Purchases and Sales Made in Q1 2025 in Dimensional ETF Tr U S Target (DFAT)
This table provides information about the institutional ownership of Dimensional ETF Tr U S Target (DFAT) during Q1 2025. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR U S TARGET .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
4.2K+ 13.54% |
$212K - $244K
|
35.2K
$2.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
4.07K+ 17.15% |
$205K - $236K
|
27.8K
$1.59M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.97KNew |
$200K - $231K
|
3.97K
$227K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.96K+ 1.59% |
$200K - $230K
|
253K
$14.5M
|
|
|
Aug 12, 2025
Q1 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
3.92K+ 5.47% |
$198K - $228K
|
75.6K
$4.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3.92KNew |
$198K - $228K
|
3.92K
$224K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.9K+ 17.25% |
$197K - $227K
|
26.5K
$1.52M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.77K+ 94.63% |
$190K - $219K
|
7.76K
$444K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
3.68K+ 2.71% |
$186K - $214K
|
139K
$7.97M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.54K+ 7.43% |
$178K - $205K
|
51.1K
$2.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
3.5K+ 1.05% |
$177K - $204K
|
336K
$19.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
3.39K+ 6.24% |
$171K - $197K
|
57.8K
$3.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
3.39K+ 13.05% |
$171K - $197K
|
29.3K
$1.68M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
3.36K+ 0.79% |
$169K - $195K
|
426K
$24.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
3.29K+ 38.62% |
$166K - $191K
|
11.8K
$677K
|
|
|
Apr 21, 2025
Q1 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
3.29K+ 1.27% |
$166K - $191K
|
263K
$15M
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
3.18K+ 1.27% |
$161K - $185K
|
254K
$14.6M
|
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
3.18K+ 0.84% |
$160K - $185K
|
381K
$21.8M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
3.04K+ 41.71% |
$153K - $177K
|
10.3K
$591K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.99K+ 15.61% |
$151K - $174K
|
22.1K
$1.27M
|
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
2.91K+ 1.04% |
$147K - $169K
|
282K
$16.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
2.85K+ 5.21% |
$144K - $166K
|
57.6K
$3.3M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.8K+ 54.21% |
$141K - $163K
|
7.96K
$455K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.69K+ 1.72% |
$136K - $156K
|
159K
$9.12M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
2.61K+ 43.95% |
$131K - $151K
|
8.54K
$489K
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
2.58K+ 0.5% |
$130K - $150K
|
515K
$29.5M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
2.52KNew |
$127K - $146K
|
2.52K
$144K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.47KNew |
$124K - $143K
|
2.47K
$141K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.44K+ 46.74% |
$123K - $142K
|
7.65K
$438K
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
2.43K+ 6.81% |
$123K - $141K
|
38.1K
$2.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
2.42K+ 2.56% |
$122K - $141K
|
97.2K
$5.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.38K+ 34.69% |
$120K - $138K
|
9.23K
$528K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.35K+ 30.54% |
$119K - $137K
|
10.1K
$576K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.24K+ 15.91% |
$113K - $130K
|
16.3K
$934K
|
|
|
May 06, 2025
Q1 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
2.18K+ 3.58% |
$110K - $127K
|
63.1K
$3.61M
|
|
|
Apr 07, 2025
Q1 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
2.15K+ 0.43% |
$109K - $125K
|
500K
$28.6M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.08K+ 5.28% |
$105K - $121K
|
41.4K
$2.37M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.04K+ 3.74% |
$103K - $118K
|
56.5K
$3.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
2.03K+ 1.74% |
$102K - $118K
|
118K
$6.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.02K+ 16.45% |
$102K - $117K
|
14.3K
$818K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.97K+ 0.79% |
$99.5K - $115K
|
253K
$14.5M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.95K+ 3.41% |
$98.2K - $113K
|
59K
$3.38M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1.92K+ 0.64% |
$96.6K - $111K
|
299K
$17.1M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.92K+ 11.63% |
$96.6K - $111K
|
18.4K
$1.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.8K+ 36.01% |
$90.8K - $105K
|
6.8K
$389K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.74K+ 47.11% |
$87.6K - $101K
|
5.42K
$310K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
1.63K+ 0.92% |
$82.1K - $94.6K
|
178K
$10.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.61K+ 10.78% |
$81.4K - $93.8K
|
16.6K
$949K
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
1.56K+ 0.97% |
$78.5K - $90.5K
|
163K
$9.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1.51KNew |
$76.2K - $87.7K
|
1.51K
$86.4K
|