Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
698K+ 33.86% |
$35M - $38M
|
2.76M
$153M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
556K+ 4.06% |
$27.9M - $30.3M
|
14.3M
$790M
|
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
552KNew |
$27.7M - $30.1M
|
552K
$30.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
514KNew |
$25.8M - $28M
|
514K
$28.5M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
336KNew |
$16.9M - $18.3M
|
336K
$18.7M
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
335K+ 130.07% |
$16.8M - $18.3M
|
593K
$32.9M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
243K+ 18.42% |
$12.2M - $13.2M
|
1.56M
$86.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
234K+ 163.96% |
$11.7M - $12.7M
|
376K
$20.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
225K+ 5575.01% |
$11.3M - $12.3M
|
229K
$12.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
200KNew |
$10M - $10.9M
|
200K
$11.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
194K+ 13.32% |
$9.71M - $10.5M
|
1.65M
$91.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
168K+ 6.57% |
$8.45M - $9.18M
|
2.73M
$151M
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
164KNew |
$8.22M - $8.92M
|
164K
$9.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
148K+ 28.73% |
$7.45M - $8.09M
|
665K
$36.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
137K+ 13.08% |
$6.87M - $7.45M
|
1.18M
$65.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
124K+ 6.25% |
$6.21M - $6.74M
|
2.1M
$117M
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
119KNew |
$5.95M - $6.46M
|
119K
$6.58M
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
114K+ 70.89% |
$5.71M - $6.2M
|
274K
$15.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
89KNew |
$4.47M - $4.85M
|
89K
$4.94M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
78.5K+ 11.36% |
$3.94M - $4.27M
|
769K
$42.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
74.9K+ 11.36% |
$3.76M - $4.08M
|
734K
$40.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
73.9K+ 11.35% |
$3.71M - $4.03M
|
725K
$40.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
72.2K+ 3.97% |
$3.62M - $3.93M
|
1.89M
$105M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
66.1K+ 21.34% |
$3.32M - $3.6M
|
376K
$20.8M
|
|
|
Jul 08, 2024
Q2 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
60.1K+ 12.76% |
$3.01M - $3.27M
|
531K
$29.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
57.4K+ 2.5% |
$2.88M - $3.13M
|
2.35M
$131M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
56.4K+ 14.96% |
$2.83M - $3.07M
|
434K
$24.1M
|
|
|
Sep 18, 2024
Q2 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
55.2K+ 8.24% |
$2.77M - $3.01M
|
725K
$40.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
45.9K+ 24.19% |
$2.3M - $2.5M
|
236K
$13.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
44.9K+ 91.64% |
$2.25M - $2.44M
|
93.8K
$5.2M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
43.7K+ 10.21% |
$2.19M - $2.38M
|
472K
$26.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
42.2KNew |
$2.12M - $2.3M
|
42.2K
$2.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
41.3K+ 13.25% |
$2.07M - $2.25M
|
353K
$19.6M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
41.3K+ 220.42% |
$2.07M - $2.25M
|
60.1K
$3.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
36.7K+ 84.61% |
$1.84M - $2M
|
80K
$4.44M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
36.3K+ 5.05% |
$1.82M - $1.97M
|
755K
$41.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
34.6K+ 3.95% |
$1.74M - $1.88M
|
911K
$50.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
32.4K+ 7.91% |
$1.63M - $1.77M
|
442K
$24.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
31.4K+ 13.8% |
$1.58M - $1.71M
|
259K
$14.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
29.6K+ 0.61% |
$1.48M - $1.61M
|
4.85M
$269M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
28.9K+ 1.42% |
$1.45M - $1.57M
|
2.06M
$114M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
28.4K+ 3.83% |
$1.43M - $1.55M
|
771K
$42.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
28.3K+ 14.21% |
$1.42M - $1.54M
|
227K
$12.6M
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
28.1K+ 8.07% |
$1.41M - $1.53M
|
377K
$20.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
26.7K+ 7.03% |
$1.34M - $1.45M
|
406K
$22.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
26.4K+ 3.01% |
$1.33M - $1.44M
|
906K
$50.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
26.4K+ 4.75% |
$1.32M - $1.44M
|
582K
$32.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
24.3K+ 3.86% |
$1.22M - $1.32M
|
652K
$36.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
23.8K+ 277.59% |
$1.2M - $1.3M
|
32.4K
$1.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
23.5K+ 14.54% |
$1.18M - $1.28M
|
185K
$10.3M
|