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 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
135+ 0.61% |
$6.05K - $7.29K
|
22.2K
$1.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-821- 5.35% |
$36.8K - $44.3K
|
14.5K
$815K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-6.57K- 1.34% |
$294K - $355K
|
482K
$27.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-99.4K- 39.29% |
$4.45M - $5.36M
|
154K
$8.63M
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
SELL
|
- |
-595- 5.84% |
$26.7K - $32.1K
|
9.59K
$539K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.86K- 10.73% |
$83.4K - $100K
|
15.5K
$869K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.48K- 68.41% |
$156K - $188K
|
1.61K
$90.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
3.96K+ 20.0% |
$177K - $214K
|
23.8K
$1.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
15.6K+ 37.83% |
$699K - $842K
|
56.8K
$3.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
6.65K+ 7.25% |
$298K - $359K
|
98.4K
$5.53M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
69.5K+ 3.42% |
$3.11M - $3.75M
|
2.1M
$118M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-175- 0.23% |
$7.84K - $9.44K
|
77.4K
$4.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-29- 0.1% |
$1.3K - $1.57K
|
29.7K
$1.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
139K+ 134.13% |
$6.22M - $7.49M
|
242K
$13.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-24.9K- 5.55% |
$1.12M - $1.34M
|
424K
$23.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-1.84K- 6.67% |
$82.2K - $99K
|
25.7K
$1.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
SELL
|
- |
-8.25K- 18.86% |
$370K - $445K
|
35.5K
$1.99M
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
410+ 2.72% |
$18.4K - $22.1K
|
15.5K
$869K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
2K+ 16.94% |
$89.7K - $108K
|
13.8K
$776K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.98KNew |
$223K - $269K
|
4.98K
$280K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
9.38KNew |
$420K - $506K
|
9.38K
$527K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.74K- 14.68% |
$77.8K - $93.7K
|
10.1K
$567K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-350- 6.66% |
$15.7K - $18.9K
|
4.91K
$276K
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
31.4K+ 11.67% |
$1.41M - $1.7M
|
301K
$16.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
15.8KNew |
$709K - $854K
|
15.8K
$889K
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-37.7K- 8.82% |
$1.69M - $2.03M
|
389K
$21.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.4K+ 35.75% |
$62.7K - $75.6K
|
5.32K
$299K
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-1.93K- 2.68% |
$86.3K - $104K
|
70.1K
$3.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
6.49K+ 7.97% |
$291K - $350K
|
87.9K
$4.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-62.4K- 3.91% |
$2.8M - $3.37M
|
1.54M
$86.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Exeter Financial, LLC
|
BUY
|
- |
40+ 0.47% |
$1.79K - $2.16K
|
8.62K
$484K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
14.9K+ 1.38% |
$669K - $806K
|
1.1M
$61.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-74.7K- 27.61% |
$3.35M - $4.03M
|
196K
$11M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.86K- 2.91% |
$83.3K - $100K
|
62K
$3.48M
|
|
|
Jul 15, 2025
Q2 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
125K+ 10.28% |
$5.58M - $6.73M
|
1.34M
$75.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.06K- 26.71% |
$47.7K - $57.4K
|
2.92K
$164K
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
152K+ 11.51% |
$6.81M - $8.2M
|
1.47M
$82.7M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.86K- 14.58% |
$83.2K - $100K
|
10.9K
$611K
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-6.06K- 4.69% |
$272K - $327K
|
123K
$6.92M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
15K+ 30.89% |
$673K - $811K
|
63.6K
$3.57M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
22+ 0.46% |
$986 - $1.19K
|
4.83K
$271K
|
|
|
Jul 14, 2025
Q2 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
183+ 0.09% |
$8.2K - $9.88K
|
206K
$11.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
34K+ 24.28% |
$1.52M - $1.84M
|
174K
$9.78M
|
|
|
Jul 14, 2025
Q2 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-497- 0.6% |
$22.3K - $26.8K
|
83K
$4.66M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-224- 5.3% |
$10K - $12.1K
|
4K
$225K
|
|
|
Jul 14, 2025
Q2 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-2.34K- 22.78% |
$105K - $126K
|
7.94K
$446K
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
19.8K+ 21.25% |
$888K - $1.07M
|
113K
$6.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-32.8K- 40.91% |
$1.47M - $1.77M
|
47.4K
$2.66M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-592- 10.46% |
$26.5K - $32K
|
5.07K
$285K
|
|
|
Jul 14, 2025
Q2 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
12.1K+ 3.02% |
$540K - $651K
|
412K
$23.1M
|