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
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
31.9K+ 25.52% |
$1.43M - $1.72M
|
157K
$8.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
31.4K+ 11.67% |
$1.41M - $1.7M
|
301K
$17.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
29.7K+ 10.05% |
$1.33M - $1.6M
|
325K
$18.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
29K+ 37.03% |
$1.3M - $1.57M
|
107K
$6.15M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
28.9K+ 7.95% |
$1.29M - $1.56M
|
392K
$22.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
28.7K+ 4.13% |
$1.29M - $1.55M
|
724K
$41.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
27.5K+ 24.15% |
$1.23M - $1.48M
|
141K
$8.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
27.3K+ 217.23% |
$1.22M - $1.47M
|
39.9K
$2.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
25.6K+ 7.3% |
$1.15M - $1.38M
|
377K
$21.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
24.5K+ 22.56% |
$1.1M - $1.32M
|
133K
$7.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
23.6K+ 6.58% |
$1.06M - $1.28M
|
383K
$21.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
21.3K+ 4.94% |
$954K - $1.15M
|
452K
$25.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Graver Capital Management, LLC
Columbus, OH |
BUY
|
- |
21K+ 10.37% |
$942K - $1.13M
|
224K
$12.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
20.8K+ 3.1% |
$931K - $1.12M
|
690K
$39.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
20.4K+ 7.03% |
$912K - $1.1M
|
310K
$17.7M
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
20.3K+ 1.14% |
$910K - $1.1M
|
1.8M
$103M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
20.3K+ 4.36% |
$907K - $1.09M
|
485K
$27.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
19.8K+ 21.25% |
$888K - $1.07M
|
113K
$6.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
19.7K+ 7.05% |
$882K - $1.06M
|
299K
$17.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
19.5K+ 1.19% |
$874K - $1.05M
|
1.66M
$94.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
19.1K+ 7.06% |
$856K - $1.03M
|
290K
$16.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Rebel Financial LLC
Groveport, OH |
BUY
|
- |
17.4KNew |
$778K - $937K
|
17.4K
$994K
|
|
|
Jul 25, 2025
Q2 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
16.4K+ 31.68% |
$735K - $886K
|
68.2K
$3.91M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
16.2KNew |
$724K - $873K
|
16.2K
$926K
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
16K+ 8.03% |
$716K - $863K
|
215K
$12.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
16K+ 8.84% |
$715K - $861K
|
196K
$11.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
15.8KNew |
$709K - $854K
|
15.8K
$906K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
15.6K+ 37.83% |
$699K - $842K
|
56.8K
$3.25M
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
15.4K+ 14.46% |
$692K - $833K
|
122K
$7M
|
|
|
Aug 08, 2025
Q2 2025
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
BUY
|
- |
15.3K+ 4.46% |
$685K - $825K
|
359K
$20.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
15K+ 30.89% |
$673K - $811K
|
63.6K
$3.64M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.9K+ 3.44% |
$669K - $806K
|
450K
$25.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
14.9K+ 1.38% |
$669K - $806K
|
1.1M
$63M
|
|
|
Aug 13, 2025
Q2 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
14.8K+ 10.49% |
$663K - $799K
|
156K
$8.92M
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
14.7K+ 3.86% |
$660K - $795K
|
396K
$22.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
14.6KNew |
$655K - $790K
|
14.6K
$837K
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
14.6K+ 3.17% |
$652K - $785K
|
473K
$27.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
14.5K+ 24.2% |
$652K - $785K
|
74.7K
$4.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
14.2KNew |
$637K - $768K
|
14.2K
$814K
|
|
|
Jul 31, 2025
Q2 2025
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
13.9K+ 12.98% |
$625K - $753K
|
121K
$6.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13.8K+ 25.12% |
$619K - $746K
|
68.8K
$3.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
13KNew |
$583K - $703K
|
13K
$745K
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
12.9K+ 9.31% |
$578K - $696K
|
151K
$8.67M
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
12.3K+ 3.78% |
$553K - $666K
|
338K
$19.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
12.3K+ 15.2% |
$551K - $664K
|
93.2K
$5.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.1KNew |
$543K - $655K
|
12.1K
$694K
|
|
|
Jul 14, 2025
Q2 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
12.1K+ 3.02% |
$540K - $651K
|
412K
$23.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
11.7K+ 100.51% |
$524K - $631K
|
23.3K
$1.34M
|
|
|
Jul 30, 2025
Q2 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
11.6K+ 2.25% |
$518K - $625K
|
527K
$30.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
11.3K+ 19.31% |
$505K - $609K
|
69.7K
$3.99M
|