Purchases and Sales Made in Q3 2025 in Dimensional ETF Tr U S Target (DFAT)
This table provides information about the institutional ownership of Dimensional ETF Tr U S Target (DFAT) during Q3 2025. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR U S TARGET .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.3MNew |
$69.1M - $77.3M
|
1.3M
$73.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
403KNew |
$21.5M - $24.1M
|
403K
$23M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
400K+ 4.27% |
$21.3M - $23.9M
|
9.75M
$555M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
358K+ 7.77% |
$19.1M - $21.3M
|
4.96M
$282M
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
349K+ 5.66% |
$18.6M - $20.8M
|
6.52M
$371M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
336K+ 2407.56% |
$17.9M - $20M
|
350K
$19.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
298KNew |
$15.9M - $17.8M
|
298K
$16.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
212K+ 33.17% |
$11.3M - $12.7M
|
853K
$48.5M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
152KNew |
$8.09M - $9.05M
|
152K
$8.64M
|
|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
144K+ 2224.48% |
$7.66M - $8.57M
|
150K
$8.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
133K+ 8.58% |
$7.11M - $7.96M
|
1.69M
$96M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
121K+ 77.37% |
$6.48M - $7.24M
|
278K
$15.8M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
117K+ 4.88% |
$6.24M - $6.98M
|
2.51M
$143M
|
|
|
Nov 14, 2025
Q3 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
108K+ 18.36% |
$5.74M - $6.42M
|
694K
$39.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
73.6K+ 14.53% |
$3.93M - $4.39M
|
580K
$33M
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
BUY
|
- |
68K+ 51.17% |
$3.63M - $4.06M
|
201K
$11.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
67.5K+ 13.32% |
$3.6M - $4.03M
|
575K
$32.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
62.4K+ 6.91% |
$3.33M - $3.72M
|
966K
$55M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
56K+ 531.38% |
$2.99M - $3.34M
|
66.6K
$3.79M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
55.4K+ 7.82% |
$2.96M - $3.31M
|
764K
$43.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
53.9K+ 2.57% |
$2.88M - $3.22M
|
2.15M
$123M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
53.1K+ 5.73% |
$2.83M - $3.17M
|
979K
$55.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
52.6K+ 3.93% |
$2.81M - $3.14M
|
1.39M
$79.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
51.7K+ 426.24% |
$2.76M - $3.09M
|
63.8K
$3.63M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
46.4K+ 46.67% |
$2.48M - $2.77M
|
146K
$8.31M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
45.9K+ 17.44% |
$2.45M - $2.74M
|
309K
$17.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
45.3K+ 10.72% |
$2.42M - $2.7M
|
468K
$26.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
44.4K+ 6.43% |
$2.37M - $2.65M
|
735K
$41.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
43.1K+ 14.08% |
$2.3M - $2.57M
|
349K
$19.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
38.6K+ 23.97% |
$2.06M - $2.31M
|
200K
$11.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
37K+ 22.9% |
$1.98M - $2.21M
|
199K
$11.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
33.6K+ 8.93% |
$1.8M - $2.01M
|
410K
$23.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
30.2K+ 17.37% |
$1.61M - $1.8M
|
204K
$11.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
29.7K+ 0.6% |
$1.59M - $1.77M
|
4.97M
$283M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
29.7K+ 56.44% |
$1.58M - $1.77M
|
82.3K
$4.69M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
25.7KNew |
$1.37M - $1.53M
|
25.7K
$1.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.1K+ 2.12% |
$1.34M - $1.5M
|
1.21M
$68.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Virtue Asset Management LLC
Barrington, IL |
BUY
|
- |
24.1KNew |
$1.29M - $1.44M
|
24.1K
$1.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
BUY
|
- |
23.5KNew |
$1.25M - $1.4M
|
23.5K
$1.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
23.4K+ 4.95% |
$1.25M - $1.4M
|
496K
$28.3M
|
|
|
Nov 17, 2025
Q3 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
23K+ 7.68% |
$1.23M - $1.37M
|
322K
$18.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
22.7K+ 18.54% |
$1.21M - $1.35M
|
145K
$8.25M
|
|
|
Nov 06, 2025
Q3 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
22.1KNew |
$1.18M - $1.32M
|
22.1K
$1.26M
|
|
|
Nov 10, 2025
Q3 2025
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
BUY
|
- |
20.4K+ 5.68% |
$1.09M - $1.22M
|
379K
$21.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
20KNew |
$1.07M - $1.19M
|
20K
$1.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
19.9K+ 1.66% |
$1.06M - $1.19M
|
1.22M
$69.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
19.1KNew |
$1.02M - $1.14M
|
19.1K
$1.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.4K+ 9.15% |
$983K - $1.1M
|
220K
$12.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18.2K+ 60.08% |
$974K - $1.09M
|
48.6K
$2.77M
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
17K+ 26.08% |
$907K - $1.01M
|
82.1K
$4.68M
|
|