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 08, 2025
Q2 2025
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-1- 0.01% |
$44.8 - $54
|
16.6K
$951K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-2- 0.04% |
$89.6 - $108
|
5.23K
$299K
|
|
|
Jul 29, 2025
Q2 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-2- 0.02% |
$89.6 - $108
|
8.73K
$500K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-5- 0.04% |
$224 - $270
|
11.5K
$659K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-7- 0.12% |
$314 - $378
|
6.06K
$347K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-8- 0.02% |
$358 - $432
|
35.8K
$2.05M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-11- 0.09% |
$493 - $594
|
12.2K
$698K
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
SELL
|
- |
-18- 0.07% |
$806 - $971
|
25.8K
$1.48M
|
|
|
Jul 18, 2025
Q2 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
SELL
|
- |
-21- 0.33% |
$941 - $1.13K
|
6.27K
$359K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-28- 0.1% |
$1.25K - $1.51K
|
28.3K
$1.62M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-29- 0.1% |
$1.3K - $1.57K
|
29.7K
$1.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-41- 0.92% |
$1.84K - $2.21K
|
4.41K
$253K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-50- 0.38% |
$2.24K - $2.7K
|
13.2K
$757K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-52- 0.82% |
$2.33K - $2.81K
|
6.3K
$360K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-55- 0.36% |
$2.46K - $2.97K
|
15.3K
$878K
|
|
|
Aug 01, 2025
Q2 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-56- 0.52% |
$2.51K - $3.02K
|
10.7K
$610K
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-61- 0.08% |
$2.73K - $3.29K
|
71.9K
$4.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-66- 0.16% |
$2.96K - $3.56K
|
40.9K
$2.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Applied Capital LLC
|
SELL
|
- |
-75- 0.16% |
$3.36K - $4.05K
|
47K
$2.69M
|
|
|
Aug 01, 2025
Q2 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
SELL
|
- |
-87- 0.09% |
$3.9K - $4.7K
|
92.5K
$5.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-90- 0.08% |
$4.03K - $4.86K
|
118K
$6.74M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-94- 0.26% |
$4.21K - $5.07K
|
36.4K
$2.08M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-100- 1.07% |
$4.48K - $5.4K
|
9.21K
$527K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-102- 2.42% |
$4.57K - $5.5K
|
4.11K
$235K
|
|
|
Aug 12, 2025
Q2 2025
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-110- 2.05% |
$4.93K - $5.94K
|
5.26K
$301K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-114- 0.07% |
$5.11K - $6.15K
|
162K
$9.25M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-124- 0.88% |
$5.56K - $6.69K
|
14K
$803K
|
|
|
Aug 11, 2025
Q2 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-173- 1.55% |
$7.75K - $9.34K
|
11K
$631K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-175- 0.23% |
$7.84K - $9.44K
|
77.4K
$4.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-180- 0.8% |
$8.06K - $9.71K
|
22.4K
$1.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-187- 1.74% |
$8.38K - $10.1K
|
10.5K
$604K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-190- 1.87% |
$8.51K - $10.3K
|
9.94K
$569K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-195- 1.57% |
$8.74K - $10.5K
|
12.2K
$699K
|
|
|
Aug 14, 2025
Q2 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-207- 1.75% |
$9.27K - $11.2K
|
11.6K
$666K
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-208- 0.35% |
$9.32K - $11.2K
|
59.9K
$3.43M
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-216- 0.87% |
$9.68K - $11.7K
|
24.6K
$1.41M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-219- 2.9% |
$9.81K - $11.8K
|
7.33K
$420K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-224- 5.3% |
$10K - $12.1K
|
4K
$229K
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-245- 12.92% |
$11K - $13.2K
|
1.65K
$94.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-250- 2.93% |
$11.2K - $13.5K
|
8.29K
$474K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-266- 0.32% |
$11.9K - $14.4K
|
81.6K
$4.67M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-266- 1.81% |
$11.9K - $14.4K
|
14.4K
$825K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-272- 1.72% |
$12.2K - $14.7K
|
15.6K
$892K
|
|
|
Aug 13, 2025
Q2 2025
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-285- 0.15% |
$12.8K - $15.4K
|
187K
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-291- 1.98% |
$13K - $15.7K
|
14.4K
$823K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-300- 89.55% |
$13.4K - $16.2K
|
35
$2K
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-309- 0.22% |
$13.8K - $16.7K
|
140K
$8M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-350- 6.66% |
$15.7K - $18.9K
|
4.91K
$281K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-361- 12.62% |
$16.2K - $19.5K
|
2.5K
$143K
|
|
|
Jul 14, 2025
Q2 2025
|
Better Wealth, LLC
|
SELL
|
- |
-382- 1.56% |
$17.1K - $20.6K
|
24.2K
$1.38M
|