Latest Institutional Transactions on Dimensional ETF Tr U S Target (DFAT)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr U S Target (DFAT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-291- 1.98% |
$13K - $15.7K
|
14.4K
$823K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-4.08K- 0.96% |
$183K - $220K
|
422K
$24.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
229New |
$10.3K - $12.4K
|
229
$13.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.57K+ 7.97% |
$70.4K - $84.8K
|
21.3K
$1.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
67.6K+ 28.34% |
$3.03M - $3.65M
|
306K
$17.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2+ 0.47% |
$89.6 - $108
|
424
$24.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-1.75K- 36.84% |
$78.4K - $94.4K
|
3K
$172K
|
|
|
Aug 13, 2025
Q2 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
9.43KNew |
$422K - $509K
|
9.43K
$540K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
410K+ 59.42% |
$18.4M - $22.1M
|
1.1M
$63M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-90- 0.08% |
$4.03K - $4.86K
|
118K
$6.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-114- 0.07% |
$5.11K - $6.15K
|
162K
$9.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-3.2K- 6.66% |
$143K - $173K
|
44.8K
$2.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
5.84KNew |
$262K - $315K
|
5.84K
$335K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.67K+ 29.73% |
$119K - $144K
|
11.6K
$666K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
27.5K+ 24.15% |
$1.23M - $1.48M
|
141K
$8.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-2.85K- 11.53% |
$128K - $154K
|
21.8K
$1.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
15New |
$672 - $810
|
15
$859
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-15.6K- 9.62% |
$701K - $844K
|
147K
$8.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.33KNew |
$59.5K - $71.7K
|
1.33K
$76.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-7- 0.12% |
$314 - $378
|
6.06K
$347K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
14.2KNew |
$637K - $768K
|
14.2K
$814K
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-706- 2.64% |
$31.6K - $38.1K
|
26K
$1.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-586- 1.42% |
$26.3K - $31.6K
|
40.7K
$2.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
5.67K+ 56.35% |
$254K - $306K
|
15.7K
$900K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.57K- 24.15% |
$205K - $247K
|
14.4K
$822K
|
|
|
Aug 13, 2025
Q2 2025
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-10.5K- 0.64% |
$472K - $569K
|
1.65M
$94.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-285- 0.15% |
$12.8K - $15.4K
|
187K
$10.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-250- 2.93% |
$11.2K - $13.5K
|
8.29K
$474K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
10.5K+ 4.14% |
$469K - $565K
|
263K
$15.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-54.6K- 13.87% |
$2.44M - $2.95M
|
339K
$19.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-2.78K- 43.14% |
$125K - $150K
|
3.67K
$210K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13.8K+ 25.12% |
$619K - $746K
|
68.8K
$3.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
633+ 15.95% |
$28.4K - $34.2K
|
4.6K
$263K
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
105KNew |
$4.69M - $5.65M
|
105K
$5.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
10.4K+ 10.99% |
$466K - $561K
|
105K
$6.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-266- 0.32% |
$11.9K - $14.4K
|
81.6K
$4.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-48.7K- 87.25% |
$2.18M - $2.63M
|
7.12K
$408K
|
|
|
Aug 13, 2025
Q2 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
14.8K+ 10.49% |
$663K - $799K
|
156K
$8.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-224K- 65.37% |
$10M - $12.1M
|
118K
$6.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1K+ 4.59% |
$44.8K - $54K
|
22.8K
$1.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
61.9K+ 227.63% |
$2.78M - $3.34M
|
89.2K
$5.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
11.7K+ 100.51% |
$524K - $631K
|
23.3K
$1.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.27K+ 18.08% |
$370K - $446K
|
54K
$3.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
51.2K+ 4.51% |
$2.29M - $2.76M
|
1.19M
$67.8M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.12K- 5.06% |
$50.2K - $60.5K
|
21K
$1.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5.72K+ 231.93% |
$256K - $309K
|
8.18K
$468K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
23+ 0.47% |
$1.03K - $1.24K
|
4.96K
$284K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
259+ 3.93% |
$11.6K - $14K
|
6.85K
$392K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.26KNew |
$56.6K - $68.2K
|
1.26K
$72.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
8.43K+ 1.97% |
$378K - $455K
|
438K
$25M
|