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 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
15+ 0.3% |
$757 - $872
|
4.94K
$260K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
15+ 0.18% |
$757 - $872
|
8.53K
$448K
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
14+ 0.24% |
$706 - $813
|
5.94K
$312K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14+ 0.3% |
$706 - $813
|
4.69K
$247K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
14+ 0.29% |
$706 - $813
|
4.81K
$253K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
13+ 0.05% |
$656 - $755
|
26K
$1.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
12+ 0.3% |
$605 - $697
|
3.99K
$210K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
12+ 0.32% |
$605 - $697
|
3.75K
$197K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
10+ 0.16% |
$504 - $581
|
6.07K
$319K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9+ 0.2% |
$454 - $523
|
4.61K
$242K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
9+ 0.07% |
$454 - $523
|
13.4K
$702K
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
9+ 0.05% |
$454 - $523
|
16.9K
$887K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
9+ 0.2% |
$454 - $523
|
4.56K
$240K
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
7+ 0.03% |
$353 - $407
|
22.5K
$1.18M
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
7+ 0.12% |
$353 - $407
|
5.78K
$304K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
7+ 0.07% |
$353 - $407
|
10.3K
$540K
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
7+ 0.14% |
$353 - $407
|
5.16K
$271K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5+ 0.08% |
$252 - $291
|
6.35K
$334K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.03% |
$202 - $232
|
14.1K
$743K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4+ 0.28% |
$202 - $232
|
1.45K
$76K
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
4+ 0.0% |
$202 - $232
|
107K
$5.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
2+ 0.12% |
$101 - $116
|
1.71K
$89.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
2+ 0.02% |
$101 - $116
|
10.8K
$570K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
2+ 0.01% |
$101 - $116
|
15.3K
$806K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1+ 0.01% |
$50.4 - $58.1
|
11.2K
$590K
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1+ 0.0% |
$50.4 - $58.1
|
126K
$6.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.52% |
$50.4 - $58.1
|
193
$10.1K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 0.14% |
$50.4 - $58.1
|
716
$37.6K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.24% |
$50.4 - $58.1
|
422
$22.2K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-8- 0.05% |
$404 - $465
|
15.9K
$834K
|
|
|
May 07, 2025
Q1 2025
|
Schubert & CO
|
SELL
|
- |
-10- 0.03% |
$504 - $581
|
31.9K
$1.68M
|
|
|
May 07, 2025
Q1 2025
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-14- 0.07% |
$706 - $813
|
19.8K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-20- 0.33% |
$1.01K - $1.16K
|
6.09K
$320K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-20- 0.2% |
$1.01K - $1.16K
|
10.2K
$535K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-26- 0.13% |
$1.31K - $1.51K
|
20K
$1.05M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-30- 26.55% |
$1.51K - $1.74K
|
83
$4.36K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-35- 0.72% |
$1.77K - $2.03K
|
4.85K
$255K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-46- 0.11% |
$2.32K - $2.67K
|
41K
$2.15M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-57- 0.65% |
$2.88K - $3.31K
|
8.7K
$457K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-57- 0.48% |
$2.88K - $3.31K
|
11.8K
$622K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-63- 10.43% |
$3.18K - $3.66K
|
541
$28.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-67- 0.22% |
$3.38K - $3.89K
|
29.7K
$1.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-74- 0.78% |
$3.73K - $4.3K
|
9.43K
$495K
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-86- 0.4% |
$4.34K - $5K
|
21.2K
$1.11M
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-89- 0.43% |
$4.49K - $5.17K
|
20.5K
$1.08M
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
SELL
|
- |
-90- 1.21% |
$4.54K - $5.23K
|
7.36K
$387K
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
SELL
|
- |
-92- 0.22% |
$4.64K - $5.35K
|
41.1K
$2.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-96- 0.13% |
$4.84K - $5.58K
|
73.1K
$3.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-100- 0.22% |
$5.04K - $5.81K
|
45.9K
$2.41M
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-104- 0.08% |
$5.25K - $6.04K
|
127K
$6.66M
|