Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
14.6K+ 17.07% |
$742K - $831K
|
99.8K
$5.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
14.5KNew |
$740K - $829K
|
14.5K
$755K
|
|
|
Nov 08, 2024
Q3 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
14.2KNew |
$723K - $810K
|
14.2K
$737K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.1K+ 121.67% |
$720K - $806K
|
25.7K
$1.34M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
13.8K+ 19.62% |
$705K - $789K
|
84.3K
$4.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
13.2K+ 9.54% |
$674K - $754K
|
152K
$7.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
13.2K+ 5.6% |
$674K - $754K
|
249K
$12.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
13K+ 41.61% |
$661K - $740K
|
44.1K
$2.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.8KNew |
$654K - $732K
|
12.8K
$667K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.6KNew |
$644K - $720K
|
12.6K
$656K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
12.3K+ 2.37% |
$628K - $703K
|
533K
$27.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
12.3K+ 7.51% |
$628K - $702K
|
176K
$9.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
BUY
|
- |
12.1K+ 13.25% |
$615K - $688K
|
103K
$5.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
12K+ 15.08% |
$611K - $684K
|
91.4K
$4.75M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
11.7K+ 30.83% |
$598K - $669K
|
49.7K
$2.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Concentrum Wealth Management
|
BUY
|
- |
11.7K+ 23.05% |
$597K - $668K
|
62.5K
$3.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.6K+ 19.14% |
$591K - $662K
|
72.2K
$3.75M
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
11.6K+ 6.69% |
$589K - $659K
|
184K
$9.57M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
11.5K+ 7.81% |
$587K - $657K
|
159K
$8.26M
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
BUY
|
- |
11.5KNew |
$585K - $655K
|
11.5K
$597K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
11.4K+ 16.56% |
$581K - $650K
|
80.2K
$4.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.4K+ 4.62% |
$580K - $649K
|
258K
$13.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
11.1K+ 10.28% |
$565K - $632K
|
119K
$6.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
10.9K+ 1.1% |
$557K - $624K
|
1.01M
$52.4M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
10.9K+ 496.86% |
$556K - $622K
|
13.1K
$681K
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
10.5K+ 7.15% |
$535K - $599K
|
157K
$8.18M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.4K+ 3.18% |
$529K - $592K
|
337K
$17.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
9.81K+ 38.51% |
$500K - $560K
|
35.3K
$1.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
9.67K+ 2.23% |
$493K - $552K
|
443K
$23.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
9.07K+ 5.88% |
$462K - $517K
|
163K
$8.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
9.01K+ 22.04% |
$459K - $514K
|
49.9K
$2.59M
|
|
|
Jan 13, 2025
Q3 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
8.88KNew |
$453K - $507K
|
8.88K
$461K
|
|
|
Nov 12, 2024
Q3 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
8.67KNew |
$442K - $495K
|
8.67K
$451K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
8.51K+ 0.93% |
$434K - $486K
|
920K
$47.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
8.42KNew |
$429K - $481K
|
8.42K
$438K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
8.03K+ 24.13% |
$409K - $458K
|
41.3K
$2.15M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
7.69K+ 25.41% |
$392K - $439K
|
37.9K
$1.97M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
7.67K+ 9.59% |
$391K - $438K
|
87.7K
$4.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
7.67K+ 1.72% |
$391K - $438K
|
454K
$23.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
7.4K+ 81.53% |
$378K - $422K
|
16.5K
$857K
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
7.39K+ 6.23% |
$377K - $421K
|
126K
$6.55M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
7.3KNew |
$372K - $417K
|
7.3K
$380K
|
|
|
Feb 04, 2025
Q3 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
7.25K+ 16.82% |
$370K - $414K
|
50.4K
$2.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.09K+ 157.0% |
$361K - $404K
|
11.6K
$603K
|
|
|
Nov 13, 2024
Q3 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
6.66KNew |
$340K - $380K
|
6.66K
$346K
|
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
6.6K+ 7.21% |
$336K - $377K
|
98.1K
$5.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.43K+ 0.77% |
$328K - $367K
|
846K
$44M
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
6.04K+ 1.18% |
$308K - $345K
|
517K
$26.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.78K+ 62.92% |
$295K - $330K
|
15K
$777K
|
|
|
Nov 12, 2024
Q3 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
5.76K+ 18.04% |
$294K - $329K
|
37.7K
$1.96M
|