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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2024
Q2 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-13.3K- 1.09% |
$668K - $725K
|
1.21M
$69.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-14.2K- 3.27% |
$713K - $774K
|
421K
$24.1M
|
|
|
Jul 31, 2025
Q2 2024
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-14.8K- 21.75% |
$745K - $809K
|
53.4K
$3.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-14.8K- 21.75% |
$745K - $809K
|
53.4K
$3.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-16.2K- 1.89% |
$813K - $883K
|
840K
$48.1M
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-16.6K- 16.05% |
$831K - $902K
|
86.6K
$4.96M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-18.6K- 20.88% |
$933K - $1.01M
|
70.5K
$4.03M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20.4K- 3.44% |
$1.03M - $1.11M
|
574K
$32.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-21.1K- 80.1% |
$1.06M - $1.15M
|
5.25K
$300K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-23.4K- 19.62% |
$1.17M - $1.27M
|
95.8K
$5.48M
|
|
|
Jul 02, 2024
Q2 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-24.3K- 1.3% |
$1.22M - $1.32M
|
1.84M
$105M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-26.2K- 84.96% |
$1.32M - $1.43M
|
4.64K
$266K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-26.2K- 11.14% |
$1.32M - $1.43M
|
209K
$12M
|
|
|
Jul 19, 2024
Q2 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-28.9K- 5.73% |
$1.45M - $1.57M
|
474K
$27.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-29.9K- 5.47% |
$1.5M - $1.63M
|
516K
$29.5M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-30.4K- 11.68% |
$1.52M - $1.65M
|
229K
$13.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-37.2K- 31.7% |
$1.87M - $2.03M
|
80.1K
$4.59M
|
|
|
Aug 08, 2024
Q2 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-37.4K- 67.49% |
$1.87M - $2.04M
|
18K
$1.03M
|
|
|
Jul 12, 2024
Q2 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-37.7K- 8.87% |
$1.89M - $2.06M
|
387K
$22.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-40.7K- 1.09% |
$2.04M - $2.22M
|
3.69M
$211M
|
|
|
Mar 28, 2025
Q2 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-41.9K- 51.06% |
$2.1M - $2.28M
|
40.1K
$2.3M
|
|
|
Mar 05, 2025
Q2 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-41.9K- 51.06% |
$2.1M - $2.28M
|
40.1K
$2.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
SELL
|
- |
-73.5K- 12.85% |
$3.69M - $4.01M
|
499K
$28.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-79.6K- 5.06% |
$4M - $4.34M
|
1.49M
$85.5M
|
|
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-93.3K- 51.27% |
$4.68M - $5.08M
|
88.7K
$5.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-197K- 6.92% |
$9.89M - $10.7M
|
2.65M
$152M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-209K- 1.65% |
$10.5M - $11.4M
|
12.4M
$712M
|
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-225K- 2.91% |
$11.3M - $12.3M
|
7.51M
$430M
|
|
|
Jul 25, 2025
Q2 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-292K- 13.9% |
$14.6M - $15.9M
|
1.81M
$103M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-319K- 11.75% |
$16M - $17.4M
|
2.4M
$137M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-457K- 5.03% |
$22.9M - $24.9M
|
8.63M
$494M
|
|
|
Oct 30, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-504K- 98.07% |
$25.3M - $27.5M
|
9.91K
$567K
|