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
|
Spire Wealth Management
|
SELL
|
- |
-1.35K- 0.78% |
$60.4K - $72.8K
|
172K
$9.85M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.39K- 2.42% |
$62K - $74.7K
|
55.7K
$3.19M
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-1.41K- 17.38% |
$63K - $75.9K
|
6.69K
$383K
|
|
|
Aug 11, 2025
Q2 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-1.41K- 5.06% |
$63K - $75.9K
|
26.4K
$1.51M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-1.47K- 23.12% |
$65.6K - $79.1K
|
4.87K
$279K
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.47K- 7.92% |
$65.7K - $79.1K
|
17K
$975K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-1.51K- 25.44% |
$67.7K - $81.5K
|
4.43K
$253K
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-1.53K- 8.97% |
$68.4K - $82.4K
|
15.5K
$886K
|
|
|
Aug 12, 2025
Q2 2025
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-1.56K- 0.16% |
$70K - $84.4K
|
976K
$55.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.6K- 0.87% |
$71.8K - $86.5K
|
183K
$10.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.61K- 13.71% |
$72.1K - $86.8K
|
10.1K
$579K
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-1.63K- 0.86% |
$72.9K - $87.8K
|
188K
$10.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.7K- 9.11% |
$76.2K - $91.7K
|
17K
$971K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.7K- 43.42% |
$76.2K - $91.7K
|
2.22K
$127K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.74K- 14.68% |
$77.8K - $93.7K
|
10.1K
$578K
|
|
|
Aug 13, 2025
Q2 2025
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-1.75K- 36.84% |
$78.4K - $94.4K
|
3K
$172K
|
|
|
Jul 29, 2025
Q2 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-1.8K- 7.66% |
$80.7K - $97.3K
|
21.7K
$1.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-1.84K- 6.67% |
$82.2K - $99K
|
25.7K
$1.47M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.86K- 14.58% |
$83.2K - $100K
|
10.9K
$623K
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.86K- 2.91% |
$83.3K - $100K
|
62K
$3.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.86K- 10.73% |
$83.4K - $100K
|
15.5K
$886K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.86K- 16.58% |
$83.4K - $100K
|
9.37K
$536K
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.87K- 16.98% |
$83.6K - $101K
|
9.12K
$522K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.87K- 5.43% |
$83.9K - $101K
|
32.6K
$1.87M
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-1.89K- 6.45% |
$84.8K - $102K
|
27.4K
$1.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-1.93K- 2.68% |
$86.3K - $104K
|
70.1K
$4.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1.98K- 1.41% |
$88.7K - $107K
|
138K
$7.92M
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
SELL
|
- |
-2K- 11.05% |
$89.7K - $108K
|
16.1K
$922K
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2.15K- 7.11% |
$96.4K - $116K
|
28.1K
$1.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-2.16K- 10.79% |
$96.5K - $116K
|
17.8K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.21K- 4.82% |
$98.8K - $119K
|
43.5K
$2.49M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.32K- 15.36% |
$104K - $125K
|
12.8K
$732K
|
|
|
Jul 14, 2025
Q2 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-2.34K- 22.78% |
$105K - $126K
|
7.94K
$454K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.37K- 2.73% |
$106K - $128K
|
84.6K
$4.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.42K- 2.23% |
$108K - $131K
|
106K
$6.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-2.48K- 3.17% |
$111K - $134K
|
75.7K
$4.33M
|
|
|
Jul 31, 2025
Q2 2025
|
Aspen Capital Management, LLC
Boise, ID |
SELL
|
- |
-2.49K- 0.83% |
$112K - $135K
|
299K
$17.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-2.56K- 1.85% |
$114K - $138K
|
135K
$7.74M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-2.7K- 1.03% |
$121K - $145K
|
258K
$14.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.78K- 32.0% |
$124K - $150K
|
5.91K
$338K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-2.78K- 43.14% |
$125K - $150K
|
3.67K
$210K
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-2.78K- 38.81% |
$125K - $150K
|
4.39K
$251K
|
|
|
Aug 13, 2025
Q2 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-2.85K- 11.53% |
$128K - $154K
|
21.8K
$1.25M
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-2.97K- 1.02% |
$133K - $160K
|
290K
$16.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-3.16K- 23.54% |
$141K - $170K
|
10.3K
$587K
|
|
|
Aug 13, 2025
Q2 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-3.2K- 6.66% |
$143K - $173K
|
44.8K
$2.56M
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-3.25K- 19.92% |
$146K - $175K
|
13.1K
$748K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-3.35K- 5.94% |
$150K - $181K
|
53.1K
$3.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.37K- 5.14% |
$151K - $182K
|
62.2K
$3.56M
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-3.4K- 8.81% |
$152K - $183K
|
35.2K
$2.01M
|