Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
SELL
|
- |
-8.25K- 18.86% |
$370K - $445K
|
35.5K
$2.02M
|
|
|
Oct 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-7.29K- 5.29% |
$326K - $393K
|
131K
$7.43M
|
|
|
Aug 04, 2025
Q2 2025
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-6.7K- 50.03% |
$300K - $362K
|
6.69K
$381K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-5.82K- 85.22% |
$261K - $314K
|
1.01K
$57.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.9K- 14.71% |
$175K - $211K
|
22.6K
$1.29M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-2.48K- 3.17% |
$111K - $134K
|
75.7K
$4.31M
|
|
|
Jul 14, 2025
Q2 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-2.34K- 22.78% |
$105K - $126K
|
7.94K
$452K
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
SELL
|
- |
-2K- 11.05% |
$89.7K - $108K
|
16.1K
$918K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.86K- 10.73% |
$83.4K - $100K
|
15.5K
$881K
|
|
|
Aug 13, 2025
Q2 2025
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-1.75K- 36.84% |
$78.4K - $94.4K
|
3K
$171K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.7K- 43.42% |
$76.2K - $91.7K
|
2.22K
$126K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.61K- 13.71% |
$72.1K - $86.8K
|
10.1K
$576K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-1.51K- 25.44% |
$67.7K - $81.5K
|
4.43K
$252K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-961- 38.17% |
$43.1K - $51.9K
|
1.56K
$88.7K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-948- 26.31% |
$42.5K - $51.2K
|
2.66K
$151K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-901- 36.76% |
$40.4K - $48.6K
|
1.55K
$88.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-821- 5.35% |
$36.8K - $44.3K
|
14.5K
$827K
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-795- 1.08% |
$35.6K - $42.9K
|
73K
$4.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
SELL
|
- |
-782- 6.31% |
$35K - $42.2K
|
11.6K
$661K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-592- 10.46% |
$26.5K - $32K
|
5.07K
$289K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-527- 1.24% |
$23.6K - $28.4K
|
41.9K
$2.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
SELL
|
- |
-483- 19.04% |
$21.6K - $26.1K
|
2.05K
$117K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-457- 7.95% |
$20.5K - $24.7K
|
5.29K
$301K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-399- 8.81% |
$17.9K - $21.5K
|
4.13K
$235K
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-396- 26.19% |
$17.7K - $21.4K
|
1.12K
$63.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-391- 22.88% |
$17.5K - $21.1K
|
1.32K
$75K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-361- 12.62% |
$16.2K - $19.5K
|
2.5K
$142K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-300- 89.55% |
$13.4K - $16.2K
|
35
$1.99K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-266- 0.32% |
$11.9K - $14.4K
|
81.6K
$4.65M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-224- 5.3% |
$10K - $12.1K
|
4K
$228K
|
|
|
Aug 01, 2025
Q2 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-56- 0.52% |
$2.51K - $3.02K
|
10.7K
$607K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-50- 0.38% |
$2.24K - $2.7K
|
13.2K
$753K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-41- 0.92% |
$1.84K - $2.21K
|
4.41K
$251K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-31- 50.0% |
$1.39K - $1.67K
|
31
$1.77K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-11- 0.09% |
$493 - $594
|
12.2K
$694K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-2- 0.04% |
$89.6 - $108
|
5.23K
$298K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-642K- 82.91% |
$32.4M - $37.3M
|
132K
$7.53M
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-90.1K- 34.03% |
$4.55M - $5.24M
|
175K
$9.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-12.9K- 37.26% |
$649K - $748K
|
21.7K
$1.23M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-7.26K- 25.09% |
$366K - $422K
|
21.7K
$1.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-7.03K- 5.64% |
$355K - $409K
|
118K
$6.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-4.58K- 1.59% |
$231K - $266K
|
283K
$16.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-4.42K- 10.79% |
$223K - $257K
|
36.6K
$2.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-3.69K- 4.35% |
$186K - $215K
|
81.1K
$4.62M
|
|
|
May 15, 2025
Q1 2025
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-3.68K- 1.63% |
$186K - $214K
|
222K
$12.7M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-3.5K- 22.54% |
$177K - $204K
|
12K
$686K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.1K- 17.32% |
$106K - $122K
|
10K
$571K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.61K- 58.91% |
$81.2K - $93.5K
|
1.12K
$63.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-1.37K- 51.26% |
$69K - $79.4K
|
1.3K
$74K
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
SELL
|
- |
-1.17K- 15.98% |
$58.9K - $67.8K
|
6.14K
$349K
|
|