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 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.51K+ 12.45% |
$202K - $243K
|
40.8K
$2.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.3KNew |
$192K - $232K
|
4.3K
$246K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
4.26K+ 6.51% |
$191K - $230K
|
69.6K
$3.99M
|
|
|
Aug 05, 2025
Q2 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
4.05K+ 10.86% |
$181K - $218K
|
41.3K
$2.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
3.96K+ 20.0% |
$177K - $214K
|
23.8K
$1.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
3.9KNew |
$175K - $211K
|
3.9K
$223K
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
3.87KNew |
$173K - $209K
|
3.87K
$221K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.84KNew |
$172K - $207K
|
3.84K
$220K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.78KNew |
$169K - $204K
|
3.78K
$216K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
3.73K+ 1.96% |
$167K - $201K
|
194K
$11.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
3.72KNew |
$166K - $201K
|
3.72K
$213K
|
|
|
Aug 15, 2025
Q2 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
3.71KNew |
$166K - $200K
|
3.71K
$212K
|
|
|
Aug 08, 2025
Q2 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
3.71K+ 1.55% |
$166K - $200K
|
243K
$13.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
3.69K+ 1.31% |
$165K - $199K
|
286K
$16.4M
|
|
|
Aug 06, 2025
Q2 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
3.58K+ 13.09% |
$160K - $193K
|
30.9K
$1.77M
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
3.52K+ 7.53% |
$158K - $190K
|
50.2K
$2.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
3.46K+ 1.04% |
$155K - $187K
|
337K
$19.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3.35K+ 2.01% |
$150K - $181K
|
170K
$9.74M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
3.32K+ 28.83% |
$149K - $179K
|
14.8K
$848K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.28K+ 24.78% |
$147K - $177K
|
16.5K
$944K
|
|
|
Aug 12, 2025
Q2 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
3.13K+ 2.46% |
$140K - $169K
|
130K
$7.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.12K+ 56.88% |
$140K - $168K
|
8.61K
$493K
|
|
|
Aug 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
3.1K+ 8.12% |
$139K - $167K
|
41.2K
$2.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.05K+ 197.47% |
$137K - $165K
|
4.59K
$263K
|
|
|
Aug 04, 2025
Q2 2025
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
2.92K+ 10.61% |
$131K - $158K
|
30.4K
$1.74M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
2.89K+ 63.46% |
$130K - $156K
|
7.45K
$426K
|
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
2.84K+ 6.52% |
$127K - $153K
|
46.4K
$2.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.67K+ 29.73% |
$119K - $144K
|
11.6K
$666K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.62K+ 12.27% |
$117K - $141K
|
23.9K
$1.37M
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
2.53K+ 6.77% |
$114K - $137K
|
40K
$2.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.34K+ 4.58% |
$105K - $126K
|
53.4K
$3.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
2.26K+ 1.9% |
$101K - $122K
|
121K
$6.93M
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
2.24K+ 22.3% |
$100K - $121K
|
12.3K
$702K
|
|
|
Aug 05, 2025
Q2 2025
|
Ag Asset Advisory, LLC
Los Angeles, CA |
BUY
|
- |
2.19K+ 4.91% |
$98K - $118K
|
46.7K
$2.67M
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2.14K+ 128.92% |
$95.9K - $115K
|
3.8K
$218K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
2K+ 16.94% |
$89.7K - $108K
|
13.8K
$791K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.99K+ 24.96% |
$89K - $107K
|
9.94K
$569K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
1.95KNew |
$87.5K - $105K
|
1.95K
$112K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.94K+ 12.98% |
$86.7K - $104K
|
16.8K
$964K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.92K+ 39.11% |
$86.2K - $104K
|
6.84K
$392K
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.74K+ 2.39% |
$78K - $94K
|
74.5K
$4.27M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.64K+ 0.56% |
$73.4K - $88.4K
|
292K
$16.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.64K+ 8.38% |
$73.3K - $88.3K
|
21.2K
$1.21M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.62K+ 2.09% |
$72.6K - $87.5K
|
79.2K
$4.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.57K+ 7.97% |
$70.4K - $84.8K
|
21.3K
$1.22M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.5KNew |
$67.2K - $81K
|
1.5K
$85.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1.43K+ 11.41% |
$64K - $77.1K
|
14K
$799K
|
|
|
Jul 15, 2025
Q2 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.4K+ 35.75% |
$62.7K - $75.6K
|
5.32K
$304K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.39K+ 1.43% |
$62.4K - $75.2K
|
99.1K
$5.67M
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.33K+ 11.33% |
$59.8K - $72K
|
13.1K
$751K
|