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 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
14.9K+ 3.87% |
$793K - $887K
|
399K
$22.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
83New |
$4.43K - $4.95K
|
83
$4.73K
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-358- 0.08% |
$19.1K - $21.4K
|
452K
$25.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-296- 0.91% |
$15.8K - $17.7K
|
32.4K
$1.84M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13+ 0.28% |
$694 - $776
|
4.64K
$264K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-600- 0.96% |
$32K - $35.8K
|
61.6K
$3.51M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.98K+ 0.51% |
$106K - $118K
|
394K
$22.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-36- 0.13% |
$1.92K - $2.15K
|
28.2K
$1.61M
|
|
|
Oct 27, 2025
Q3 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
108+ 0.48% |
$5.76K - $6.45K
|
22.5K
$1.28M
|
|
|
Oct 27, 2025
Q3 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-159- 0.49% |
$8.48K - $9.49K
|
32.6K
$1.86M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.68K- 23.9% |
$89.6K - $100K
|
5.35K
$305K
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
817+ 4.93% |
$43.6K - $48.8K
|
17.4K
$991K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
SELL
|
- |
-1.9K- 0.44% |
$101K - $113K
|
429K
$24.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
55.4K+ 7.82% |
$2.96M - $3.31M
|
764K
$43.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-263- 3.01% |
$14K - $15.7K
|
8.47K
$482K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
400K+ 4.27% |
$21.3M - $23.9M
|
9.75M
$555M
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
76+ 0.47% |
$4.06K - $4.54K
|
16.2K
$920K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
2.86K+ 20.68% |
$153K - $171K
|
16.7K
$950K
|
|
|
Oct 24, 2025
Q3 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
1.39K+ 3.15% |
$74.4K - $83.2K
|
45.7K
$2.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-1.93K- 0.99% |
$103K - $115K
|
192K
$10.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-7.32K- 7.51% |
$391K - $437K
|
90.2K
$5.14M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-3.65K- 4.9% |
$195K - $218K
|
70.9K
$4.04M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
18+ 0.32% |
$960 - $1.07K
|
5.57K
$317K
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.63K+ 2.33% |
$86.8K - $97.1K
|
71.3K
$4.06M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.44K- 9.4% |
$76.9K - $86.1K
|
13.9K
$792K
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-17.4KClosed |
$926K - $1.04M
|
0
$0
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
29+ 0.02% |
$1.55K - $1.73K
|
140K
$7.99M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-171- 2.56% |
$9.12K - $10.2K
|
6.52K
$371K
|
|
|
Oct 23, 2025
Q3 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-1.3K- 19.78% |
$69.3K - $77.5K
|
5.27K
$300K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
30.2K+ 17.37% |
$1.61M - $1.8M
|
204K
$11.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.88K+ 16.19% |
$207K - $231K
|
27.8K
$1.58M
|
|
|
Oct 23, 2025
Q3 2025
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
6.34KNew |
$338K - $379K
|
6.34K
$361K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
56K+ 531.38% |
$2.99M - $3.34M
|
66.6K
$3.79M
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-3.15K- 7.7% |
$168K - $188K
|
37.8K
$2.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.29K- 0.75% |
$68.7K - $76.9K
|
171K
$9.73M
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
23+ 0.48% |
$1.23K - $1.37K
|
4.86K
$277K
|
|
|
Oct 23, 2025
Q3 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
356New |
$19K - $21.2K
|
356
$20.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
3.57KNew |
$190K - $213K
|
3.57K
$203K
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2.31K- 1.14% |
$123K - $138K
|
199K
$11.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
128+ 0.42% |
$6.83K - $7.64K
|
30.8K
$1.75M
|
|
|
Oct 23, 2025
Q3 2025
|
Cortland Associates Inc
|
BUY
|
- |
7.4KNew |
$395K - $441K
|
7.4K
$421K
|
|
|
Oct 23, 2025
Q3 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-73- 1.78% |
$3.9K - $4.36K
|
4.03K
$229K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
980+ 7.02% |
$52.3K - $58.5K
|
14.9K
$850K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
601+ 4.11% |
$32.1K - $35.9K
|
15.2K
$867K
|
|
|
Oct 23, 2025
Q3 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
18+ 0.46% |
$960 - $1.07K
|
3.92K
$223K
|
|
|
Oct 23, 2025
Q3 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-1.98K- 1.22% |
$106K - $118K
|
160K
$9.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
192+ 3.46% |
$10.2K - $11.5K
|
5.74K
$327K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.97K+ 2.49% |
$105K - $118K
|
81.2K
$4.62M
|
|
|
Oct 22, 2025
Q3 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-17- 0.02% |
$907 - $1.01K
|
84.4K
$4.81M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-29.2K- 3.76% |
$1.56M - $1.74M
|
747K
$42.5M
|
|