Latest Institutional Transactions on Dimensional ETF Tr U S Target (DFAT)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr U S Target (DFAT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-365- 0.16% |
$20.3K - $21.5K
|
225K
$12.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
SELL
|
- |
-701- 0.37% |
$39.1K - $41.2K
|
191K
$10.9M
|
|
|
Jan 20, 2026
Q4 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-917- 1.07% |
$51.1K - $53.9K
|
85K
$4.84M
|
|
|
Jan 20, 2026
Q4 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.22K- 54.85% |
$67.7K - $71.5K
|
1K
$56.9K
|
|
|
Jan 20, 2026
Q4 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
SELL
|
- |
-3.14K- 1.52% |
$175K - $185K
|
203K
$11.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 0.24% |
$390 - $412
|
2.94K
$167K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17.2K+ 15.51% |
$960K - $1.01M
|
128K
$7.31M
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-4.85K- 27.48% |
$270K - $285K
|
12.8K
$728K
|
|
|
Jan 20, 2026
Q4 2025
|
Guardian Wealth Management, LLC
Chattanooga, TN |
BUY
|
- |
362KNew |
$20.2M - $21.3M
|
362K
$20.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
27+ 0.75% |
$1.51K - $1.59K
|
3.65K
$208K
|
|
|
Jan 20, 2026
Q4 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
7.96K+ 10.49% |
$444K - $468K
|
83.8K
$4.77M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
13.2KNew |
$737K - $778K
|
13.2K
$753K
|
|
|
Jan 20, 2026
Q4 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
22+ 0.39% |
$1.23K - $1.29K
|
5.7K
$324K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.61K- 99.94% |
$89.6K - $94.6K
|
1
$56.9
|
|
|
Jan 20, 2026
Q4 2025
|
Westwood Wealth Management
|
BUY
|
- |
84.5KNew |
$4.71M - $4.97M
|
84.5K
$4.81M
|
|
|
Jan 20, 2026
Q4 2025
|
Hbe Wealth Management, LLC
Lincoln, NE |
BUY
|
- |
33.9KNew |
$1.89M - $2M
|
33.9K
$1.93M
|
|
|
Jan 16, 2026
Q4 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-608- 2.26% |
$33.9K - $35.8K
|
26.3K
$1.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Five Oceans Advisors
|
SELL
|
- |
-2.09K- 18.94% |
$117K - $123K
|
8.96K
$510K
|
|
|
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 16, 2026
Q4 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
252+ 1.06% |
$14K - $14.8K
|
23.9K
$1.36M
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
711K+ 95.11% |
$39.6M - $41.8M
|
1.46M
$83M
|
|
|
Jan 16, 2026
Q4 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-537- 0.6% |
$29.9K - $31.6K
|
89.4K
$5.09M
|
|
|
Jan 16, 2026
Q4 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-3.08K- 3.29% |
$171K - $181K
|
90.4K
$5.15M
|
|
|
Jan 16, 2026
Q4 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
369+ 1.64% |
$20.6K - $21.7K
|
22.8K
$1.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-3.62K- 12.5% |
$202K - $213K
|
25.3K
$1.44M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-12.8K- 77.78% |
$716K - $756K
|
3.67K
$209K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.64K+ 51.82% |
$426K - $450K
|
22.4K
$1.27M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
44New |
$2.45K - $2.59K
|
44
$2.51K
|
|
|
Jan 15, 2026
Q4 2025
|
25 LLC
St. Louis, MO |
SELL
|
- |
-191- 0.74% |
$10.6K - $11.2K
|
25.7K
$1.46M
|
|
|
Jan 15, 2026
Q4 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-2.58K- 10.06% |
$144K - $152K
|
23.1K
$1.32M
|
|
|
Jan 15, 2026
Q4 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
15.3K+ 1.79% |
$853K - $900K
|
868K
$49.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Avant Financial Advisors LLC
Austin, TX |
SELL
|
- |
-770- 1.85% |
$42.9K - $45.3K
|
40.9K
$2.33M
|
|
|
Jan 15, 2026
Q4 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
88.5K+ 12.05% |
$4.94M - $5.21M
|
823K
$46.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
8.6K+ 14.28% |
$480K - $506K
|
68.9K
$3.92M
|
|
|
Jan 15, 2026
Q4 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-156- 1.84% |
$8.7K - $9.18K
|
8.31K
$473K
|
|
|
Jan 15, 2026
Q4 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
1.39K+ 1.72% |
$77.7K - $82K
|
82.5K
$4.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-297- 4.86% |
$16.6K - $17.5K
|
5.82K
$331K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
7.9K+ 45.42% |
$441K - $465K
|
25.3K
$1.44M
|
|
|
Jan 15, 2026
Q4 2025
|
Better Wealth, LLC
|
SELL
|
- |
-1.31K- 6.68% |
$73.3K - $77.3K
|
18.3K
$1.04M
|
|
|
Jan 15, 2026
Q4 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
65+ 0.4% |
$3.62K - $3.82K
|
16.2K
$924K
|
|
|
Jan 15, 2026
Q4 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
141+ 0.77% |
$7.86K - $8.3K
|
18.4K
$1.05M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-5.18K- 2.16% |
$289K - $305K
|
234K
$13.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Claris Advisors, LLC
|
BUY
|
- |
489+ 0.52% |
$27.3K - $28.8K
|
93.7K
$5.34M
|
|
|
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 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1.89K- 1.38% |
$106K - $111K
|
135K
$7.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
9+ 0.15% |
$502 - $529
|
5.9K
$336K
|
|
|
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 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.21K+ 13.55% |
$123K - $130K
|
18.5K
$1.05M
|
|
|
Jan 14, 2026
Q4 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
16.9K+ 6.68% |
$945K - $997K
|
271K
$15.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5+ 0.14% |
$279 - $294
|
3.64K
$207K
|
|