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 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-2.65K- 0.71% |
$145K - $162K
|
370K
$21.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.71K- 15.74% |
$148K - $166K
|
14.5K
$836K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.72K- 14.54% |
$148K - $166K
|
16K
$921K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-3.16K- 0.59% |
$173K - $193K
|
537K
$30.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-3.22K- 2.21% |
$176K - $197K
|
142K
$8.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.35K- 3.55% |
$183K - $205K
|
91K
$5.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-3.4K- 1.58% |
$185K - $207K
|
212K
$12.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-3.53K- 3.41% |
$192K - $215K
|
99.8K
$5.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-3.61K- 3.27% |
$197K - $220K
|
107K
$6.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-4.16K- 5.28% |
$227K - $254K
|
74.7K
$4.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-4.38K- 2.58% |
$239K - $267K
|
165K
$9.51M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-4.44K- 5.33% |
$242K - $271K
|
78.9K
$4.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-4.46K- 0.4% |
$243K - $272K
|
1.11M
$63.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-4.59K- 27.86% |
$250K - $280K
|
11.9K
$684K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.97K- 30.66% |
$271K - $303K
|
11.2K
$647K
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-5.08K- 50.0% |
$277K - $310K
|
5.08K
$293K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-5.14K- 2.04% |
$280K - $314K
|
247K
$14.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-5.23K- 17.68% |
$285K - $319K
|
24.4K
$1.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
SELL
|
- |
-5.24K- 1.04% |
$286K - $320K
|
498K
$28.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-5.34K- 6.8% |
$291K - $326K
|
73.1K
$4.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-5.38K- 8.09% |
$293K - $328K
|
61.1K
$3.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-5.52K- 1.88% |
$301K - $337K
|
288K
$16.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-5.68K- 3.44% |
$310K - $347K
|
160K
$9.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-5.73K- 1.69% |
$313K - $350K
|
333K
$19.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-6.14K- 1.3% |
$335K - $375K
|
466K
$26.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.58K- 30.78% |
$359K - $402K
|
14.8K
$852K
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-7.21K- 1.59% |
$393K - $440K
|
446K
$25.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-7.4K- 8.35% |
$403K - $451K
|
81.2K
$4.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-7.52K- 40.06% |
$410K - $459K
|
11.2K
$648K
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-7.71K- 0.93% |
$421K - $471K
|
825K
$47.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-7.74K- 1.53% |
$422K - $473K
|
500K
$28.8M
|
|
|
Jan 06, 2025
Q4 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-7.77K- 4.01% |
$424K - $474K
|
186K
$10.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-7.91K- 3.96% |
$432K - $483K
|
192K
$11.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
SELL
|
- |
-8.03K- 2.94% |
$438K - $490K
|
265K
$15.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-12.7K- 4.08% |
$690K - $773K
|
297K
$17.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-13.1K- 2.6% |
$713K - $799K
|
490K
$28.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-17.2K- 3.73% |
$939K - $1.05M
|
445K
$25.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-17.3K- 1.93% |
$944K - $1.06M
|
878K
$50.5M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-19.7K- 1.08% |
$1.08M - $1.21M
|
1.81M
$104M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-26.9K- 7.38% |
$1.47M - $1.64M
|
337K
$19.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-35K- 4.02% |
$1.91M - $2.14M
|
837K
$48.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-37.9K- 14.74% |
$2.07M - $2.32M
|
219K
$12.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-39.6K- 7.8% |
$2.16M - $2.41M
|
468K
$26.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-50.7K- 5.94% |
$2.77M - $3.1M
|
803K
$46.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-58.1K- 1.12% |
$3.17M - $3.55M
|
5.13M
$295M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-76.4K- 4.36% |
$4.17M - $4.66M
|
1.68M
$96.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-165K- 8.72% |
$9M - $10.1M
|
1.73M
$99.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-172K- 90.44% |
$9.39M - $10.5M
|
18.2K
$1.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-173K- 2.35% |
$9.45M - $10.6M
|
7.2M
$414M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-221K- 98.2% |
$12M - $13.5M
|
4.04K
$232K
|