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 02, 2024
Q2 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
28+ 0.42% |
$1.41K - $1.53K
|
6.76K
$375K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
26+ 0.33% |
$1.3K - $1.42K
|
8.01K
$444K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
23+ 0.42% |
$1.15K - $1.25K
|
5.45K
$302K
|
|
|
Aug 01, 2024
Q2 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
23+ 0.42% |
$1.15K - $1.25K
|
5.57K
$309K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
21+ 0.05% |
$1.05K - $1.14K
|
42.3K
$2.34M
|
|
|
Jul 23, 2024
Q2 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
21+ 0.41% |
$1.05K - $1.14K
|
5.12K
$284K
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
20+ 0.24% |
$1K - $1.09K
|
8.48K
$470K
|
|
|
Aug 12, 2024
Q2 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
19+ 0.41% |
$953 - $1.03K
|
4.66K
$259K
|
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
BUY
|
- |
19+ 0.41% |
$953 - $1.03K
|
4.61K
$256K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
19+ 0.16% |
$953 - $1.03K
|
12.2K
$677K
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
19+ 0.07% |
$953 - $1.03K
|
28.6K
$1.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
16+ 0.43% |
$803 - $872
|
3.71K
$206K
|
|
|
Jul 25, 2024
Q2 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
16+ 0.4% |
$803 - $872
|
4.01K
$222K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
13+ 0.22% |
$652 - $708
|
5.93K
$329K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
12+ 0.27% |
$602 - $654
|
4.53K
$251K
|
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
12+ 0.2% |
$602 - $654
|
6.05K
$336K
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
11+ 0.01% |
$552 - $599
|
85.6K
$4.75M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
9+ 0.07% |
$452 - $490
|
12.6K
$702K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
8+ 4.76% |
$401 - $436
|
176
$9.76K
|
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
8+ 0.02% |
$401 - $436
|
38.7K
$2.15M
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
5+ 0.35% |
$251 - $272
|
1.43K
$79.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3+ 0.01% |
$151 - $163
|
24.6K
$1.36M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3+ 0.04% |
$151 - $163
|
7.4K
$410K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 1.2% |
$50.2 - $54.5
|
84
$4.66K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.01% |
$50.2 - $54.5
|
8.87K
$492K
|
|
|
Nov 07, 2024
Q2 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-1- -0.0% |
$50.2 - $54.5
|
2.73M
$151M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-9- 0.61% |
$452 - $490
|
1.46K
$81K
|
|
|
Jul 15, 2024
Q2 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-12- 0.06% |
$602 - $654
|
20K
$1.11M
|
|
|
Jul 15, 2024
Q2 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-14- 0.02% |
$703 - $763
|
60.9K
$3.38M
|
|
|
Jul 26, 2024
Q2 2024
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-18- 0.14% |
$903 - $980
|
12.9K
$715K
|
|
|
Jul 24, 2024
Q2 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-21- 0.11% |
$1.05K - $1.14K
|
19.7K
$1.09M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-26- 0.24% |
$1.3K - $1.42K
|
10.7K
$595K
|
|
|
Dec 05, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-31- 0.35% |
$1.56K - $1.69K
|
8.75K
$485K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-32- 0.72% |
$1.61K - $1.74K
|
4.43K
$246K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-42- 0.33% |
$2.11K - $2.29K
|
12.8K
$711K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-45- 0.69% |
$2.26K - $2.45K
|
6.47K
$359K
|
|
|
Jul 12, 2024
Q2 2024
|
Olio Financial Planning
|
SELL
|
- |
-50- 0.12% |
$2.51K - $2.72K
|
43.3K
$2.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Jentner Corp
|
SELL
|
- |
-58- 0.12% |
$2.91K - $3.16K
|
48.6K
$2.69M
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-59- 1.28% |
$2.96K - $3.21K
|
4.54K
$252K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-60- 0.93% |
$3.01K - $3.27K
|
6.37K
$353K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-67- 0.42% |
$3.36K - $3.65K
|
15.9K
$882K
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-76- 0.69% |
$3.81K - $4.14K
|
11K
$608K
|
|
|
Jul 18, 2024
Q2 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-76- 5.08% |
$3.81K - $4.14K
|
1.42K
$78.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-81- 0.27% |
$4.06K - $4.41K
|
29.9K
$1.66M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-90- 0.97% |
$4.52K - $4.9K
|
9.18K
$509K
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-93- 2.05% |
$4.67K - $5.07K
|
4.45K
$247K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-96- 0.86% |
$4.82K - $5.23K
|
11.1K
$614K
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-98- 2.28% |
$4.92K - $5.34K
|
4.2K
$233K
|
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-99- 0.48% |
$4.97K - $5.39K
|
20.6K
$1.14M
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-100- 14.81% |
$5.02K - $5.45K
|
575
$31.9K
|