Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
1.17MNew |
$52.3M - $63M
|
1.17M
$66.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
706KNew |
$31.6M - $38.1M
|
706K
$40.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
477K+ 5.37% |
$21.3M - $25.7M
|
9.35M
$535M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
454KNew |
$20.3M - $24.5M
|
454K
$26M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
410K+ 59.42% |
$18.4M - $22.1M
|
1.1M
$63M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
332K+ 7.77% |
$14.9M - $17.9M
|
4.6M
$263M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
297KNew |
$13.3M - $16M
|
297K
$17M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
254K+ 8.42% |
$11.4M - $13.7M
|
3.27M
$187M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
247K+ 24.34% |
$11.1M - $13.3M
|
1.26M
$72.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
152K+ 11.51% |
$6.81M - $8.2M
|
1.47M
$84.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
150K+ 1.08% |
$6.73M - $8.11M
|
14.1M
$807M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
142K+ 10.03% |
$6.35M - $7.64M
|
1.55M
$88.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
139K+ 134.13% |
$6.22M - $7.49M
|
242K
$13.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
128K+ 33.74% |
$5.73M - $6.9M
|
506K
$29M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
125K+ 34.22% |
$5.62M - $6.77M
|
492K
$28.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
125K+ 10.28% |
$5.58M - $6.73M
|
1.34M
$76.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
113K+ 13.92% |
$5.07M - $6.11M
|
926K
$53M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
105KNew |
$4.69M - $5.65M
|
105K
$5.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
91.4K+ 8.25% |
$4.09M - $4.93M
|
1.2M
$68.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
BUY
|
- |
73.8K+ 5.05% |
$3.31M - $3.98M
|
1.54M
$87.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
73.2KNew |
$3.28M - $3.95M
|
73.2K
$4.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
69.5K+ 3.42% |
$3.11M - $3.75M
|
2.1M
$120M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
68.2K+ 17.16% |
$3.06M - $3.68M
|
466K
$26.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
67.6K+ 28.34% |
$3.03M - $3.65M
|
306K
$17.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
66.1K+ 19.65% |
$2.96M - $3.56M
|
402K
$23M
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
65.5K+ 39.65% |
$2.93M - $3.54M
|
231K
$13.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
63.1K+ 7.92% |
$2.83M - $3.41M
|
861K
$49.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
62.1K+ 87.8% |
$2.78M - $3.35M
|
133K
$7.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
61.9K+ 227.63% |
$2.78M - $3.34M
|
89.2K
$5.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
57.7K+ 125467.39% |
$2.59M - $3.11M
|
57.8K
$3.31M
|
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
BUY
|
- |
57.3K+ 819.5% |
$2.56M - $3.09M
|
64.2K
$3.68M
|
|
|
Aug 04, 2025
Q2 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
55.2K+ 6.51% |
$2.47M - $2.98M
|
903K
$51.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
51.2K+ 4.51% |
$2.29M - $2.76M
|
1.19M
$67.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
BUY
|
- |
50.6K+ 19.36% |
$2.27M - $2.73M
|
312K
$17.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
48.8K+ 7.6% |
$2.19M - $2.63M
|
691K
$39.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
48K+ 68.23% |
$2.15M - $2.59M
|
118K
$6.77M
|
|
|
Aug 12, 2025
Q2 2025
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
44.8K+ 7.95% |
$2.01M - $2.42M
|
609K
$34.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
44.6K+ 13.63% |
$2M - $2.41M
|
372K
$21.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
41.7K+ 88.2% |
$1.87M - $2.25M
|
88.9K
$5.09M
|
|
|
Jul 30, 2025
Q2 2025
|
Planning Center, Inc.
|
BUY
|
- |
41.7K+ 9.13% |
$1.87M - $2.25M
|
498K
$28.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
41.1K+ 6.17% |
$1.84M - $2.22M
|
708K
$40.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
39.1KNew |
$1.75M - $2.11M
|
39.1K
$2.24M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
36.3K+ 30.26% |
$1.62M - $1.96M
|
156K
$8.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
36.2K+ 14.46% |
$1.62M - $1.95M
|
287K
$16.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
35.1K+ 200.33% |
$1.57M - $1.89M
|
52.6K
$3.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
34.1K+ 3.84% |
$1.53M - $1.84M
|
922K
$52.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
34K+ 24.28% |
$1.52M - $1.84M
|
174K
$9.96M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
34KNew |
$1.52M - $1.83M
|
34K
$1.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
33.4K+ 10.79% |
$1.5M - $1.8M
|
343K
$19.6M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
32K+ 6.31% |
$1.43M - $1.73M
|
539K
$30.9M
|