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 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-626- 18.58% |
$31.9K - $35.7K
|
2.74K
$143K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-628- 1.35% |
$32K - $35.8K
|
46K
$2.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-630- 0.71% |
$32.1K - $36K
|
88.6K
$4.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-654- 4.31% |
$33.4K - $37.3K
|
14.5K
$756K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-656- 1.0% |
$33.5K - $37.4K
|
64.8K
$3.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-677- 0.79% |
$34.5K - $38.6K
|
84.9K
$4.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-724- 12.16% |
$36.9K - $41.3K
|
5.23K
$272K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-729- 8.06% |
$37.2K - $41.6K
|
8.32K
$433K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-741- 3.01% |
$37.8K - $42.3K
|
23.8K
$1.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-748- 9.34% |
$38.1K - $42.7K
|
7.26K
$378K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-766- 0.56% |
$39.1K - $43.7K
|
136K
$7.08M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-781- 17.51% |
$39.8K - $44.6K
|
3.68K
$192K
|
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-802- 0.73% |
$40.9K - $45.8K
|
109K
$5.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-818- 11.62% |
$41.7K - $46.7K
|
6.22K
$324K
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-824- 0.63% |
$42K - $47K
|
130K
$6.77M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-841- 0.49% |
$42.9K - $48K
|
172K
$8.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-892- 8.68% |
$45.5K - $50.9K
|
9.39K
$489K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-974- 0.74% |
$49.7K - $55.6K
|
130K
$6.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-1K- 20.26% |
$51.1K - $57.2K
|
3.94K
$205K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-1.01K- 0.6% |
$51.3K - $57.4K
|
168K
$8.73M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.04K- 2.75% |
$53.1K - $59.5K
|
36.9K
$1.92M
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-1.11K- 2.28% |
$56.5K - $63.2K
|
47.4K
$2.47M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.15K- 23.91% |
$58.5K - $65.5K
|
3.65K
$190K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1.16K- 0.79% |
$59.2K - $66.3K
|
146K
$7.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-1.2K- 9.18% |
$61K - $68.3K
|
11.8K
$617K
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-1.23K- 0.74% |
$62.6K - $70.1K
|
165K
$8.61M
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-1.35K- 4.51% |
$68.8K - $77K
|
28.5K
$1.49M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.37K- 1.81% |
$69.7K - $78K
|
74.3K
$3.87M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.39K- 1.45% |
$70.6K - $79K
|
94.4K
$4.91M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.45K- 24.44% |
$74K - $82.8K
|
4.48K
$233K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.47K- 10.36% |
$74.9K - $83.8K
|
12.7K
$661K
|
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-1.57K- 2.09% |
$79.9K - $89.4K
|
73.5K
$3.83M
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-1.66K- 5.52% |
$84.5K - $94.6K
|
28.4K
$1.48M
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-1.69K- 27.91% |
$86.1K - $96.4K
|
4.36K
$227K
|
|
|
Oct 07, 2024
Q3 2024
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-1.77K- 2.68% |
$90.2K - $101K
|
64.2K
$3.34M
|
|
|
Oct 08, 2024
Q3 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-1.82K- 2.11% |
$92.9K - $104K
|
84.4K
$4.39M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.83K- 20.85% |
$93.4K - $105K
|
6.95K
$362K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-1.89K- 0.74% |
$96.5K - $108K
|
255K
$13.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-1.94K- 5.01% |
$98.9K - $111K
|
36.7K
$1.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-2.09K- 1.5% |
$107K - $119K
|
137K
$7.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-2.12K- 13.69% |
$108K - $121K
|
13.4K
$696K
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-2.13K- 2.64% |
$109K - $122K
|
78.5K
$4.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-2.2K- 0.46% |
$112K - $126K
|
472K
$24.6M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-2.28K- 25.91% |
$116K - $130K
|
6.52K
$340K
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-2.3K- 2.24% |
$117K - $131K
|
100K
$5.22M
|
|
|
Mar 04, 2025
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-2.36K- 12.18% |
$120K - $135K
|
17K
$885K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-2.36K- 12.18% |
$120K - $135K
|
17K
$885K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.4K- 6.49% |
$122K - $137K
|
34.5K
$1.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-2.44K- 0.82% |
$124K - $139K
|
293K
$15.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.5K- 10.45% |
$127K - $142K
|
21.4K
$1.11M
|