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 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
5.52K+ 1.98% |
$282K - $315K
|
284K
$14.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.36K+ 17.66% |
$273K - $306K
|
35.7K
$1.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4.91KNew |
$250K - $280K
|
4.91K
$255K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.73K+ 4.5% |
$241K - $270K
|
110K
$5.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
4.71K+ 891.67% |
$240K - $269K
|
5.24K
$272K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
4.57K+ 16.85% |
$233K - $261K
|
31.7K
$1.65M
|
|
|
Oct 02, 2024
Q3 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
4.48K+ 0.9% |
$228K - $256K
|
503K
$26.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
4.41KNew |
$225K - $252K
|
4.41K
$229K
|
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
4.33K+ 6.67% |
$221K - $247K
|
69.3K
$3.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
4.3K+ 58.9% |
$219K - $245K
|
11.6K
$603K
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
4.3K+ 4.83% |
$219K - $245K
|
93.3K
$4.85M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4.28K+ 0.66% |
$218K - $244K
|
657K
$34.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.23KNew |
$216K - $242K
|
4.23K
$220K
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
4.13K+ 52.21% |
$211K - $236K
|
12K
$626K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
4.03K+ 62.88% |
$206K - $230K
|
10.4K
$543K
|
|
|
Nov 12, 2024
Q3 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
4.01K+ 1.48% |
$204K - $229K
|
274K
$14.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.97KNew |
$202K - $226K
|
3.97K
$206K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.96KNew |
$202K - $226K
|
3.96K
$206K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.91K+ 72.37% |
$199K - $223K
|
9.31K
$484K
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
3.86KNew |
$197K - $220K
|
3.86K
$201K
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.84KNew |
$196K - $219K
|
3.84K
$199K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.81KNew |
$194K - $217K
|
3.81K
$198K
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
3.76KNew |
$192K - $215K
|
3.76K
$196K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.75KNew |
$191K - $214K
|
3.75K
$195K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.58K+ 6.71% |
$183K - $205K
|
57K
$2.96M
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
3.58K+ 10.84% |
$183K - $204K
|
36.6K
$1.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3.51K+ 7.31% |
$179K - $200K
|
51.5K
$2.68M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
3.5K+ 48.3% |
$179K - $200K
|
10.8K
$559K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.49K+ 12.43% |
$178K - $199K
|
31.6K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.42K+ 24.53% |
$175K - $195K
|
17.4K
$904K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.23K+ 50.26% |
$165K - $184K
|
9.65K
$502K
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
2.97K+ 2.91% |
$152K - $170K
|
105K
$5.46M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.95K+ 16.07% |
$150K - $168K
|
21.3K
$1.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2.9K+ 4.08% |
$148K - $165K
|
74K
$3.85M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.89K+ 0.69% |
$147K - $165K
|
424K
$22M
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
2.81K+ 1.99% |
$143K - $160K
|
144K
$7.49M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.79K+ 2.36% |
$142K - $159K
|
121K
$6.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.74K+ 3.78% |
$139K - $156K
|
75.1K
$3.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
2.47K+ 2.29% |
$126K - $141K
|
110K
$5.74M
|
|
|
Oct 08, 2024
Q3 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
2.45K+ 1.28% |
$125K - $140K
|
194K
$10.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
2.37K+ 8.82% |
$121K - $135K
|
29.2K
$1.52M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.36K+ 47.22% |
$120K - $135K
|
7.35K
$382K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2.36K+ 8.67% |
$120K - $134K
|
29.5K
$1.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2.28K+ 2.91% |
$116K - $130K
|
80.6K
$4.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.28K+ 1.85% |
$116K - $130K
|
125K
$6.52M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.26K+ 0.64% |
$115K - $129K
|
355K
$18.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
2.23KNew |
$114K - $127K
|
2.23K
$116K
|
|
|
Nov 13, 2024
Q3 2024
|
Rs Crum Inc.
|
BUY
|
- |
2.18K+ 0.74% |
$111K - $125K
|
296K
$15.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Avondale Wealth Management
|
BUY
|
- |
2.14K+ 1.64% |
$109K - $122K
|
133K
$6.89M
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
2.13K+ 0.48% |
$108K - $121K
|
444K
$23.1M
|