Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.24MNew |
$67.8M - $75.9M
|
1.24M
$64.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.23M+ 34.42% |
$67.3M - $75.3M
|
4.82M
$251M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
706KNew |
$38.5M - $43.1M
|
706K
$36.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
552KNew |
$30.1M - $33.7M
|
552K
$28.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
459K+ 12.89% |
$25M - $28M
|
4.02M
$209M
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
399KNew |
$21.8M - $24.4M
|
399K
$20.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
383K+ 20.7% |
$20.9M - $23.4M
|
2.23M
$116M
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
378KNew |
$20.6M - $23.1M
|
378K
$19.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
BUY
|
- |
330KNew |
$18M - $20.2M
|
330K
$17.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
314K+ 8003.42% |
$17.1M - $19.2M
|
318K
$16.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
284KNew |
$15.5M - $17.4M
|
284K
$14.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
265KNew |
$14.5M - $16.2M
|
265K
$13.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
262KNew |
$14.3M - $16M
|
262K
$13.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
244KNew |
$13.3M - $14.9M
|
244K
$12.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
238KNew |
$13M - $14.5M
|
238K
$12.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
232KNew |
$12.6M - $14.2M
|
232K
$12.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
221K+ 5465.99% |
$12M - $13.5M
|
225K
$11.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
208KNew |
$11.4M - $12.7M
|
208K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
206K+ 11.8% |
$11.2M - $12.6M
|
1.95M
$102M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
202K+ 77.67% |
$11M - $12.3M
|
461K
$24M
|
|
|
Feb 06, 2025
Q4 2024
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
192KNew |
$10.5M - $11.7M
|
192K
$9.96M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
189K+ 30.23% |
$10.3M - $11.5M
|
813K
$42.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Graver Capital Management, LLC
Columbus, OH |
BUY
|
- |
188KNew |
$10.3M - $11.5M
|
188K
$9.78M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
186KNew |
$10.2M - $11.4M
|
186K
$9.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
157KNew |
$8.55M - $9.57M
|
157K
$8.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
155KNew |
$8.48M - $9.49M
|
155K
$8.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
154KNew |
$8.42M - $9.42M
|
154K
$8.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
144K+ 32.13% |
$7.86M - $8.8M
|
593K
$30.8M
|
|
|
Feb 20, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
134K+ 1.52% |
$7.32M - $8.2M
|
8.94M
$465M
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
132K+ 11.13% |
$7.22M - $8.08M
|
1.32M
$68.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
129KNew |
$7.05M - $7.89M
|
129K
$6.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
122K+ 44.28% |
$6.67M - $7.47M
|
399K
$20.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
122K+ 281.21% |
$6.65M - $7.44M
|
165K
$8.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
118K+ 13.65% |
$6.45M - $7.22M
|
984K
$51.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
112KNew |
$6.12M - $6.85M
|
112K
$5.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
107KNew |
$5.84M - $6.54M
|
107K
$5.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
102KNew |
$5.57M - $6.23M
|
102K
$5.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
99.4KNew |
$5.42M - $6.07M
|
99.4K
$5.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
96.6KNew |
$5.27M - $5.9M
|
96.6K
$5.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
95.3K+ 3.33% |
$5.2M - $5.81M
|
2.95M
$154M
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
95KNew |
$5.18M - $5.8M
|
95K
$4.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
92.5KNew |
$5.04M - $5.64M
|
92.5K
$4.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
91.2K+ 4.16% |
$4.98M - $5.57M
|
2.28M
$119M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
89.7K+ 14.71% |
$4.89M - $5.48M
|
700K
$36.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
87.6K+ 382.72% |
$4.78M - $5.34M
|
110K
$5.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
82.9K+ 296.07% |
$4.52M - $5.06M
|
111K
$5.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
81.7KNew |
$4.46M - $4.99M
|
81.7K
$4.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
73.1KNew |
$3.99M - $4.46M
|
73.1K
$3.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
67KNew |
$3.65M - $4.09M
|
67K
$3.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
61K+ 9.7% |
$3.33M - $3.72M
|
690K
$35.9M
|