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
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
17.6KNew |
$959K - $1.07M
|
17.6K
$833K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
17.5K+ 6.81% |
$957K - $1.07M
|
275K
$13M
|
|
|
Feb 10, 2025
Q4 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
17.4K+ 176.7% |
$948K - $1.06M
|
27.2K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
16.7K+ 7.12% |
$911K - $1.02M
|
251K
$11.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
16.3KNew |
$887K - $992K
|
16.3K
$770K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
16K+ 45.42% |
$874K - $978K
|
51.3K
$2.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
15.2K+ 6.55% |
$831K - $930K
|
248K
$11.7M
|
|
|
Mar 07, 2025
Q4 2024
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
15.1KNew |
$822K - $920K
|
15.1K
$714K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
14.4K+ 1.84% |
$785K - $879K
|
798K
$37.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
14.4KNew |
$785K - $878K
|
14.4K
$682K
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
14KNew |
$763K - $854K
|
14K
$663K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
14K+ 27.08% |
$761K - $852K
|
65.5K
$3.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
13.8K+ 5.55% |
$754K - $844K
|
263K
$12.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
13.5K+ 13.48% |
$734K - $821K
|
113K
$5.37M
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
13.3KNew |
$728K - $815K
|
13.3K
$632K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
13.1K+ 5.55% |
$714K - $799K
|
249K
$11.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
12.1K+ 1.43% |
$659K - $737K
|
858K
$40.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
11.8K+ 10.79% |
$645K - $722K
|
121K
$5.76M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
11.7KNew |
$641K - $717K
|
11.7K
$557K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
11.7K+ 170.68% |
$638K - $714K
|
18.6K
$880K
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
11.1K+ 16.06% |
$607K - $679K
|
80.4K
$3.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
11K+ 46.51% |
$598K - $669K
|
34.5K
$1.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
BUY
|
- |
10.8K+ 17.34% |
$591K - $661K
|
73.3K
$3.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
10.8KNew |
$587K - $657K
|
10.8K
$510K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
10.7K+ 7.46% |
$586K - $656K
|
155K
$7.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
10.7KNew |
$582K - $651K
|
10.7K
$505K
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
BUY
|
- |
10.6K+ 8.01% |
$579K - $648K
|
143K
$6.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
10.6K+ 1.99% |
$578K - $647K
|
543K
$25.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.4K+ 8.31% |
$568K - $636K
|
136K
$6.43M
|
|
|
Feb 20, 2025
Q4 2024
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
10.2KNew |
$558K - $624K
|
10.2K
$484K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
10.2KNew |
$555K - $622K
|
10.2K
$482K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
9.82K+ 5.33% |
$536K - $599K
|
194K
$9.19M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
9.07K+ 9.72% |
$495K - $554K
|
102K
$4.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
9.03K+ 1.37% |
$492K - $551K
|
666K
$31.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
8.91KNew |
$486K - $544K
|
8.91K
$422K
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
8.77K+ 0.73% |
$478K - $535K
|
1.21M
$57.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
8.53KNew |
$465K - $520K
|
8.53K
$404K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
8.06K+ 5.31% |
$439K - $492K
|
160K
$7.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.9KNew |
$431K - $482K
|
7.9K
$374K
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
7.87K+ 178.37% |
$429K - $480K
|
12.3K
$582K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
7.71KNew |
$420K - $470K
|
7.71K
$365K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
7.59KNew |
$414K - $463K
|
7.59K
$360K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
7.56K+ 20.64% |
$412K - $462K
|
44.2K
$2.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
7.48K+ 2.98% |
$408K - $457K
|
259K
$12.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.47K+ 3.71% |
$408K - $456K
|
209K
$9.9M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
7.05KNew |
$385K - $430K
|
7.05K
$334K
|
|
|
Feb 12, 2025
Q4 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
6.8KNew |
$371K - $415K
|
6.8K
$322K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
6.77K+ 2.38% |
$369K - $413K
|
291K
$13.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
6.69KNew |
$365K - $409K
|
6.69K
$317K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
6.56K+ 29.94% |
$358K - $400K
|
28.5K
$1.35M
|