Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
798K+ 28.89% |
$40.7M - $45.5M
|
3.56M
$205M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
567KNew |
$28.9M - $32.4M
|
567K
$32.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
344K+ 7.09% |
$17.5M - $19.6M
|
5.19M
$299M
|
|
|
Nov 01, 2024
Q3 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
325KNew |
$16.6M - $18.5M
|
325K
$18.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
288K+ 18.48% |
$14.7M - $16.5M
|
1.85M
$106M
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
200KNew |
$10.2M - $11.4M
|
200K
$11.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
154K+ 1.79% |
$7.87M - $8.81M
|
8.78M
$505M
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
128K+ 4.7% |
$6.54M - $7.32M
|
2.86M
$165M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
123KNew |
$6.3M - $7.05M
|
123K
$7.11M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
113KNew |
$5.74M - $6.42M
|
113K
$6.48M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
108K+ 6.54% |
$5.49M - $6.14M
|
1.75M
$101M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
102K+ 19.65% |
$5.23M - $5.85M
|
624K
$35.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
96.7K+ 12.57% |
$4.93M - $5.52M
|
866K
$49.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
90K+ 4.28% |
$4.59M - $5.14M
|
2.19M
$126M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
89.5K+ 11.61% |
$4.56M - $5.11M
|
860K
$49.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
79K+ 14.88% |
$4.03M - $4.51M
|
610K
$35.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
76K+ 41.0% |
$3.88M - $4.34M
|
261K
$15M
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
74.5K+ 10.15% |
$3.8M - $4.25M
|
809K
$46.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
72.8K+ 91.04% |
$3.71M - $4.16M
|
153K
$8.79M
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
53.8K+ 15.4% |
$2.74M - $3.07M
|
403K
$23.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
50.9K+ 57.42% |
$2.6M - $2.91M
|
140K
$8.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
47.5K+ 8.17% |
$2.42M - $2.71M
|
629K
$36.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
44K+ 6.07% |
$2.24M - $2.51M
|
769K
$44.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
42.4K+ 6.38% |
$2.16M - $2.42M
|
708K
$40.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
42.3K+ 10.4% |
$2.16M - $2.41M
|
448K
$25.8M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
41.6K+ 11.05% |
$2.12M - $2.38M
|
418K
$24.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
37.6K+ 115.94% |
$1.92M - $2.14M
|
70K
$4.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
34.1KNew |
$1.74M - $1.94M
|
34.1K
$1.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
32.5K+ 11.13% |
$1.66M - $1.86M
|
325K
$18.7M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
31.3KNew |
$1.6M - $1.79M
|
31.3K
$1.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
30.4K+ 13.23% |
$1.55M - $1.73M
|
260K
$14.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
29.1K+ 3.85% |
$1.48M - $1.66M
|
784K
$45.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
28.8K+ 11.12% |
$1.47M - $1.64M
|
288K
$16.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
28.8KNew |
$1.47M - $1.64M
|
28.8K
$1.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
28.5K+ 15.88% |
$1.45M - $1.62M
|
208K
$12M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
25.3K+ 9.22% |
$1.29M - $1.44M
|
300K
$17.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
24.2K+ 6.19% |
$1.23M - $1.38M
|
415K
$23.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
24.1K+ 6.23% |
$1.23M - $1.38M
|
411K
$23.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
24.1KNew |
$1.23M - $1.37M
|
24.1K
$1.39M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
23.9K+ 10.52% |
$1.22M - $1.36M
|
251K
$14.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
23.7K+ 5.35% |
$1.21M - $1.35M
|
466K
$26.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
23.6K+ 3.25% |
$1.2M - $1.34M
|
749K
$43.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
22.7K+ 428.3% |
$1.16M - $1.3M
|
28K
$1.61M
|
|
|
Oct 08, 2024
Q3 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
20.9K+ 1.77% |
$1.07M - $1.2M
|
1.2M
$69.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
20.8K+ 154.79% |
$1.06M - $1.18M
|
34.2K
$1.97M
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
18.6K+ 44.04% |
$948K - $1.06M
|
60.8K
$3.5M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
16.6K+ 19.12% |
$844K - $945K
|
103K
$5.94M
|
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
16K+ 6.19% |
$818K - $915K
|
275K
$15.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.5K+ 1.71% |
$789K - $883K
|
922K
$53M
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
14.6K+ 17.07% |
$742K - $831K
|
99.8K
$5.74M
|