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 01, 2024
Q2 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-100- 0.26% |
$5.02K - $5.45K
|
38.2K
$2.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-106- 0.47% |
$5.32K - $5.77K
|
22.4K
$1.29M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-106- 0.06% |
$5.32K - $5.77K
|
173K
$9.93M
|
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-110- 0.92% |
$5.52K - $5.99K
|
11.8K
$681K
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-120- 0.32% |
$6.02K - $6.54K
|
36.9K
$2.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-155- 10.57% |
$7.78K - $8.44K
|
1.31K
$75.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-159- 1.28% |
$7.98K - $8.66K
|
12.3K
$705K
|
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-171- 0.31% |
$8.58K - $9.31K
|
55.2K
$3.18M
|
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-177- 3.62% |
$8.88K - $9.64K
|
4.72K
$272K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-187- 0.4% |
$9.38K - $10.2K
|
47K
$2.71M
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-189- 1.22% |
$9.48K - $10.3K
|
15.3K
$882K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-197- 5.35% |
$9.89K - $10.7K
|
3.48K
$200K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-198- 0.71% |
$9.94K - $10.8K
|
27.5K
$1.59M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-198- 0.84% |
$9.94K - $10.8K
|
23.3K
$1.34M
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-200- 1.44% |
$10K - $10.9K
|
13.6K
$785K
|
|
|
Aug 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-200- 0.72% |
$10K - $10.9K
|
27.5K
$1.58M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-223- 1.69% |
$11.2K - $12.1K
|
13K
$746K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-228- 0.59% |
$11.4K - $12.4K
|
38.1K
$2.19M
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-234- 7.41% |
$11.7K - $12.7K
|
2.92K
$168K
|
|
|
Jul 17, 2024
Q2 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-246- 1.32% |
$12.3K - $13.4K
|
18.4K
$1.06M
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-250- 0.78% |
$12.5K - $13.6K
|
31.8K
$1.83M
|
|
|
Jul 16, 2024
Q2 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-279- 0.77% |
$14K - $15.2K
|
35.9K
$2.07M
|
|
|
Aug 06, 2024
Q2 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-282- 1.8% |
$14.2K - $15.4K
|
15.3K
$883K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-300- 2.52% |
$15.1K - $16.3K
|
11.6K
$667K
|
|
|
Jul 23, 2024
Q2 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-300- 0.4% |
$15.1K - $16.3K
|
75.1K
$4.32M
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-312- 1.19% |
$15.7K - $17K
|
26K
$1.49M
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-325- 5.02% |
$16.3K - $17.7K
|
6.16K
$354K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-330- 1.33% |
$16.6K - $18K
|
24.6K
$1.41M
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-352- 7.31% |
$17.7K - $19.2K
|
4.46K
$257K
|
|
|
Aug 05, 2024
Q2 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-372- 1.37% |
$18.7K - $20.3K
|
26.8K
$1.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-382- 7.89% |
$19.2K - $20.8K
|
4.46K
$257K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-383- 1.27% |
$19.2K - $20.9K
|
29.9K
$1.72M
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-385- 6.17% |
$19.3K - $21K
|
5.86K
$337K
|
|
|
Jul 12, 2024
Q2 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-386- 1.27% |
$19.4K - $21K
|
30K
$1.73M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-398- 2.79% |
$20K - $21.7K
|
13.9K
$798K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-407- 1.4% |
$20.4K - $22.2K
|
28.7K
$1.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-453- 0.24% |
$22.7K - $24.7K
|
187K
$10.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-470- 0.62% |
$23.6K - $25.6K
|
75.7K
$4.36M
|
|
|
Jul 22, 2024
Q2 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-470- 1.42% |
$23.6K - $25.6K
|
32.6K
$1.87M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-500- 3.83% |
$25.1K - $27.2K
|
12.6K
$723K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-500- 0.16% |
$25.1K - $27.2K
|
319K
$18.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-505- 1.22% |
$25.3K - $27.5K
|
40.8K
$2.35M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-536- 0.06% |
$26.9K - $29.2K
|
880K
$50.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-551- 5.75% |
$27.6K - $30K
|
9.03K
$520K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-555- 0.42% |
$27.8K - $30.2K
|
131K
$7.53M
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
SELL
|
- |
-561- 0.61% |
$28.2K - $30.6K
|
91.1K
$5.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-564- 0.59% |
$28.3K - $30.7K
|
95.6K
$5.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-574- 10.31% |
$28.8K - $31.3K
|
4.99K
$287K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-586- 0.36% |
$29.4K - $31.9K
|
164K
$9.46M
|
|
|
Jul 09, 2024
Q2 2024
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-588- 7.5% |
$29.5K - $32K
|
7.25K
$417K
|