Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
10.7K+ 7.46% |
$586K - $656K
|
155K
$8.91M
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
BUY
|
- |
10.6K+ 8.01% |
$579K - $648K
|
143K
$8.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
10.6K+ 1.99% |
$578K - $647K
|
543K
$31.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.4K+ 8.31% |
$568K - $636K
|
136K
$7.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
10.2KNew |
$555K - $622K
|
10.2K
$586K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
9.82K+ 5.33% |
$536K - $599K
|
194K
$11.2M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
9.07K+ 9.72% |
$495K - $554K
|
102K
$5.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
9.03K+ 1.37% |
$492K - $551K
|
666K
$38.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
8.77K+ 0.73% |
$478K - $535K
|
1.21M
$69.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
8.06K+ 5.31% |
$439K - $492K
|
160K
$9.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.9KNew |
$431K - $482K
|
7.9K
$455K
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
7.87K+ 178.37% |
$429K - $480K
|
12.3K
$707K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
7.59KNew |
$414K - $463K
|
7.59K
$437K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
7.56K+ 20.64% |
$412K - $462K
|
44.2K
$2.54M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
7.05KNew |
$385K - $430K
|
7.05K
$406K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
6.77K+ 2.38% |
$369K - $413K
|
291K
$16.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
6.69KNew |
$365K - $409K
|
6.69K
$385K
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
6.41K+ 12.86% |
$350K - $392K
|
56.3K
$3.24M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
6.34KNew |
$346K - $387K
|
6.34K
$365K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
6.13K+ 1.48% |
$334K - $374K
|
421K
$24.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
5.81K+ 2.64% |
$317K - $355K
|
226K
$13M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
5.16KNew |
$281K - $315K
|
5.16K
$297K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
5.07K+ 5.78% |
$276K - $309K
|
92.7K
$5.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
4.8KNew |
$262K - $293K
|
4.8K
$276K
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
4.41K+ 8.74% |
$240K - $269K
|
54.8K
$3.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
3.86K+ 5.21% |
$210K - $235K
|
77.9K
$4.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
3.85KNew |
$210K - $235K
|
3.85K
$222K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.85K+ 48.7% |
$210K - $235K
|
11.8K
$677K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.8K+ 22.34% |
$207K - $232K
|
20.8K
$1.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.75K+ 29.75% |
$204K - $229K
|
16.3K
$940K
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
3.61KNew |
$197K - $220K
|
3.61K
$208K
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
3.54K+ 1.29% |
$193K - $216K
|
278K
$16M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
3.5K+ 7.04% |
$191K - $214K
|
53.2K
$3.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.41K+ 38.44% |
$186K - $208K
|
12.3K
$707K
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
3.11K+ 0.8% |
$169K - $190K
|
391K
$22.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.11K+ 24.45% |
$169K - $190K
|
15.8K
$910K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.94K+ 11.44% |
$160K - $179K
|
28.7K
$1.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2.93K+ 2.47% |
$160K - $179K
|
122K
$7.01M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.85K+ 30.92% |
$155K - $174K
|
12.1K
$695K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
2.39K+ 19.02% |
$130K - $146K
|
15K
$862K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.37K+ 24.56% |
$129K - $145K
|
12K
$692K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.36K+ 25.53% |
$129K - $144K
|
11.6K
$669K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.35K+ 5.56% |
$128K - $143K
|
44.6K
$2.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.15K+ 2.87% |
$117K - $131K
|
77.2K
$4.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.07K+ 33.23% |
$113K - $126K
|
8.29K
$477K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.99K+ 5.58% |
$109K - $122K
|
37.7K
$2.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
1.86K+ 7.73% |
$102K - $114K
|
26K
$1.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
1.85K+ 19.3% |
$101K - $113K
|
11.4K
$658K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.77K+ 1.06% |
$96.6K - $108K
|
169K
$9.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.7K+ 16.29% |
$92.7K - $104K
|
12.1K
$699K
|