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 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
8.25K+ 11.28% |
$416K - $480K
|
81.4K
$4.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
8.25K+ 13.57% |
$416K - $479K
|
69K
$3.63M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.51K+ 26.22% |
$379K - $436K
|
36.2K
$1.9M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
7.28K+ 81.74% |
$367K - $423K
|
16.2K
$851K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
7.22K+ 6.89% |
$364K - $420K
|
112K
$5.89M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
7.17KNew |
$362K - $417K
|
7.17K
$377K
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
BUY
|
- |
6.99KNew |
$352K - $406K
|
6.99K
$367K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
6.95K+ 4.35% |
$351K - $404K
|
167K
$8.77M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
6.87KNew |
$346K - $399K
|
6.87K
$361K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
6.83KNew |
$344K - $397K
|
6.83K
$359K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.57K+ 2.68% |
$331K - $382K
|
252K
$13.2M
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
6.48KNew |
$327K - $377K
|
6.48K
$341K
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
6.38K+ 2.74% |
$322K - $371K
|
239K
$12.6M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
6.36K+ 1.75% |
$321K - $369K
|
369K
$19.4M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
6.34KNew |
$320K - $368K
|
6.34K
$333K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
6.27K+ 6.38% |
$316K - $364K
|
105K
$5.49M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
6.13KNew |
$309K - $356K
|
6.13K
$322K
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
6.07K+ 1.37% |
$306K - $353K
|
449K
$23.6M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
5.93K+ 3.83% |
$299K - $344K
|
161K
$8.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
5.82K+ 8.7% |
$294K - $338K
|
72.8K
$3.83M
|
|
|
May 07, 2025
Q1 2025
|
Ag Asset Advisory, LLC
Los Angeles, CA |
BUY
|
- |
5.81K+ 15.02% |
$293K - $338K
|
44.5K
$2.34M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.72KNew |
$289K - $332K
|
5.72K
$301K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.66KNew |
$286K - $329K
|
5.66K
$298K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.38K+ 134.77% |
$271K - $313K
|
9.37K
$493K
|
|
|
May 08, 2025
Q1 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
5.21K+ 11.17% |
$263K - $303K
|
51.8K
$2.72M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
5.19K+ 9.75% |
$262K - $302K
|
58.4K
$3.07M
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
5.16K+ 28.37% |
$260K - $300K
|
23.4K
$1.23M
|
|
|
Apr 21, 2025
Q1 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
5.02K+ 7.66% |
$253K - $291K
|
70.6K
$3.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
4.86K+ 3.65% |
$245K - $282K
|
138K
$7.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
4.84K+ 124.22% |
$244K - $281K
|
8.73K
$459K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.81KNew |
$243K - $280K
|
4.81K
$253K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4.8K+ 11.48% |
$242K - $279K
|
46.7K
$2.45M
|
|
|
Apr 11, 2025
Q1 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
4.76K+ 13.9% |
$240K - $277K
|
39K
$2.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.72KNew |
$238K - $274K
|
4.72K
$248K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.63K+ 26.32% |
$233K - $269K
|
22.2K
$1.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
4.61K+ 1.66% |
$232K - $268K
|
283K
$14.9M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
4.55K+ 25.74% |
$229K - $264K
|
22.2K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
4.46KNew |
$225K - $259K
|
4.46K
$234K
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
4.43K+ 10.02% |
$223K - $257K
|
48.6K
$2.56M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
4.4K+ 3.59% |
$222K - $256K
|
127K
$6.66M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
4.36KNew |
$220K - $253K
|
4.36K
$229K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
4.35K+ 2.46% |
$220K - $253K
|
181K
$9.53M
|
|
|
May 23, 2025
Q1 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
4.33K+ 1.31% |
$218K - $252K
|
334K
$17.5M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
4.32KNew |
$218K - $251K
|
4.32K
$227K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.3KNew |
$217K - $250K
|
4.3K
$226K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
4.29K+ 2.54% |
$216K - $249K
|
173K
$9.12M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.26K+ 51.22% |
$215K - $247K
|
12.6K
$661K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
4.22KNew |
$213K - $245K
|
4.22K
$222K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
4.2K+ 13.54% |
$212K - $244K
|
35.2K
$1.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
4.07K+ 17.15% |
$205K - $236K
|
27.8K
$1.46M
|