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 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-12.9K- 37.26% |
$649K - $748K
|
21.7K
$1.14M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-13K- 3.84% |
$653K - $753K
|
324K
$17.1M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-15K- 1.71% |
$756K - $871K
|
863K
$45.4M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-15.2K- 54.7% |
$767K - $884K
|
12.6K
$662K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-18.2K- 68.0% |
$916K - $1.06M
|
8.55K
$449K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-19.1K- 52.96% |
$966K - $1.11M
|
17K
$894K
|
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-20.7K- 64.95% |
$1.05M - $1.2M
|
11.2K
$588K
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-21K- 2.6% |
$1.06M - $1.22M
|
784K
$41.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-21.9K- 1.98% |
$1.1M - $1.27M
|
1.09M
$57.1M
|
|
|
May 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-22K- 4.87% |
$1.11M - $1.28M
|
429K
$22.6M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-23.2K- 2.78% |
$1.17M - $1.35M
|
813K
$42.7M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-27.7K- 33.17% |
$1.4M - $1.61M
|
55.9K
$2.94M
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-30K- 4.29% |
$1.51M - $1.74M
|
670K
$35.2M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-31.5K- 24.37% |
$1.59M - $1.83M
|
97.7K
$5.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Scratch Capital LLC
Boise, ID |
SELL
|
- |
-32K- 16.68% |
$1.61M - $1.86M
|
160K
$8.39M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-32.8K- 1.81% |
$1.65M - $1.9M
|
1.78M
$93.3M
|
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
SELL
|
- |
-32.9K- 8.38% |
$1.66M - $1.91M
|
359K
$18.9M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-34.4K- 17.53% |
$1.73M - $2M
|
162K
$8.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-36.2K- 1.86% |
$1.83M - $2.1M
|
1.91M
$100M
|
|
|
Apr 21, 2025
Q1 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-39.3K- 8.42% |
$1.98M - $2.28M
|
427K
$22.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-39.8K- 2.37% |
$2.01M - $2.31M
|
1.64M
$86.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Better Wealth, LLC
|
SELL
|
- |
-40.3K- 62.15% |
$2.03M - $2.34M
|
24.5K
$1.29M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-40.9K- 20.35% |
$2.06M - $2.38M
|
160K
$8.42M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-43.3K- 10.25% |
$2.18M - $2.51M
|
379K
$19.9M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-53.7K- 2.63% |
$2.71M - $3.12M
|
1.99M
$105M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-54.8K- 24.16% |
$2.77M - $3.19M
|
172K
$9.05M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-55.3K- 49.86% |
$2.79M - $3.21M
|
55.6K
$2.92M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-58.1K- 99.92% |
$2.93M - $3.38M
|
46
$2.42K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-60.6K- 12.37% |
$3.06M - $3.52M
|
429K
$22.6M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
SELL
|
- |
-63.2K- 24.1% |
$3.19M - $3.67M
|
199K
$10.5M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-67.9K- 0.76% |
$3.43M - $3.95M
|
8.88M
$467M
|
|
|
May 13, 2025
Q1 2025
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-68.7K- 3.98% |
$3.47M - $3.99M
|
1.66M
$87.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-75.5K- 2.55% |
$3.81M - $4.38M
|
2.88M
$151M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-82.5K- 60.77% |
$4.16M - $4.79M
|
53.3K
$2.8M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-83.4K- 1.62% |
$4.21M - $4.85M
|
5.05M
$265M
|
|
|
May 15, 2025
Q1 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-85K- 86.09% |
$4.29M - $4.94M
|
13.7K
$722K
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-90.1K- 34.03% |
$4.55M - $5.24M
|
175K
$9.18M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-94.9K- 45.45% |
$4.79M - $5.52M
|
114K
$5.99M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-106K- 4.68% |
$5.37M - $6.18M
|
2.17M
$114M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-118K- 14.71% |
$5.96M - $6.87M
|
685K
$36M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-126K- 0.9% |
$6.37M - $7.34M
|
13.9M
$733M
|
|
|
May 15, 2025
Q1 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-149K- 53.51% |
$7.5M - $8.64M
|
129K
$6.79M
|
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-478K- 77.32% |
$24.1M - $27.8M
|
140K
$7.36M
|
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-496K- 86.66% |
$25M - $28.8M
|
76.3K
$4.01M
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-642K- 82.91% |
$32.4M - $37.3M
|
132K
$6.95M
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-884K- 12.28% |
$44.6M - $51.4M
|
6.31M
$332M
|