Purchases and Sales Made in Q2 2024 in Dimensional ETF Tr U S Target (DFAT)

DFAT Quotes by TradingView

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 01, 2024 Q2 2024
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
405
+ 613.64%
$20.3K - $22.1K
471 $27.1K
Aug 08, 2024 Q2 2024
Parallel Advisors, LLC

BUY
 -
399
+ 182.19%
$20K - $21.7K
618 $35.6K
Aug 06, 2024 Q2 2024
Caprock Group, Inc.

BUY
 -
346
+ 2.65%
$17.4K - $18.8K
13.4K $771K
Aug 12, 2024 Q2 2024
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
345
+ 2.35%
$17.3K - $18.8K
15K $864K
Sep 20, 2024 Q2 2024
Centaurus Financial, Inc.

BUY
 -
344
+ 3.68%
$17.3K - $18.7K
9.69K $558K
Aug 06, 2024 Q2 2024
Avidian Wealth Solutions, LLC

BUY
 -
314
+ 2.43%
$15.8K - $17.1K
13.2K $760K
Aug 15, 2024 Q2 2024
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
284
+ 12.45%
$14.3K - $15.5K
2.57K $148K
Aug 01, 2024 Q2 2024
Claris Advisors, LLC

BUY
 -
273
+ 0.35%
$13.7K - $14.9K
78.3K $4.51M
Aug 02, 2024 Q2 2024
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
241
+ 2.81%
$12.1K - $13.1K
8.8K $507K
Jul 24, 2024 Q2 2024
Stratos Wealth Partners, Ltd.

BUY
 -
232
+ 0.2%
$11.6K - $12.6K
118K $6.81M
Jul 31, 2024 Q2 2024
Regions Financial Corp

BUY
 -
191
+ 0.14%
$9.58K - $10.4K
139K $8.01M
Aug 12, 2024 Q2 2024
Lji Wealth Management, LLC

Indianapolis, IN
BUY
 -
168
+ 0.28%
$8.43K - $9.15K
60.4K $3.48M
Aug 01, 2024 Q2 2024
Tortoise Investment Management, LLC

BUY
 -
163
+ 4.69%
$8.18K - $8.88K
3.64K $209K
Aug 15, 2024 Q2 2024
Long Island Wealth Management, Inc.

Melville, NY
BUY
 -
151
+ 0.47%
$7.58K - $8.22K
32K $1.84M
Jul 25, 2024 Q2 2024
Janney Montgomery Scott LLC

BUY
 -
149
+ 1.28%
$7.48K - $8.12K
11.8K $681K
Jul 11, 2024 Q2 2024
Mc Lean Asset Management Corp

BUY
 -
144
+ 0.06%
$7.23K - $7.84K
255K $14.7M
Aug 15, 2024 Q2 2024
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
142
+ 38.9%
$7.13K - $7.73K
507 $29.2K
Aug 07, 2024 Q2 2024
Hutchinson Capital Management

San Rafael, CA
BUY
 -
138
+ 1.6%
$6.92K - $7.52K
8.76K $504K
Aug 01, 2024 Q2 2024
Financial Counselors Inc

BUY
 -
133
+ 0.38%
$6.67K - $7.24K
35.2K $2.03M
Jul 26, 2024 Q2 2024
Evensky & Katz LLC

BUY
 -
129
+ 0.17%
$6.47K - $7.03K
74.6K $4.29M
Jul 23, 2024 Q2 2024
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
126
+ 0.38%
$6.32K - $6.86K
33.6K $1.93M
Aug 12, 2024 Q2 2024
Brighton Jones LLC

BUY
 -
115
+ 0.6%
$5.77K - $6.26K
19.4K $1.11M
Jul 08, 2024 Q2 2024
Quent Capital, LLC

BUY
 -
113
New
$5.67K - $6.16K
113 $6.5K
Jul 22, 2024 Q2 2024
Fifth Third Bancorp

BUY
 -
113
+ 1.26%
$5.67K - $6.16K
9.08K $522K
Jul 18, 2024 Q2 2024
Well Done, LLC

