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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.98K+ 11.85% |
$149K - $162K
|
28.1K
$1.56M
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
2.96K+ 0.76% |
$149K - $161K
|
391K
$21.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
2.83K+ 27.67% |
$142K - $154K
|
13K
$723K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.79K+ 31.71% |
$140K - $152K
|
11.6K
$644K
|
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
2.75K+ 3.13% |
$138K - $150K
|
90.7K
$5.03M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.71K+ 44.08% |
$136K - $147K
|
8.84K
$490K
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.4K+ 23.43% |
$120K - $131K
|
12.6K
$701K
|
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
2.37K+ 2.2% |
$119K - $129K
|
110K
$6.09M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.28K+ 54.89% |
$114K - $124K
|
6.43K
$356K
|
|
|
Jul 31, 2024
Q2 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
2.18K+ 0.8% |
$109K - $119K
|
276K
$15.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.17K+ 9.33% |
$109K - $118K
|
25.5K
$1.41M
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
2.1KNew |
$105K - $114K
|
2.1K
$116K
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.09K+ 8.37% |
$105K - $114K
|
27.1K
$1.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.73K+ 1.87% |
$87K - $94.5K
|
94.2K
$5.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.73K+ 25.11% |
$86.7K - $94.1K
|
8.61K
$478K
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.68K+ 3.5% |
$84.3K - $91.5K
|
49.6K
$2.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.59K+ 4.26% |
$79.8K - $86.7K
|
38.9K
$2.16M
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.5K+ 15.74% |
$75.3K - $81.8K
|
11K
$612K
|
|
|
Aug 01, 2024
Q2 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
1.44K+ 0.33% |
$72.5K - $78.7K
|
442K
$24.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.32K+ 28.15% |
$66.2K - $71.8K
|
6.01K
$333K
|
|
|
Jul 11, 2024
Q2 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
1.27K+ 1.63% |
$63.5K - $68.9K
|
78.7K
$4.36M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.27K+ 1.08% |
$63.5K - $68.9K
|
118K
$6.56M
|
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.26K+ 6.17% |
$63.3K - $68.7K
|
21.7K
$1.2M
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1.26K+ 135.01% |
$63.3K - $68.7K
|
2.2K
$122K
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.16K+ 4.61% |
$58.4K - $63.3K
|
26.4K
$1.46M
|
|
|
Aug 07, 2024
Q2 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.1K+ 17.98% |
$54.9K - $59.6K
|
7.19K
$398K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.09K+ 8.77% |
$54.7K - $59.4K
|
13.5K
$750K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.09K+ 5.7% |
$54.4K - $59.1K
|
20.1K
$1.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.05K+ 17.33% |
$52.5K - $57K
|
7.09K
$393K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
979+ 26.42% |
$49.1K - $53.3K
|
4.69K
$260K
|
|
|
Jul 02, 2024
Q2 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
883+ 0.46% |
$44.3K - $48.1K
|
191K
$10.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
879New |
$44.1K - $47.9K
|
879
$48.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
868+ 2.94% |
$43.6K - $47.3K
|
30.4K
$1.68M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
863+ 10.89% |
$43.3K - $47K
|
8.79K
$487K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
730+ 0.6% |
$36.6K - $39.8K
|
123K
$6.83M
|
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
650+ 2.01% |
$32.6K - $35.4K
|
33K
$1.83M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
636+ 1.71% |
$31.9K - $34.6K
|
37.9K
$2.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
625+ 1.3% |
$31.4K - $34K
|
48.8K
$2.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
580+ 0.11% |
$29.1K - $31.6K
|
510K
$28.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
570New |
$28.6K - $31K
|
570
$31.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
562+ 3.2% |
$28.2K - $30.6K
|
18.1K
$1.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
559+ 0.49% |
$28.1K - $30.4K
|
114K
$6.31M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
543New |
$27.2K - $29.6K
|
543
$30.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
518+ 8.3% |
$26K - $28.2K
|
6.76K
$375K
|
|
|
Jul 16, 2024
Q2 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
500+ 1.78% |
$25.1K - $27.2K
|
28.5K
$1.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
483+ 3.29% |
$24.2K - $26.3K
|
15.2K
$842K
|
|
|
Aug 09, 2024
Q2 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
435+ 0.37% |
$21.8K - $23.7K
|
118K
$6.55M
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
435+ 5.05% |
$21.8K - $23.7K
|
9.06K
$502K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
428New |
$21.5K - $23.3K
|
428
$23.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
408+ 134.21% |
$20.5K - $22.2K
|
712
$39.5K
|