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 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
23.1K+ 9.33% |
$1.17M - $1.34M
|
271K
$14.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
20.8K+ 21.15% |
$1.05M - $1.21M
|
119K
$6.25M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
20.5K+ 0.9% |
$1.03M - $1.19M
|
2.31M
$121M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
19.5K+ 14.99% |
$983K - $1.13M
|
150K
$7.86M
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
18.6K+ 12.96% |
$936K - $1.08M
|
162K
$8.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
18.5K+ 15.27% |
$936K - $1.08M
|
140K
$7.36M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.4K+ 4.41% |
$926K - $1.07M
|
435K
$22.9M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
18.3K+ 64.61% |
$925K - $1.07M
|
46.7K
$2.46M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
17.8K+ 445.0% |
$898K - $1.03M
|
21.8K
$1.15M
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
17.8K+ 2.84% |
$896K - $1.03M
|
642K
$33.8M
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
17.5K+ 17.07% |
$881K - $1.02M
|
120K
$6.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
17.3KNew |
$872K - $1M
|
17.3K
$909K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
17.1K+ 9.87% |
$862K - $992K
|
190K
$9.99M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
16.8K+ 13.83% |
$849K - $978K
|
139K
$7.28M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
15.3K+ 3.69% |
$772K - $889K
|
430K
$22.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
15.2K+ 9.23% |
$769K - $886K
|
180K
$9.48M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
14.9K+ 16.04% |
$750K - $864K
|
108K
$5.66M
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
14.8K+ 4.74% |
$746K - $859K
|
327K
$17.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
14.8K+ 22.55% |
$745K - $858K
|
80.3K
$4.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
14.7KNew |
$742K - $855K
|
14.7K
$773K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
14.7K+ 5.95% |
$740K - $852K
|
261K
$13.7M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14.6K+ 5.29% |
$734K - $845K
|
290K
$15.2M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
14.5K+ 18.43% |
$733K - $844K
|
93.4K
$4.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Graver Capital Management, LLC
Columbus, OH |
BUY
|
- |
14.5K+ 7.72% |
$732K - $843K
|
203K
$10.7M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
14.4K+ 3.9% |
$727K - $838K
|
384K
$20.2M
|
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
14.3K+ 5.4% |
$721K - $831K
|
279K
$14.7M
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
14.2K+ 3.75% |
$714K - $823K
|
392K
$20.6M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
13.7KNew |
$693K - $798K
|
13.7K
$722K
|
|
|
May 05, 2025
Q1 2025
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
BUY
|
- |
12.9K+ 3.89% |
$649K - $747K
|
343K
$18M
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
12.5K+ 1.52% |
$632K - $728K
|
838K
$44M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
12.2K+ 34.64% |
$613K - $706K
|
47.3K
$2.48M
|
|
|
May 15, 2025
Q1 2025
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
12.1K+ 2.2% |
$612K - $705K
|
564K
$29.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
11.9K+ 40.87% |
$601K - $692K
|
41.1K
$2.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
11.8K+ 3.47% |
$594K - $684K
|
351K
$18.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
11.7K+ 14.56% |
$591K - $680K
|
92.1K
$4.84M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
11.6KNew |
$587K - $676K
|
11.6K
$611K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
11.6K+ 102.93% |
$584K - $673K
|
22.8K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.3K+ 6.19% |
$568K - $654K
|
193K
$10.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
10.7K+ 3.75% |
$537K - $619K
|
295K
$15.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
10.1K+ 2.25% |
$508K - $585K
|
456K
$24M
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
10KNew |
$506K - $582K
|
10K
$527K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
9.59K+ 2.28% |
$484K - $557K
|
431K
$22.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.57K+ 81.44% |
$483K - $556K
|
21.3K
$1.12M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
9.03K+ 2.55% |
$455K - $525K
|
363K
$19.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
8.94KNew |
$451K - $519K
|
8.94K
$470K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
8.54K+ 84.35% |
$431K - $496K
|
18.7K
$981K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
8.43K+ 188.57% |
$425K - $490K
|
12.9K
$678K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.42K+ 101.62% |
$425K - $489K
|
16.7K
$878K
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
8.35K+ 2.14% |
$421K - $485K
|
400K
$21M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.26K+ 146.4% |
$416K - $480K
|
13.9K
$730K
|