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 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2.93K+ 2.47% |
$160K - $179K
|
122K
$5.77M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.85K+ 30.92% |
$155K - $174K
|
12.1K
$572K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.71K+ 211.81% |
$148K - $165K
|
3.99K
$189K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.62K+ 5.84% |
$143K - $160K
|
47.6K
$2.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.62K+ 4.6% |
$143K - $160K
|
59.6K
$2.83M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
2.39K+ 19.02% |
$130K - $146K
|
15K
$709K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.37K+ 24.56% |
$129K - $145K
|
12K
$570K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.36K+ 25.53% |
$129K - $144K
|
11.6K
$551K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.35K+ 5.56% |
$128K - $143K
|
44.6K
$2.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
2.32KNew |
$126K - $142K
|
2.32K
$110K
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
2.25K+ 2.46% |
$123K - $137K
|
93.8K
$4.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.23K+ 15.38% |
$122K - $136K
|
16.8K
$794K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.15K+ 2.87% |
$117K - $131K
|
77.2K
$3.66M
|
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
2.13K+ 0.81% |
$116K - $130K
|
265K
$12.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.07K+ 33.23% |
$113K - $126K
|
8.29K
$393K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.99K+ 5.58% |
$109K - $122K
|
37.7K
$1.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
1.86K+ 7.73% |
$102K - $114K
|
26K
$1.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
1.85K+ 19.3% |
$101K - $113K
|
11.4K
$542K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.83K+ 6.64% |
$99.6K - $111K
|
29.3K
$1.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
1.82K+ 3.01% |
$99.5K - $111K
|
62.5K
$2.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.82K+ 5.11% |
$99.1K - $111K
|
37.4K
$1.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.77K+ 1.06% |
$96.6K - $108K
|
169K
$8.01M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1.71KNew |
$93.1K - $104K
|
1.71K
$80.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.7K+ 16.29% |
$92.7K - $104K
|
12.1K
$575K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
1.63K+ 4.8% |
$89.1K - $99.7K
|
35.7K
$1.69M
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.63K+ 4.13% |
$88.7K - $99.3K
|
41K
$1.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1.56K+ 35.8% |
$85.2K - $95.3K
|
5.93K
$281K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.53K+ 5.2% |
$83.7K - $93.6K
|
31K
$1.47M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.39K+ 1.15% |
$75.6K - $84.6K
|
122K
$5.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.36K+ 3.59% |
$74.3K - $83.1K
|
39.3K
$1.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.33K+ 0.82% |
$72.8K - $81.4K
|
164K
$7.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.31K+ 0.76% |
$71.6K - $80.1K
|
173K
$8.2M
|
|
|
Feb 03, 2025
Q4 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
1.31K+ 2.04% |
$71.6K - $80.1K
|
65.5K
$3.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.27K+ 1.59% |
$69.4K - $77.7K
|
81.5K
$3.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.25K+ 1.01% |
$68K - $76.1K
|
125K
$5.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1.23KNew |
$67.2K - $75.3K
|
1.23K
$58.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.21K+ 3.24% |
$66K - $73.9K
|
38.6K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.21KNew |
$65.8K - $73.6K
|
1.21K
$57.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.1K+ 5.51% |
$59.8K - $67K
|
21K
$996K
|
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
1.1K+ 0.37% |
$59.7K - $66.8K
|
294K
$14M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
1K+ 2.5% |
$54.5K - $61K
|
41K
$1.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
992+ 4.62% |
$54.1K - $60.6K
|
22.5K
$1.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
980+ 3.81% |
$53.4K - $59.8K
|
26.7K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
970+ 7.4% |
$52.9K - $59.2K
|
14.1K
$667K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
948+ 2.64% |
$51.7K - $57.9K
|
36.8K
$1.75M
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
888+ 155.79% |
$48.4K - $54.2K
|
1.46K
$69.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
810+ 95.29% |
$44.2K - $49.4K
|
1.66K
$78.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
808+ 7.36% |
$44.1K - $49.3K
|
11.8K
$558K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
800New |
$43.6K - $48.8K
|
800
$37.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
778+ 0.44% |
$42.4K - $47.5K
|
177K
$8.38M
|