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 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
349+ 0.93% |
$17.6K - $20.3K
|
38.1K
$2M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
313+ 0.85% |
$15.8K - $18.2K
|
37.1K
$1.95M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
309New |
$15.6K - $18K
|
309
$16.2K
|
|
|
May 12, 2025
Q1 2025
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
307+ 1.13% |
$15.5K - $17.8K
|
27.5K
$1.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
286+ 0.85% |
$14.4K - $16.6K
|
33.8K
$1.78M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
274+ 29.18% |
$13.8K - $15.9K
|
1.21K
$63.8K
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
261+ 0.22% |
$13.2K - $15.2K
|
119K
$6.26M
|
|
|
May 07, 2025
Q1 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
232+ 0.21% |
$11.7K - $13.5K
|
112K
$5.91M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
221+ 5.87% |
$11.1K - $12.8K
|
3.98K
$209K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
181New |
$9.13K - $10.5K
|
181
$9.51K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
180New |
$9.08K - $10.5K
|
180
$9.46K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
174+ 3.32% |
$8.78K - $10.1K
|
5.42K
$285K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
168+ 0.21% |
$8.47K - $9.76K
|
81.9K
$4.3M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
153+ 0.54% |
$7.72K - $8.89K
|
28.3K
$1.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
146+ 2.15% |
$7.36K - $8.48K
|
6.95K
$365K
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
143+ 0.34% |
$7.21K - $8.31K
|
42.8K
$2.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
140+ 2.74% |
$7.06K - $8.13K
|
5.26K
$276K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
138+ 0.95% |
$6.96K - $8.02K
|
14.7K
$771K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
123+ 0.22% |
$6.2K - $7.15K
|
56.4K
$2.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
122+ 0.13% |
$6.15K - $7.09K
|
92.6K
$4.87M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
117+ 0.8% |
$5.9K - $6.8K
|
14.7K
$772K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
110+ 0.74% |
$5.55K - $6.39K
|
14.9K
$784K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
107+ 0.34% |
$5.4K - $6.22K
|
32K
$1.68M
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
101+ 0.89% |
$5.09K - $5.87K
|
11.5K
$604K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
65+ 0.85% |
$3.28K - $3.78K
|
7.71K
$405K
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
62+ 0.31% |
$3.13K - $3.6K
|
20.2K
$1.06M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
62New |
$3.13K - $3.6K
|
62
$3.26K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
59+ 0.26% |
$2.98K - $3.43K
|
22.5K
$1.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
58+ 0.31% |
$2.93K - $3.37K
|
19K
$997K
|
|
|
Apr 28, 2025
Q1 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
56+ 0.9% |
$2.82K - $3.25K
|
6.29K
$331K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
55New |
$2.77K - $3.2K
|
55
$2.89K
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
49+ 0.31% |
$2.47K - $2.85K
|
16K
$842K
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
46+ 0.25% |
$2.32K - $2.67K
|
18.5K
$971K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
41New |
$2.07K - $2.38K
|
41
$2.15K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
41+ 2.21% |
$2.07K - $2.38K
|
1.9K
$99.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
BUY
|
- |
39+ 0.05% |
$1.97K - $2.27K
|
80.9K
$4.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
32+ 0.17% |
$1.61K - $1.86K
|
19K
$998K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
30+ 0.0% |
$1.51K - $1.74K
|
813K
$42.7M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
30+ 0.3% |
$1.51K - $1.74K
|
9.92K
$521K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
30+ 0.29% |
$1.51K - $1.74K
|
10.3K
$539K
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
28+ 0.24% |
$1.41K - $1.63K
|
11.8K
$622K
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
BUY
|
- |
26+ 0.3% |
$1.31K - $1.51K
|
8.58K
$451K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
23+ 0.28% |
$1.16K - $1.34K
|
8.21K
$432K
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
22+ 0.3% |
$1.11K - $1.28K
|
7.24K
$380K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
21+ 0.31% |
$1.06K - $1.22K
|
6.75K
$355K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
18New |
$908 - $1.05K
|
18
$946
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
18+ 0.07% |
$908 - $1.05K
|
25.8K
$1.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
17+ 0.31% |
$857 - $988
|
5.51K
$290K
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
17+ 0.3% |
$857 - $988
|
5.62K
$296K
|
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
16+ 0.31% |
$807 - $930
|
5.17K
$272K
|