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 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
60.7KNew |
$3.31M - $3.71M
|
60.7K
$3.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
58.1KNew |
$3.17M - $3.55M
|
58.1K
$3.06M
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
53.6KNew |
$2.92M - $3.27M
|
53.6K
$2.82M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
48.3K+ 31.59% |
$2.63M - $2.95M
|
201K
$10.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
46.6KNew |
$2.54M - $2.85M
|
46.6K
$2.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
45.9K+ 121.53% |
$2.5M - $2.8M
|
83.6K
$4.4M
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
45.7KNew |
$2.49M - $2.79M
|
45.7K
$2.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
44.3KNew |
$2.41M - $2.7M
|
44.3K
$2.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
43.2K+ 5.76% |
$2.35M - $2.63M
|
792K
$41.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
42.4K+ 30.36% |
$2.31M - $2.59M
|
182K
$9.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
41.9K+ 4.54% |
$2.28M - $2.56M
|
964K
$50.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
41K+ 14.35% |
$2.24M - $2.5M
|
327K
$17.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
39.9K+ 21.35% |
$2.18M - $2.44M
|
227K
$12M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
39.6K+ 13.2% |
$2.16M - $2.42M
|
339K
$17.9M
|
|
|
Mar 06, 2025
Q4 2024
|
Ag Asset Advisory, LLC
Los Angeles, CA |
BUY
|
- |
38.7KNew |
$2.11M - $2.36M
|
38.7K
$2.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
38.6KNew |
$2.1M - $2.35M
|
38.6K
$2.03M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
38.4K+ 9.18% |
$2.09M - $2.34M
|
457K
$24M
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
36.4KNew |
$1.99M - $2.22M
|
36.4K
$1.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
35.5K+ 10.95% |
$1.94M - $2.17M
|
360K
$19M
|
|
|
Feb 04, 2025
Q4 2024
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
34.3KNew |
$1.87M - $2.09M
|
34.3K
$1.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
33.9K+ 55.77% |
$1.85M - $2.07M
|
94.7K
$4.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
33.5KNew |
$1.83M - $2.05M
|
33.5K
$1.77M
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
32.6KNew |
$1.78M - $1.99M
|
32.6K
$1.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
32KNew |
$1.74M - $1.95M
|
32K
$1.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
28.9KNew |
$1.58M - $1.77M
|
28.9K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
28.7K+ 38.69% |
$1.56M - $1.75M
|
103K
$5.41M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
28.3KNew |
$1.54M - $1.72M
|
28.3K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
27.3K+ 0.31% |
$1.49M - $1.67M
|
8.81M
$464M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.1K+ 6.86% |
$1.48M - $1.65M
|
422K
$22.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.9K+ 540.76% |
$1.47M - $1.64M
|
31.9K
$1.68M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
26.7KNew |
$1.46M - $1.63M
|
26.7K
$1.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
25.4K+ 12.22% |
$1.38M - $1.55M
|
233K
$12.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
24.5K+ 8.5% |
$1.33M - $1.49M
|
312K
$16.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
23.7KNew |
$1.29M - $1.45M
|
23.7K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
23.7K+ 21.69% |
$1.29M - $1.45M
|
133K
$7M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
22.4K+ 322.47% |
$1.22M - $1.37M
|
29.4K
$1.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.9K+ 5.55% |
$1.2M - $1.34M
|
417K
$21.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
21.8K+ 190.07% |
$1.19M - $1.33M
|
33.3K
$1.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
21.4K+ 4.59% |
$1.17M - $1.31M
|
487K
$25.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
20KNew |
$1.09M - $1.22M
|
20K
$1.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
19KNew |
$1.03M - $1.16M
|
19K
$998K
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
18.9K+ 12.03% |
$1.03M - $1.15M
|
176K
$9.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
18.8K+ 3.32% |
$1.03M - $1.15M
|
586K
$30.8M
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
18.4KNew |
$1.01M - $1.13M
|
18.4K
$971K
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
18.2K+ 6.97% |
$993K - $1.11M
|
280K
$14.7M
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
18.1KNew |
$988K - $1.11M
|
18.1K
$954K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
18.1K+ 4.4% |
$985K - $1.1M
|
429K
$22.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
17.7KNew |
$964K - $1.08M
|
17.7K
$931K
|
|
|
Feb 05, 2025
Q4 2024
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
17.7KNew |
$963K - $1.08M
|
17.7K
$930K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
17.6KNew |
$959K - $1.07M
|
17.6K
$926K
|