Ameritas Advisory Services, LLC Dimensional ETF Tr U S Target Transaction History

Ameritas Advisory Services, LLC

$2.24 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	BUY	$45.07 - $49.71 $1,081 - $1,193	24 Added 0.14%	16,852 $769,000
Q2 2023 Jul 25, 2023	BUY	$41.44 - $46.39 $13,840 - $15,494	334 Added 2.02%	16,828 $780,000
Q1 2023 Apr 28, 2023	SELL	$42.38 - $49.75 $496,905 - $583,318	-11,725 Reduced 41.55%	16,494 $733,000
Q4 2022 Feb 10, 2023	BUY	$40.24 - $46.91 $487,185 - $567,939	12,107 Added 75.14%	28,219 $1.24 Million
Q3 2022 Nov 14, 2022	BUY	$38.84 - $46.6 $27,188 - $32,620	700 Added 4.54%	16,112 $628,000
Q2 2022 Aug 10, 2022	BUY	$39.72 - $47.15 $28,399 - $33,712	715 Added 4.86%	15,412 $620,000
Q1 2022 May 04, 2022	SELL	$44.35 - $48.64 $134,070 - $147,038	-3,023 Reduced 17.06%	14,697 $685,000
Q4 2021 Feb 07, 2022	BUY	$44.48 - $49.36 $788,185 - $874,659	17,720 New	17,720 $842,000

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
Sector ETFs
Industry ETFs

More about DFAT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ameritas Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ameritas Advisory Services, LLC with notifications on news.