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
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
65+ 0.85% |
$3.28K - $3.78K
|
7.71K
$365K
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
59+ 0.26% |
$2.98K - $3.43K
|
22.5K
$1.07M
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
BUY
|
- |
39+ 0.05% |
$1.97K - $2.27K
|
80.9K
$3.83M
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
BUY
|
- |
26+ 0.3% |
$1.31K - $1.51K
|
8.58K
$406K
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
18+ 0.07% |
$908 - $1.05K
|
25.8K
$1.22M
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
17+ 0.31% |
$857 - $988
|
5.51K
$261K
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
16+ 0.31% |
$807 - $930
|
5.17K
$245K
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
15+ 0.18% |
$757 - $872
|
8.53K
$404K
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
14+ 0.24% |
$706 - $813
|
5.94K
$281K
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
14+ 0.29% |
$706 - $813
|
4.81K
$228K
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
7+ 0.07% |
$353 - $407
|
10.3K
$487K
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
4+ 0.0% |
$202 - $232
|
107K
$5.09M
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-20- 0.2% |
$1.01K - $1.16K
|
10.2K
$482K
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-26- 0.13% |
$1.31K - $1.51K
|
20K
$946K
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-30- 26.55% |
$1.51K - $1.74K
|
83
$3.93K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-57- 0.48% |
$2.88K - $3.31K
|
11.8K
$561K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-63- 10.43% |
$3.18K - $3.66K
|
541
$25.6K
|
|
Apr 14, 2025
Q1 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
SELL
|
- |
-118- 0.08% |
$5.95K - $6.86K
|
154K
$7.31M
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-185- 3.91% |
$9.33K - $10.7K
|
4.55K
$215K
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-267- 1.96% |
$13.5K - $15.5K
|
13.4K
$634K
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-294- 2.44% |
$14.8K - $17.1K
|
11.8K
$558K
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-311- 0.32% |
$15.7K - $18.1K
|
97.1K
$4.6M
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-406- 0.38% |
$20.5K - $23.6K
|
107K
$5.05M
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-477- 0.66% |
$24.1K - $27.7K
|
72K
$3.41M
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-683- 1.78% |
$34.5K - $39.7K
|
37.7K
$1.78M
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-689- 10.29% |
$34.8K - $40K
|
6K
$284K
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-700- 2.62% |
$35.3K - $40.7K
|
26K
$1.23M
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-825- 2.62% |
$41.6K - $47.9K
|
30.7K
$1.45M
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-925- 1.1% |
$46.7K - $53.7K
|
83.5K
$3.95M
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.28K- 0.69% |
$64.6K - $74.4K
|
184K
$8.74M
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.32K- 14.95% |
$66.5K - $76.6K
|
7.5K
$355K
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.77K- 2.7% |
$89.4K - $103K
|
63.9K
$3.03M
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
SELL
|
- |
-2K- 0.68% |
$101K - $116K
|
291K
$13.8M
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.07K- 1.87% |
$104K - $120K
|
108K
$5.13M
|
|
Apr 16, 2025
Q1 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
SELL
|
- |
-2.38K- 1.14% |
$120K - $138K
|
206K
$9.76M
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-2.51K- 0.54% |
$127K - $146K
|
465K
$22M
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-2.65K- 9.66% |
$134K - $154K
|
24.8K
$1.18M
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-2.92K- 39.22% |
$147K - $170K
|
4.53K
$215K
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-3.49K- 5.72% |
$176K - $203K
|
57.6K
$2.73M
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-3.69K- 4.35% |
$186K - $215K
|
81.1K
$3.84M
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-3.71K- 31.9% |
$187K - $215K
|
7.92K
$375K
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.13K- 38.56% |
$209K - $240K
|
6.59K
$312K
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-4.42K- 18.16% |
$223K - $257K
|
19.9K
$945K
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-4.58K- 1.59% |
$231K - $266K
|
283K
$13.4M
|
|
Apr 16, 2025
Q1 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-4.87K- 5.04% |
$246K - $283K
|
91.7K
$4.35M
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-6.42K- 62.11% |
$324K - $373K
|
3.92K
$185K
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-7.03K- 5.64% |
$355K - $409K
|
118K
$5.58M
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-7.39K- 35.52% |
$373K - $429K
|
13.4K
$636K
|
|
Apr 16, 2025
Q1 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-8.08K- 1.82% |
$408K - $470K
|
437K
$20.7M
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-30K- 4.29% |
$1.51M - $1.74M
|
670K
$31.7M
|