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 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
43New |
$2.35K - $2.62K
|
43
$2.04K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
36New |
$1.96K - $2.2K
|
36
$1.71K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
34+ 0.39% |
$1.85K - $2.08K
|
8.82K
$418K
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
BUY
|
- |
32+ 0.38% |
$1.75K - $1.95K
|
8.55K
$405K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
28+ 0.39% |
$1.53K - $1.71K
|
7.16K
$339K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
27+ 0.33% |
$1.47K - $1.65K
|
8.19K
$388K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
27New |
$1.47K - $1.65K
|
27
$1.28K
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
27+ 0.38% |
$1.47K - $1.65K
|
7.22K
$342K
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
25+ 0.37% |
$1.36K - $1.53K
|
6.73K
$319K
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
21+ 0.38% |
$1.15K - $1.28K
|
5.61K
$266K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
21+ 0.38% |
$1.15K - $1.28K
|
5.49K
$260K
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
20+ 0.39% |
$1.09K - $1.22K
|
5.16K
$244K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
19+ 0.22% |
$1.04K - $1.16K
|
8.51K
$403K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
18+ 0.38% |
$982 - $1.1K
|
4.7K
$223K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
18+ 0.37% |
$982 - $1.1K
|
4.92K
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17+ 0.36% |
$927 - $1.04K
|
4.68K
$222K
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
14+ 0.36% |
$764 - $855
|
3.87K
$183K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
13+ 0.35% |
$709 - $794
|
3.74K
$177K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
12+ 0.26% |
$654 - $732
|
4.55K
$215K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
12+ 0.07% |
$654 - $732
|
16.9K
$799K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
12+ 0.2% |
$654 - $732
|
5.94K
$281K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
12+ 0.2% |
$654 - $732
|
6.06K
$287K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
11+ 0.09% |
$600 - $671
|
12.2K
$578K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
11+ 0.06% |
$600 - $671
|
17.7K
$840K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9+ 0.2% |
$491 - $549
|
4.6K
$218K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
9+ 0.2% |
$491 - $549
|
4.5K
$213K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8+ 0.0% |
$436 - $488
|
2.35M
$111M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
8+ 0.21% |
$436 - $488
|
3.77K
$179K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7+ 0.04% |
$382 - $427
|
16.5K
$780K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
7+ 0.04% |
$382 - $427
|
20K
$948K
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
6+ 0.13% |
$327 - $366
|
4.73K
$224K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.04% |
$273 - $305
|
14.1K
$670K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5+ 0.14% |
$273 - $305
|
3.69K
$175K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
5+ 0.35% |
$273 - $305
|
1.44K
$68.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
4+ 0.06% |
$218 - $244
|
6.77K
$321K
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
4+ 0.01% |
$218 - $244
|
57K
$2.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
4+ 0.01% |
$218 - $244
|
42.6K
$2.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3+ 0.07% |
$164 - $183
|
4.5K
$213K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
2+ 0.01% |
$109 - $122
|
15.3K
$727K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.01% |
$54.5 - $61
|
15.8K
$750K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 0.14% |
$54.5 - $61
|
715
$33.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1+ 0.02% |
$54.5 - $61
|
4.23K
$201K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.01% |
$54.5 - $61
|
14.5K
$688K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1+ 0.01% |
$54.5 - $61
|
13.2K
$626K
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$54.5 - $61
|
7.09K
$336K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1- 0.01% |
$54.5 - $61
|
13.3K
$629K
|
|
|
Feb 06, 2025
Q4 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-4- 0.01% |
$218 - $244
|
60.9K
$2.89M
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-4- 0.02% |
$218 - $244
|
25.8K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-7- 0.06% |
$382 - $427
|
11.8K
$560K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-10- 0.07% |
$545 - $610
|
15.3K
$727K
|