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 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-2.99K- 6.76% |
$151K - $174K
|
41.3K
$2.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.02K- 2.73% |
$152K - $175K
|
108K
$5.66M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-3.04K- 3.74% |
$153K - $177K
|
78.2K
$4.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-3.1K- 1.88% |
$156K - $180K
|
162K
$8.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-3.49K- 5.72% |
$176K - $203K
|
57.6K
$3.03M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-3.5K- 22.54% |
$177K - $204K
|
12K
$633K
|
|
|
Apr 25, 2025
Q1 2025
|
Libra Wealth LLC
|
SELL
|
- |
-3.53K- 1.33% |
$178K - $205K
|
261K
$13.7M
|
|
|
May 15, 2025
Q1 2025
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-3.68K- 1.63% |
$186K - $214K
|
222K
$11.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-3.69K- 4.35% |
$186K - $215K
|
81.1K
$4.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-3.71K- 31.9% |
$187K - $215K
|
7.92K
$416K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.72KClosed |
$187K - $216K
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.74K- 23.59% |
$188K - $217K
|
12.1K
$636K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.81K- 1.1% |
$192K - $222K
|
342K
$18M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-3.87K- 4.75% |
$195K - $225K
|
77.6K
$4.08M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-4.08K- 4.48% |
$206K - $237K
|
86.9K
$4.57M
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-4.12K- 2.15% |
$208K - $239K
|
188K
$9.88M
|
|
|
May 15, 2025
Q1 2025
|
Jentner Corp
|
SELL
|
- |
-4.13K- 8.62% |
$208K - $240K
|
43.8K
$2.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.13K- 38.56% |
$209K - $240K
|
6.59K
$346K
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-4.41K- 9.67% |
$223K - $256K
|
41.2K
$2.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-4.42K- 10.79% |
$223K - $257K
|
36.6K
$1.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-4.42K- 18.16% |
$223K - $257K
|
19.9K
$1.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-4.58K- 1.59% |
$231K - $266K
|
283K
$14.9M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.6K- 28.16% |
$232K - $267K
|
11.7K
$617K
|
|
|
Apr 16, 2025
Q1 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-4.87K- 5.04% |
$246K - $283K
|
91.7K
$4.82M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-4.87K- 8.43% |
$246K - $283K
|
52.9K
$2.78M
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
SELL
|
- |
-5K- 3.22% |
$252K - $290K
|
150K
$7.9M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-5.17K- 1.3% |
$261K - $300K
|
393K
$20.7M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.28K- 10.36% |
$266K - $307K
|
45.7K
$2.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-5.37K- 2.54% |
$271K - $312K
|
206K
$10.8M
|
|
|
May 12, 2025
Q1 2025
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-5.75K- 54.76% |
$290K - $334K
|
4.75K
$250K
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-5.84K- 4.35% |
$295K - $339K
|
129K
$6.76M
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-6.39K- 6.81% |
$322K - $371K
|
87.4K
$4.59M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-6.42K- 62.11% |
$324K - $373K
|
3.92K
$206K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-6.45K- 5.7% |
$325K - $375K
|
107K
$5.61M
|
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-6.48K- 24.48% |
$327K - $376K
|
20K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-6.72K- 1.35% |
$339K - $390K
|
493K
$25.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-7.03K- 5.64% |
$355K - $409K
|
118K
$6.18M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-7.26K- 25.09% |
$366K - $422K
|
21.7K
$1.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-7.39K- 35.52% |
$373K - $429K
|
13.4K
$705K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-7.72K- 0.96% |
$389K - $448K
|
793K
$41.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-8.08K- 1.82% |
$408K - $470K
|
437K
$23M
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-8.52K- 4.31% |
$430K - $495K
|
189K
$9.95M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-8.88K- 0.6% |
$448K - $516K
|
1.46M
$76.8M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9.13K- 65.71% |
$461K - $531K
|
4.77K
$250K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-9.39K- 1.75% |
$473K - $545K
|
528K
$27.8M
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-9.99K- 2.49% |
$504K - $580K
|
392K
$20.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10.4K- 12.9% |
$525K - $604K
|
70.2K
$3.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-10.9K- 2.18% |
$549K - $632K
|
489K
$25.7M
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
SELL
|
- |
-11K- 14.98% |
$554K - $638K
|
62.3K
$3.28M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
SELL
|
- |
-11.3K- 0.7% |
$569K - $655K
|
1.6M
$84M
|