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 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-649- 2.65% |
$32.6K - $35.4K
|
23.9K
$1.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-660- 1.1% |
$33.1K - $36K
|
59.1K
$3.28M
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-675- 3.09% |
$33.9K - $36.8K
|
21.2K
$1.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-692- 0.18% |
$34.7K - $37.7K
|
391K
$21.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-697- 1.95% |
$35K - $38K
|
35.1K
$1.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-740- 4.56% |
$37.1K - $40.3K
|
15.5K
$859K
|
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-773- 3.65% |
$38.8K - $42.1K
|
20.4K
$1.13M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-793- 5.3% |
$39.8K - $43.2K
|
14.2K
$786K
|
|
|
Aug 12, 2024
Q2 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-869- 0.51% |
$43.6K - $47.3K
|
169K
$9.36M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-926- 17.02% |
$46.5K - $50.4K
|
4.51K
$250K
|
|
|
Jul 31, 2024
Q2 2024
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-929- 0.6% |
$46.6K - $50.6K
|
154K
$8.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-986- 1.09% |
$49.5K - $53.7K
|
89.3K
$4.95M
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-997- 0.27% |
$50K - $54.3K
|
373K
$20.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.04K- 0.99% |
$52.1K - $56.6K
|
104K
$5.76M
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-1.06K- 1.89% |
$53.1K - $57.6K
|
54.9K
$3.05M
|
|
|
Jul 15, 2024
Q2 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-1.15K- 1.13% |
$57.6K - $62.5K
|
100K
$5.57M
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.17K- 16.42% |
$58.5K - $63.5K
|
5.93K
$329K
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-1.17K- 1.43% |
$58.6K - $63.6K
|
80.6K
$4.47M
|
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-1.22K- 2.44% |
$61K - $66.2K
|
48.5K
$2.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-1.22K- 15.14% |
$61K - $66.2K
|
6.82K
$378K
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.27K- 3.23% |
$63.8K - $69.2K
|
38K
$2.11M
|
|
|
Jul 02, 2024
Q2 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.34K- 6.17% |
$67.3K - $73K
|
20.4K
$1.13M
|
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.35K- 1.96% |
$67.6K - $73.4K
|
67.5K
$3.74M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.35K- 0.79% |
$67.8K - $73.6K
|
169K
$9.37M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.37K- 26.12% |
$68.7K - $74.6K
|
3.88K
$215K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.45K- 1.04% |
$72.9K - $79.1K
|
139K
$7.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.53K- 7.14% |
$76.6K - $83.2K
|
19.8K
$1.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.7K- 0.27% |
$85.1K - $92.3K
|
629K
$34.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1.71K- 3.53% |
$85.7K - $93K
|
46.6K
$2.59M
|
|
|
Aug 06, 2024
Q2 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-1.78K- 19.65% |
$89.5K - $97.2K
|
7.3K
$405K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.88K- 10.86% |
$94.1K - $102K
|
15.4K
$853K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1.91K- 1.28% |
$95.7K - $104K
|
147K
$8.14M
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.98K- 0.9% |
$99.3K - $108K
|
218K
$12.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-2.03K- 1.94% |
$102K - $111K
|
103K
$5.69M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.03K- 8.22% |
$102K - $111K
|
22.7K
$1.26M
|
|
|
Jul 25, 2024
Q2 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-2.05K- 0.71% |
$103K - $112K
|
285K
$15.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.2K- 1.56% |
$110K - $120K
|
139K
$7.68M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.32K- 9.74% |
$116K - $126K
|
21.5K
$1.19M
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-2.44K- 0.84% |
$123K - $133K
|
288K
$16M
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-2.56K- 1.84% |
$128K - $139K
|
137K
$7.59M
|
|
|
Jul 19, 2024
Q2 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-2.6K- 0.87% |
$131K - $142K
|
296K
$16.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-2.74K- 2.4% |
$137K - $149K
|
111K
$6.18M
|
|
|
Nov 01, 2024
Q2 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-2.85K- 2.51% |
$143K - $155K
|
111K
$6.14M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-2.86K- 0.74% |
$143K - $156K
|
383K
$21.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-2.9K- 19.51% |
$145K - $158K
|
11.9K
$662K
|
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-2.94K- 1.73% |
$147K - $160K
|
167K
$9.24M
|
|
|
Aug 07, 2024
Q2 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-2.99K- 0.85% |
$150K - $163K
|
349K
$19.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.03K- 1.66% |
$152K - $165K
|
179K
$9.95M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.08K- 13.61% |
$154K - $168K
|
19.5K
$1.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-3.15K- 1.79% |
$158K - $172K
|
173K
$9.58M
|