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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.43K+ 0.77% |
$328K - $367K
|
846K
$48.3M
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
6.04K+ 1.18% |
$308K - $345K
|
517K
$29.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.78K+ 62.92% |
$295K - $330K
|
15K
$853K
|
|
|
Nov 12, 2024
Q3 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
5.76K+ 18.04% |
$294K - $329K
|
37.7K
$2.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
5.52K+ 1.98% |
$282K - $315K
|
284K
$16.2M
|
|
|
Jun 23, 2025
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
5.45K+ 39.64% |
$278K - $311K
|
19.2K
$1.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.36K+ 17.66% |
$273K - $306K
|
35.7K
$2.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4.91KNew |
$250K - $280K
|
4.91K
$280K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.73K+ 4.5% |
$241K - $270K
|
110K
$6.25M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
4.71K+ 891.67% |
$240K - $269K
|
5.24K
$299K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
4.57K+ 16.85% |
$233K - $261K
|
31.7K
$1.8M
|
|
|
Oct 02, 2024
Q3 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
4.48K+ 0.9% |
$228K - $256K
|
503K
$28.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
4.41KNew |
$225K - $252K
|
4.41K
$251K
|
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
4.33K+ 6.67% |
$221K - $247K
|
69.3K
$3.95M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
4.3K+ 58.9% |
$219K - $245K
|
11.6K
$661K
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
4.3K+ 4.83% |
$219K - $245K
|
93.3K
$5.32M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4.28K+ 0.66% |
$218K - $244K
|
657K
$37.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.23KNew |
$216K - $242K
|
4.23K
$241K
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
4.13K+ 52.21% |
$211K - $236K
|
12K
$687K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
4.03K+ 62.88% |
$206K - $230K
|
10.4K
$595K
|
|
|
Nov 12, 2024
Q3 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
4.01K+ 1.48% |
$204K - $229K
|
274K
$15.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.97KNew |
$202K - $226K
|
3.97K
$226K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.96KNew |
$202K - $226K
|
3.96K
$226K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.91K+ 72.37% |
$199K - $223K
|
9.31K
$531K
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
3.86KNew |
$197K - $220K
|
3.86K
$220K
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.84KNew |
$196K - $219K
|
3.84K
$219K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.81KNew |
$194K - $217K
|
3.81K
$217K
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
3.76KNew |
$192K - $215K
|
3.76K
$215K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.75KNew |
$191K - $214K
|
3.75K
$214K
|
|
|
Jul 31, 2025
Q3 2024
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.58K+ 6.71% |
$183K - $205K
|
57K
$3.25M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.58K+ 6.71% |
$183K - $205K
|
57K
$3.25M
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
3.58K+ 10.84% |
$183K - $204K
|
36.6K
$2.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3.51K+ 7.31% |
$179K - $200K
|
51.5K
$2.94M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
3.5K+ 48.3% |
$179K - $200K
|
10.8K
$613K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.49K+ 12.43% |
$178K - $199K
|
31.6K
$1.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.42K+ 24.53% |
$175K - $195K
|
17.4K
$991K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.23K+ 50.26% |
$165K - $184K
|
9.65K
$550K
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
2.97K+ 2.91% |
$152K - $170K
|
105K
$5.99M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.95K+ 16.07% |
$150K - $168K
|
21.3K
$1.21M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2.9K+ 4.08% |
$148K - $165K
|
74K
$4.22M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.89K+ 0.69% |
$147K - $165K
|
424K
$24.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
2.81K+ 1.99% |
$143K - $160K
|
144K
$8.21M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.79K+ 2.36% |
$142K - $159K
|
121K
$6.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.74K+ 3.78% |
$139K - $156K
|
75.1K
$4.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
2.47K+ 2.29% |
$126K - $141K
|
110K
$6.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
2.45K+ 1.28% |
$125K - $140K
|
194K
$11.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
2.37K+ 8.82% |
$121K - $135K
|
29.2K
$1.66M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.36K+ 47.22% |
$120K - $135K
|
7.35K
$419K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2.36K+ 8.67% |
$120K - $134K
|
29.5K
$1.68M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2.28K+ 2.91% |
$116K - $130K
|
80.6K
$4.6M
|