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 11, 2025
Q2 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
10.8KNew |
$485K - $584K
|
10.8K
$620K
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
10.7K+ 17.02% |
$481K - $579K
|
73.8K
$4.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
10.5K+ 4.14% |
$469K - $565K
|
263K
$15.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
10.4K+ 31.93% |
$466K - $562K
|
43K
$2.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
10.4K+ 10.99% |
$466K - $561K
|
105K
$6.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
10K+ 11.47% |
$449K - $541K
|
97.4K
$5.58M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
9.93K+ 4.43% |
$445K - $536K
|
234K
$13.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
9.84K+ 1.56% |
$441K - $531K
|
640K
$36.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
9.7K+ 178.76% |
$434K - $523K
|
15.1K
$865K
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
9.43K+ 5.3% |
$422K - $509K
|
187K
$10.7M
|
|
|
Aug 13, 2025
Q2 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
9.43KNew |
$422K - $509K
|
9.43K
$540K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
9.38KNew |
$420K - $506K
|
9.38K
$537K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
9.36K+ 525.14% |
$419K - $505K
|
11.1K
$638K
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
8.8K+ 7.85% |
$394K - $475K
|
121K
$6.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
8.43K+ 1.97% |
$378K - $455K
|
438K
$25M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.37KNew |
$375K - $452K
|
8.37K
$479K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.27K+ 18.08% |
$370K - $446K
|
54K
$3.09M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.06K+ 4.17% |
$361K - $435K
|
201K
$11.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.05K+ 5.38% |
$361K - $434K
|
158K
$9.02M
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
8.03K+ 22.78% |
$360K - $433K
|
43.3K
$2.48M
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
7.87K+ 97.07% |
$353K - $425K
|
16K
$915K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
7.56K+ 43.73% |
$339K - $408K
|
24.9K
$1.42M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
7.5K+ 13.02% |
$336K - $405K
|
65.1K
$3.73M
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
7.28K+ 54.53% |
$326K - $393K
|
20.6K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
7.26KNew |
$325K - $392K
|
7.26K
$416K
|
|
|
Aug 04, 2025
Q2 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
7.25K+ 2.59% |
$325K - $391K
|
287K
$16.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
6.97K+ 10.11% |
$312K - $376K
|
76K
$4.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
6.7KNew |
$300K - $362K
|
6.7K
$384K
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
6.65K+ 7.25% |
$298K - $359K
|
98.4K
$5.63M
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
6.49K+ 7.97% |
$291K - $350K
|
87.9K
$5.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
6.27K+ 1.27% |
$281K - $338K
|
499K
$28.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
6.19K+ 2.19% |
$277K - $334K
|
289K
$16.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
5.93K+ 8.57% |
$266K - $320K
|
75.2K
$4.3M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
5.89K+ 3.25% |
$264K - $318K
|
187K
$10.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
5.84KNew |
$262K - $315K
|
5.84K
$335K
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
5.84KNew |
$262K - $315K
|
5.84K
$335K
|
|
|
Jul 08, 2025
Q2 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
5.78K+ 2.7% |
$259K - $312K
|
220K
$12.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.74K+ 0.27% |
$257K - $310K
|
2.17M
$124M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5.72K+ 231.93% |
$256K - $309K
|
8.18K
$468K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
5.67K+ 56.35% |
$254K - $306K
|
15.7K
$900K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.59K+ 25.19% |
$251K - $302K
|
27.8K
$1.59M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
5.54K+ 24.25% |
$248K - $299K
|
28.4K
$1.62M
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
5.38K+ 9.54% |
$241K - $290K
|
61.7K
$3.53M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5.34K+ 113.22% |
$239K - $288K
|
10.1K
$576K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.32KNew |
$238K - $287K
|
5.32K
$305K
|
|
|
Jul 28, 2025
Q2 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
5.3K+ 13.59% |
$238K - $286K
|
44.3K
$2.54M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.22K+ 13.71% |
$234K - $282K
|
43.3K
$2.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.12KNew |
$229K - $276K
|
5.12K
$293K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
5K+ 3.94% |
$224K - $270K
|
132K
$7.54M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.98KNew |
$223K - $269K
|
4.98K
$285K
|