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 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-250- 2.93% |
$11.2K - $13.5K
|
8.29K
$473K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-266- 1.81% |
$11.9K - $14.4K
|
14.4K
$822K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-266- 0.32% |
$11.9K - $14.4K
|
81.6K
$4.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-272- 1.72% |
$12.2K - $14.7K
|
15.6K
$889K
|
|
|
Aug 13, 2025
Q2 2025
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-285- 0.15% |
$12.8K - $15.4K
|
187K
$10.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-291- 1.98% |
$13K - $15.7K
|
14.4K
$820K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-300- 89.55% |
$13.4K - $16.2K
|
35
$2K
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-309- 0.22% |
$13.8K - $16.7K
|
140K
$7.97M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-350- 6.66% |
$15.7K - $18.9K
|
4.91K
$280K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-361- 12.62% |
$16.2K - $19.5K
|
2.5K
$143K
|
|
|
Jul 14, 2025
Q2 2025
|
Better Wealth, LLC
|
SELL
|
- |
-382- 1.56% |
$17.1K - $20.6K
|
24.2K
$1.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-391- 22.88% |
$17.5K - $21.1K
|
1.32K
$75.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-395- 0.24% |
$17.7K - $21.3K
|
162K
$9.22M
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-396- 26.19% |
$17.7K - $21.4K
|
1.12K
$63.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-399- 8.81% |
$17.9K - $21.5K
|
4.13K
$235K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-420- 1.13% |
$18.8K - $22.7K
|
36.7K
$2.09M
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-449- 1.62% |
$20.1K - $24.2K
|
27.2K
$1.55M
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-454- 9.2% |
$20.3K - $24.5K
|
4.48K
$256K
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-456- 2.36% |
$20.4K - $24.6K
|
18.9K
$1.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-457- 7.95% |
$20.5K - $24.7K
|
5.29K
$302K
|
|
|
Aug 14, 2025
Q2 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
SELL
|
- |
-481- 0.43% |
$21.5K - $26K
|
112K
$6.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
SELL
|
- |
-483- 19.04% |
$21.6K - $26.1K
|
2.05K
$117K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-487- 0.41% |
$21.8K - $26.3K
|
118K
$6.71M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-490- 2.56% |
$22K - $26.4K
|
18.6K
$1.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-497- 0.6% |
$22.3K - $26.8K
|
83K
$4.73M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-527- 1.24% |
$23.6K - $28.4K
|
41.9K
$2.39M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-572- 2.61% |
$25.6K - $30.9K
|
21.3K
$1.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-586- 1.42% |
$26.3K - $31.6K
|
40.7K
$2.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-592- 10.46% |
$26.5K - $32K
|
5.07K
$289K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
SELL
|
- |
-595- 5.84% |
$26.7K - $32.1K
|
9.59K
$547K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-614- 12.16% |
$27.5K - $33.1K
|
4.44K
$253K
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-623- 0.85% |
$27.9K - $33.6K
|
72.5K
$4.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-637- 8.02% |
$28.5K - $34.4K
|
7.3K
$416K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-669- 0.49% |
$30K - $36.1K
|
136K
$7.77M
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-672- 1.99% |
$30.1K - $36.3K
|
33.1K
$1.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Navigoe, LLC
Redondo Beach, CA |
SELL
|
- |
-686- 0.3% |
$30.7K - $37K
|
230K
$13.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-706- 12.22% |
$31.6K - $38.1K
|
5.07K
$289K
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-706- 2.64% |
$31.6K - $38.1K
|
26K
$1.48M
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-710- 0.66% |
$31.8K - $38.3K
|
107K
$6.09M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-713- 1.25% |
$31.9K - $38.5K
|
56.6K
$3.22M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-755- 6.16% |
$33.8K - $40.7K
|
11.5K
$656K
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
SELL
|
- |
-782- 6.31% |
$35K - $42.2K
|
11.6K
$662K
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-795- 1.08% |
$35.6K - $42.9K
|
73K
$4.16M
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-813- 25.6% |
$36.4K - $43.9K
|
2.36K
$135K
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-821- 1.43% |
$36.8K - $44.3K
|
56.8K
$3.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-821- 5.35% |
$36.8K - $44.3K
|
14.5K
$828K
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-834- 0.78% |
$37.4K - $45K
|
106K
$6.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-859- 4.67% |
$38.5K - $46.4K
|
17.5K
$999K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-860- 9.18% |
$38.5K - $46.4K
|
8.51K
$485K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-901- 36.76% |
$40.4K - $48.6K
|
1.55K
$88.4K
|