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
|
Parallel Advisors, LLC
|
SELL
|
- |
-77- 12.46% |
$3.93K - $4.39K
|
541
$28.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-77- 5.43% |
$3.93K - $4.39K
|
1.34K
$69.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-90- 0.81% |
$4.59K - $5.14K
|
11K
$571K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-90- 0.95% |
$4.59K - $5.14K
|
9.41K
$490K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-91- 0.96% |
$4.64K - $5.19K
|
9.36K
$487K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-96- 0.03% |
$4.9K - $5.48K
|
372K
$19.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-97- 0.75% |
$4.95K - $5.54K
|
12.8K
$666K
|
|
|
Oct 16, 2024
Q3 2024
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-104- 2.6% |
$5.3K - $5.94K
|
3.9K
$203K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
SELL
|
- |
-113- 1.03% |
$5.76K - $6.45K
|
10.9K
$565K
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-121- 0.36% |
$6.17K - $6.91K
|
33.5K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-129- 2.09% |
$6.58K - $7.36K
|
6.05K
$315K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-142- 5.53% |
$7.24K - $8.1K
|
2.42K
$126K
|
|
|
Oct 25, 2024
Q3 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-144- 16.07% |
$7.34K - $8.22K
|
752
$39.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-162- 3.51% |
$8.26K - $9.25K
|
4.45K
$232K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-186- 0.25% |
$9.49K - $10.6K
|
74.4K
$3.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-191- 3.28% |
$9.74K - $10.9K
|
5.64K
$294K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-191- 6.53% |
$9.74K - $10.9K
|
2.73K
$142K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-240- 1.87% |
$12.2K - $13.7K
|
12.6K
$655K
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-248- 1.14% |
$12.6K - $14.2K
|
21.5K
$1.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-267- 1.01% |
$13.6K - $15.2K
|
26.2K
$1.36M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-272- 0.95% |
$13.9K - $15.5K
|
28.5K
$1.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-273- 3.16% |
$13.9K - $15.6K
|
8.38K
$436K
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-285- 0.75% |
$14.5K - $16.3K
|
37.9K
$1.97M
|
|
|
Oct 11, 2024
Q3 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-301- 0.12% |
$15.4K - $17.2K
|
260K
$13.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-307- 0.05% |
$15.7K - $17.5K
|
629K
$32.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-312- 1.39% |
$15.9K - $17.8K
|
22.1K
$1.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-312- 5.33% |
$15.9K - $17.8K
|
5.54K
$289K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-314- 14.05% |
$16K - $17.9K
|
1.92K
$100K
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-317- 1.55% |
$16.2K - $18.1K
|
20.1K
$1.05M
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-318- 0.22% |
$16.2K - $18.1K
|
146K
$7.59M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-321- 0.89% |
$16.4K - $18.3K
|
35.9K
$1.87M
|
|
|
Oct 09, 2024
Q3 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-338- 1.66% |
$17.2K - $19.3K
|
20K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-349- 5.17% |
$17.8K - $19.9K
|
6.41K
$334K
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-358- 4.98% |
$18.3K - $20.4K
|
6.83K
$355K
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-383- 1.4% |
$19.5K - $21.9K
|
27K
$1.41M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-385- 1.34% |
$19.6K - $22K
|
28.3K
$1.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-407- 1.75% |
$20.8K - $23.2K
|
22.9K
$1.19M
|
|
|
Oct 10, 2024
Q3 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-437- 0.44% |
$22.3K - $24.9K
|
99.9K
$5.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-453- 0.44% |
$23.1K - $25.9K
|
103K
$5.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-460- 0.78% |
$23.5K - $26.3K
|
58.7K
$3.05M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-477- 1.36% |
$24.3K - $27.2K
|
34.6K
$1.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-480- 36.59% |
$24.5K - $27.4K
|
832
$43.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-498- 0.74% |
$25.4K - $28.4K
|
67K
$3.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-507- 0.21% |
$25.9K - $28.9K
|
236K
$12.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
SELL
|
- |
-523- 1.08% |
$26.7K - $29.8K
|
48.1K
$2.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-536- 2.78% |
$27.3K - $30.6K
|
18.8K
$977K
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-550- 8.07% |
$28.1K - $31.4K
|
6.27K
$326K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-591- 4.26% |
$30.1K - $33.7K
|
13.3K
$691K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-603- 3.93% |
$30.8K - $34.4K
|
14.7K
$767K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-614- 35.68% |
$31.3K - $35K
|
1.11K
$57.6K
|