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
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
6.51KNew |
$355K - $397K
|
6.51K
$309K
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
6.41K+ 12.86% |
$350K - $392K
|
56.3K
$2.67M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
6.34KNew |
$346K - $387K
|
6.34K
$301K
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
6.3KNew |
$344K - $385K
|
6.3K
$298K
|
|
|
Feb 12, 2025
Q4 2024
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
6.23KNew |
$340K - $381K
|
6.23K
$295K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.21K+ 8.75% |
$339K - $379K
|
77.1K
$3.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
6.13K+ 1.48% |
$334K - $374K
|
421K
$20M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.09K+ 1.8% |
$332K - $371K
|
343K
$16.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
6.05KNew |
$330K - $369K
|
6.05K
$286K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.87K+ 45.73% |
$320K - $358K
|
18.7K
$886K
|
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
5.81K+ 2.64% |
$317K - $355K
|
226K
$10.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
5.77KNew |
$315K - $352K
|
5.77K
$273K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.64K+ 41.77% |
$308K - $344K
|
19.1K
$907K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
5.22KNew |
$284K - $318K
|
5.22K
$247K
|
|
|
Feb 13, 2025
Q4 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
5.17K+ 1.88% |
$282K - $316K
|
279K
$13.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
5.16KNew |
$281K - $315K
|
5.16K
$244K
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
5.16KNew |
$281K - $315K
|
5.16K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
5.1K+ 0.66% |
$278K - $311K
|
774K
$36.7M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
5.07K+ 5.78% |
$276K - $309K
|
92.7K
$4.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
4.8KNew |
$262K - $293K
|
4.8K
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
4.62K+ 1.42% |
$252K - $282K
|
329K
$15.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
4.41K+ 8.74% |
$240K - $269K
|
54.8K
$2.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.24K+ 6.06% |
$231K - $259K
|
74.2K
$3.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
4.12KNew |
$225K - $252K
|
4.12K
$195K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4KNew |
$218K - $244K
|
4K
$190K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.99KNew |
$218K - $244K
|
3.99K
$189K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.93K+ 5.44% |
$214K - $240K
|
76.1K
$3.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.89KNew |
$212K - $238K
|
3.89K
$184K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.86KNew |
$210K - $235K
|
3.86K
$183K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
3.86K+ 5.21% |
$210K - $235K
|
77.9K
$3.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.85K+ 48.7% |
$210K - $235K
|
11.8K
$557K
|
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
3.85KNew |
$210K - $235K
|
3.85K
$182K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.8K+ 22.34% |
$207K - $232K
|
20.8K
$986K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.8K+ 22.34% |
$207K - $232K
|
20.8K
$986K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.75K+ 29.75% |
$204K - $229K
|
16.3K
$774K
|
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
3.72K+ 4.06% |
$203K - $227K
|
95.1K
$4.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.69KNew |
$201K - $225K
|
3.69K
$175K
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
3.61KNew |
$197K - $220K
|
3.61K
$171K
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
3.54K+ 1.29% |
$193K - $216K
|
278K
$13.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
3.5K+ 29.09% |
$191K - $214K
|
15.5K
$736K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
3.5K+ 7.04% |
$191K - $214K
|
53.2K
$2.52M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.47K+ 3.67% |
$189K - $212K
|
97.8K
$4.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.45K+ 10.9% |
$188K - $211K
|
35.1K
$1.66M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.41K+ 38.44% |
$186K - $208K
|
12.3K
$582K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.41KNew |
$186K - $208K
|
3.41K
$161K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.32K+ 66.43% |
$181K - $203K
|
8.32K
$394K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.11K+ 24.45% |
$169K - $190K
|
15.8K
$749K
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
3.11K+ 0.8% |
$169K - $190K
|
391K
$18.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
3.08K+ 5.02% |
$168K - $188K
|
64.3K
$3.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.94K+ 11.44% |
$160K - $179K
|
28.7K
$1.36M
|