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 10, 2024
Q3 2024
|
Avondale Wealth Management
|
BUY
|
- |
2.14K+ 1.64% |
$109K - $122K
|
133K
$6.97M
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
2.13K+ 0.48% |
$108K - $121K
|
444K
$23.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
2.12K+ 3.86% |
$108K - $121K
|
57K
$3M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.07K+ 35.41% |
$105K - $118K
|
7.9K
$415K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.06K+ 4.8% |
$105K - $117K
|
44.9K
$2.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2.01KNew |
$102K - $114K
|
2.01K
$105K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
2K+ 5.48% |
$102K - $114K
|
38.6K
$2.03M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.99K+ 42.39% |
$101K - $113K
|
6.67K
$351K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.97KNew |
$100K - $112K
|
1.97K
$103K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
1.93KNew |
$98.3K - $110K
|
1.93K
$101K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1.92K+ 0.83% |
$98K - $110K
|
235K
$12.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
1.88K+ 0.35% |
$95.8K - $107K
|
541K
$28.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
1.86K+ 0.29% |
$94.7K - $106K
|
638K
$33.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.8K+ 8.94% |
$91.7K - $103K
|
21.9K
$1.15M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.77K+ 13.1% |
$90.4K - $101K
|
15.3K
$804K
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.77K+ 23.71% |
$90.3K - $101K
|
9.23K
$485K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.75K+ 20.31% |
$89.2K - $99.8K
|
10.4K
$544K
|
|
|
Nov 12, 2024
Q3 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
1.67K+ 0.36% |
$85.1K - $95.2K
|
460K
$24.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.62K+ 0.7% |
$82.4K - $92.2K
|
232K
$12.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.54K+ 13.91% |
$78.3K - $87.7K
|
12.6K
$661K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.53K+ 5.8% |
$78K - $87.3K
|
27.9K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.46K+ 9.72% |
$74.4K - $83.3K
|
16.5K
$865K
|
|
|
Nov 12, 2024
Q3 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
1.42K+ 0.07% |
$72.2K - $80.8K
|
1.89M
$99.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
1.33K+ 9.18% |
$67.8K - $75.9K
|
15.8K
$831K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.29K+ 29.05% |
$65.8K - $73.6K
|
5.73K
$301K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.26K+ 1.11% |
$64.4K - $72K
|
115K
$6.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.25K+ 0.35% |
$63.5K - $71.1K
|
362K
$19M
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.24K+ 4.38% |
$63.3K - $70.9K
|
29.6K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.16K+ 4.72% |
$59.1K - $66.1K
|
25.7K
$1.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.1KNew |
$56.2K - $62.8K
|
1.1K
$57.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
1.08K+ 12.34% |
$55.1K - $61.6K
|
9.84K
$517K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.02K+ 11.13% |
$51.8K - $57.9K
|
10.1K
$533K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
946+ 7.53% |
$48.2K - $54K
|
13.5K
$710K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
894+ 13.35% |
$45.6K - $51K
|
7.59K
$399K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
881+ 1.87% |
$44.9K - $50.3K
|
47.9K
$2.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
866+ 0.95% |
$44.2K - $49.4K
|
91.6K
$4.81M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
862+ 1.74% |
$44K - $49.2K
|
50.5K
$2.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
855+ 23.51% |
$43.6K - $48.8K
|
4.49K
$236K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
850New |
$43.4K - $48.5K
|
850
$44.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
802+ 6.52% |
$40.9K - $45.8K
|
13.1K
$689K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
784New |
$40K - $44.7K
|
784
$41.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
784New |
$40K - $44.7K
|
784
$41.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
778+ 18.44% |
$39.7K - $44.4K
|
5K
$263K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
764+ 7.89% |
$39K - $43.6K
|
10.5K
$549K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
725New |
$37K - $41.4K
|
725
$38.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
702+ 1.28% |
$35.8K - $40.1K
|
55.7K
$2.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
667+ 0.17% |
$34K - $38.1K
|
388K
$20.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
615+ 0.33% |
$31.4K - $35.1K
|
187K
$9.85M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
592+ 7.82% |
$30.2K - $33.8K
|
8.16K
$429K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
574New |
$29.3K - $32.8K
|
574
$30.2K
|