Latest Institutional Purchases of Dimensional ETF Tr U S Target (DFAT)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr U S Target (DFAT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
706KNew |
$31.6M - $38.1M
|
706K
$40.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
477K+ 5.37% |
$21.3M - $25.7M
|
9.35M
$535M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
454KNew |
$20.3M - $24.5M
|
454K
$26M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
410K+ 59.42% |
$18.4M - $22.1M
|
1.1M
$63M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
332K+ 7.77% |
$14.9M - $17.9M
|
4.6M
$263M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
297KNew |
$13.3M - $16M
|
297K
$17M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
152K+ 11.51% |
$6.81M - $8.2M
|
1.47M
$84.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
150K+ 1.08% |
$6.73M - $8.11M
|
14.1M
$807M
|
|
|
Jul 16, 2025
Q2 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
139K+ 134.13% |
$6.22M - $7.49M
|
242K
$13.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
128K+ 33.74% |
$5.73M - $6.9M
|
506K
$29M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
125K+ 34.22% |
$5.62M - $6.77M
|
492K
$28.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
125K+ 10.28% |
$5.58M - $6.73M
|
1.34M
$76.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
113K+ 13.92% |
$5.07M - $6.11M
|
926K
$53M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
105KNew |
$4.69M - $5.65M
|
105K
$5.99M
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
BUY
|
- |
73.8K+ 5.05% |
$3.31M - $3.98M
|
1.54M
$87.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
68.2K+ 17.16% |
$3.06M - $3.68M
|
466K
$26.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
67.6K+ 28.34% |
$3.03M - $3.65M
|
306K
$17.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
66.1K+ 19.65% |
$2.96M - $3.56M
|
402K
$23M
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
65.5K+ 39.65% |
$2.93M - $3.54M
|
231K
$13.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
62.1K+ 87.8% |
$2.78M - $3.35M
|
133K
$7.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
61.9K+ 227.63% |
$2.78M - $3.34M
|
89.2K
$5.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
57.7K+ 125467.39% |
$2.59M - $3.11M
|
57.8K
$3.31M
|
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
BUY
|
- |
57.3K+ 819.5% |
$2.56M - $3.09M
|
64.2K
$3.68M
|
|
|
Aug 04, 2025
Q2 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
55.2K+ 6.51% |
$2.47M - $2.98M
|
903K
$51.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
51.2K+ 4.51% |
$2.29M - $2.76M
|
1.19M
$67.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
BUY
|
- |
50.6K+ 19.36% |
$2.27M - $2.73M
|
312K
$17.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
48.8K+ 7.6% |
$2.19M - $2.63M
|
691K
$39.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
48K+ 68.23% |
$2.15M - $2.59M
|
118K
$6.77M
|
|
|
Aug 12, 2025
Q2 2025
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
44.8K+ 7.95% |
$2.01M - $2.42M
|
609K
$34.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
44.6K+ 13.63% |
$2M - $2.41M
|
372K
$21.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Planning Center, Inc.
|
BUY
|
- |
41.7K+ 9.13% |
$1.87M - $2.25M
|
498K
$28.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
41.1K+ 6.17% |
$1.84M - $2.22M
|
708K
$40.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
39.1KNew |
$1.75M - $2.11M
|
39.1K
$2.24M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
36.3K+ 30.26% |
$1.62M - $1.96M
|
156K
$8.94M
|
|
|
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
$52.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
34K+ 24.28% |
$1.52M - $1.84M
|
174K
$9.96M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
34KNew |
$1.52M - $1.83M
|
34K
$1.94M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
32K+ 6.31% |
$1.43M - $1.73M
|
539K
$30.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
31.4K+ 11.67% |
$1.41M - $1.7M
|
301K
$17.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
29.7K+ 10.05% |
$1.33M - $1.6M
|
325K
$18.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
29K+ 37.03% |
$1.3M - $1.57M
|
107K
$6.15M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
28.9K+ 7.95% |
$1.29M - $1.56M
|
392K
$22.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
28.7K+ 4.13% |
$1.29M - $1.55M
|
724K
$41.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
27.5K+ 24.15% |
$1.23M - $1.48M
|
141K
$8.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
25.6K+ 7.3% |
$1.15M - $1.38M
|
377K
$21.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
24.5K+ 22.56% |
$1.1M - $1.32M
|
133K
$7.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
23.6K+ 6.58% |
$1.06M - $1.28M
|
383K
$21.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
21.3K+ 4.94% |
$954K - $1.15M
|
452K
$25.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Graver Capital Management, LLC
Columbus, OH |
BUY
|
- |
21K+ 10.37% |
$942K - $1.13M
|
224K
$12.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
20.8K+ 3.1% |
$931K - $1.12M
|
690K
$39.5M
|