Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
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
|
|