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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.4K+ 9.15% |
$983K - $1.1M
|
220K
$12.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
314+ 2.92% |
$16.8K - $18.7K
|
11.1K
$630K
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-4.21K- 10.04% |
$225K - $251K
|
37.7K
$2.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
SELL
|
- |
-2.83K- 39.02% |
$151K - $169K
|
4.43K
$252K
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
SELL
|
- |
-4.47K- 34.65% |
$239K - $267K
|
8.43K
$480K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-31.2K- 11.42% |
$1.67M - $1.86M
|
242K
$13.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
108K+ 18.36% |
$5.74M - $6.42M
|
694K
$39.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-262- 61.79% |
$14K - $15.6K
|
162
$9.22K
|
|
|
Nov 14, 2025
Q3 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
1.7K+ 1.09% |
$90.5K - $101K
|
158K
$8.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.12K- 1.98% |
$59.9K - $67K
|
55.4K
$3.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-181K- 10.89% |
$9.66M - $10.8M
|
1.48M
$84.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
30+ 0.1% |
$1.6K - $1.79K
|
29.7K
$1.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-8.62K- 9.67% |
$460K - $514K
|
80.5K
$4.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
73.6K+ 14.53% |
$3.93M - $4.39M
|
580K
$33M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.28K- 29.68% |
$228K - $255K
|
10.1K
$577K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.2K+ 4.92% |
$814K - $910K
|
325K
$18.5M
|
|
|
Nov 14, 2025
Q3 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
6.28KNew |
$335K - $375K
|
6.28K
$358K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
21+ 0.45% |
$1.12K - $1.25K
|
4.73K
$269K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-45.7K- 5.31% |
$2.44M - $2.73M
|
815K
$46.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
2.78K+ 63.42% |
$149K - $166K
|
7.17K
$408K
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-853- 0.26% |
$45.5K - $50.9K
|
327K
$18.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
121K+ 77.37% |
$6.48M - $7.24M
|
278K
$15.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-189K- 1.34% |
$10.1M - $11.3M
|
13.9M
$792M
|
|
|
Nov 14, 2025
Q3 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
44+ 0.38% |
$2.35K - $2.63K
|
11.7K
$665K
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-287- 22.71% |
$15.3K - $17.1K
|
977
$55.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.27KNew |
$67.9K - $75.9K
|
1.27K
$72.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
133K+ 8.58% |
$7.11M - $7.96M
|
1.69M
$96M
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
1.93K+ 4.83% |
$103K - $115K
|
41.9K
$2.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
4.94KNew |
$264K - $295K
|
4.94K
$281K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.05K+ 2.06% |
$109K - $122K
|
101K
$5.76M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-823- 3.86% |
$43.9K - $49.1K
|
20.5K
$1.17M
|
|
|
Nov 13, 2025
Q3 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
248+ 0.28% |
$13.2K - $14.8K
|
89.2K
$5.08M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8.51K+ 59.23% |
$454K - $508K
|
22.9K
$1.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
17+ 0.45% |
$907 - $1.01K
|
3.79K
$216K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.62K+ 12.46% |
$140K - $156K
|
23.6K
$1.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
156+ 24.38% |
$8.32K - $9.31K
|
796
$45.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
73+ 0.28% |
$3.9K - $4.36K
|
26.1K
$1.49M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-9.18K- 7.76% |
$490K - $548K
|
109K
$6.22M
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.38K+ 16.71% |
$127K - $142K
|
16.6K
$945K
|
|
|
Nov 13, 2025
Q3 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
47+ 0.47% |
$2.51K - $2.81K
|
10K
$570K
|
|
|
Nov 13, 2025
Q3 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
187+ 0.2% |
$9.98K - $11.2K
|
92.7K
$5.28M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.18K+ 58.79% |
$277K - $309K
|
14K
$797K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
45.3K+ 10.72% |
$2.42M - $2.7M
|
468K
$26.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-18.9K- 82.89% |
$1.01M - $1.13M
|
3.9K
$222K
|
|
|
Nov 13, 2025
Q3 2025
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-3.71K- 3.54% |
$198K - $221K
|
101K
$5.75M
|
|
|
Nov 13, 2025
Q3 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-3.78K- 22.22% |
$202K - $226K
|
13.2K
$754K
|
|
|
Nov 13, 2025
Q3 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-1.56K- 1.06% |
$83.3K - $93.2K
|
145K
$8.28M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
15.2K+ 4.42% |
$809K - $905K
|
358K
$20.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
45.9K+ 17.44% |
$2.45M - $2.74M
|
309K
$17.6M
|
|
|
Nov 13, 2025
Q3 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-79- 3.34% |
$4.22K - $4.72K
|
2.28K
$130K
|
|