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 |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2026
Q4 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
41.7K+ 2.34% |
$2.32M - $2.45M
|
1.82M
$104M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
25.2K+ 12.33% |
$1.4M - $1.48M
|
229K
$13.1M
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
16.5K+ 3.24% |
$918K - $969K
|
525K
$29.9M
|
|
|
Jan 06, 2026
Q4 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
7.33K+ 0.53% |
$408K - $431K
|
1.4M
$79.6M
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
4.05KNew |
$226K - $238K
|
4.05K
$231K
|
|
|
Jan 05, 2026
Q4 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
227+ 0.1% |
$12.7K - $13.4K
|
226K
$12.9M
|
|
| Q3 2025 | |||||||
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.3MNew |
$69.1M - $77.3M
|
1.3M
$73.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
403KNew |
$21.5M - $24.1M
|
403K
$23M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
400K+ 4.27% |
$21.3M - $23.9M
|
9.75M
$555M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
358K+ 7.77% |
$19.1M - $21.3M
|
4.96M
$282M
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
349K+ 5.66% |
$18.6M - $20.8M
|
6.52M
$371M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
336K+ 2407.56% |
$17.9M - $20M
|
350K
$19.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
298KNew |
$15.9M - $17.8M
|
298K
$16.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
212K+ 33.17% |
$11.3M - $12.7M
|
853K
$48.5M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
152KNew |
$8.09M - $9.05M
|
152K
$8.64M
|
|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
144K+ 2224.48% |
$7.66M - $8.57M
|
150K
$8.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
133K+ 8.58% |
$7.11M - $7.96M
|
1.69M
$96M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
121K+ 77.37% |
$6.48M - $7.24M
|
278K
$15.8M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
117K+ 4.88% |
$6.24M - $6.98M
|
2.51M
$143M
|
|
|
Nov 14, 2025
Q3 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
108K+ 18.36% |
$5.74M - $6.42M
|
694K
$39.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
73.6K+ 14.53% |
$3.93M - $4.39M
|
580K
$33M
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
BUY
|
- |
68K+ 51.17% |
$3.63M - $4.06M
|
201K
$11.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
67.5K+ 13.32% |
$3.6M - $4.03M
|
575K
$32.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
62.4K+ 6.91% |
$3.33M - $3.72M
|
966K
$55M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
56K+ 531.38% |
$2.99M - $3.34M
|
66.6K
$3.79M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
55.4K+ 7.82% |
$2.96M - $3.31M
|
764K
$43.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
53.9K+ 2.57% |
$2.88M - $3.22M
|
2.15M
$123M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
53.1K+ 5.73% |
$2.83M - $3.17M
|
979K
$55.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
51.7K+ 426.24% |
$2.76M - $3.09M
|
63.8K
$3.63M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
46.4K+ 46.67% |
$2.48M - $2.77M
|
146K
$8.31M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
45.9K+ 17.44% |
$2.45M - $2.74M
|
309K
$17.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
45.3K+ 10.72% |
$2.42M - $2.7M
|
468K
$26.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
44.4K+ 6.43% |
$2.37M - $2.65M
|
735K
$41.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
43.1K+ 14.08% |
$2.3M - $2.57M
|
349K
$19.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
38.6K+ 23.97% |
$2.06M - $2.31M
|
200K
$11.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
37K+ 22.9% |
$1.98M - $2.21M
|
199K
$11.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
33.6K+ 8.93% |
$1.8M - $2.01M
|
410K
$23.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
29.7K+ 0.6% |
$1.59M - $1.77M
|
4.97M
$283M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
29.7K+ 56.44% |
$1.58M - $1.77M
|
82.3K
$4.69M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
25.7KNew |
$1.37M - $1.53M
|
25.7K
$1.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.1K+ 2.12% |
$1.34M - $1.5M
|
1.21M
$68.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Virtue Asset Management LLC
Barrington, IL |
BUY
|
- |
24.1KNew |
$1.29M - $1.44M
|
24.1K
$1.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
BUY
|
- |
23.5KNew |
$1.25M - $1.4M
|
23.5K
$1.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
23.4K+ 4.95% |
$1.25M - $1.4M
|
496K
$28.3M
|
|
|
Nov 17, 2025
Q3 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
23K+ 7.68% |
$1.23M - $1.37M
|
322K
$18.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
22.7K+ 18.54% |
$1.21M - $1.35M
|
145K
$8.25M
|
|
|
Nov 06, 2025
Q3 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
22.1KNew |
$1.18M - $1.32M
|
22.1K
$1.26M
|
|
|
Nov 10, 2025
Q3 2025
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
BUY
|
- |
20.4K+ 5.68% |
$1.09M - $1.22M
|
379K
$21.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
20KNew |
$1.07M - $1.19M
|
20K
$1.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
19.9K+ 1.66% |
$1.06M - $1.19M
|
1.22M
$69.4M
|
|