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 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
125K+ 34.22% |
$5.62M - $6.77M
|
492K
$27.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
36.3K+ 30.26% |
$1.62M - $1.96M
|
156K
$8.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
20.8K+ 3.1% |
$931K - $1.12M
|
690K
$38.9M
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
20.3K+ 1.14% |
$910K - $1.1M
|
1.8M
$101M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
19.5K+ 1.19% |
$874K - $1.05M
|
1.66M
$93.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
19.1K+ 7.06% |
$856K - $1.03M
|
290K
$16.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
16K+ 8.84% |
$715K - $861K
|
196K
$11.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
10.7K+ 17.02% |
$481K - $579K
|
73.8K
$4.16M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
10.4K+ 31.93% |
$466K - $562K
|
43K
$2.42M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
9.93K+ 4.43% |
$445K - $536K
|
234K
$13.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
7.5K+ 13.02% |
$336K - $405K
|
65.1K
$3.67M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
5.89K+ 3.25% |
$264K - $318K
|
187K
$10.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
5.78K+ 2.7% |
$259K - $312K
|
220K
$12.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.74K+ 0.27% |
$257K - $310K
|
2.17M
$122M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.32KNew |
$238K - $287K
|
5.32K
$300K
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
3.87KNew |
$173K - $209K
|
3.87K
$218K
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
2.26K+ 1.9% |
$101K - $122K
|
121K
$6.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
1.95KNew |
$87.5K - $105K
|
1.95K
$110K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.2K+ 15.12% |
$53.6K - $64.6K
|
9.11K
$514K
|
|
|
Jul 10, 2025
Q2 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
1.1K+ 1.56% |
$49.3K - $59.4K
|
71.7K
$4.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
300+ 2.38% |
$13.4K - $16.2K
|
12.9K
$727K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
258+ 1.75% |
$11.6K - $13.9K
|
15K
$844K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
224+ 1.42% |
$10K - $12.1K
|
16K
$901K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
33New |
$1.48K - $1.78K
|
33
$1.86K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
22+ 0.26% |
$986 - $1.19K
|
8.55K
$482K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
7+ 0.04% |
$314 - $378
|
17.7K
$999K
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1+ 0.0% |
$44.8 - $54
|
30.7K
$1.73M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
785K+ 35.18% |
$39.6M - $45.6M
|
3.02M
$170M
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
302KNew |
$15.2M - $17.5M
|
302K
$17M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
253K+ 6.3% |
$12.8M - $14.7M
|
4.27M
$241M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
234K+ 15.54% |
$11.8M - $13.6M
|
1.74M
$98.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
216K+ 27.11% |
$10.9M - $12.6M
|
1.01M
$57.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
187KNew |
$9.43M - $10.9M
|
187K
$10.5M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
168K+ 13.49% |
$8.46M - $9.75M
|
1.41M
$79.5M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
158K+ 45.89% |
$7.94M - $9.15M
|
501K
$28.2M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
150K+ 15.21% |
$7.55M - $8.7M
|
1.13M
$63.9M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
148K+ 143.7% |
$7.45M - $8.58M
|
250K
$14.1M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
144K+ 14.89% |
$7.24M - $8.34M
|
1.11M
$62.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Financial Consulate, Inc
|
BUY
|
- |
136KNew |
$6.85M - $7.89M
|
136K
$7.65M
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
131K+ 1246.87% |
$6.59M - $7.59M
|
141K
$7.95M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
107K+ 15.54% |
$5.41M - $6.23M
|
798K
$44.9M
|
|
|
May 09, 2025
Q1 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
103KNew |
$5.22M - $6.01M
|
103K
$5.83M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
95.1K+ 1.97% |
$4.8M - $5.53M
|
4.92M
$277M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
88.3K+ 3.2% |
$4.45M - $5.13M
|
2.85M
$161M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
78.4K+ 48.98% |
$3.96M - $4.56M
|
239K
$13.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
74.4K+ 12.56% |
$3.75M - $4.33M
|
667K
$37.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
70.3KNew |
$3.55M - $4.09M
|
70.3K
$3.96M
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
65.8K+ 66.23% |
$3.32M - $3.82M
|
165K
$9.31M
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
62.3KNew |
$3.14M - $3.62M
|
62.3K
$3.51M
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
56K+ 7.07% |
$2.82M - $3.25M
|
848K
$47.8M
|
|