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 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-24.5K- 1.29% |
$1.31M - $1.46M
|
1.87M
$107M
|
|
|
Nov 06, 2025
Q3 2025
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
SELL
|
- |
-658- 8.33% |
$35.1K - $39.3K
|
7.24K
$412K
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-3.52K- 2.18% |
$188K - $210K
|
158K
$8.97M
|
|
|
Nov 05, 2025
Q3 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-138- 0.64% |
$7.36K - $8.24K
|
21.6K
$1.23M
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$107 - $119
|
14.3K
$817K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-402- 13.91% |
$21.5K - $24K
|
2.49K
$142K
|
|
|
Nov 05, 2025
Q3 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1.83K+ 1.88% |
$97.9K - $109K
|
99.3K
$5.65M
|
|
|
Nov 05, 2025
Q3 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-5.31K- 2.19% |
$284K - $317K
|
238K
$13.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-789- 4.75% |
$42.1K - $47.1K
|
15.8K
$901K
|
|
|
Nov 05, 2025
Q3 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
SELL
|
- |
-1.97K- 1.36% |
$105K - $117K
|
142K
$8.11M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
12.1K+ 43.68% |
$648K - $725K
|
39.9K
$2.27M
|
|
|
Nov 05, 2025
Q3 2025
|
Prudent Man Investment Management, Inc.
Louisville, CO |
SELL
|
- |
-111- 0.68% |
$5.92K - $6.63K
|
16.1K
$919K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
82+ 0.53% |
$4.38K - $4.89K
|
15.7K
$892K
|
|
|
Nov 05, 2025
Q3 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-1.56K- 5.97% |
$83K - $92.8K
|
24.5K
$1.39M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.24K- 6.21% |
$173K - $193K
|
48.9K
$2.79M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-40.3K- 25.44% |
$2.15M - $2.41M
|
118K
$6.73M
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-3.09K- 15.09% |
$165K - $184K
|
17.4K
$990K
|
|
|
Nov 05, 2025
Q3 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
2.07K+ 5.01% |
$110K - $123K
|
43.3K
$2.47M
|
|
|
Nov 05, 2025
Q3 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-6.64K- 12.53% |
$354K - $396K
|
46.4K
$2.64M
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
16.2KNew |
$866K - $969K
|
16.2K
$924K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-264- 11.75% |
$14.1K - $15.8K
|
1.98K
$113K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
256+ 0.7% |
$13.7K - $15.3K
|
37K
$2.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.52% |
$53.4 - $59.7
|
195
$11.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
43.1K+ 14.08% |
$2.3M - $2.57M
|
349K
$19.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
1.71K+ 1.28% |
$91K - $102K
|
135K
$7.66M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
6.78K+ 2.29% |
$362K - $405K
|
303K
$17.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
114New |
$6.08K - $6.8K
|
114
$6.49K
|
|
|
Nov 04, 2025
Q3 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
SELL
|
- |
-69- 0.22% |
$3.68K - $4.12K
|
30.9K
$1.76M
|
|
|
Nov 04, 2025
Q3 2025
|
Aspen Capital Management, LLC
Boise, ID |
SELL
|
- |
-4.41K- 1.47% |
$235K - $263K
|
295K
$16.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
29.7K+ 0.6% |
$1.59M - $1.77M
|
4.97M
$283M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.38M- 72.64% |
$73.4M - $82.2M
|
518K
$29.5M
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
2.63K+ 14.97% |
$140K - $157K
|
20.2K
$1.15M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
133+ 0.81% |
$7.1K - $7.94K
|
16.6K
$947K
|
|
|
Nov 03, 2025
Q3 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-684- 9.85% |
$36.5K - $40.8K
|
6.26K
$357K
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4.36K+ 2.87% |
$232K - $260K
|
156K
$8.87M
|
|
|
Nov 03, 2025
Q3 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
6.44K+ 1.98% |
$344K - $384K
|
331K
$18.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Avant Financial Advisors LLC
Austin, TX |
SELL
|
- |
-356- 0.85% |
$19K - $21.2K
|
41.6K
$2.37M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
1.58K+ 0.54% |
$84K - $94K
|
293K
$16.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-37- 0.14% |
$1.97K - $2.21K
|
26K
$1.48M
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
3.05K+ 1.95% |
$163K - $182K
|
159K
$9.07M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-21.1K- 4.54% |
$1.13M - $1.26M
|
445K
$25.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.08K+ 63.04% |
$164K - $184K
|
7.96K
$453K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
79+ 1.5% |
$4.22K - $4.72K
|
5.34K
$304K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
1.29K+ 0.6% |
$68.8K - $77K
|
216K
$12.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.82K+ 1.07% |
$97.1K - $109K
|
172K
$9.79M
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.15K+ 2.55% |
$61.1K - $68.3K
|
46.1K
$2.63M
|
|
|
Oct 31, 2025
Q3 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-4.68K- 4.95% |
$250K - $279K
|
89.9K
$5.12M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-17.2K- 2.16% |
$918K - $1.03M
|
778K
$44.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-62.9K- 33.47% |
$3.36M - $3.75M
|
125K
$7.12M
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
SELL
|
- |
-19- 0.46% |
$1.01K - $1.13K
|
4.07K
$232K
|
|