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 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.25K- 9.73% |
$280K - $313K
|
48.7K
$2.77M
|
|
|
Nov 12, 2025
Q3 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-95- 0.88% |
$5.07K - $5.67K
|
10.7K
$611K
|
|
|
Nov 12, 2025
Q3 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
2.13K+ 2.92% |
$114K - $127K
|
75.3K
$4.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 2.33% |
$53.4 - $59.7
|
44
$2.51K
|
|
|
Nov 12, 2025
Q3 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-6.53K- 1.85% |
$348K - $390K
|
347K
$19.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
1.26K+ 11.64% |
$67.2K - $75.1K
|
12.1K
$688K
|
|
|
Nov 12, 2025
Q3 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.95K+ 0.49% |
$104K - $116K
|
398K
$22.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Truepoint, Inc.
|
SELL
|
- |
-11.2K- 0.73% |
$599K - $670K
|
1.52M
$86.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
97+ 0.84% |
$5.18K - $5.79K
|
11.6K
$661K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6.63K+ 9.77% |
$354K - $396K
|
74.5K
$4.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
2.94K+ 1.57% |
$157K - $175K
|
190K
$10.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
127+ 2.43% |
$6.78K - $7.58K
|
5.36K
$305K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-913- 2.8% |
$48.7K - $54.5K
|
31.7K
$1.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
5.48KNew |
$293K - $327K
|
5.48K
$312K
|
|
|
Nov 12, 2025
Q3 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
20KNew |
$1.07M - $1.19M
|
20K
$1.14M
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-3.51K- 1.95% |
$187K - $210K
|
177K
$10.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
245+ 2.88% |
$13.1K - $14.6K
|
8.76K
$499K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
7.78K+ 33.35% |
$415K - $464K
|
31.1K
$1.77M
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.38K+ 3.17% |
$73.5K - $82.3K
|
44.9K
$2.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
443New |
$23.6K - $26.4K
|
443
$25.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-250- 2.67% |
$13.3K - $14.9K
|
9.12K
$519K
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-1.07K- 1.85% |
$56.9K - $63.6K
|
56.7K
$3.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
SELL
|
- |
-445- 0.24% |
$23.7K - $26.6K
|
184K
$10.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
3.52KNew |
$188K - $210K
|
3.52K
$201K
|
|
|
Nov 12, 2025
Q3 2025
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
BUY
|
- |
23.5KNew |
$1.25M - $1.4M
|
23.5K
$1.34M
|
|
|
Nov 10, 2025
Q3 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
49+ 0.26% |
$2.61K - $2.92K
|
19.1K
$1.09M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-3- 0.55% |
$160 - $179
|
538
$30.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Brio Consultants, LLC
|
BUY
|
- |
3.59KNew |
$191K - $214K
|
3.59K
$204K
|
|
|
Nov 10, 2025
Q3 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
22.7K+ 18.54% |
$1.21M - $1.35M
|
145K
$8.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.38K- 5.7% |
$180K - $202K
|
56K
$3.19M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
722+ 1.67% |
$38.5K - $43.1K
|
44K
$2.51M
|
|
|
Nov 10, 2025
Q3 2025
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
568+ 8.52% |
$30.3K - $33.9K
|
7.23K
$412K
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
4.24KNew |
$226K - $253K
|
4.24K
$241K
|
|
|
Nov 10, 2025
Q3 2025
|
Concentrum Wealth Management
|
SELL
|
- |
-32K- 51.26% |
$1.71M - $1.91M
|
30.4K
$1.73M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.11K- 55.41% |
$166K - $185K
|
2.5K
$142K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
23+ 0.46% |
$1.23K - $1.37K
|
4.99K
$284K
|
|
|
Nov 10, 2025
Q3 2025
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
BUY
|
- |
20.4K+ 5.68% |
$1.09M - $1.22M
|
379K
$21.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-44- 0.06% |
$2.35K - $2.63K
|
68.8K
$3.92M
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
4.69K+ 54.85% |
$250K - $280K
|
13.2K
$754K
|
|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
144K+ 2224.48% |
$7.66M - $8.57M
|
150K
$8.54M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-19.2K- 18.71% |
$1.03M - $1.15M
|
83.5K
$4.75M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.94K- 12.34% |
$104K - $116K
|
13.8K
$785K
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
SELL
|
- |
-756- 3.35% |
$40.3K - $45.1K
|
21.8K
$1.24M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-39- 0.28% |
$2.08K - $2.33K
|
14K
$796K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-336- 4.33% |
$17.9K - $20.1K
|
7.43K
$423K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-5.84K- 9.39% |
$312K - $349K
|
56.4K
$3.21M
|
|
|
Nov 10, 2025
Q3 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
5+ 0.05% |
$267 - $298
|
9.13K
$520K
|
|
|
Nov 10, 2025
Q3 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.22K- 1.57% |
$119K - $133K
|
139K
$7.94M
|
|
|
Nov 10, 2025
Q3 2025
|
Parkside Investments, LLC
|
BUY
|
- |
6.88KNew |
$367K - $411K
|
6.88K
$392K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-400- 6.77% |
$21.3K - $23.9K
|
5.51K
$314K
|
|