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 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
SELL
|
- |
-18- 0.07% |
$806 - $971
|
25.8K
$1.45M
|
|
|
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
|
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
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.99K+ 24.96% |
$89K - $107K
|
9.94K
$558K
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
74+ 0.46% |
$3.32K - $3.99K
|
16.1K
$904K
|
|
|
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
|
Willner & Heller, LLC
|
BUY
|
- |
2.24K+ 22.3% |
$100K - $121K
|
12.3K
$689K
|
|
|
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 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
|
Bco Wealth Management LLC
Carlsbad, NM |
SELL
|
- |
-21- 0.33% |
$941 - $1.13K
|
6.27K
$352K
|
|
|
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
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-527- 1.24% |
$23.6K - $28.4K
|
41.9K
$2.35M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
332K+ 7.77% |
$14.9M - $17.9M
|
4.6M
$258M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1.43K+ 11.41% |
$64K - $77.1K
|
14K
$784K
|
|
|
Jul 17, 2025
Q2 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
3.9KNew |
$175K - $211K
|
3.9K
$219K
|
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
SELL
|
- |
-25.8K- 15.94% |
$1.15M - $1.39M
|
136K
$7.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
706KNew |
$31.6M - $38.1M
|
706K
$39.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
44.6K+ 13.63% |
$2M - $2.41M
|
372K
$20.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-672- 1.99% |
$30.1K - $36.3K
|
33.1K
$1.86M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.7K- 43.42% |
$76.2K - $91.7K
|
2.22K
$124K
|
|
|
Jul 17, 2025
Q2 2025
|
Applied Capital LLC
|
SELL
|
- |
-75- 0.16% |
$3.36K - $4.05K
|
47K
$2.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-208- 0.35% |
$9.32K - $11.2K
|
59.9K
$3.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
94+ 0.11% |
$4.21K - $5.07K
|
84.5K
$4.74M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-190- 1.87% |
$8.51K - $10.3K
|
9.94K
$559K
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
3.32K+ 28.83% |
$149K - $179K
|
14.8K
$832K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-487- 0.41% |
$21.8K - $26.3K
|
118K
$6.61M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-187- 1.74% |
$8.38K - $10.1K
|
10.5K
$592K
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
12.3K+ 15.2% |
$551K - $664K
|
93.2K
$5.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-19.8K- 5.05% |
$887K - $1.07M
|
372K
$20.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-834- 0.78% |
$37.4K - $45K
|
106K
$5.94M
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-71.5K- 52.65% |
$3.2M - $3.86M
|
64.3K
$3.61M
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
14.7K+ 3.86% |
$660K - $795K
|
396K
$22.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1.98K- 1.41% |
$88.7K - $107K
|
138K
$7.77M
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-180- 0.8% |
$8.06K - $9.71K
|
22.4K
$1.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
18+ 0.45% |
$806 - $971
|
4K
$225K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
14.6KNew |
$655K - $790K
|
14.6K
$822K
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
12.3K+ 3.78% |
$553K - $666K
|
338K
$19M
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2.15K- 7.11% |
$96.4K - $116K
|
28.1K
$1.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
62.1K+ 87.8% |
$2.78M - $3.35M
|
133K
$7.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.05K+ 0.75% |
$47K - $56.6K
|
140K
$7.88M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-1.63K- 0.86% |
$72.9K - $87.8K
|
188K
$10.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4.84K- 2.35% |
$217K - $261K
|
201K
$11.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.12K+ 56.88% |
$140K - $168K
|
8.61K
$484K
|