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 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.88K- 5.94% |
$102K - $115K
|
29.7K
$1.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-1.94K- 1.93% |
$106K - $118K
|
98.3K
$5.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-2.05K- 1.45% |
$112K - $125K
|
139K
$7.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-2.22K- 1.11% |
$121K - $135K
|
198K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.24K- 7.94% |
$122K - $137K
|
26K
$1.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.25K- 6.5% |
$122K - $137K
|
32.3K
$1.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-2.36K- 0.84% |
$129K - $144K
|
278K
$14.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.43K- 2.15% |
$132K - $148K
|
111K
$5.82M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-2.44K- 8.49% |
$133K - $149K
|
26.3K
$1.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-2.5K- 2.5% |
$136K - $153K
|
97.4K
$5.12M
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-2.51K- 1.54% |
$137K - $153K
|
161K
$8.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-2.52K- 0.31% |
$137K - $154K
|
801K
$42.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-2.61K- 6.75% |
$142K - $159K
|
36K
$1.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-2.63K- 20.06% |
$143K - $160K
|
10.5K
$551K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-2.65K- 0.71% |
$145K - $162K
|
370K
$19.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.71K- 15.74% |
$148K - $166K
|
14.5K
$763K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.72K- 14.54% |
$148K - $166K
|
16K
$841K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-2.82K- 37.19% |
$154K - $172K
|
4.77K
$251K
|
|
|
Feb 10, 2025
Q4 2024
|
Rs Crum Inc.
|
SELL
|
- |
-2.98K- 1.01% |
$163K - $182K
|
293K
$15.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-3.15K- 2.42% |
$172K - $192K
|
127K
$6.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-3.16K- 0.59% |
$173K - $193K
|
537K
$28.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-3.22K- 2.21% |
$176K - $197K
|
142K
$7.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.35K- 3.55% |
$183K - $205K
|
91K
$4.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-3.4K- 1.58% |
$185K - $207K
|
212K
$11.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-3.53K- 3.41% |
$192K - $215K
|
99.8K
$5.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-3.61K- 3.27% |
$197K - $220K
|
107K
$5.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.65K- 4.33% |
$199K - $223K
|
80.6K
$4.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-3.71K- 85.2% |
$202K - $226K
|
644
$33.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-3.77K- 0.47% |
$206K - $230K
|
805K
$42.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-3.77K- 1.48% |
$206K - $230K
|
251K
$13.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
SELL
|
- |
-3.87K- 3.76% |
$211K - $236K
|
99.2K
$5.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.05K- 34.88% |
$221K - $247K
|
7.55K
$397K
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-4.12K- 0.66% |
$225K - $252K
|
625K
$32.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-4.16K- 5.28% |
$227K - $254K
|
74.7K
$3.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.22K- 3.67% |
$230K - $258K
|
111K
$5.82M
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-4.25K- 0.82% |
$232K - $259K
|
513K
$26.9M
|
|
|
Mar 05, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-4.3K- 11.88% |
$235K - $263K
|
31.9K
$1.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-4.38K- 2.58% |
$239K - $267K
|
165K
$8.68M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-4.44K- 5.33% |
$242K - $271K
|
78.9K
$4.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-4.46K- 0.4% |
$243K - $272K
|
1.11M
$58.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-4.59K- 27.86% |
$250K - $280K
|
11.9K
$625K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-4.73K- 21.46% |
$258K - $289K
|
17.3K
$910K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-4.91K- 2.93% |
$268K - $300K
|
163K
$8.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.97K- 30.66% |
$271K - $303K
|
11.2K
$590K
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-5.08K- 50.0% |
$277K - $310K
|
5.08K
$267K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-5.14K- 2.04% |
$280K - $314K
|
247K
$13M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-5.23K- 17.68% |
$285K - $319K
|
24.4K
$1.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
SELL
|
- |
-5.24K- 1.04% |
$286K - $320K
|
498K
$26.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-5.34K- 6.8% |
$291K - $326K
|
73.1K
$3.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-5.38K- 8.09% |
$293K - $328K
|
61.1K
$3.21M
|