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 22, 2025
Q3 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-550- 2.0% |
$29.3K - $32.8K
|
26.9K
$1.53M
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
BUY
|
- |
1.46K+ 15.25% |
$78K - $87.3K
|
11K
$629K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.95K- 2.21% |
$531K - $594K
|
440K
$25M
|
|
|
Oct 22, 2025
Q3 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
4.42K+ 1.1% |
$236K - $264K
|
407K
$23.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
16.1K+ 4.32% |
$857K - $959K
|
388K
$22.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-281- 1.9% |
$15K - $16.8K
|
14.5K
$828K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-474- 4.77% |
$25.3K - $28.3K
|
9.47K
$539K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
15.8K+ 12.01% |
$845K - $945K
|
148K
$8.41M
|
|
|
Oct 22, 2025
Q3 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
11.3K+ 4.66% |
$602K - $673K
|
254K
$14.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
3.65KNew |
$195K - $218K
|
3.65K
$208K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-188- 2.18% |
$10K - $11.2K
|
8.42K
$479K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
507+ 70.71% |
$27.1K - $30.3K
|
1.22K
$69.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
349K+ 5.66% |
$18.6M - $20.8M
|
6.52M
$371M
|
|
|
Oct 22, 2025
Q3 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
11+ 0.04% |
$587 - $657
|
25.7K
$1.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-38.5K- 3.49% |
$2.05M - $2.3M
|
1.06M
$60.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
11.5K+ 3.84% |
$616K - $689K
|
312K
$17.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
21+ 0.23% |
$1.12K - $1.25K
|
9.31K
$530K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-851- 1.85% |
$45.4K - $50.8K
|
45K
$2.56M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-227- 1.52% |
$12.1K - $13.5K
|
14.7K
$840K
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
12.3KNew |
$657K - $735K
|
12.3K
$701K
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
2.01K+ 1.67% |
$107K - $120K
|
123K
$6.99M
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-2.52K- 7.18% |
$135K - $151K
|
32.6K
$1.86M
|
|
|
Oct 21, 2025
Q3 2025
|
Applied Capital LLC
|
SELL
|
- |
-369- 0.79% |
$19.7K - $22K
|
46.6K
$2.65M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
4.54K+ 10.48% |
$242K - $271K
|
47.8K
$2.72M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1.57K- 32.02% |
$83.8K - $93.8K
|
3.34K
$190K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
200+ 4.11% |
$10.7K - $11.9K
|
5.07K
$289K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.06% |
$53.4 - $59.7
|
1.61K
$91.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-63- 0.27% |
$3.36K - $3.76K
|
23.7K
$1.35M
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
943+ 4.25% |
$50.3K - $56.3K
|
23.1K
$1.32M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
12.6KNew |
$671K - $750K
|
12.6K
$716K
|
|
|
Oct 21, 2025
Q3 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
7+ 0.12% |
$374 - $418
|
5.81K
$331K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.2K+ 221.82% |
$544K - $608K
|
14.8K
$842K
|
|
|
Oct 21, 2025
Q3 2025
|
Better Wealth, LLC
|
SELL
|
- |
-4.5K- 18.63% |
$240K - $269K
|
19.7K
$1.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-215- 0.28% |
$11.5K - $12.8K
|
77.2K
$4.4M
|
|
|
Oct 21, 2025
Q3 2025
|
In Track Investment Management Inc
|
BUY
|
- |
3.11K+ 4.84% |
$166K - $185K
|
67.3K
$3.83M
|
|
|
Oct 21, 2025
Q3 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
130+ 0.72% |
$6.94K - $7.76K
|
18.2K
$1.04M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
3.62KNew |
$193K - $216K
|
3.62K
$206K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-47.7K- 5.71% |
$2.54M - $2.85M
|
788K
$44.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
4.04K+ 0.95% |
$216K - $241K
|
428K
$24.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-664- 3.51% |
$35.4K - $39.6K
|
18.2K
$1.04M
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
13+ 0.06% |
$694 - $776
|
20.6K
$1.18M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
5.45KNew |
$291K - $326K
|
5.45K
$311K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
15.4K+ 61.95% |
$822K - $919K
|
40.3K
$2.29M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-53- 0.68% |
$2.83K - $3.16K
|
7.71K
$439K
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
295New |
$15.7K - $17.6K
|
295
$16.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.84K+ 36.94% |
$98.1K - $110K
|
6.82K
$388K
|
|
|
Oct 20, 2025
Q3 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-68- 0.12% |
$3.63K - $4.06K
|
56.7K
$3.23M
|
|
|
Oct 20, 2025
Q3 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
800+ 15.05% |
$42.7K - $47.8K
|
6.12K
$348K
|
|
|
Oct 20, 2025
Q3 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
3.1K+ 0.27% |
$165K - $185K
|
1.17M
$66.7M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
25.7KNew |
$1.37M - $1.53M
|
25.7K
$1.46M
|
|