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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.64K+ 8.38% |
$73.3K - $88.3K
|
21.2K
$1.21M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.62K+ 2.09% |
$72.6K - $87.5K
|
79.2K
$4.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.57K+ 7.97% |
$70.4K - $84.8K
|
21.3K
$1.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.5KNew |
$67.2K - $81K
|
1.5K
$85.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1.43K+ 11.41% |
$64K - $77.1K
|
14K
$796K
|
|
|
Jul 15, 2025
Q2 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.4K+ 35.75% |
$62.7K - $75.6K
|
5.32K
$303K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.39K+ 1.43% |
$62.4K - $75.2K
|
99.1K
$5.65M
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.33K+ 11.33% |
$59.8K - $72K
|
13.1K
$748K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.33KNew |
$59.5K - $71.7K
|
1.33K
$75.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.29KNew |
$57.6K - $69.4K
|
1.29K
$73.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.27K+ 15.44% |
$56.8K - $68.4K
|
9.48K
$540K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.26KNew |
$56.6K - $68.2K
|
1.26K
$72.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.2K+ 15.12% |
$53.6K - $64.6K
|
9.11K
$520K
|
|
|
Jul 10, 2025
Q2 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
1.1K+ 1.56% |
$49.3K - $59.4K
|
71.7K
$4.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.05K+ 0.75% |
$47K - $56.6K
|
140K
$8M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.04KNew |
$46.4K - $55.9K
|
1.04K
$59.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1K+ 4.59% |
$44.8K - $54K
|
22.8K
$1.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
976New |
$43.7K - $52.7K
|
976
$55.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
976New |
$43.7K - $52.7K
|
976
$55.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
921+ 2.24% |
$41.3K - $49.7K
|
42K
$2.39M
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
895+ 11.69% |
$40.1K - $48.3K
|
8.55K
$487K
|
|
|
Jul 30, 2025
Q2 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
862+ 0.1% |
$38.6K - $46.5K
|
838K
$47.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
849+ 1.44% |
$38K - $45.8K
|
59.8K
$3.41M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
844+ 7.02% |
$37.8K - $45.6K
|
12.9K
$734K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
805+ 19.91% |
$36.1K - $43.4K
|
4.85K
$276K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
760+ 2.62% |
$34K - $41K
|
29.8K
$1.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
712+ 3.93% |
$31.9K - $38.4K
|
18.9K
$1.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
633+ 15.95% |
$28.4K - $34.2K
|
4.6K
$262K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
590+ 0.55% |
$26.4K - $31.8K
|
108K
$6.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
576+ 1.39% |
$25.8K - $31.1K
|
42K
$2.39M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
497New |
$22.3K - $26.8K
|
497
$28.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
490+ 0.41% |
$22K - $26.4K
|
120K
$6.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
417+ 4.04% |
$18.7K - $22.5K
|
10.7K
$613K
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
410+ 2.72% |
$18.4K - $22.1K
|
15.5K
$883K
|
|
|
Jul 25, 2025
Q2 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
400+ 0.41% |
$17.9K - $21.6K
|
97.5K
$5.56M
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
355+ 0.25% |
$15.9K - $19.2K
|
142K
$8.07M
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
319New |
$14.3K - $17.2K
|
319
$18.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
311+ 2.22% |
$13.9K - $16.8K
|
14.3K
$818K
|
|
|
Aug 12, 2025
Q2 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
306+ 0.19% |
$13.7K - $16.5K
|
161K
$9.18M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
305+ 5.08% |
$13.7K - $16.5K
|
6.31K
$360K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
300+ 5.53% |
$13.4K - $16.2K
|
5.72K
$326K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
300+ 2.38% |
$13.4K - $16.2K
|
12.9K
$736K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
285+ 0.29% |
$12.8K - $15.4K
|
99.5K
$5.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
270+ 3.16% |
$12.1K - $14.6K
|
8.82K
$503K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
259+ 3.93% |
$11.6K - $14K
|
6.85K
$390K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
258+ 1.75% |
$11.6K - $13.9K
|
15K
$854K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
258+ 0.55% |
$11.6K - $13.9K
|
46.8K
$2.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
250+ 4.72% |
$11.2K - $13.5K
|
5.55K
$316K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
230+ 1.36% |
$10.3K - $12.4K
|
17.1K
$977K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
229New |
$10.3K - $12.4K
|
229
$13.1K
|