Tradition Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History

Tradition Wealth Management, LLC

$1.06 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 12, 2024	BUY	$42.71 - $53.09 $170 - $212	4 Added 0.42%	947 $50,000
Q3 2023 Nov 13, 2023	BUY	$45.07 - $49.71 $180 - $198	4 Added 0.43%	943 $43,000
Q2 2023 Aug 14, 2023	BUY	$41.44 - $46.39 $165 - $185	4 Added 0.43%	939 $44,000
Q1 2023 May 11, 2023	BUY	$42.38 - $49.75 $84 - $99	2 Added 0.21%	935 $42,000
Q4 2022 Feb 03, 2023	BUY	$40.24 - $46.91 $160 - $187	4 Added 0.43%	933 $41,000
Q3 2022 Nov 14, 2022	BUY	$38.84 - $46.6 $155 - $186	4 Added 0.43%	929 $36,000
Q2 2022 Aug 02, 2022	BUY	$39.72 - $47.15 $158 - $188	4 Added 0.43%	925 $37,000
Q1 2022 May 11, 2022	BUY	$44.35 - $48.64 $44 - $48	1 Added 0.11%	921 $43,000
Q4 2021 Feb 14, 2022	BUY	$44.48 - $49.36 $266 - $296	6 Added 0.66%	920 $44,000
Q3 2021 Nov 12, 2021	BUY	$41.66 - $45.84 $124 - $137	3 Added 0.33%	914 $41,000
Q2 2021 Aug 09, 2021	BUY	$43.52 - $46.03 $39,646 - $41,933	911 New	911 $41,000

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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