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 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.33KNew |
$59.5K - $71.7K
|
1.33K
$76.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.29KNew |
$57.6K - $69.4K
|
1.29K
$73.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.27K+ 15.44% |
$56.8K - $68.4K
|
9.48K
$543K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.26KNew |
$56.6K - $68.2K
|
1.26K
$72.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.2K+ 15.12% |
$53.6K - $64.6K
|
9.11K
$522K
|
|
|
Jul 10, 2025
Q2 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
1.1K+ 1.56% |
$49.3K - $59.4K
|
71.7K
$4.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.05K+ 0.75% |
$47K - $56.6K
|
140K
$8.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.04KNew |
$46.4K - $55.9K
|
1.04K
$59.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1K+ 4.59% |
$44.8K - $54K
|
22.8K
$1.31M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
976New |
$43.7K - $52.7K
|
976
$55.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
976New |
$43.7K - $52.7K
|
976
$55.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
921+ 2.24% |
$41.3K - $49.7K
|
42K
$2.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
895+ 11.69% |
$40.1K - $48.3K
|
8.55K
$489K
|
|
|
Jul 30, 2025
Q2 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
862+ 0.1% |
$38.6K - $46.5K
|
838K
$48M
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
849+ 1.44% |
$38K - $45.8K
|
59.8K
$3.43M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
805+ 19.91% |
$36.1K - $43.4K
|
4.85K
$277K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
760+ 2.62% |
$34K - $41K
|
29.8K
$1.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
712+ 3.93% |
$31.9K - $38.4K
|
18.9K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
633+ 15.95% |
$28.4K - $34.2K
|
4.6K
$263K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
590+ 0.55% |
$26.4K - $31.8K
|
108K
$6.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
576+ 1.39% |
$25.8K - $31.1K
|
42K
$2.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
497New |
$22.3K - $26.8K
|
497
$28.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
490+ 0.41% |
$22K - $26.4K
|
120K
$6.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
417+ 4.04% |
$18.7K - $22.5K
|
10.7K
$615K
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
410+ 2.72% |
$18.4K - $22.1K
|
15.5K
$886K
|
|
|
Jul 25, 2025
Q2 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
400+ 0.41% |
$17.9K - $21.6K
|
97.5K
$5.58M
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
355+ 0.25% |
$15.9K - $19.2K
|
142K
$8.11M
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
319New |
$14.3K - $17.2K
|
319
$18.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
311+ 2.22% |
$13.9K - $16.8K
|
14.3K
$821K
|
|
|
Aug 12, 2025
Q2 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
306+ 0.19% |
$13.7K - $16.5K
|
161K
$9.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
305+ 5.08% |
$13.7K - $16.5K
|
6.31K
$361K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
300+ 2.38% |
$13.4K - $16.2K
|
12.9K
$738K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
300+ 5.53% |
$13.4K - $16.2K
|
5.72K
$328K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
285+ 0.29% |
$12.8K - $15.4K
|
99.5K
$5.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
270+ 3.16% |
$12.1K - $14.6K
|
8.82K
$505K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
259+ 3.93% |
$11.6K - $14K
|
6.85K
$392K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
258+ 0.55% |
$11.6K - $13.9K
|
46.8K
$2.68M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
258+ 1.75% |
$11.6K - $13.9K
|
15K
$857K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
250+ 4.72% |
$11.2K - $13.5K
|
5.55K
$318K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
230+ 1.36% |
$10.3K - $12.4K
|
17.1K
$981K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
229New |
$10.3K - $12.4K
|
229
$13.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
224+ 1.42% |
$10K - $12.1K
|
16K
$916K
|
|
|
Jul 14, 2025
Q2 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
183+ 0.09% |
$8.2K - $9.88K
|
206K
$11.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
166+ 35.02% |
$7.44K - $8.96K
|
640
$36.6K
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
156+ 0.68% |
$6.99K - $8.42K
|
23K
$1.32M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
141+ 1.3% |
$6.32K - $7.61K
|
11K
$629K
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
135+ 0.61% |
$6.05K - $7.29K
|
22.2K
$1.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
133+ 0.41% |
$5.96K - $7.18K
|
32.7K
$1.87M
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
110+ 0.8% |
$4.93K - $5.94K
|
13.8K
$792K
|
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
94+ 0.54% |
$4.21K - $5.07K
|
17.6K
$1.01M
|