Purchases and Sales Made in Q2 2024 in Dimensional ETF Tr U S Target (DFAT)
This table provides information about the institutional ownership of Dimensional ETF Tr U S Target (DFAT) during Q2 2024. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR U S TARGET .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-21.1K- 80.1% |
$1.06M - $1.15M
|
5.25K
$302K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-23.4K- 19.62% |
$1.17M - $1.27M
|
95.8K
$5.51M
|
|
|
Jul 02, 2024
Q2 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-24.3K- 1.3% |
$1.22M - $1.32M
|
1.84M
$106M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-26.2K- 84.96% |
$1.32M - $1.43M
|
4.64K
$267K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-26.2K- 11.14% |
$1.32M - $1.43M
|
209K
$12.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-28.9K- 5.73% |
$1.45M - $1.57M
|
474K
$27.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-29.9K- 5.47% |
$1.5M - $1.63M
|
516K
$29.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-37.2K- 31.7% |
$1.87M - $2.03M
|
80.1K
$4.61M
|
|
|
Aug 08, 2024
Q2 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-37.4K- 67.49% |
$1.87M - $2.04M
|
18K
$1.04M
|
|
|
Jul 12, 2024
Q2 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-37.7K- 8.87% |
$1.89M - $2.06M
|
387K
$22.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-40.7K- 1.09% |
$2.04M - $2.22M
|
3.69M
$213M
|
|
|
Jul 18, 2024
Q2 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
SELL
|
- |
-73.5K- 12.85% |
$3.69M - $4.01M
|
499K
$28.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-79.6K- 5.06% |
$4M - $4.34M
|
1.49M
$86M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-197K- 6.92% |
$9.89M - $10.7M
|
2.65M
$153M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-209K- 1.65% |
$10.5M - $11.4M
|
12.4M
$716M
|
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-225K- 2.91% |
$11.3M - $12.3M
|
7.51M
$432M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-319K- 11.75% |
$16M - $17.4M
|
2.4M
$138M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-457K- 5.03% |
$22.9M - $24.9M
|
8.63M
$497M
|
|
|
Oct 30, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-504K- 98.07% |
$25.3M - $27.5M
|
9.91K
$570K
|