Cetera Advisor Networks LLC Dimensional ETF Tr U S Target Transaction History

Cetera Advisor Networks LLC

$0
Q1 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	BUY	$49.45 - $54.43 $1.02 Million - $1.13 Million	20,725 Added 18.75%	131,272 $7.15 Million
Q4 2023 Feb 13, 2024	BUY	$42.71 - $53.09 $1 Million - $1.25 Million	23,466 Added 26.95%	110,547 $5.78 Million
Q3 2023 Nov 14, 2023	BUY	$45.07 - $49.71 $1.38 Million - $1.52 Million	30,617 Added 54.22%	87,081 $3.98 Million
Q2 2023 Aug 09, 2023	BUY	$41.44 - $46.39 $87,438 - $97,882	2,110 Added 3.88%	56,464 $2.62 Million
Q1 2023 May 15, 2023	BUY	$42.38 - $49.75 $136,675 - $160,443	3,225 Added 6.31%	54,354 $2.42 Million
Q4 2022 Feb 14, 2023	BUY	$40.24 - $46.91 $138,828 - $161,839	3,450 Added 7.24%	51,129 $2.25 Million
Q3 2022 Nov 10, 2022	BUY	$38.84 - $46.6 $627,732 - $753,149	16,162 Added 51.28%	47,679 $1.86 Million
Q2 2022 Aug 11, 2022	BUY	$39.72 - $47.15 $652,321 - $774,344	16,423 Added 108.8%	31,517 $1.27 Million
Q1 2022 May 12, 2022	BUY	$44.35 - $48.64 $36,233 - $39,738	817 Added 5.72%	15,094 $703,000
Q4 2021 Feb 14, 2022	BUY	$44.48 - $49.36 $59,647 - $66,191	1,341 Added 10.37%	14,277 $678,000
Q3 2021 Nov 16, 2021	SELL	$41.66 - $45.84 $24,371 - $26,816	-585 Reduced 4.33%	12,936 $574,000
Q2 2021 Aug 13, 2021	BUY	$43.52 - $46.03 $588,433 - $622,371	13,521 New	13,521 $606,000

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

$858 Million
0.78% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$754 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

8.78M
Shares

$533 Million
9.32% of portfolio
Index Fund Advisors, Inc.

7.37M
Shares

$447 Million
22.37% of portfolio
Savant Capital, LLC

5.19M
Shares

$315 Million
2.46% of portfolio

About DIMENSIONAL ETF TR U S TARGET

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