Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
711K+ 95.11% |
$39.6M - $41.8M
|
1.46M
$83M
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
408K+ 134.04% |
$22.7M - $24M
|
712K
$40.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Guardian Wealth Management, LLC
Chattanooga, TN |
BUY
|
- |
362KNew |
$20.2M - $21.3M
|
362K
$20.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
88.5K+ 12.05% |
$4.94M - $5.21M
|
823K
$46.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Westwood Wealth Management
|
BUY
|
- |
84.5KNew |
$4.71M - $4.97M
|
84.5K
$4.81M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
80.8K+ 55.33% |
$4.5M - $4.75M
|
227K
$12.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Thayer Financial, L.L.C.
Hickory, NC |
BUY
|
- |
56.6KNew |
$3.16M - $3.33M
|
56.6K
$3.23M
|
|
|
Jan 05, 2026
Q4 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
41.7K+ 2.34% |
$2.32M - $2.45M
|
1.82M
$104M
|
|
|
Jan 20, 2026
Q4 2025
|
Hbe Wealth Management, LLC
Lincoln, NE |
BUY
|
- |
33.9KNew |
$1.89M - $2M
|
33.9K
$1.93M
|
|
|
Jan 21, 2026
Q4 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
30.8K+ 9.3% |
$1.72M - $1.81M
|
362K
$20.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
26.9K+ 9.03% |
$1.5M - $1.58M
|
324K
$18.5M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
25.2K+ 12.33% |
$1.4M - $1.48M
|
229K
$13.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
20.4K+ 14.05% |
$1.14M - $1.2M
|
165K
$9.41M
|
|
|
Jan 23, 2026
Q4 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
19.1K+ 117.75% |
$1.07M - $1.12M
|
35.3K
$2.01M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17.2K+ 15.51% |
$960K - $1.01M
|
128K
$7.31M
|
|
|
Jan 14, 2026
Q4 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
16.9K+ 6.68% |
$945K - $997K
|
271K
$15.4M
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
16.5K+ 3.24% |
$918K - $969K
|
525K
$29.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
15.3K+ 1.79% |
$853K - $900K
|
868K
$49.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Olio Financial Planning
|
BUY
|
- |
15K+ 7.09% |
$835K - $881K
|
226K
$12.9M
|
|
|
Jan 23, 2026
Q4 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
14K+ 4.48% |
$780K - $823K
|
326K
$18.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
13.2KNew |
$737K - $778K
|
13.2K
$753K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
12.1K+ 1.34% |
$676K - $714K
|
918K
$52.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
12.1K+ 26.97% |
$675K - $713K
|
57K
$3.25M
|
|
|
Jan 14, 2026
Q4 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
11.4K+ 2.79% |
$633K - $668K
|
418K
$23.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
11.3K+ 85.27% |
$629K - $663K
|
24.5K
$1.39M
|
|
|
Jan 14, 2026
Q4 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
10.7K+ 2.56% |
$595K - $628K
|
427K
$24.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
10.5K+ 13.55% |
$587K - $620K
|
88.2K
$5.02M
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
8.6K+ 14.28% |
$480K - $506K
|
68.9K
$3.92M
|
|
|
Jan 20, 2026
Q4 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
7.96K+ 10.49% |
$444K - $468K
|
83.8K
$4.77M
|
|
|
Jan 13, 2026
Q4 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
7.91K+ 10.33% |
$441K - $466K
|
84.5K
$4.81M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
7.9K+ 45.42% |
$441K - $465K
|
25.3K
$1.44M
|
|
|
Jan 12, 2026
Q4 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
7.7K+ 5.65% |
$429K - $453K
|
144K
$8.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.64K+ 51.82% |
$426K - $450K
|
22.4K
$1.27M
|
|
|
Jan 06, 2026
Q4 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
7.33K+ 0.53% |
$408K - $431K
|
1.4M
$79.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
7.28K+ 1.62% |
$406K - $428K
|
457K
$26M
|
|
|
Jan 14, 2026
Q4 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
6.97K+ 31.47% |
$388K - $410K
|
29.1K
$1.66M
|
|
|
Jan 20, 2026
Q4 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
6.24K+ 31.68% |
$348K - $367K
|
25.9K
$1.48M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
6.13K+ 76.81% |
$342K - $361K
|
14.1K
$804K
|
|
|
Jan 12, 2026
Q4 2025
|
Willner & Heller, LLC
|
BUY
|
- |
5.39K+ 43.69% |
$301K - $317K
|
17.7K
$1.01M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
5.27K+ 3.09% |
$294K - $310K
|
176K
$10M
|
|
|
Jan 23, 2026
Q4 2025
|
Third View Private Wealth, LLC
Westport, CT |
BUY
|
- |
4.64KNew |
$259K - $273K
|
4.64K
$264K
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
4.51K+ 2.3% |
$251K - $265K
|
201K
$11.4M
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
4.05KNew |
$226K - $238K
|
4.05K
$231K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.97KNew |
$221K - $234K
|
3.97K
$226K
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.75K+ 12.7% |
$153K - $162K
|
24.4K
$1.39M
|
|
|
Jan 23, 2026
Q4 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
2.68K+ 2.18% |
$149K - $158K
|
125K
$7.15M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.21K+ 13.55% |
$123K - $130K
|
18.5K
$1.05M
|
|
|
Jan 09, 2026
Q4 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.09K+ 0.3% |
$117K - $123K
|
690K
$39.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.92K+ 11.58% |
$107K - $113K
|
18.5K
$1.05M
|
|
|
Jan 21, 2026
Q4 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
1.92K+ 10.43% |
$107K - $113K
|
20.3K
$1.15M
|
|