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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.48K- 68.41% |
$156K - $188K
|
1.61K
$92K
|
|
|
Aug 05, 2025
Q2 2025
|
Cloud Capital Management, LLC
Seattle, WA |
SELL
|
- |
-3.68K- 41.15% |
$165K - $199K
|
5.26K
$301K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.68K- 39.87% |
$165K - $199K
|
5.55K
$318K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.9K- 14.71% |
$175K - $211K
|
22.6K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-4.08K- 0.96% |
$183K - $220K
|
422K
$24.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-4.19K- 12.43% |
$188K - $226K
|
29.5K
$1.69M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-4.43K- 2.75% |
$198K - $239K
|
156K
$8.94M
|
|
|
Aug 12, 2025
Q2 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-4.54K- 5.94% |
$203K - $245K
|
71.8K
$4.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.57K- 24.15% |
$205K - $247K
|
14.4K
$822K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-4.69K- 22.13% |
$210K - $253K
|
16.5K
$945K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-4.77K- 54.6% |
$214K - $257K
|
3.96K
$227K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4.84K- 2.35% |
$217K - $261K
|
201K
$11.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-5.01K- 35.05% |
$224K - $270K
|
9.28K
$531K
|
|
|
Jul 18, 2025
Q2 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-5.03K- 1.15% |
$225K - $271K
|
432K
$24.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-5.06K- 10.11% |
$227K - $273K
|
45K
$2.57M
|
|
|
Jul 28, 2025
Q2 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-5.58K- 23.88% |
$250K - $301K
|
17.8K
$1.02M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-5.82K- 85.22% |
$261K - $314K
|
1.01K
$57.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
SELL
|
- |
-6.04K- 4.02% |
$271K - $326K
|
144K
$8.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-6.06K- 4.69% |
$272K - $327K
|
123K
$7.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-6.33K- 18.7% |
$283K - $341K
|
27.5K
$1.57M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-6.57K- 1.34% |
$294K - $355K
|
482K
$27.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-6.7K- 50.03% |
$300K - $362K
|
6.69K
$383K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-6.86K- 7.35% |
$307K - $370K
|
86.6K
$4.95M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-7.03K- 13.28% |
$315K - $379K
|
45.9K
$2.63M
|
|
|
Jul 24, 2025
Q2 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-7.17K- 52.21% |
$321K - $387K
|
6.56K
$376K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-7.52K- 16.12% |
$337K - $406K
|
39.1K
$2.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
SELL
|
- |
-8.25K- 18.86% |
$370K - $445K
|
35.5K
$2.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-8.29K- 20.19% |
$372K - $448K
|
32.8K
$1.88M
|
|
|
Aug 01, 2025
Q2 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-8.54K- 3.54% |
$382K - $461K
|
233K
$13.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-8.96K- 3.41% |
$401K - $484K
|
254K
$14.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-8.98K- 40.4% |
$402K - $485K
|
13.2K
$758K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.45K- 26.14% |
$423K - $510K
|
26.7K
$1.53M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-9.79K- 49.1% |
$439K - $528K
|
10.1K
$581K
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-9.91K- 9.48% |
$444K - $535K
|
94.6K
$5.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-10.4K- 64.79% |
$464K - $559K
|
5.63K
$322K
|
|
|
Aug 13, 2025
Q2 2025
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-10.5K- 0.64% |
$472K - $569K
|
1.65M
$94.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10.9K- 15.5% |
$488K - $587K
|
59.3K
$3.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-11.4K- 12.37% |
$510K - $615K
|
80.7K
$4.62M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.8K- 4.68% |
$528K - $636K
|
240K
$13.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.9K- 0.63% |
$535K - $644K
|
1.89M
$108M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-14.8K- 34.67% |
$664K - $800K
|
27.9K
$1.6M
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-15.6K- 9.62% |
$701K - $844K
|
147K
$8.41M
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-16.7K- 2.1% |
$747K - $900K
|
776K
$44.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-18.4K- 2.27% |
$826K - $995K
|
795K
$45.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-19.8K- 5.05% |
$887K - $1.07M
|
372K
$21.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-20.8K- 0.72% |
$933K - $1.12M
|
2.86M
$164M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-21.7K- 72.85% |
$974K - $1.17M
|
8.1K
$464K
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-21.8K- 17.34% |
$978K - $1.18M
|
104K
$5.96M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-23.4K- 19.03% |
$1.05M - $1.26M
|
99.5K
$5.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-24.9K- 5.55% |
$1.12M - $1.34M
|
424K
$24.3M
|