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
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
481+ 0.99% |
$24.5K - $27.5K
|
49.2K
$2.83M
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
362+ 7.98% |
$18.5K - $20.7K
|
4.9K
$282K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
332+ 0.94% |
$16.9K - $18.9K
|
35.5K
$2.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
313+ 2.8% |
$16K - $17.9K
|
11.5K
$660K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
279+ 27.9% |
$14.2K - $15.9K
|
1.28K
$73.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
272+ 0.45% |
$13.9K - $15.5K
|
61.3K
$3.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
267+ 0.23% |
$13.6K - $15.2K
|
118K
$6.82M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
256+ 0.15% |
$13.1K - $14.6K
|
169K
$9.74M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
217+ 5.07% |
$11.1K - $12.4K
|
4.49K
$259K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
209+ 4.33% |
$10.7K - $11.9K
|
5.04K
$290K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
202+ 5.21% |
$10.3K - $11.5K
|
4.08K
$235K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
200+ 2.02% |
$10.2K - $11.4K
|
10.1K
$580K
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
193+ 0.54% |
$9.84K - $11K
|
36.1K
$2.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
166+ 0.08% |
$8.47K - $9.47K
|
200K
$11.5M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
165+ 1.82% |
$8.42K - $9.42K
|
9.22K
$531K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
159+ 2.15% |
$8.11K - $9.07K
|
7.56K
$435K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
150+ 2.36% |
$7.65K - $8.56K
|
6.52K
$375K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
137+ 0.15% |
$6.99K - $7.82K
|
94.4K
$5.43M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
134New |
$6.83K - $7.65K
|
134
$7.71K
|
|
|
Oct 18, 2024
Q3 2024
|
Schubert & CO
|
BUY
|
- |
122+ 0.38% |
$6.22K - $6.96K
|
31.9K
$1.83M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
121+ 1.16% |
$6.17K - $6.91K
|
10.5K
$607K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
110+ 0.29% |
$5.61K - $6.28K
|
38.2K
$2.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Applied Capital LLC
|
BUY
|
- |
109+ 0.23% |
$5.56K - $6.22K
|
47.1K
$2.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
103+ 0.52% |
$5.25K - $5.88K
|
19.8K
$1.14M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
100+ 1.67% |
$5.1K - $5.71K
|
6.1K
$351K
|
|
|
Nov 07, 2024
Q3 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
80+ 0.39% |
$4.08K - $4.57K
|
20.7K
$1.19M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
73+ 0.37% |
$3.72K - $4.17K
|
20K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
71+ 0.03% |
$3.62K - $4.05K
|
209K
$12.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
70+ 0.05% |
$3.57K - $3.99K
|
134K
$7.73M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
68+ 0.36% |
$3.47K - $3.88K
|
18.8K
$1.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
63+ 12.43% |
$3.21K - $3.6K
|
570
$32.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
62+ 1.61% |
$3.16K - $3.54K
|
3.92K
$226K
|
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
59+ 0.23% |
$3.01K - $3.37K
|
25.8K
$1.48M
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
57+ 0.36% |
$2.91K - $3.25K
|
15.9K
$915K
|
|
|
Oct 15, 2024
Q3 2024
|
Olio Financial Planning
|
BUY
|
- |
50+ 0.12% |
$2.55K - $2.85K
|
43.3K
$2.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
43+ 1.01% |
$2.19K - $2.45K
|
4.32K
$248K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
38+ 1.09% |
$1.94K - $2.17K
|
3.52K
$203K
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
36+ 0.36% |
$1.84K - $2.05K
|
9.94K
$572K
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
33+ 0.28% |
$1.68K - $1.88K
|
11.8K
$680K
|
|
|
Nov 07, 2024
Q3 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
31+ 0.35% |
$1.58K - $1.77K
|
8.79K
$506K
|
|
|
Oct 07, 2024
Q3 2024
|
Exeter Financial, LLC
|
BUY
|
- |
31+ 0.37% |
$1.58K - $1.77K
|
8.52K
$490K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
30+ 0.07% |
$1.53K - $1.71K
|
43K
$2.47M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
30+ 60.0% |
$1.53K - $1.71K
|
80
$4.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
29+ 1.98% |
$1.48K - $1.66K
|
1.49K
$85.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
26+ 0.36% |
$1.33K - $1.48K
|
7.19K
$414K
|
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
25+ 0.35% |
$1.28K - $1.43K
|
7.13K
$410K
|
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
20+ 0.36% |
$1.02K - $1.14K
|
5.59K
$321K
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
19+ 0.35% |
$969 - $1.08K
|
5.47K
$315K
|
|
|
Oct 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
18+ 0.35% |
$918 - $1.03K
|
5.14K
$296K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
17+ 0.2% |
$867 - $970
|
8.49K
$489K
|