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 13, 2025
Q3 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
3.56KNew |
$190K - $213K
|
3.56K
$203K
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.46K+ 18.88% |
$131K - $147K
|
15.5K
$881K
|
|
|
Nov 13, 2025
Q3 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
658+ 0.3% |
$35.1K - $39.3K
|
218K
$12.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-1.01K- 1.47% |
$54.1K - $60.5K
|
67.8K
$3.86M
|
|
|
Nov 13, 2025
Q3 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-5.39K- 1.23% |
$288K - $322K
|
432K
$24.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.02K+ 0.41% |
$108K - $121K
|
501K
$28.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.26KNew |
$281K - $314K
|
5.26K
$299K
|
|
|
Nov 13, 2025
Q3 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
8.37K+ 7.97% |
$447K - $500K
|
113K
$6.45M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-32.8K- 8.69% |
$1.75M - $1.96M
|
345K
$19.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
62.4K+ 6.91% |
$3.33M - $3.72M
|
966K
$55M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.47K- 7.74% |
$452K - $506K
|
101K
$5.75M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-1.21K- 14.57% |
$64.5K - $72.1K
|
7.08K
$403K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-134- 3.38% |
$7.15K - $8K
|
3.83K
$218K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
37K+ 22.9% |
$1.98M - $2.21M
|
199K
$11.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-848K- 51.51% |
$45.3M - $50.6M
|
799K
$45.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-447- 0.4% |
$23.9K - $26.7K
|
113K
$6.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
663+ 350.79% |
$35.4K - $39.6K
|
852
$48.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.03K- 4.84% |
$54.7K - $61.2K
|
20.1K
$1.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
407+ 0.34% |
$21.7K - $24.3K
|
120K
$6.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-51.6K- 40.16% |
$2.76M - $3.08M
|
76.9K
$4.38M
|
|
|
Nov 12, 2025
Q3 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
SELL
|
- |
-384- 0.25% |
$20.5K - $22.9K
|
154K
$8.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Tumwater Wealth Management, LLC
Boise, ID |
SELL
|
- |
-4.55K- 0.75% |
$243K - $272K
|
604K
$34.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-3.05K- 22.02% |
$163K - $182K
|
10.8K
$615K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
142+ 2.93% |
$7.58K - $8.48K
|
4.99K
$284K
|
|
|
Nov 12, 2025
Q3 2025
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-44.5K- 4.56% |
$2.37M - $2.65M
|
932K
$53M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
27+ 0.34% |
$1.44K - $1.61K
|
7.97K
$454K
|
|
|
Nov 12, 2025
Q3 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-925- 71.59% |
$49.4K - $55.2K
|
367
$20.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-78.3K- 32.63% |
$4.18M - $4.67M
|
162K
$9.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Rs Crum Inc.
|
BUY
|
- |
4.58K+ 1.47% |
$244K - $273K
|
316K
$18M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-469- 1.76% |
$25K - $28K
|
26.2K
$1.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
34+ 0.47% |
$1.81K - $2.03K
|
7.31K
$416K
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.99KNew |
$213K - $238K
|
3.99K
$227K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
434+ 28.93% |
$23.2K - $25.9K
|
1.93K
$110K
|
|
|
Nov 12, 2025
Q3 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
4.18KNew |
$223K - $249K
|
4.18K
$238K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-283- 2.21% |
$15.1K - $16.9K
|
12.5K
$712K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
716+ 22.81% |
$38.2K - $42.7K
|
3.86K
$220K
|
|
|
Nov 12, 2025
Q3 2025
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-23.9K- 6.6% |
$1.27M - $1.42M
|
338K
$19.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
23.4K+ 4.95% |
$1.25M - $1.4M
|
496K
$28.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-30.5K- 2.07% |
$1.63M - $1.82M
|
1.44M
$82.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.33K- 23.66% |
$71.1K - $79.6K
|
4.3K
$245K
|
|
|
Nov 12, 2025
Q3 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
1.74K+ 4.21% |
$92.8K - $104K
|
43K
$2.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Maseco LLP
London, |
BUY
|
- |
795+ 8.48% |
$42.4K - $47.5K
|
10.2K
$579K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
93+ 0.13% |
$4.96K - $5.55K
|
72.6K
$4.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
15+ 0.25% |
$800 - $895
|
6.08K
$346K
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.99K- 3.27% |
$319K - $357K
|
177K
$10.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.1K+ 2.12% |
$1.34M - $1.5M
|
1.21M
$68.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-73- 1.96% |
$3.9K - $4.36K
|
3.64K
$207K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-484K- 9.97% |
$25.9M - $28.9M
|
4.38M
$249M
|
|
|
Nov 12, 2025
Q3 2025
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
2.17K+ 7.14% |
$116K - $130K
|
32.6K
$1.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.62K- 3.41% |
$193K - $216K
|
102K
$5.83M
|
|