Advisory Alpha, LLC Dimensional ETF Tr U S Target Transaction History

Advisory Alpha, LLC

$2.78 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 25, 2023	BUY	$41.44 - $46.39 $18,233 - $20,411	440 Added 7.06%	6,671 $309,000
Q1 2023 May 02, 2023	SELL	$42.38 - $49.75 $62,680 - $73,580	-1,479 Reduced 19.18%	6,231 $277,000
Q4 2022 Jan 30, 2023	SELL	$40.24 - $46.91 $50,943 - $59,388	-1,266 Reduced 14.1%	7,710 $338,000
Q3 2022 Oct 12, 2022	BUY	$38.84 - $46.6 $20,701 - $24,837	533 Added 6.31%	8,976 $350,000
Q2 2022 Jul 15, 2022	BUY	$39.72 - $47.15 $130,718 - $155,170	3,291 Added 63.88%	8,443 $340,000
Q1 2022 May 02, 2022	SELL	$44.35 - $48.64 $1,374 - $1,507	-31 Reduced 0.6%	5,152 $240,000
Q4 2021 Feb 04, 2022	BUY	$44.48 - $49.36 $230,539 - $255,832	5,183 New	5,183 $246,000

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

$814 Million
0.78% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$716 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

8.78M
Shares

$505 Million
9.32% of portfolio
Index Fund Advisors, Inc.

7.37M
Shares

$424 Million
22.37% of portfolio
Savant Capital, LLC

5.19M
Shares

$299 Million
2.46% of portfolio

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
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