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 17, 2025
Q2 2025
|
Avondale Wealth Management
|
SELL
|
- |
-25.8K- 15.94% |
$1.15M - $1.39M
|
136K
$7.78M
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
SELL
|
- |
-27.2K- 17.06% |
$1.22M - $1.47M
|
132K
$7.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-27.3K- 3.17% |
$1.22M - $1.48M
|
836K
$47.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-28.4K- 29.19% |
$1.27M - $1.53M
|
68.8K
$3.94M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-29K- 9.7% |
$1.3M - $1.57M
|
270K
$15.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-32.8K- 40.91% |
$1.47M - $1.77M
|
47.4K
$2.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
SELL
|
- |
-33.8K- 6.77% |
$1.52M - $1.83M
|
466K
$26.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-36.3K- 7.25% |
$1.63M - $1.96M
|
464K
$26.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-37K- 14.55% |
$1.66M - $2M
|
217K
$12.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-37.7K- 8.82% |
$1.69M - $2.03M
|
389K
$22.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-37.8K- 9.66% |
$1.69M - $2.04M
|
354K
$20.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-41.5K- 11.24% |
$1.86M - $2.24M
|
327K
$18.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-48.7K- 87.25% |
$2.18M - $2.63M
|
7.12K
$408K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-51K- 15.72% |
$2.28M - $2.75M
|
273K
$15.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-52.6K- 12.21% |
$2.35M - $2.84M
|
378K
$21.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-53.1K- 27.3% |
$2.38M - $2.87M
|
141K
$8.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-54.6K- 13.87% |
$2.44M - $2.95M
|
339K
$19.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-54.7K- 12.73% |
$2.45M - $2.95M
|
375K
$21.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-55.5K- 1.13% |
$2.49M - $3M
|
4.86M
$278M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-62.4K- 3.91% |
$2.8M - $3.37M
|
1.54M
$87.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-62.7K- 36.41% |
$2.81M - $3.38M
|
109K
$6.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-71.5K- 52.65% |
$3.2M - $3.86M
|
64.3K
$3.68M
|
|
|
Jul 21, 2025
Q2 2025
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-73.3K- 44.69% |
$3.29M - $3.96M
|
90.8K
$5.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-74.7K- 27.61% |
$3.35M - $4.03M
|
196K
$11.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-77.1K- 4.43% |
$3.46M - $4.16M
|
1.66M
$95.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-83.5K- 12.18% |
$3.74M - $4.5M
|
602K
$34.4M
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-87.3K- 32.65% |
$3.91M - $4.71M
|
180K
$10.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-91.4K- 16.79% |
$4.1M - $4.93M
|
453K
$25.9M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-91.7K- 3.22% |
$4.11M - $4.95M
|
2.76M
$158M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-93.9K- 4.72% |
$4.21M - $5.07M
|
1.9M
$108M
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-97.2K- 18.41% |
$4.35M - $5.25M
|
431K
$24.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-99.4K- 39.29% |
$4.45M - $5.36M
|
154K
$8.79M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-104K- 2.06% |
$4.65M - $5.6M
|
4.95M
$283M
|
|
|
Aug 11, 2025
Q2 2025
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-126K- 25.79% |
$5.63M - $6.78M
|
362K
$20.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-141K- 2.23% |
$6.31M - $7.6M
|
6.17M
$353M
|
|
|
Aug 12, 2025
Q2 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-151K- 95.91% |
$6.77M - $8.15M
|
6.45K
$369K
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-198K- 25.24% |
$8.87M - $10.7M
|
586K
$33.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-224K- 65.37% |
$10M - $12.1M
|
118K
$6.78M
|