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 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-391- 22.88% |
$17.5K - $21.1K
|
1.32K
$75.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-395- 0.24% |
$17.7K - $21.3K
|
162K
$9.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-396- 26.19% |
$17.7K - $21.4K
|
1.12K
$63.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-399- 8.81% |
$17.9K - $21.5K
|
4.13K
$236K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-420- 1.13% |
$18.8K - $22.7K
|
36.7K
$2.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-449- 1.62% |
$20.1K - $24.2K
|
27.2K
$1.56M
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-454- 9.2% |
$20.3K - $24.5K
|
4.48K
$257K
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-456- 2.36% |
$20.4K - $24.6K
|
18.9K
$1.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-457- 7.95% |
$20.5K - $24.7K
|
5.29K
$303K
|
|
|
Aug 14, 2025
Q2 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
SELL
|
- |
-481- 0.43% |
$21.5K - $26K
|
112K
$6.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
SELL
|
- |
-483- 19.04% |
$21.6K - $26.1K
|
2.05K
$118K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-487- 0.41% |
$21.8K - $26.3K
|
118K
$6.74M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-490- 2.56% |
$22K - $26.4K
|
18.6K
$1.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-497- 0.6% |
$22.3K - $26.8K
|
83K
$4.75M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-527- 1.24% |
$23.6K - $28.4K
|
41.9K
$2.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-572- 2.61% |
$25.6K - $30.9K
|
21.3K
$1.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-586- 1.42% |
$26.3K - $31.6K
|
40.7K
$2.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-592- 10.46% |
$26.5K - $32K
|
5.07K
$290K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
SELL
|
- |
-595- 5.84% |
$26.7K - $32.1K
|
9.59K
$549K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-614- 12.16% |
$27.5K - $33.1K
|
4.44K
$254K
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-623- 0.85% |
$27.9K - $33.6K
|
72.5K
$4.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-637- 8.02% |
$28.5K - $34.4K
|
7.3K
$418K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-669- 0.49% |
$30K - $36.1K
|
136K
$7.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-672- 1.99% |
$30.1K - $36.3K
|
33.1K
$1.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Navigoe, LLC
Redondo Beach, CA |
SELL
|
- |
-686- 0.3% |
$30.7K - $37K
|
230K
$13.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-706- 12.22% |
$31.6K - $38.1K
|
5.07K
$290K
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-706- 2.64% |
$31.6K - $38.1K
|
26K
$1.49M
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-710- 0.66% |
$31.8K - $38.3K
|
107K
$6.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-713- 1.25% |
$31.9K - $38.5K
|
56.6K
$3.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-755- 6.16% |
$33.8K - $40.7K
|
11.5K
$659K
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
SELL
|
- |
-782- 6.31% |
$35K - $42.2K
|
11.6K
$665K
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-795- 1.08% |
$35.6K - $42.9K
|
73K
$4.18M
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-813- 25.6% |
$36.4K - $43.9K
|
2.36K
$135K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-821- 5.35% |
$36.8K - $44.3K
|
14.5K
$831K
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-821- 1.43% |
$36.8K - $44.3K
|
56.8K
$3.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-834- 0.78% |
$37.4K - $45K
|
106K
$6.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-859- 4.67% |
$38.5K - $46.4K
|
17.5K
$1M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-860- 9.18% |
$38.5K - $46.4K
|
8.51K
$487K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-901- 36.76% |
$40.4K - $48.6K
|
1.55K
$88.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-906- 0.57% |
$40.6K - $48.9K
|
158K
$9.07M
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-936- 5.06% |
$41.9K - $50.5K
|
17.5K
$1M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-948- 26.31% |
$42.5K - $51.2K
|
2.66K
$152K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-961- 38.17% |
$43.1K - $51.9K
|
1.56K
$89.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-1K- 2.02% |
$44.9K - $54.1K
|
48.8K
$2.79M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.06K- 26.71% |
$47.7K - $57.4K
|
2.92K
$167K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.12K- 5.06% |
$50.2K - $60.5K
|
21K
$1.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.13K- 2.11% |
$50.4K - $60.7K
|
52.1K
$2.99M
|
|
|
Aug 08, 2025
Q2 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
SELL
|
- |
-1.13K- 0.61% |
$50.6K - $61K
|
184K
$10.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.2K- 15.94% |
$53.6K - $64.5K
|
6.31K
$361K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.29K- 4.24% |
$57.9K - $69.7K
|
29.2K
$1.67M
|