Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-177K- 50.6% |
$9.86M - $10.4M
|
173K
$9.83M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-101K- 4.76% |
$5.6M - $5.91M
|
2.01M
$115M
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-2.43K- 5.4% |
$136K - $143K
|
42.6K
$2.43M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.02K- 3.61% |
$56.9K - $60K
|
27.2K
$1.55M
|
|
|
Jan 06, 2026
Q4 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-515- 0.24% |
$28.7K - $30.3K
|
213K
$12.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-411- 1.73% |
$22.9K - $24.2K
|
23.4K
$1.33M
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
SELL
|
- |
-400- 6.6% |
$22.3K - $23.5K
|
5.66K
$322K
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-211- 1.58% |
$11.8K - $12.4K
|
13.2K
$750K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-104- 2.05% |
$5.8K - $6.12K
|
4.97K
$283K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-44- 0.15% |
$2.45K - $2.59K
|
29.7K
$1.69M
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.39M- 61.12% |
$74.1M - $82.8M
|
883K
$50.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.38M- 72.64% |
$73.4M - $82.2M
|
518K
$29.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-848K- 51.51% |
$45.3M - $50.6M
|
799K
$45.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-484K- 9.97% |
$25.9M - $28.9M
|
4.38M
$249M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-297K- 64.04% |
$15.9M - $17.8M
|
167K
$9.51M
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-234K- 99.79% |
$12.5M - $13.9M
|
493
$28.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-189K- 1.34% |
$10.1M - $11.3M
|
13.9M
$792M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-181K- 10.89% |
$9.66M - $10.8M
|
1.48M
$84.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-78.3K- 32.63% |
$4.18M - $4.67M
|
162K
$9.21M
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-78.2K- 21.01% |
$4.17M - $4.67M
|
294K
$16.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-62.9K- 33.47% |
$3.36M - $3.75M
|
125K
$7.12M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-61.4K- 51.9% |
$3.28M - $3.67M
|
56.9K
$3.24M
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
SELL
|
- |
-60.4K- 12.46% |
$3.23M - $3.61M
|
425K
$24.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-55.1K- 3.59% |
$2.94M - $3.29M
|
1.48M
$84.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-51.6K- 40.16% |
$2.76M - $3.08M
|
76.9K
$4.38M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-48.6K- 8.07% |
$2.59M - $2.9M
|
553K
$31.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-47.7K- 5.71% |
$2.54M - $2.85M
|
788K
$44.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-45.7K- 5.31% |
$2.44M - $2.73M
|
815K
$46.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-44.8K- 72.52% |
$2.39M - $2.67M
|
17K
$966K
|
|
|
Nov 12, 2025
Q3 2025
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-44.5K- 4.56% |
$2.37M - $2.65M
|
932K
$53M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-40.3K- 25.44% |
$2.15M - $2.41M
|
118K
$6.73M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-38.5K- 3.49% |
$2.05M - $2.3M
|
1.06M
$60.5M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-34.8K- 6.45% |
$1.85M - $2.07M
|
505K
$28.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-32.8K- 8.69% |
$1.75M - $1.96M
|
345K
$19.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Concentrum Wealth Management
|
SELL
|
- |
-32K- 51.26% |
$1.71M - $1.91M
|
30.4K
$1.73M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-31.2K- 11.42% |
$1.67M - $1.86M
|
242K
$13.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-30.5K- 2.07% |
$1.63M - $1.82M
|
1.44M
$82.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-29.2K- 3.76% |
$1.56M - $1.74M
|
747K
$42.5M
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-26.6K- 17.31% |
$1.42M - $1.59M
|
127K
$7.23M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-25.3K- 39.3% |
$1.35M - $1.51M
|
39K
$2.22M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-24.5K- 1.29% |
$1.31M - $1.46M
|
1.87M
$107M
|
|
|
Nov 12, 2025
Q3 2025
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-23.9K- 6.6% |
$1.27M - $1.42M
|
338K
$19.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-21.9K- 0.76% |
$1.17M - $1.3M
|
2.84M
$161M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-21.1K- 4.54% |
$1.13M - $1.26M
|
445K
$25.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-21.1K- 21.57% |
$1.12M - $1.26M
|
76.6K
$4.36M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-19.2K- 7.44% |
$1.03M - $1.15M
|
239K
$13.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-19.2K- 18.71% |
$1.03M - $1.15M
|
83.5K
$4.75M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-18.9K- 82.89% |
$1.01M - $1.13M
|
3.9K
$222K
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-17.4KClosed |
$926K - $1.04M
|
0
$0
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-17.2K- 2.16% |
$918K - $1.03M
|
778K
$44.3M
|
|