Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
125K+ 34.22% |
$5.62M - $6.77M
|
492K
$27.7M
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
36.3K+ 30.26% |
$1.62M - $1.96M
|
156K
$8.8M
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
20.8K+ 3.1% |
$931K - $1.12M
|
690K
$38.9M
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
20.3K+ 1.14% |
$910K - $1.1M
|
1.8M
$101M
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
19.5K+ 1.19% |
$874K - $1.05M
|
1.66M
$93.4M
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
19.1K+ 7.06% |
$856K - $1.03M
|
290K
$16.3M
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
16K+ 8.84% |
$715K - $861K
|
196K
$11.1M
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
10.7K+ 17.02% |
$481K - $579K
|
73.8K
$4.16M
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
10.4K+ 31.93% |
$466K - $562K
|
43K
$2.42M
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
9.93K+ 4.43% |
$445K - $536K
|
234K
$13.2M
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
7.5K+ 13.02% |
$336K - $405K
|
65.1K
$3.67M
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
5.89K+ 3.25% |
$264K - $318K
|
187K
$10.5M
|
|
Jul 08, 2025
Q2 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
5.78K+ 2.7% |
$259K - $312K
|
220K
$12.4M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.74K+ 0.27% |
$257K - $310K
|
2.17M
$122M
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.32KNew |
$238K - $287K
|
5.32K
$300K
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
3.87KNew |
$173K - $209K
|
3.87K
$218K
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
2.26K+ 1.9% |
$101K - $122K
|
121K
$6.83M
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
1.95KNew |
$87.5K - $105K
|
1.95K
$110K
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.2K+ 15.12% |
$53.6K - $64.6K
|
9.11K
$514K
|
|
Jul 10, 2025
Q2 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
1.1K+ 1.56% |
$49.3K - $59.4K
|
71.7K
$4.04M
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
300+ 2.38% |
$13.4K - $16.2K
|
12.9K
$727K
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
258+ 1.75% |
$11.6K - $13.9K
|
15K
$844K
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
224+ 1.42% |
$10K - $12.1K
|
16K
$901K
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
33New |
$1.48K - $1.78K
|
33
$1.86K
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
22+ 0.26% |
$986 - $1.19K
|
8.55K
$482K
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
7+ 0.04% |
$314 - $378
|
17.7K
$999K
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1+ 0.0% |
$44.8 - $54
|
30.7K
$1.73M
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-28- 0.1% |
$1.25K - $1.51K
|
28.3K
$1.59M
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-41- 0.92% |
$1.84K - $2.21K
|
4.41K
$249K
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-55- 0.36% |
$2.46K - $2.97K
|
15.3K
$865K
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-195- 1.57% |
$8.74K - $10.5K
|
12.2K
$688K
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-216- 0.87% |
$9.68K - $11.7K
|
24.6K
$1.39M
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-456- 2.36% |
$20.4K - $24.6K
|
18.9K
$1.06M
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-490- 2.56% |
$22K - $26.4K
|
18.6K
$1.05M
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-821- 1.43% |
$36.8K - $44.3K
|
56.8K
$3.2M
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-1.51K- 25.44% |
$67.7K - $81.5K
|
4.43K
$250K
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-1.53K- 8.97% |
$68.4K - $82.4K
|
15.5K
$873K
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-2.56K- 1.85% |
$114K - $138K
|
135K
$7.62M
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-2.7K- 1.03% |
$121K - $145K
|
258K
$14.6M
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-2.97K- 1.02% |
$133K - $160K
|
290K
$16.3M
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-7.52K- 16.12% |
$337K - $406K
|
39.1K
$2.21M
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-8.96K- 3.41% |
$401K - $484K
|
254K
$14.3M
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-9.79K- 49.1% |
$439K - $528K
|
10.1K
$572K
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-14.8K- 34.67% |
$664K - $800K
|
27.9K
$1.57M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-23.4K- 19.03% |
$1.05M - $1.26M
|
99.5K
$5.61M
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
SELL
|
- |
-27.2K- 17.06% |
$1.22M - $1.47M
|
132K
$7.46M
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-29K- 9.7% |
$1.3M - $1.57M
|
270K
$15.2M
|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
SELL
|
- |
-33.8K- 6.77% |
$1.52M - $1.83M
|
466K
$26.3M
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-53.1K- 27.3% |
$2.38M - $2.87M
|
141K
$7.97M
|