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 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-730- 0.98% |
$36.8K - $42.4K
|
73.8K
$4.22M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-773- 6.29% |
$39K - $44.9K
|
11.5K
$659K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-778- 0.27% |
$39.2K - $45.2K
|
290K
$16.6M
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-780- 4.27% |
$39.3K - $45.3K
|
17.5K
$1M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-820- 25.07% |
$41.4K - $47.6K
|
2.45K
$140K
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-825- 2.62% |
$41.6K - $47.9K
|
30.7K
$1.76M
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-845- 3.23% |
$42.6K - $49.1K
|
25.3K
$1.45M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-852- 7.35% |
$43K - $49.5K
|
10.7K
$614K
|
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-925- 1.1% |
$46.7K - $53.7K
|
83.5K
$4.78M
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-973- 14.28% |
$49.1K - $56.5K
|
5.84K
$334K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-975- 5.32% |
$49.2K - $56.6K
|
17.3K
$992K
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-980- 8.19% |
$49.4K - $56.9K
|
11K
$629K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.01K- 51.88% |
$50.9K - $58.6K
|
936
$53.6K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.02K- 10.16% |
$51.7K - $59.5K
|
9.05K
$518K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.03K- 44.29% |
$51.8K - $59.7K
|
1.29K
$74K
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
SELL
|
- |
-1.1K- 2.86% |
$55.7K - $64.1K
|
37.5K
$2.14M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.13K- 2.38% |
$57.2K - $65.9K
|
46.6K
$2.67M
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-1.16K- 1.58% |
$58.4K - $67.2K
|
72K
$4.12M
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
SELL
|
- |
-1.17K- 15.98% |
$58.9K - $67.8K
|
6.14K
$351K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.28K- 0.69% |
$64.6K - $74.4K
|
184K
$10.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.32K- 14.95% |
$66.5K - $76.6K
|
7.5K
$429K
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-1.36K- 5.47% |
$68.7K - $79.1K
|
23.5K
$1.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-1.37K- 51.26% |
$69K - $79.4K
|
1.3K
$74.4K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-1.38K- 19.25% |
$69.5K - $80.1K
|
5.78K
$331K
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
SELL
|
- |
-1.56K- 0.67% |
$78.5K - $90.4K
|
230K
$13.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-1.59K- 0.54% |
$80.2K - $92.4K
|
293K
$16.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
SELL
|
- |
-1.6K- 11.4% |
$80.5K - $92.7K
|
12.4K
$709K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.61K- 58.91% |
$81.2K - $93.5K
|
1.12K
$64.3K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.73K- 16.13% |
$87K - $100K
|
8.97K
$513K
|
|
|
Apr 30, 2025
Q1 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.73K- 5.4% |
$87.1K - $100K
|
30.3K
$1.73M
|
|
|
May 29, 2025
Q1 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-1.75K- 1.84% |
$88.3K - $102K
|
93.3K
$5.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.77K- 2.7% |
$89.4K - $103K
|
63.9K
$3.66M
|
|
|
May 08, 2025
Q1 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-1.85K- 0.14% |
$93.1K - $107K
|
1.32M
$75.6M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.94K- 3.28% |
$98K - $113K
|
57.3K
$3.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
SELL
|
- |
-2K- 0.68% |
$101K - $116K
|
291K
$16.6M
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-2.02K- 7.56% |
$102K - $117K
|
24.7K
$1.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.07K- 1.87% |
$104K - $120K
|
108K
$6.2M
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-2.07K- 4.53% |
$104K - $120K
|
43.6K
$2.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2.07K- 1.46% |
$105K - $120K
|
140K
$8.03M
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-2.1K- 1.29% |
$106K - $122K
|
161K
$9.2M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.1K- 17.32% |
$106K - $122K
|
10K
$574K
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-2.15K- 1.35% |
$109K - $125K
|
158K
$9.02M
|
|
|
Jul 07, 2025
Q1 2025
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-2.16K- 0.21% |
$109K - $126K
|
1.01M
$57.6M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.24K- 2.02% |
$113K - $130K
|
108K
$6.21M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-2.26K- 6.27% |
$114K - $131K
|
33.7K
$1.93M
|
|
|
Apr 16, 2025
Q1 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
SELL
|
- |
-2.38K- 1.14% |
$120K - $138K
|
206K
$11.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.38K- 3.81% |
$120K - $138K
|
60.1K
$3.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-2.51K- 0.54% |
$127K - $146K
|
465K
$26.6M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.59K- 8.69% |
$131K - $151K
|
27.2K
$1.56M
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-2.65K- 9.66% |
$134K - $154K
|
24.8K
$1.42M
|