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 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
22.7K+ 114.18% |
$1.14M - $1.24M
|
42.6K
$2.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
20.9K+ 762.31% |
$1.05M - $1.14M
|
23.6K
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
20.6K+ 35.07% |
$1.03M - $1.12M
|
79.4K
$4.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
19.4K+ 12.15% |
$974K - $1.06M
|
179K
$10.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
19.3K+ 5.66% |
$969K - $1.05M
|
361K
$20.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
18.8KNew |
$942K - $1.02M
|
18.8K
$1.08M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
18.7K+ 21.73% |
$940K - $1.02M
|
105K
$6.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
18.2K+ 6.64% |
$913K - $991K
|
292K
$16.8M
|
|
|
Aug 01, 2024
Q2 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
18.1K+ 37.91% |
$910K - $988K
|
66K
$3.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
17.7KNew |
$890K - $966K
|
17.7K
$1.02M
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
17.1K+ 7.13% |
$857K - $931K
|
257K
$14.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
16.9K+ 4.58% |
$850K - $922K
|
387K
$22.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16.3K+ 5.42% |
$820K - $890K
|
318K
$18.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16K+ 4.18% |
$804K - $873K
|
399K
$23M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.6K+ 8.3% |
$784K - $851K
|
204K
$11.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
15K+ 21.3% |
$751K - $815K
|
85.2K
$4.91M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
14.9K+ 5.65% |
$747K - $811K
|
278K
$16M
|
|
|
Aug 13, 2024
Q2 2024
|
Concentrum Wealth Management
|
BUY
|
- |
14.8K+ 41.08% |
$742K - $805K
|
50.8K
$2.92M
|
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
14.7K+ 9.29% |
$737K - $800K
|
173K
$9.94M
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
14.3K+ 42.25% |
$716K - $777K
|
48K
$2.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14.1K+ 6.09% |
$710K - $770K
|
246K
$14.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
14KNew |
$700K - $760K
|
14K
$803K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.6K+ 60.14% |
$682K - $741K
|
36.2K
$2.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
13.4KNew |
$672K - $730K
|
13.4K
$771K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
13.2K+ 2.59% |
$661K - $718K
|
522K
$30M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
12.4K+ 0.45% |
$623K - $676K
|
2.78M
$160M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
12.3K+ 9.55% |
$618K - $670K
|
141K
$8.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
12.2KNew |
$610K - $663K
|
12.2K
$700K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
12KNew |
$602K - $653K
|
12K
$690K
|
|
|
Jul 26, 2024
Q2 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
11.9KNew |
$595K - $646K
|
11.9K
$683K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
10.7K+ 41.57% |
$539K - $585K
|
36.6K
$2.1M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
10.1KNew |
$506K - $549K
|
10.1K
$580K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
10.1KNew |
$505K - $549K
|
10.1K
$580K
|
|
|
Jul 31, 2024
Q2 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
10K+ 4.62% |
$503K - $546K
|
227K
$13.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Rs Crum Inc.
|
BUY
|
- |
9.77K+ 3.44% |
$490K - $532K
|
294K
$16.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
9.2KNew |
$462K - $501K
|
9.2K
$530K
|
|
|
Jul 12, 2024
Q2 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
8.76K+ 10.59% |
$440K - $477K
|
91.5K
$5.27M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.37K+ 16.04% |
$420K - $456K
|
60.6K
$3.49M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.37K+ 111.99% |
$420K - $456K
|
15.8K
$912K
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
8.03K+ 15.17% |
$403K - $438K
|
61K
$3.51M
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
7.98K+ 3.55% |
$400K - $435K
|
233K
$13.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
7.86K+ 5.66% |
$394K - $428K
|
147K
$8.45M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
7.57KNew |
$380K - $412K
|
7.57K
$436K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.55K+ 21.37% |
$379K - $411K
|
42.9K
$2.47M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
7.54K+ 96.19% |
$378K - $411K
|
15.4K
$885K
|
|
|
Jul 31, 2024
Q2 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
7.37K+ 3.3% |
$370K - $401K
|
231K
$13.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
7.35K+ 6.78% |
$369K - $400K
|
116K
$6.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
7.29KNew |
$366K - $397K
|
7.29K
$419K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.21KNew |
$362K - $393K
|
7.21K
$415K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
7.21KNew |
$362K - $393K
|
7.21K
$415K
|