Latest Institutional Purchases of Dimensional ETF Tr U S Target (DFAT)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr U S Target (DFAT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
711K+ 95.11% |
$39.6M - $41.8M
|
1.46M
$83M
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
408K+ 134.04% |
$22.7M - $24M
|
712K
$40.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
88.5K+ 12.05% |
$4.94M - $5.21M
|
823K
$46.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Thayer Financial, L.L.C.
Hickory, NC |
BUY
|
- |
56.6KNew |
$3.16M - $3.33M
|
56.6K
$3.23M
|
|
|
Jan 05, 2026
Q4 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
41.7K+ 2.34% |
$2.32M - $2.45M
|
1.82M
$104M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
25.2K+ 12.33% |
$1.4M - $1.48M
|
229K
$13.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
20.4K+ 14.05% |
$1.14M - $1.2M
|
165K
$9.41M
|
|
|
Jan 14, 2026
Q4 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
16.9K+ 6.68% |
$945K - $997K
|
271K
$15.4M
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
16.5K+ 3.24% |
$918K - $969K
|
525K
$29.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
15.3K+ 1.79% |
$853K - $900K
|
868K
$49.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
12.1K+ 1.34% |
$676K - $714K
|
918K
$52.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
12.1K+ 26.97% |
$675K - $713K
|
57K
$3.25M
|
|
|
Jan 14, 2026
Q4 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
11.4K+ 2.79% |
$633K - $668K
|
418K
$23.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
11.3K+ 85.27% |
$629K - $663K
|
24.5K
$1.39M
|
|
|
Jan 14, 2026
Q4 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
10.7K+ 2.56% |
$595K - $628K
|
427K
$24.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
10.5K+ 13.55% |
$587K - $620K
|
88.2K
$5.02M
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
8.6K+ 14.28% |
$480K - $506K
|
68.9K
$3.92M
|
|
|
Jan 13, 2026
Q4 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
7.91K+ 10.33% |
$441K - $466K
|
84.5K
$4.81M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
7.9K+ 45.42% |
$441K - $465K
|
25.3K
$1.44M
|
|
|
Jan 12, 2026
Q4 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
7.7K+ 5.65% |
$429K - $453K
|
144K
$8.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.64K+ 51.82% |
$426K - $450K
|
22.4K
$1.27M
|
|
|
Jan 06, 2026
Q4 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
7.33K+ 0.53% |
$408K - $431K
|
1.4M
$79.6M
|
|
|
Jan 14, 2026
Q4 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
6.97K+ 31.47% |
$388K - $410K
|
29.1K
$1.66M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
6.13K+ 76.81% |
$342K - $361K
|
14.1K
$804K
|
|
|
Jan 12, 2026
Q4 2025
|
Willner & Heller, LLC
|
BUY
|
- |
5.39K+ 43.69% |
$301K - $317K
|
17.7K
$1.01M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
5.27K+ 3.09% |
$294K - $310K
|
176K
$10M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
4.51K+ 2.3% |
$251K - $265K
|
201K
$11.4M
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
4.05KNew |
$226K - $238K
|
4.05K
$231K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.97KNew |
$221K - $234K
|
3.97K
$226K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.21K+ 13.55% |
$123K - $130K
|
18.5K
$1.05M
|
|
|
Jan 09, 2026
Q4 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.09K+ 0.3% |
$117K - $123K
|
690K
$39.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.92K+ 11.58% |
$107K - $113K
|
18.5K
$1.05M
|
|
|
Jan 08, 2026
Q4 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
1.9K+ 0.23% |
$106K - $112K
|
841K
$47.9M
|
|
|
Jan 09, 2026
Q4 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
1.66K+ 0.57% |
$92.7K - $97.8K
|
292K
$16.6M
|
|
|
Jan 15, 2026
Q4 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
1.39K+ 1.72% |
$77.7K - $82K
|
82.5K
$4.7M
|
|
|
Jan 09, 2026
Q4 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.15K+ 4.95% |
$63.9K - $67.4K
|
24.3K
$1.38M
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1.13K+ 221.29% |
$63.2K - $66.7K
|
1.65K
$93.7K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
678+ 41.85% |
$37.8K - $39.9K
|
2.3K
$131K
|
|
|
Jan 15, 2026
Q4 2025
|
Claris Advisors, LLC
|
BUY
|
- |
489+ 0.52% |
$27.3K - $28.8K
|
93.7K
$5.34M
|
|
|
Jan 16, 2026
Q4 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
369+ 1.64% |
$20.6K - $21.7K
|
22.8K
$1.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
252+ 1.06% |
$14K - $14.8K
|
23.9K
$1.36M
|
|
|
Jan 05, 2026
Q4 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
227+ 0.1% |
$12.7K - $13.4K
|
226K
$12.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
202+ 2.96% |
$11.3K - $11.9K
|
7.02K
$400K
|
|
|
Jan 15, 2026
Q4 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
141+ 0.77% |
$7.86K - $8.3K
|
18.4K
$1.05M
|
|
|
Jan 15, 2026
Q4 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
65+ 0.4% |
$3.62K - $3.82K
|
16.2K
$924K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
58+ 1.46% |
$3.23K - $3.41K
|
4.03K
$229K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
44New |
$2.45K - $2.59K
|
44
$2.51K
|
|
|
Jan 07, 2026
Q4 2025
|
Exeter Financial, LLC
|
BUY
|
- |
34+ 0.39% |
$1.9K - $2K
|
8.69K
$495K
|
|
|
Jan 14, 2026
Q4 2025
|
In Track Investment Management Inc
|
BUY
|
- |
33+ 0.05% |
$1.84K - $1.94K
|
67.4K
$3.84M
|
|
|
Jan 14, 2026
Q4 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
16+ 0.41% |
$892 - $941
|
3.94K
$224K
|
|