+ 0.54% |
$7.72K - $8.89K
|
28.3K
$1.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
143+ 0.34% |
$7.21K - $8.31K
|
42.8K
$2.03M
|