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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
1.51K+ 4.42% |
$76.2K - $87.7K
|
35.7K
$2.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
1.3KNew |
$65.6K - $75.6K
|
1.3K
$74.5K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.29K+ 3.89% |
$65.2K - $75.1K
|
34.5K
$1.97M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.29K+ 0.24% |
$65K - $74.8K
|
544K
$31.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1.17K+ 3.58% |
$58.9K - $67.8K
|
33.7K
$1.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
1.16K+ 4.41% |
$58.5K - $67.4K
|
27.5K
$1.57M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.15K+ 2.58% |
$58.1K - $66.9K
|
45.7K
$2.62M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.12K+ 10.23% |
$56.3K - $64.8K
|
12K
$688K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.09K+ 6.87% |
$54.8K - $63.1K
|
16.9K
$967K
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.04K+ 1.62% |
$52.7K - $60.7K
|
65.4K
$3.74M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.03K+ 5.48% |
$51.7K - $59.6K
|
19.7K
$1.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1K+ 8.62% |
$50.4K - $58.1K
|
12.6K
$721K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
988+ 3.37% |
$49.8K - $57.4K
|
30.3K
$1.74M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
967+ 36.68% |
$48.8K - $56.2K
|
3.6K
$206K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
954+ 23.95% |
$48.1K - $55.4K
|
4.94K
$283K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
899+ 21.66% |
$45.3K - $52.2K
|
5.05K
$289K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
871+ 1.78% |
$43.9K - $50.6K
|
49.8K
$2.85M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
864+ 4.11% |
$43.6K - $50.2K
|
21.9K
$1.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
835+ 2.29% |
$42.1K - $48.5K
|
37.3K
$2.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
777+ 6.61% |
$39.2K - $45.1K
|
12.5K
$717K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
773+ 2.6% |
$39K - $44.9K
|
30.5K
$1.74M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
772+ 4.61% |
$38.9K - $44.9K
|
17.5K
$1M
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
758+ 1.6% |
$38.2K - $44K
|
48K
$2.75M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
734+ 31.72% |
$37K - $42.6K
|
3.05K
$174K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
708+ 4.88% |
$35.7K - $41.1K
|
15.2K
$871K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
694New |
$35K - $40.3K
|
694
$39.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
676+ 4.48% |
$34.1K - $39.3K
|
15.8K
$903K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
637+ 8.72% |
$32.1K - $37K
|
7.94K
$454K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
578+ 0.57% |
$29.2K - $33.6K
|
103K
$5.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Chico Wealth Ria
|
BUY
|
- |
573+ 13.15% |
$28.9K - $33.3K
|
4.93K
$282K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
544New |
$27.4K - $31.6K
|
544
$31.1K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
536+ 7.1% |
$27K - $31.1K
|
8.09K
$463K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
527+ 0.68% |
$26.6K - $30.6K
|
78.4K
$4.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
527+ 8.65% |
$26.6K - $30.6K
|
6.62K
$379K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
522+ 0.27% |
$26.3K - $30.3K
|
195K
$11.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
520New |
$26.2K - $30.2K
|
520
$29.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
520+ 7.39% |
$26.2K - $30.2K
|
7.55K
$432K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
483+ 23.52% |
$24.4K - $28.1K
|
2.54K
$145K
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
483+ 2.74% |
$24.4K - $28.1K
|
18.1K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
481+ 0.81% |
$24.3K - $27.9K
|
60.1K
$3.44M
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
481+ 0.81% |
$24.3K - $27.9K
|
60.1K
$3.44M
|
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
480+ 1.65% |
$24.2K - $27.9K
|
29.6K
$1.69M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
474+ 4.02% |
$23.9K - $27.5K
|
12.3K
$702K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
447+ 1655.56% |
$22.5K - $26K
|
474
$27.1K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
434+ 12.03% |
$21.9K - $25.2K
|
4.04K
$231K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
414+ 9.19% |
$20.9K - $24.1K
|
4.92K
$281K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
404+ 6.68% |
$20.4K - $23.5K
|
6.45K
$369K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
400+ 7.07% |
$20.2K - $23.2K
|
6.06K
$347K
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
398+ 0.52% |
$20.1K - $23.1K
|
77.6K
$4.44M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
394+ 8.27% |
$19.9K - $22.9K
|
5.16K
$295K
|