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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
16.2KNew |
$866K - $969K
|
16.2K
$924K
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
16.1K+ 4.32% |
$857K - $959K
|
388K
$22.1M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
15.8K+ 12.01% |
$845K - $945K
|
148K
$8.41M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
15.4K+ 61.95% |
$822K - $919K
|
40.3K
$2.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.2K+ 4.92% |
$814K - $910K
|
325K
$18.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
15.2K+ 4.42% |
$809K - $905K
|
358K
$20.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Olio Financial Planning
|
BUY
|
- |
15K+ 7.64% |
$801K - $896K
|
211K
$12M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
14.9K+ 3.87% |
$793K - $887K
|
399K
$22.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14K+ 9.89% |
$747K - $835K
|
155K
$8.85M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
12.6KNew |
$671K - $750K
|
12.6K
$716K
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
12.3KNew |
$657K - $735K
|
12.3K
$701K
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
12.2K+ 19.16% |
$651K - $728K
|
75.8K
$4.32M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
12.1K+ 43.68% |
$648K - $725K
|
39.9K
$2.27M
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
11.5K+ 3.84% |
$616K - $689K
|
312K
$17.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
11.2K+ 3.32% |
$597K - $668K
|
348K
$19.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.2K+ 221.82% |
$544K - $608K
|
14.8K
$842K
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
10.2K+ 20.26% |
$543K - $608K
|
60.4K
$3.44M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
9.29K+ 135.75% |
$495K - $554K
|
16.1K
$918K
|
|
|
Oct 10, 2025
Q3 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
9.02K+ 32.28% |
$481K - $538K
|
37K
$2.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
8.92K+ 1.97% |
$476K - $533K
|
463K
$26.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8.51K+ 59.23% |
$454K - $508K
|
22.9K
$1.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
8.37K+ 7.97% |
$447K - $500K
|
113K
$6.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
7.78K+ 33.35% |
$415K - $464K
|
31.1K
$1.77M
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
7.51K+ 7.03% |
$401K - $448K
|
114K
$6.51M
|
|
|
Oct 23, 2025
Q3 2025
|
Cortland Associates Inc
|
BUY
|
- |
7.4KNew |
$395K - $441K
|
7.4K
$421K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
7.13K+ 0.98% |
$380K - $425K
|
731K
$41.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Parkside Investments, LLC
|
BUY
|
- |
6.88KNew |
$367K - $411K
|
6.88K
$392K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
6.78K+ 2.29% |
$362K - $405K
|
303K
$17.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6.63K+ 9.77% |
$354K - $396K
|
74.5K
$4.24M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
6.52K+ 43.11% |
$348K - $389K
|
21.6K
$1.23M
|
|
|
Nov 03, 2025
Q3 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
6.44K+ 1.98% |
$344K - $384K
|
331K
$18.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
6.34KNew |
$338K - $379K
|
6.34K
$361K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
6.29K+ 1.86% |
$336K - $375K
|
345K
$19.7M
|
|
|
Nov 14, 2025
Q3 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
6.28KNew |
$335K - $375K
|
6.28K
$358K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
5.48KNew |
$293K - $327K
|
5.48K
$312K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
5.45KNew |
$291K - $326K
|
5.45K
$311K
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.26KNew |
$281K - $314K
|
5.26K
$299K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.18K+ 58.79% |
$277K - $309K
|
14K
$797K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
4.94KNew |
$264K - $295K
|
4.94K
$281K
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
4.76K+ 67.08% |
$254K - $284K
|
11.8K
$674K
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
4.69K+ 54.85% |
$250K - $280K
|
13.2K
$754K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
4.62K+ 26.06% |
$247K - $276K
|
22.4K
$1.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Rs Crum Inc.
|
BUY
|
- |
4.58K+ 1.47% |
$244K - $273K
|
316K
$18M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
4.54K+ 10.48% |
$242K - $271K
|
47.8K
$2.72M
|
|
|
Nov 25, 2025
Q3 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
4.39K+ 1.53% |
$234K - $262K
|
290K
$16.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Asset Planning Corporation
|
BUY
|
- |
4.36KNew |
$233K - $260K
|
4.36K
$248K
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4.36K+ 2.87% |
$232K - $260K
|
156K
$8.87M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4.35K+ 39.01% |
$232K - $259K
|
15.5K
$882K
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
4.24KNew |
$226K - $253K
|
4.24K
$241K
|
|
|
Oct 14, 2025
Q3 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
4.2K+ 1.45% |
$224K - $251K
|
293K
$16.7M
|
|