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 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
64+ 0.1% |
$3.49K - $3.91K
|
64.9K
$3.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
60+ 0.38% |
$3.27K - $3.66K
|
16K
$909K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
54+ 3.62% |
$2.95K - $3.3K
|
1.54K
$87.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
53+ 0.24% |
$2.89K - $3.24K
|
22.5K
$1.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
51+ 0.04% |
$2.78K - $3.11K
|
134K
$7.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
50+ 0.16% |
$2.73K - $3.05K
|
31.4K
$1.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
47+ 0.13% |
$2.56K - $2.87K
|
36.2K
$2.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
44+ 0.44% |
$2.4K - $2.69K
|
10.1K
$576K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
43New |
$2.35K - $2.62K
|
43
$2.45K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
34+ 0.39% |
$1.85K - $2.08K
|
8.82K
$502K
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
BUY
|
- |
32+ 0.38% |
$1.75K - $1.95K
|
8.55K
$487K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
27+ 0.33% |
$1.47K - $1.65K
|
8.19K
$466K
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
27+ 0.38% |
$1.47K - $1.65K
|
7.22K
$411K
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
25+ 0.37% |
$1.36K - $1.53K
|
6.73K
$383K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
21+ 0.38% |
$1.15K - $1.28K
|
5.49K
$313K
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
21+ 0.38% |
$1.15K - $1.28K
|
5.61K
$319K
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
20+ 0.39% |
$1.09K - $1.22K
|
5.16K
$294K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
19+ 0.22% |
$1.04K - $1.16K
|
8.51K
$485K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
18+ 0.38% |
$982 - $1.1K
|
4.7K
$267K
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
14+ 0.36% |
$764 - $855
|
3.87K
$220K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
12+ 0.07% |
$654 - $732
|
16.9K
$960K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
12+ 0.2% |
$654 - $732
|
5.94K
$338K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
12+ 0.26% |
$654 - $732
|
4.55K
$259K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
11+ 0.06% |
$600 - $671
|
17.7K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
11+ 0.09% |
$600 - $671
|
12.2K
$694K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9+ 0.2% |
$491 - $549
|
4.6K
$262K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
9+ 0.2% |
$491 - $549
|
4.5K
$256K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8+ 0.0% |
$436 - $488
|
2.35M
$134M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
8+ 0.21% |
$436 - $488
|
3.77K
$215K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
7+ 0.04% |
$382 - $427
|
20K
$1.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
6+ 0.13% |
$327 - $366
|
4.73K
$269K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5+ 0.14% |
$273 - $305
|
3.69K
$210K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
5+ 0.35% |
$273 - $305
|
1.44K
$82.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.04% |
$273 - $305
|
14.1K
$805K
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
4+ 0.06% |
$218 - $244
|
6.77K
$385K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
4+ 0.01% |
$218 - $244
|
42.6K
$2.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
4+ 0.01% |
$218 - $244
|
57K
$3.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3+ 0.07% |
$164 - $183
|
4.5K
$256K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
2+ 0.01% |
$109 - $122
|
15.3K
$873K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.01% |
$54.5 - $61
|
15.8K
$902K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1+ 0.01% |
$54.5 - $61
|
13.2K
$752K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1- 0.01% |
$54.5 - $61
|
13.3K
$756K
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-4- 0.02% |
$218 - $244
|
25.8K
$1.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-4- 0.01% |
$218 - $244
|
60.9K
$3.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
SELL
|
- |
-14- 0.03% |
$764 - $855
|
47.1K
$2.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-16- 0.14% |
$873 - $977
|
11.8K
$674K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-20- 0.13% |
$1.09K - $1.22K
|
15.9K
$903K
|
|
|
Jan 30, 2025
Q4 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-23- 3.06% |
$1.25K - $1.4K
|
729
$41.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-26- 0.13% |
$1.42K - $1.59K
|
19.8K
$1.13M
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-27- 0.03% |
$1.47K - $1.65K
|
84.4K
$4.8M
|