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 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-107- 0.19% |
$5.4K - $6.22K
|
55K
$2.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
SELL
|
- |
-118- 0.08% |
$5.95K - $6.86K
|
154K
$8.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-138- 1.56% |
$6.96K - $8.02K
|
8.73K
$459K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-143- 0.15% |
$7.21K - $8.31K
|
97.7K
$5.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-152- 2.65% |
$7.67K - $8.83K
|
5.59K
$294K
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-185- 3.91% |
$9.33K - $10.7K
|
4.55K
$239K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-194- 5.12% |
$9.79K - $11.3K
|
3.6K
$189K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-196- 3.3% |
$9.89K - $11.4K
|
5.75K
$302K
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-220- 0.82% |
$11.1K - $12.8K
|
26.7K
$1.4M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-236- 1.54% |
$11.9K - $13.7K
|
15.1K
$794K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-244- 2.84% |
$12.3K - $14.2K
|
8.36K
$439K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-257- 3.08% |
$13K - $14.9K
|
8.1K
$426K
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-266- 1.42% |
$13.4K - $15.5K
|
18.5K
$972K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-267- 1.96% |
$13.5K - $15.5K
|
13.4K
$704K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-273- 0.73% |
$13.8K - $15.9K
|
37.1K
$1.95M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-278- 1.4% |
$14K - $16.2K
|
19.5K
$1.03M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-294- 2.44% |
$14.8K - $17.1K
|
11.8K
$619K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-303- 0.6% |
$15.3K - $17.6K
|
50K
$2.63M
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-311- 0.32% |
$15.7K - $18.1K
|
97.1K
$5.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-341- 1.85% |
$17.2K - $19.8K
|
18.1K
$951K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-348- 0.25% |
$17.6K - $20.2K
|
137K
$7.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-357- 11.0% |
$18K - $20.7K
|
2.89K
$152K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-360- 1.23% |
$18.2K - $20.9K
|
29K
$1.52M
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-394- 1.75% |
$19.9K - $22.9K
|
22.1K
$1.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-397- 0.24% |
$20K - $23.1K
|
164K
$8.63M
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-406- 0.38% |
$20.5K - $23.6K
|
107K
$5.6M
|
|
|
May 01, 2025
Q1 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-436- 2.23% |
$22K - $25.3K
|
19.1K
$1.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-477- 0.66% |
$24.1K - $27.7K
|
72K
$3.79M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-484- 8.87% |
$24.4K - $28.1K
|
4.97K
$261K
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-510- 0.16% |
$25.7K - $29.6K
|
326K
$17.1M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-515- 2.21% |
$26K - $29.9K
|
22.8K
$1.2M
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-516- 7.63% |
$26K - $30K
|
6.25K
$329K
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-544- 11.73% |
$27.4K - $31.6K
|
4.09K
$215K
|
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-556- 0.58% |
$28K - $32.3K
|
94.6K
$4.97M
|
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-600- 10.06% |
$30.3K - $34.9K
|
5.37K
$282K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-618- 0.62% |
$31.2K - $35.9K
|
99.2K
$5.22M
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-631- 1.18% |
$31.8K - $36.7K
|
53K
$2.79M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-636- 10.72% |
$32.1K - $37K
|
5.3K
$279K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-643- 4.38% |
$32.4K - $37.4K
|
14K
$738K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-646- 1.95% |
$32.6K - $37.5K
|
32.5K
$1.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-648- 3.24% |
$32.7K - $37.6K
|
19.4K
$1.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-664- 2.34% |
$33.5K - $38.6K
|
27.7K
$1.45M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-683- 1.78% |
$34.5K - $39.7K
|
37.7K
$1.98M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-689- 10.29% |
$34.8K - $40K
|
6K
$316K
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
SELL
|
- |
-691- 0.37% |
$34.9K - $40.1K
|
186K
$9.76M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-700- 2.62% |
$35.3K - $40.7K
|
26K
$1.37M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-730- 0.98% |
$36.8K - $42.4K
|
73.8K
$3.88M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-773- 6.29% |
$39K - $44.9K
|
11.5K
$605K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-778- 0.27% |
$39.2K - $45.2K
|
290K
$15.2M
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-780- 4.27% |
$39.3K - $45.3K
|
17.5K
$920K
|