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 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-3.23K- 1.9% |
$162K - $176K
|
167K
$9.61M
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-3.31K- 1.1% |
$166K - $180K
|
297K
$17.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-3.35K- 7.32% |
$168K - $182K
|
42.4K
$2.44M
|
|
|
Jul 23, 2024
Q2 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-3.46K- 1.27% |
$174K - $189K
|
270K
$15.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-3.52K- 1.34% |
$177K - $192K
|
259K
$14.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-3.68K- 26.37% |
$185K - $201K
|
10.3K
$592K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.82K- 28.39% |
$191K - $208K
|
9.62K
$554K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-4.02K- 5.35% |
$202K - $219K
|
71.1K
$4.09M
|
|
|
Jul 19, 2024
Q2 2024
|
Better Wealth, LLC
|
SELL
|
- |
-4.05K- 5.6% |
$203K - $221K
|
68.2K
$3.93M
|
|
|
Aug 13, 2024
Q2 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-4.13K- 34.3% |
$207K - $225K
|
7.91K
$455K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-4.51K- 7.88% |
$226K - $245K
|
52.7K
$3.03M
|
|
|
Jul 17, 2024
Q2 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-4.57K- 4.06% |
$229K - $249K
|
108K
$6.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.61K- 57.79% |
$231K - $251K
|
3.37K
$194K
|
|
|
Aug 12, 2024
Q2 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-4.7K- 14.64% |
$236K - $256K
|
27.4K
$1.58M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.07K- 17.94% |
$254K - $276K
|
23.2K
$1.33M
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-5.56K- 0.68% |
$279K - $303K
|
813K
$46.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-5.6K- 51.38% |
$281K - $305K
|
5.3K
$305K
|
|
|
Jul 26, 2024
Q2 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-6K- 48.61% |
$301K - $327K
|
6.35K
$365K
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-6.04K- 23.82% |
$303K - $329K
|
19.3K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.1K- 29.16% |
$306K - $332K
|
14.8K
$852K
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
SELL
|
- |
-6.47K- 1.23% |
$325K - $352K
|
518K
$29.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-6.58K- 39.96% |
$330K - $358K
|
9.88K
$569K
|
|
|
Aug 14, 2024
Q2 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-6.59K- 1.56% |
$331K - $359K
|
417K
$24M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-6.85K- 9.06% |
$344K - $373K
|
68.8K
$3.96M
|
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-6.86K- 4.98% |
$344K - $373K
|
131K
$7.53M
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-6.97K- 4.52% |
$350K - $380K
|
147K
$8.48M
|
|
|
Jul 24, 2024
Q2 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-7.16K- 1.52% |
$359K - $390K
|
465K
$26.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.17K- 6.25% |
$360K - $390K
|
108K
$6.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.55K- 1.74% |
$379K - $411K
|
426K
$24.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-7.56K- 21.06% |
$380K - $412K
|
28.4K
$1.63M
|
|
|
Aug 07, 2024
Q2 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-8.93K- 0.89% |
$448K - $486K
|
997K
$57.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-9.05K- 2.62% |
$454K - $493K
|
336K
$19.4M
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-9.15K- 12.26% |
$459K - $498K
|
65.4K
$3.77M
|
|
|
Nov 05, 2024
Q2 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-9.54K- 2.94% |
$479K - $520K
|
315K
$18.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-9.56K- 92.73% |
$480K - $521K
|
749
$43.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-10.1K- 1.13% |
$505K - $548K
|
879K
$50.6M
|
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-10.4K- 7.17% |
$521K - $565K
|
134K
$7.73M
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-10.4K- 1.98% |
$522K - $567K
|
515K
$29.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-10.9K- 3.29% |
$547K - $594K
|
321K
$18.5M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-11.1K- 88.11% |
$556K - $604K
|
1.5K
$86K
|
|
|
Aug 13, 2024
Q2 2024
|
Libra Wealth LLC
|
SELL
|
- |
-12.4K- 4.25% |
$620K - $673K
|
279K
$16M
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
SELL
|
- |
-12.7K- 0.76% |
$638K - $693K
|
1.66M
$95.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-13.2K- 1.16% |
$664K - $721K
|
1.13M
$65.1M
|
|
|
Jul 11, 2024
Q2 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-13.3K- 1.09% |
$668K - $725K
|
1.21M
$69.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-14.2K- 3.27% |
$713K - $774K
|
421K
$24.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-14.8K- 21.75% |
$745K - $809K
|
53.4K
$3.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-16.2K- 1.89% |
$813K - $883K
|
840K
$48.3M
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-16.6K- 16.05% |
$831K - $902K
|
86.6K
$4.98M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-18.6K- 20.88% |
$933K - $1.01M
|
70.5K
$4.05M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20.4K- 3.44% |
$1.03M - $1.11M
|
574K
$33M
|