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 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
454KNew |
$20.3M - $24.5M
|
454K
$25.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
6.19K+ 2.19% |
$277K - $334K
|
289K
$16.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
2.89K+ 63.46% |
$130K - $156K
|
7.45K
$418K
|
|
|
Jul 14, 2025
Q2 2025
|
Better Wealth, LLC
|
SELL
|
- |
-382- 1.56% |
$17.1K - $20.6K
|
24.2K
$1.36M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
20.3K+ 4.36% |
$907K - $1.09M
|
485K
$27.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-41- 0.92% |
$1.84K - $2.21K
|
4.41K
$248K
|
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-8.96K- 3.41% |
$401K - $484K
|
254K
$14.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-55- 0.36% |
$2.46K - $2.97K
|
15.3K
$862K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
300+ 2.38% |
$13.4K - $16.2K
|
12.9K
$725K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-14.8K- 34.67% |
$664K - $800K
|
27.9K
$1.57M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
258+ 1.75% |
$11.6K - $13.9K
|
15K
$841K
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
20.8K+ 3.1% |
$931K - $1.12M
|
690K
$38.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-23.4K- 19.03% |
$1.05M - $1.26M
|
99.5K
$5.59M
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
10.7K+ 17.02% |
$481K - $579K
|
73.8K
$4.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
SELL
|
- |
-27.2K- 17.06% |
$1.22M - $1.47M
|
132K
$7.44M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-29K- 9.7% |
$1.3M - $1.57M
|
270K
$15.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
10.4K+ 31.93% |
$466K - $562K
|
43K
$2.42M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-9.79K- 49.1% |
$439K - $528K
|
10.1K
$570K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.74K+ 0.27% |
$257K - $310K
|
2.17M
$122M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.2K+ 15.12% |
$53.6K - $64.6K
|
9.11K
$512K
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
7.5K+ 13.02% |
$336K - $405K
|
65.1K
$3.66M
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-1.53K- 8.97% |
$68.4K - $82.4K
|
15.5K
$870K
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-216- 0.87% |
$9.68K - $11.7K
|
24.6K
$1.38M
|
|
|
Jul 10, 2025
Q2 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
1.1K+ 1.56% |
$49.3K - $59.4K
|
71.7K
$4.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
2.26K+ 1.9% |
$101K - $122K
|
121K
$6.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
22+ 0.26% |
$986 - $1.19K
|
8.55K
$480K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.32KNew |
$238K - $287K
|
5.32K
$299K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-1.51K- 25.44% |
$67.7K - $81.5K
|
4.43K
$249K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
1.95KNew |
$87.5K - $105K
|
1.95K
$110K
|
|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
SELL
|
- |
-33.8K- 6.77% |
$1.52M - $1.83M
|
466K
$26.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
224+ 1.42% |
$10K - $12.1K
|
16K
$898K
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-456- 2.36% |
$20.4K - $24.6K
|
18.9K
$1.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
7+ 0.04% |
$314 - $378
|
17.7K
$996K
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
16K+ 8.84% |
$715K - $861K
|
196K
$11M
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-821- 1.43% |
$36.8K - $44.3K
|
56.8K
$3.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-195- 1.57% |
$8.74K - $10.5K
|
12.2K
$686K
|
|
|
Jul 08, 2025
Q2 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
5.78K+ 2.7% |
$259K - $312K
|
220K
$12.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
19.5K+ 1.19% |
$874K - $1.05M
|
1.66M
$93.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
9.93K+ 4.43% |
$445K - $536K
|
234K
$13.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
19.1K+ 7.06% |
$856K - $1.03M
|
290K
$16.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
3.87KNew |
$173K - $209K
|
3.87K
$217K
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-53.1K- 27.3% |
$2.38M - $2.87M
|
141K
$7.94M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-7.52K- 16.12% |
$337K - $406K
|
39.1K
$2.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
33New |
$1.48K - $1.78K
|
33
$1.85K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-28- 0.1% |
$1.25K - $1.51K
|
28.3K
$1.59M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
36.3K+ 30.26% |
$1.62M - $1.96M
|
156K
$8.77M
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-2.97K- 1.02% |
$133K - $160K
|
290K
$16.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-490- 2.56% |
$22K - $26.4K
|
18.6K
$1.05M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-2.56K- 1.85% |
$114K - $138K
|
135K
$7.6M
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
20.3K+ 1.14% |
$910K - $1.1M
|
1.8M
$101M
|