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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-89- 0.51% |
$4.75K - $5.31K
|
17.5K
$997K
|
|
|
Oct 31, 2025
Q3 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-12.6K- 28.09% |
$671K - $751K
|
32.2K
$1.83M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
6+ 0.15% |
$320 - $358
|
3.97K
$226K
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-136- 0.41% |
$7.26K - $8.12K
|
32.9K
$1.87M
|
|
|
Oct 31, 2025
Q3 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-130- 1.71% |
$6.94K - $7.76K
|
7.46K
$425K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
1+ 0.08% |
$53.4 - $59.7
|
1.33K
$75.7K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
191+ 0.14% |
$10.2K - $11.4K
|
140K
$7.97M
|
|
|
Oct 31, 2025
Q3 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
392+ 0.05% |
$20.9K - $23.4K
|
839K
$47.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.48KNew |
$186K - $208K
|
3.48K
$198K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-12.6K- 14.95% |
$675K - $755K
|
71.9K
$4.1M
|
|
|
Oct 31, 2025
Q3 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
9.44K+ 13.17% |
$504K - $563K
|
81.1K
$4.62M
|
|
|
Oct 31, 2025
Q3 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-2.78K- 6.83% |
$148K - $166K
|
37.9K
$2.16M
|
|
|
Oct 31, 2025
Q3 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-342- 1.22% |
$18.2K - $20.4K
|
27.8K
$1.58M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-34.8K- 6.45% |
$1.85M - $2.07M
|
505K
$28.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-1.26K- 11.44% |
$67.3K - $75.3K
|
9.76K
$556K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
17+ 0.1% |
$907 - $1.01K
|
16.5K
$940K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
6.49K+ 433.91% |
$346K - $387K
|
7.98K
$454K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-61.4K- 51.9% |
$3.28M - $3.67M
|
56.9K
$3.24M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-440- 4.43% |
$23.5K - $26.3K
|
9.5K
$541K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
6.52K+ 43.11% |
$348K - $389K
|
21.6K
$1.23M
|
|
|
Oct 30, 2025
Q3 2025
|
Planning Center, Inc.
|
SELL
|
- |
-3.27K- 0.66% |
$175K - $195K
|
495K
$28.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-775- 14.8% |
$41.4K - $46.3K
|
4.46K
$254K
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
20+ 0.27% |
$1.07K - $1.19K
|
7.47K
$425K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.01% |
$53.4 - $59.7
|
11.5K
$655K
|
|
|
Oct 30, 2025
Q3 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-572- 9.15% |
$30.5K - $34.1K
|
5.68K
$323K
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-34- 0.83% |
$1.81K - $2.03K
|
4.08K
$232K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
988+ 9.82% |
$52.7K - $59K
|
11.1K
$629K
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-44.8K- 72.52% |
$2.39M - $2.67M
|
17K
$966K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-855- 2.35% |
$45.6K - $51K
|
35.6K
$2.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.1K+ 33.03% |
$112K - $125K
|
8.46K
$482K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-57.4K- 2.64% |
$3.06M - $3.42M
|
2.11M
$120M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
396New |
$21.1K - $23.6K
|
396
$22.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-4.5K- 5.62% |
$240K - $269K
|
75.6K
$4.31M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.12K+ 10.11% |
$220K - $246K
|
44.9K
$2.56M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.83K+ 6.44% |
$97.4K - $109K
|
30.2K
$1.72M
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-21.9K- 0.76% |
$1.17M - $1.3M
|
2.84M
$161M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2.93KNew |
$156K - $175K
|
2.93K
$167K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
7.13K+ 0.98% |
$380K - $425K
|
731K
$41.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-48.6K- 8.07% |
$2.59M - $2.9M
|
553K
$31.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
36+ 0.24% |
$1.92K - $2.15K
|
15.3K
$872K
|
|
|
Oct 29, 2025
Q3 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-4.6K- 3.79% |
$245K - $275K
|
117K
$6.65M
|
|
|
Oct 29, 2025
Q3 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-6.88K- 2.95% |
$367K - $410K
|
226K
$12.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
24+ 0.09% |
$1.28K - $1.43K
|
27.2K
$1.55M
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
4.76K+ 67.08% |
$254K - $284K
|
11.8K
$674K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
590+ 4.52% |
$31.5K - $35.2K
|
13.7K
$777K
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
33.6K+ 8.93% |
$1.8M - $2.01M
|
410K
$23.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
71+ 0.05% |
$3.79K - $4.24K
|
130K
$7.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.3MNew |
$69.1M - $77.3M
|
1.3M
$73.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.5K+ 2.15% |
$80K - $89.5K
|
71.2K
$4.06M
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-997- 0.93% |
$53.2K - $59.5K
|
106K
$6.06M
|
|