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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-2.48K- 3.17% |
$111K - $134K
|
75.7K
$4.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-2- 0.04% |
$89.6 - $108
|
5.23K
$298K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-361- 12.62% |
$16.2K - $19.5K
|
2.5K
$142K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
10+ 0.28% |
$448 - $540
|
3.61K
$205K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-5.82K- 85.22% |
$261K - $314K
|
1.01K
$57.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
300+ 5.53% |
$13.4K - $16.2K
|
5.72K
$326K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-948- 26.31% |
$42.5K - $51.2K
|
2.66K
$151K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.61K- 13.71% |
$72.1K - $86.8K
|
10.1K
$576K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
497New |
$22.3K - $26.8K
|
497
$28.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
16.2KNew |
$724K - $873K
|
16.2K
$921K
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-396- 26.19% |
$17.7K - $21.4K
|
1.12K
$63.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-8.98K- 40.4% |
$402K - $485K
|
13.2K
$754K
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-795- 1.08% |
$35.6K - $42.9K
|
73K
$4.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-50- 0.38% |
$2.24K - $2.7K
|
13.2K
$753K
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
SELL
|
- |
-2K- 11.05% |
$89.7K - $108K
|
16.1K
$918K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.9K- 14.71% |
$175K - $211K
|
22.6K
$1.29M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-399- 8.81% |
$17.9K - $21.5K
|
4.13K
$235K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.29KNew |
$57.6K - $69.4K
|
1.29K
$73.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-11- 0.09% |
$493 - $594
|
12.2K
$694K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-527- 1.24% |
$23.6K - $28.4K
|
41.9K
$2.39M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.7K- 43.42% |
$76.2K - $91.7K
|
2.22K
$126K
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
706KNew |
$31.6M - $38.1M
|
706K
$40.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
12.3K+ 15.2% |
$551K - $664K
|
93.2K
$5.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.86K- 10.73% |
$83.4K - $100K
|
15.5K
$881K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-821- 5.35% |
$36.8K - $44.3K
|
14.5K
$827K
|
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
SELL
|
- |
-8.25K- 18.86% |
$370K - $445K
|
35.5K
$2.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
15.6K+ 37.83% |
$699K - $842K
|
56.8K
$3.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
410+ 2.72% |
$18.4K - $22.1K
|
15.5K
$881K
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-37.7K- 8.82% |
$1.69M - $2.03M
|
389K
$22.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-224- 5.3% |
$10K - $12.1K
|
4K
$228K
|
|
|
Jul 14, 2025
Q2 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-2.34K- 22.78% |
$105K - $126K
|
7.94K
$452K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-592- 10.46% |
$26.5K - $32K
|
5.07K
$289K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-41- 0.92% |
$1.84K - $2.21K
|
4.41K
$251K
|
|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
SELL
|
- |
-33.8K- 6.77% |
$1.52M - $1.83M
|
466K
$26.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
1.95KNew |
$87.5K - $105K
|
1.95K
$111K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-1.51K- 25.44% |
$67.7K - $81.5K
|
4.43K
$252K
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
3.87KNew |
$173K - $209K
|
3.87K
$220K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
33New |
$1.48K - $1.78K
|
33
$1.88K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
36.3K+ 30.26% |
$1.62M - $1.96M
|
156K
$8.89M
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
55New |
$2.77K - $3.2K
|
55
$3.13K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
481+ 0.81% |
$24.3K - $27.9K
|
60.1K
$3.42M
|
|
|
May 15, 2025
Q1 2025
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-3.68K- 1.63% |
$186K - $214K
|
222K
$12.7M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
62+ 0.31% |
$3.13K - $3.6K
|
20.2K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-642K- 82.91% |
$32.4M - $37.3M
|
132K
$7.53M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.81KNew |
$243K - $280K
|
4.81K
$274K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
4.46KNew |
$225K - $259K
|
4.46K
$254K
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
6.48KNew |
$327K - $377K
|
6.48K
$369K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
107+ 0.34% |
$5.4K - $6.22K
|
32K
$1.82M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
180New |
$9.08K - $10.5K
|
180
$10.2K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-3.5K- 22.54% |
$177K - $204K
|
12K
$686K
|
|