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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-7.74K- 1.53% |
$422K - $473K
|
500K
$26M
|
|
|
Jan 06, 2025
Q4 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-7.77K- 4.01% |
$424K - $474K
|
186K
$9.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-7.91K- 3.96% |
$432K - $483K
|
192K
$9.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
SELL
|
- |
-8.03K- 2.94% |
$438K - $490K
|
265K
$13.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-8.37K- 1.98% |
$457K - $511K
|
415K
$21.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-8.54K- 1.86% |
$466K - $521K
|
451K
$23.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-9.7K- 2.5% |
$529K - $592K
|
378K
$19.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-9.8K- 48.28% |
$535K - $598K
|
10.5K
$546K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-9.97K- 0.36% |
$544K - $609K
|
2.76M
$144M
|
|
|
Feb 14, 2025
Q4 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-11.3K- 29.88% |
$615K - $688K
|
26.4K
$1.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-11.3K- 89.51% |
$618K - $691K
|
1.33K
$69K
|
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-11.7K- 10.63% |
$641K - $717K
|
98.7K
$5.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-12K- 9.33% |
$652K - $730K
|
116K
$6.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-12.7K- 4.08% |
$690K - $773K
|
297K
$15.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-13.1K- 2.6% |
$713K - $799K
|
490K
$25.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-13.4K- 6.37% |
$728K - $815K
|
196K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-14.4K- 4.0% |
$786K - $879K
|
346K
$18M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-14.5K- 2.04% |
$789K - $883K
|
693K
$36M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-15.1K- 35.24% |
$825K - $924K
|
27.8K
$1.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-15.3K- 1.03% |
$834K - $934K
|
1.47M
$76.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-17.1K- 25.11% |
$932K - $1.04M
|
51K
$2.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-17.2K- 3.73% |
$939K - $1.05M
|
445K
$23.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-17.3K- 1.93% |
$944K - $1.06M
|
878K
$45.6M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-19.7K- 1.08% |
$1.08M - $1.21M
|
1.81M
$94M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-20.4K- 4.6% |
$1.11M - $1.25M
|
423K
$22M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
SELL
|
- |
-25.4K- 1.55% |
$1.38M - $1.55M
|
1.61M
$83.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-26.9K- 7.38% |
$1.47M - $1.64M
|
337K
$17.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-35K- 4.02% |
$1.91M - $2.14M
|
837K
$43.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-37.9K- 14.74% |
$2.07M - $2.32M
|
219K
$11.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-39.6K- 7.8% |
$2.16M - $2.41M
|
468K
$24.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-39.6K- 4.3% |
$2.16M - $2.42M
|
880K
$45.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-50.7K- 5.94% |
$2.77M - $3.1M
|
803K
$41.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-58.1K- 1.12% |
$3.17M - $3.55M
|
5.13M
$267M
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-66.2K- 10.36% |
$3.61M - $4.04M
|
572K
$29.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-72K- 0.51% |
$3.93M - $4.4M
|
14.1M
$731M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-76.4K- 4.36% |
$4.17M - $4.66M
|
1.68M
$87.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-115K- 5.59% |
$6.27M - $7.02M
|
1.94M
$101M
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-165K- 8.72% |
$9M - $10.1M
|
1.73M
$89.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-172K- 90.44% |
$9.39M - $10.5M
|
18.2K
$946K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-173K- 2.35% |
$9.45M - $10.6M
|
7.2M
$374M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-221K- 98.2% |
$12M - $13.5M
|
4.04K
$210K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-745K- 33.08% |
$40.6M - $45.5M
|
1.51M
$78.3M
|