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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.71K- 0.45% |
$91K - $102K
|
381K
$21.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-25.3K- 39.3% |
$1.35M - $1.51M
|
39K
$2.22M
|
|
|
Oct 20, 2025
Q3 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
19+ 0.47% |
$1.01K - $1.13K
|
4.02K
$229K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-16.4K- 8.36% |
$874K - $977K
|
180K
$10.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-709- 2.69% |
$37.8K - $42.3K
|
25.7K
$1.46M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-1.61K- 0.1% |
$85.7K - $95.9K
|
1.66M
$94.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.01% |
$53.4 - $59.7
|
12.1K
$689K
|
|
|
Oct 17, 2025
Q3 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
52.6K+ 3.93% |
$2.81M - $3.14M
|
1.39M
$79.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
12.2K+ 19.16% |
$651K - $728K
|
75.8K
$4.32M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-428- 0.69% |
$22.8K - $25.5K
|
61.6K
$3.51M
|
|
|
Oct 17, 2025
Q3 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
14.3K+ 4.94% |
$764K - $855K
|
304K
$17.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-2.6K- 3.42% |
$138K - $155K
|
73.4K
$4.18M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
161+ 0.33% |
$8.59K - $9.61K
|
48.9K
$2.79M
|
|
|
Oct 17, 2025
Q3 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
25+ 0.48% |
$1.33K - $1.49K
|
5.22K
$297K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-623- 0.72% |
$33.2K - $37.2K
|
85.9K
$4.89M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
12.8K+ 27.06% |
$685K - $766K
|
60.3K
$3.43M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
358K+ 7.77% |
$19.1M - $21.3M
|
4.96M
$282M
|
|
|
Oct 16, 2025
Q3 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-223- 0.27% |
$11.9K - $13.3K
|
82.7K
$4.71M
|
|
|
Oct 16, 2025
Q3 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
69+ 0.27% |
$3.68K - $4.12K
|
25.9K
$1.47M
|
|
|
Oct 16, 2025
Q3 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
11.2K+ 3.32% |
$597K - $668K
|
348K
$19.8M
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
7.51K+ 7.03% |
$401K - $448K
|
114K
$6.51M
|
|
|
Oct 16, 2025
Q3 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
4.87K+ 1.18% |
$260K - $291K
|
416K
$23.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
BUY
|
- |
84+ 0.69% |
$4.48K - $5.01K
|
12.3K
$703K
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
485+ 3.7% |
$25.9K - $28.9K
|
13.6K
$774K
|
|
|
Oct 16, 2025
Q3 2025
|
Olio Financial Planning
|
BUY
|
- |
15K+ 7.64% |
$801K - $896K
|
211K
$12M
|
|
|
Oct 16, 2025
Q3 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
2.83K+ 3.22% |
$151K - $169K
|
90.7K
$5.17M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-46- 0.27% |
$2.45K - $2.75K
|
17.1K
$973K
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-55.1K- 3.59% |
$2.94M - $3.29M
|
1.48M
$84.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3.64KNew |
$194K - $217K
|
3.64K
$207K
|
|
|
Oct 15, 2025
Q3 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-4.85K- 4.93% |
$259K - $290K
|
93.5K
$5.33M
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
1.31K+ 2.19% |
$70.1K - $78.4K
|
61.2K
$3.48M
|
|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
618+ 0.88% |
$33K - $36.9K
|
70.7K
$4.03M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
215+ 2.93% |
$11.5K - $12.8K
|
7.55K
$430K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
12.1K+ 272.47% |
$645K - $721K
|
16.5K
$941K
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
899+ 3.28% |
$48K - $53.7K
|
28.3K
$1.61M
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
128+ 0.07% |
$6.83K - $7.64K
|
188K
$10.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
3.72KNew |
$198K - $222K
|
3.72K
$212K
|
|
|
Oct 15, 2025
Q3 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
483+ 0.46% |
$25.8K - $28.8K
|
106K
$6.05M
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
17K+ 26.08% |
$907K - $1.01M
|
82.1K
$4.68M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-2.14K- 4.02% |
$114K - $128K
|
51K
$2.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-4.59K- 29.66% |
$245K - $274K
|
10.9K
$620K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-5.09K- 0.46% |
$272K - $304K
|
1.1M
$62.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
BUY
|
- |
3.47KNew |
$185K - $207K
|
3.47K
$198K
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
SELL
|
- |
-60.4K- 12.46% |
$3.23M - $3.61M
|
425K
$24.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-34- 0.33% |
$1.81K - $2.03K
|
10.2K
$582K
|
|
|
Oct 14, 2025
Q3 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
15.2K+ 12.56% |
$812K - $908K
|
136K
$7.76M
|
|
|
Oct 14, 2025
Q3 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-318- 0.43% |
$17K - $19K
|
73.5K
$4.18M
|
|
|
Oct 14, 2025
Q3 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-3.84K- 1.13% |
$205K - $229K
|
335K
$19.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
212K+ 33.17% |
$11.3M - $12.7M
|
853K
$48.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
8.92K+ 1.97% |
$476K - $533K
|
463K
$26.4M
|
|