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
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
94+ 0.11% |
$4.21K - $5.07K
|
84.5K
$4.83M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
BUY
|
- |
92+ 13.26% |
$4.12K - $4.97K
|
786
$45K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
91+ 2.99% |
$4.08K - $4.91K
|
3.14K
$180K
|
|
|
Jul 23, 2025
Q2 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
90+ 0.06% |
$4.03K - $4.86K
|
154K
$8.83M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
88+ 0.39% |
$3.94K - $4.75K
|
22.6K
$1.29M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
87+ 0.46% |
$3.9K - $4.7K
|
19K
$1.09M
|
|
|
Jul 29, 2025
Q2 2025
|
Schubert & CO
|
BUY
|
- |
76+ 0.24% |
$3.4K - $4.1K
|
32K
$1.83M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
75+ 1.45% |
$3.36K - $4.05K
|
5.24K
$300K
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
74+ 0.46% |
$3.32K - $3.99K
|
16.1K
$921K
|
|
|
Jul 31, 2025
Q2 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
73+ 1.81% |
$3.27K - $3.94K
|
4.1K
$235K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
56+ 0.37% |
$2.51K - $3.02K
|
15.3K
$875K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
56+ 0.18% |
$2.51K - $3.02K
|
30.4K
$1.74M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
55+ 0.71% |
$2.46K - $2.97K
|
7.77K
$445K
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
45+ 0.45% |
$2.02K - $2.43K
|
9.96K
$570K
|
|
|
Jul 15, 2025
Q2 2025
|
Exeter Financial, LLC
|
BUY
|
- |
40+ 0.47% |
$1.79K - $2.16K
|
8.62K
$493K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
36+ 0.74% |
$1.61K - $1.94K
|
4.88K
$280K
|
|
|
Aug 14, 2025
Q2 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
34+ 0.47% |
$1.52K - $1.83K
|
7.27K
$416K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
33New |
$1.48K - $1.78K
|
33
$1.89K
|
|
|
Jul 24, 2025
Q2 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
32+ 0.55% |
$1.43K - $1.73K
|
5.81K
$332K
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
26+ 0.46% |
$1.16K - $1.4K
|
5.65K
$323K
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
25+ 0.45% |
$1.12K - $1.35K
|
5.53K
$317K
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
24+ 0.41% |
$1.08K - $1.3K
|
5.87K
$336K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
23+ 0.18% |
$1.03K - $1.24K
|
12.6K
$723K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
23+ 0.47% |
$1.03K - $1.24K
|
4.96K
$284K
|
|
|
Jul 30, 2025
Q2 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
23+ 0.44% |
$1.03K - $1.24K
|
5.2K
$297K
|
|
|
Aug 04, 2025
Q2 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
23+ 0.12% |
$1.03K - $1.24K
|
19K
$1.09M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
22+ 0.46% |
$986 - $1.19K
|
4.83K
$277K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
22+ 0.26% |
$986 - $1.19K
|
8.55K
$489K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
21+ 4.04% |
$941 - $1.13K
|
541
$31K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
21+ 0.45% |
$941 - $1.13K
|
4.71K
$270K
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
20+ 0.08% |
$896 - $1.08K
|
26K
$1.49M
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
19+ 0.44% |
$851 - $1.03K
|
4.38K
$250K
|
|
|
Jul 17, 2025
Q2 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
18+ 0.45% |
$806 - $971
|
4K
$229K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
17+ 0.45% |
$762 - $917
|
3.77K
$216K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
15New |
$672 - $810
|
15
$859
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12+ 0.26% |
$538 - $648
|
4.63K
$265K
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
11+ 0.21% |
$493 - $594
|
5.17K
$296K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
10+ 0.28% |
$448 - $540
|
3.61K
$206K
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
8+ 0.18% |
$358 - $432
|
4.56K
$261K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
7+ 0.04% |
$314 - $378
|
17.7K
$1.02M
|
|
|
Jul 25, 2025
Q2 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
4+ 0.05% |
$179 - $216
|
7.44K
$426K
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
2+ 0.03% |
$89.6 - $108
|
6.25K
$358K
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2+ 0.47% |
$89.6 - $108
|
424
$24.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.07% |
$89.6 - $108
|
2.89K
$165K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1+ 0.0% |
$44.8 - $54
|
51.3K
$2.94M
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.52% |
$44.8 - $54
|
194
$11.1K
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1+ 0.0% |
$44.8 - $54
|
30.7K
$1.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.07% |
$44.8 - $54
|
1.45K
$82.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 0.14% |
$44.8 - $54
|
717
$41K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|