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 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-31- 50.0% |
$1.39K - $1.67K
|
31
$1.77K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.02K+ 84.45% |
$180K - $217K
|
8.79K
$503K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.06K+ 4.17% |
$361K - $435K
|
201K
$11.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
20.4K+ 7.03% |
$912K - $1.1M
|
310K
$17.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-91.7K- 3.22% |
$4.11M - $4.95M
|
2.76M
$158M
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
156+ 0.68% |
$6.99K - $8.42K
|
23K
$1.32M
|
|
|
Aug 15, 2025
Q2 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
3.71KNew |
$166K - $200K
|
3.71K
$212K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.1KNew |
$543K - $655K
|
12.1K
$694K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
21+ 0.45% |
$941 - $1.13K
|
4.71K
$270K
|
|
|
Aug 14, 2025
Q2 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-706- 12.22% |
$31.6K - $38.1K
|
5.07K
$290K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
27.3K+ 217.23% |
$1.22M - $1.47M
|
39.9K
$2.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.12KNew |
$229K - $276K
|
5.12K
$293K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
56+ 0.18% |
$2.51K - $3.02K
|
30.4K
$1.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.21K- 4.82% |
$98.8K - $119K
|
43.5K
$2.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.42K- 2.23% |
$108K - $131K
|
106K
$6.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-272- 1.72% |
$12.2K - $14.7K
|
15.6K
$892K
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
19.7K+ 7.05% |
$882K - $1.06M
|
299K
$17.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
SELL
|
- |
-481- 0.43% |
$21.5K - $26K
|
112K
$6.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
1.17MNew |
$52.3M - $63M
|
1.17M
$66.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
91.4K+ 8.25% |
$4.09M - $4.93M
|
1.2M
$68.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
20+ 0.08% |
$896 - $1.08K
|
26K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
576+ 1.39% |
$25.8K - $31.1K
|
42K
$2.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.57K+ 7.97% |
$70.4K - $84.8K
|
21.3K
$1.22M
|
|
|
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
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-291- 1.98% |
$13K - $15.7K
|
14.4K
$823K
|
|
|
Aug 14, 2025
Q2 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
34+ 0.47% |
$1.52K - $1.83K
|
7.27K
$416K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.39K+ 1.43% |
$62.4K - $75.2K
|
99.1K
$5.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-36.3K- 7.25% |
$1.63M - $1.96M
|
464K
$26.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
13KNew |
$583K - $703K
|
13K
$745K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-637- 8.02% |
$28.5K - $34.4K
|
7.3K
$418K
|
|
|
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
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
270+ 3.16% |
$12.1K - $14.6K
|
8.82K
$505K
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.47K- 7.92% |
$65.7K - $79.1K
|
17K
$975K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
417+ 4.04% |
$18.7K - $22.5K
|
10.7K
$615K
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-66- 0.16% |
$2.96K - $3.56K
|
40.9K
$2.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
14.5K+ 24.2% |
$652K - $785K
|
74.7K
$4.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-4.08K- 0.96% |
$183K - $220K
|
422K
$24.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-207- 1.75% |
$9.27K - $11.2K
|
11.6K
$666K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.04KNew |
$46.4K - $55.9K
|
1.04K
$59.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.37K- 5.14% |
$151K - $182K
|
62.2K
$3.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.3KNew |
$192K - $232K
|
4.3K
$246K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
976New |
$43.7K - $52.7K
|
976
$55.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.86K- 16.58% |
$83.4K - $100K
|
9.37K
$536K
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-21.8K- 17.34% |
$978K - $1.18M
|
104K
$5.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
142K+ 10.03% |
$6.35M - $7.64M
|
1.55M
$88.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-62.7K- 36.41% |
$2.81M - $3.38M
|
109K
$6.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
23+ 0.18% |
$1.03K - $1.24K
|
12.6K
$723K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.37KNew |
$375K - $452K
|
8.37K
$479K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.05K+ 5.38% |
$361K - $434K
|
158K
$9.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
35.1K+ 200.33% |
$1.57M - $1.89M
|
52.6K
$3.01M
|