Advisor Resource Council Dimensional ETF Tr U S Target Transaction History

Advisor Resource Council

$298 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 12, 2024	BUY	$42.71 - $53.09 $554,418 - $689,161	12,981 New	12,981 $679,000
Q2 2021 Aug 13, 2021	BUY	$43.52 - $46.03 $3,438 - $3,636	79 New	79 $3,000

Others Institutions Holding DFAT

# of Institutions

668

Shares Held

156M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

14.1M
Shares

$779 Million
0.78% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$685 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

8.78M
Shares

$484 Million
9.32% of portfolio
Index Fund Advisors, Inc.

7.37M
Shares

$406 Million
22.37% of portfolio
Savant Capital, LLC

5.19M
Shares

$286 Million
2.46% of portfolio

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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