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 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-392- 50.0% |
$21.4K - $23.9K
|
392
$18.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-392- 50.0% |
$21.4K - $23.9K
|
392
$18.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-409- 0.3% |
$22.3K - $25K
|
136K
$6.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-426- 8.41% |
$23.2K - $26K
|
4.64K
$220K
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-442- 0.17% |
$24.1K - $27K
|
259K
$12.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-461- 1.68% |
$25.1K - $28.1K
|
27K
$1.28M
|
|
|
Jan 02, 2025
Q4 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-472- 2.36% |
$25.7K - $28.8K
|
19.6K
$927K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-543- 2.34% |
$29.6K - $33.1K
|
22.6K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-552- 12.79% |
$30.1K - $33.7K
|
3.76K
$178K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-598- 2.93% |
$32.6K - $36.5K
|
19.8K
$939K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-601- 6.53% |
$32.8K - $36.7K
|
8.6K
$408K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-608- 1.09% |
$33.2K - $37.1K
|
55.1K
$2.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-650- 10.17% |
$35.5K - $39.7K
|
5.74K
$272K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-650- 5.99% |
$35.5K - $39.7K
|
10.2K
$483K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-700- 19.66% |
$38.2K - $42.7K
|
2.86K
$136K
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-707- 7.55% |
$38.6K - $43.2K
|
8.65K
$410K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-854- 1.55% |
$46.6K - $52.1K
|
54.4K
$2.58M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-891- 0.56% |
$48.6K - $54.4K
|
158K
$7.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-898- 3.17% |
$49K - $54.8K
|
27.5K
$1.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-952- 2.04% |
$51.9K - $58.1K
|
45.6K
$2.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-969- 5.05% |
$52.8K - $59.1K
|
18.2K
$863K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-974- 2.65% |
$53.1K - $59.5K
|
35.8K
$1.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-991- 1.35% |
$54K - $60.5K
|
72.5K
$3.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-1.04K- 11.03% |
$56.5K - $63.2K
|
8.35K
$396K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.11K- 1.49% |
$60.3K - $67.4K
|
73.2K
$3.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-1.13K- 17.62% |
$61.6K - $68.9K
|
5.28K
$250K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.22K- 27.17% |
$66.5K - $74.5K
|
3.27K
$155K
|
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-1.25K- 19.71% |
$68.2K - $76.4K
|
5.1K
$241K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.28K- 0.36% |
$69.8K - $78.1K
|
354K
$16.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.31K- 1.96% |
$71.4K - $79.9K
|
65.6K
$3.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.31K- 6.54% |
$71.6K - $80.1K
|
18.8K
$889K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.32K- 21.97% |
$71.9K - $80.5K
|
4.69K
$222K
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-1.36K- 0.31% |
$74K - $82.8K
|
443K
$21M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.4K- 4.04% |
$76.2K - $85.3K
|
33.2K
$1.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-1.4K- 0.35% |
$76.4K - $85.5K
|
402K
$19M
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.4K- 10.47% |
$76.4K - $85.5K
|
12K
$567K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
SELL
|
- |
-1.4K- 5.87% |
$76.4K - $85.5K
|
22.4K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.42K- 0.58% |
$77.4K - $86.6K
|
245K
$11.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-1.5K- 10.07% |
$81.8K - $91.6K
|
13.4K
$635K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-1.57K- 13.28% |
$85.8K - $96.1K
|
10.3K
$487K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.67K- 17.31% |
$90.9K - $102K
|
7.96K
$377K
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-1.68K- 1.54% |
$91.5K - $102K
|
107K
$5.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.71K- 0.91% |
$93.2K - $104K
|
186K
$8.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-1.77K- 19.17% |
$96.5K - $108K
|
7.46K
$354K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.8K- 1.23% |
$98.1K - $110K
|
144K
$6.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.88K- 5.94% |
$102K - $115K
|
29.7K
$1.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-1.94K- 1.93% |
$106K - $118K
|
98.3K
$4.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-2.05K- 1.45% |
$112K - $125K
|
139K
$6.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-2.22K- 1.11% |
$121K - $135K
|
198K
$9.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.24K- 7.94% |
$122K - $137K
|
26K
$1.23M
|