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 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.5K- 10.45% |
$127K - $142K
|
21.4K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.68K- 3.65% |
$137K - $153K
|
70.9K
$3.36M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-2.74K- 15.11% |
$140K - $156K
|
15.4K
$730K
|
|
|
Oct 03, 2024
Q3 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-2.74K- 0.59% |
$140K - $157K
|
462K
$21.9M
|
|
|
Nov 04, 2024
Q3 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-2.76K- 1.04% |
$141K - $158K
|
263K
$12.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-2.97K- 1.17% |
$152K - $170K
|
252K
$11.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-3.02K- 7.42% |
$154K - $172K
|
37.7K
$1.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.05K- 30.81% |
$156K - $174K
|
6.86K
$325K
|
|
|
Nov 01, 2024
Q3 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-3.15K- 1.83% |
$161K - $180K
|
170K
$8.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-3.16K- 0.81% |
$161K - $180K
|
388K
$18.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.35K- 17.13% |
$171K - $191K
|
16.2K
$767K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-3.35K- 2.01% |
$171K - $191K
|
164K
$7.75M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-3.39K- 1.55% |
$173K - $194K
|
215K
$10.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Better Wealth, LLC
|
SELL
|
- |
-3.46K- 5.07% |
$176K - $197K
|
64.8K
$3.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-3.48K- 1.17% |
$178K - $199K
|
294K
$13.9M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-3.48K- 34.58% |
$178K - $199K
|
6.59K
$312K
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-3.49K- 13.45% |
$178K - $199K
|
22.5K
$1.07M
|
|
|
Mar 05, 2025
Q3 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-3.9K- 9.72% |
$199K - $223K
|
36.2K
$1.72M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.33K- 0.18% |
$221K - $247K
|
2.35M
$111M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-4.43K- 7.32% |
$226K - $253K
|
56K
$2.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.57K- 13.15% |
$233K - $261K
|
30.2K
$1.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.62K- 1.16% |
$235K - $263K
|
395K
$18.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.66K- 18.96% |
$238K - $266K
|
19.9K
$944K
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-4.83K- 90.15% |
$246K - $276K
|
528
$25K
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-4.98K- 1.75% |
$254K - $284K
|
280K
$13.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.18K- 4.38% |
$264K - $296K
|
113K
$5.36M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-5.19K- 21.7% |
$265K - $296K
|
18.7K
$887K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-5.41K- 0.6% |
$276K - $309K
|
895K
$42.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-5.45K- 9.07% |
$278K - $311K
|
54.6K
$2.59M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-5.49K- 24.16% |
$280K - $313K
|
17.2K
$816K
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-5.52K- 45.17% |
$281K - $315K
|
6.7K
$317K
|
|
|
Oct 23, 2024
Q3 2024
|
Libra Wealth LLC
|
SELL
|
- |
-5.65K- 2.03% |
$288K - $323K
|
273K
$12.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-5.93K- 50.0% |
$303K - $339K
|
5.93K
$281K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-6.12K- 39.8% |
$312K - $349K
|
9.26K
$439K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-6.39K- 5.53% |
$326K - $365K
|
109K
$5.18M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-6.54K- 1.28% |
$334K - $373K
|
503K
$23.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-6.63K- 2.92% |
$338K - $379K
|
220K
$10.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-7.09K- 13.45% |
$361K - $404K
|
45.6K
$2.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-7.09K- 1.38% |
$361K - $405K
|
507K
$24M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7.34K- 34.17% |
$374K - $419K
|
14.1K
$670K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-8.15K- 7.31% |
$415K - $465K
|
103K
$4.89M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8.21K- 4.99% |
$418K - $468K
|
156K
$7.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-8.25K- 0.55% |
$421K - $471K
|
1.49M
$70.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.62K- 0.31% |
$439K - $492K
|
2.77M
$131M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-8.85K- 1.0% |
$451K - $505K
|
872K
$41.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-9.3K- 1.14% |
$474K - $531K
|
803K
$38.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-10.4K- 2.98% |
$529K - $592K
|
338K
$16M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-10.5K- 2.03% |
$535K - $599K
|
506K
$24M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-10.6K- 7.66% |
$542K - $607K
|
128K
$6.07M
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-11K- 3.42% |
$560K - $627K
|
310K
$14.7M
|