BUY
 -
108
+ 1.83%
$5.42K - $5.88K
6K $345K
Jul 29, 2024 Q2 2024
Lutz Financial Services LLC

BUY
 -
106
+ 0.07%
$5.32K - $5.77K
146K $8.41M
Jul 19, 2024 Q2 2024
Zhang Financial LLC

BUY
 -
87
+ 0.36%
$4.37K - $4.74K
24.6K $1.42M
Aug 06, 2024 Q2 2024
Fiducient Advisors LLC

BUY
 -
81
+ 0.41%
$4.06K - $4.41K
20K $1.15M
Jul 25, 2024 Q2 2024
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
79
+ 1.25%
$3.96K - $4.3K
6.41K $369K
Aug 13, 2024 Q2 2024
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
71
+ 0.03%
$3.56K - $3.87K
236K $13.6M
Aug 09, 2024 Q2 2024
Warwick Investment Management, Inc.

BUY
 -
65
+ 0.41%
$3.26K - $3.54K
15.8K $912K
Aug 08, 2024 Q2 2024
Clear Investment Research, LLC

BUY
 -
59
+ 2.71%
$2.96K - $3.21K
2.24K $129K
Jul 05, 2024 Q2 2024
25 LLC

St. Louis, MO
BUY
 -
56
+ 0.22%
$2.81K - $3.05K
25.7K $1.48M
Jul 29, 2024 Q2 2024
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
50
New
$2.51K - $2.72K
50 $2.88K
Aug 06, 2024 Q2 2024
Tru Independence LLC

BUY
 -
48
+ 1.14%
$2.41K - $2.61K
4.28K $246K
Jul 26, 2024 Q2 2024
Harbour Investments, Inc.

Madison, WI
BUY
 -
48
+ 2.12%
$2.41K - $2.61K
2.31K $133K
Oct 18, 2024 Q2 2024
Applied Capital LLC

BUY
 -
47
+ 0.1%
$2.36K - $2.56K
47K $2.7M
Aug 02, 2024 Q2 2024
Vance Wealth, Inc.

Santa Clarita, CA
BUY
 -
45
+ 0.37%
$2.26K - $2.45K
12.3K $708K
Jul 16, 2024 Q2 2024
Advisor Net Financial, Inc

BUY
 -
44
+ 1.04%
$2.21K - $2.4K
4.27K $246K
Aug 13, 2024 Q2 2024
Ever Source Wealth Advisors, LLC

BUY
 -
42
+ 0.08%
$2.11K - $2.29K
55K $3.17M
Jul 11, 2024 Q2 2024
Global Trust Asset Management, LLC

BUY
 -
39
+ 0.38%
$1.96K - $2.12K
10.4K $600K
Aug 14, 2024 Q2 2024
Ncm Capital Management, LLC

Ramsey, NJ
BUY
 -
37
+ 0.32%
$1.86K - $2.02K
11.8K $678K
Jul 19, 2024 Q2 2024
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
36
+ 0.21%
$1.81K - $1.96K
16.8K $969K
Aug 08, 2024 Q2 2024
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
36
+ 0.41%
$1.81K - $1.96K
8.75K $504K
Jul 12, 2024 Q2 2024
Exeter Financial, LLC

BUY
 -
34
+ 0.4%
$1.71K - $1.85K
8.49K $489K
Aug 14, 2024 Q2 2024
Keel Point, LLC

Huntsville, AL
BUY
 -
34
+ 0.08%
$1.71K - $1.85K
42.9K $2.47M
Aug 13, 2024 Q2 2024
Staley Capital Advisers Inc

BUY
 -
29
+ 0.41%
$1.46K - $1.58K
7.16K $412K
Aug 13, 2024 Q2 2024
Greenline Partners, LLC

New York, NY
BUY
 -
28
+ 0.4%
$1.41K - $1.53K
7.1K $409K
Jul 18, 2024 Q2 2024
Rappaport Reiches Capital Management, LLC

Skokie`, IL
BUY
 -
28
+ 0.23%
$1.41K - $1.53K
12.2K $703K

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