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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
16K+ 8.03% |
$716K - $863K
|
215K
$12.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-8.29K- 20.19% |
$372K - $448K
|
32.8K
$1.84M
|
|
|
Jul 23, 2025
Q2 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
90+ 0.06% |
$4.03K - $4.86K
|
154K
$8.67M
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
65.5K+ 39.65% |
$2.93M - $3.54M
|
231K
$13M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
16.2KNew |
$724K - $873K
|
16.2K
$908K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
28.7K+ 4.13% |
$1.29M - $1.55M
|
724K
$40.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
4.26K+ 6.51% |
$191K - $230K
|
69.6K
$3.91M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-27.3K- 3.17% |
$1.22M - $1.48M
|
836K
$46.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
8.8K+ 7.85% |
$394K - $475K
|
121K
$6.78M
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-8- 0.02% |
$358 - $432
|
35.8K
$2.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-1.89K- 6.45% |
$84.8K - $102K
|
27.4K
$1.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.2K- 15.94% |
$53.6K - $64.5K
|
6.31K
$354K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.68K- 39.87% |
$165K - $199K
|
5.55K
$312K
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-936- 5.06% |
$41.9K - $50.5K
|
17.5K
$986K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.7K- 9.11% |
$76.2K - $91.7K
|
17K
$953K
|
|
|
Jul 23, 2025
Q2 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-395- 0.24% |
$17.7K - $21.3K
|
162K
$9.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-396- 26.19% |
$17.7K - $21.4K
|
1.12K
$62.7K
|
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
BUY
|
- |
57.3K+ 819.5% |
$2.56M - $3.09M
|
64.2K
$3.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
25.6K+ 7.3% |
$1.15M - $1.38M
|
377K
$21.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
55+ 0.71% |
$2.46K - $2.97K
|
7.77K
$436K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.94K+ 12.98% |
$86.7K - $104K
|
16.8K
$946K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-8.98K- 40.4% |
$402K - $485K
|
13.2K
$744K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
3.72KNew |
$166K - $201K
|
3.72K
$209K
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-795- 1.08% |
$35.6K - $42.9K
|
73K
$4.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
48K+ 68.23% |
$2.15M - $2.59M
|
118K
$6.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-50- 0.38% |
$2.24K - $2.7K
|
13.2K
$743K
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
8+ 0.18% |
$358 - $432
|
4.56K
$256K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.9K- 14.71% |
$175K - $211K
|
22.6K
$1.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5.34K+ 113.22% |
$239K - $288K
|
10.1K
$565K
|
|
|
Jul 22, 2025
Q2 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-6.33K- 18.7% |
$283K - $341K
|
27.5K
$1.54M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
7.56K+ 43.73% |
$339K - $408K
|
24.9K
$1.4M
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
SELL
|
- |
-2K- 11.05% |
$89.7K - $108K
|
16.1K
$905K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.99K+ 24.96% |
$89K - $107K
|
9.94K
$558K
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
SELL
|
- |
-18- 0.07% |
$806 - $971
|
25.8K
$1.45M
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
2+ 0.03% |
$89.6 - $108
|
6.25K
$351K
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-5.01K- 35.05% |
$224K - $270K
|
9.28K
$521K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-399- 8.81% |
$17.9K - $21.5K
|
4.13K
$232K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.29KNew |
$57.6K - $69.4K
|
1.29K
$72.2K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-6.86K- 7.35% |
$307K - $370K
|
86.6K
$4.86M
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
2.24K+ 22.3% |
$100K - $121K
|
12.3K
$689K
|
|
|
Jul 21, 2025
Q2 2025
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-73.3K- 44.69% |
$3.29M - $3.96M
|
90.8K
$5.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
34.1K+ 3.84% |
$1.53M - $1.84M
|
922K
$51.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
48.8K+ 7.6% |
$2.19M - $2.63M
|
691K
$38.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
74+ 0.46% |
$3.32K - $3.99K
|
16.1K
$904K
|
|
|
Jul 18, 2025
Q2 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
SELL
|
- |
-21- 0.33% |
$941 - $1.13K
|
6.27K
$352K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.64K+ 0.56% |
$73.4K - $88.4K
|
292K
$16.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-11- 0.09% |
$493 - $594
|
12.2K
$684K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
21.3K+ 4.94% |
$954K - $1.15M
|
452K
$25.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-5.03K- 1.15% |
$225K - $271K
|
432K
$24.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
9.84K+ 1.56% |
$441K - $531K
|
640K
$36M
|