Clarus Wealth Advisors Dimensional ETF Tr U S Target Transaction History

Clarus Wealth Advisors

$196 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 10, 2023	SELL	$41.44 - $46.39 $19,352 - $21,664	-467 Reduced 9.54%	4,429 $205,000
Q1 2023 Apr 10, 2023	SELL	$42.38 - $49.75 $26,275 - $30,845	-620 Reduced 11.24%	4,896 $217,000
Q4 2022 Jan 12, 2023	SELL	$40.24 - $46.91 $405,981 - $473,274	-10,089 Reduced 64.65%	5,516 $0
Q3 2022 Oct 11, 2022	SELL	$38.84 - $46.6 $6,136 - $7,362	-158 Reduced 1.0%	15,605 $633,000
Q2 2022 Jul 13, 2022	BUY	$39.72 - $47.15 $626,106 - $743,225	15,763 New	15,763 $633,000
Q1 2022 Apr 12, 2022	SELL	$44.35 - $48.64 $689,775 - $756,497	-15,553 Closed	0 $0
Q4 2021 Jan 13, 2022	SELL	$44.48 - $49.36 $14,411 - $15,992	-324 Reduced 2.04%	15,553 $739,000
Q3 2021 Oct 06, 2021	BUY	$41.66 - $45.84 $30,370 - $33,417	729 Added 4.81%	15,877 $722,000
Q2 2021 Jul 13, 2021	BUY	$43.52 - $46.03 $659,240 - $697,262	15,148 New	15,148 $678,000

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

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