Purchases and Sales Made in Q4 2024 in Dimensional ETF Tr U S Target (DFAT)

DFAT Quotes by TradingView

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 21, 2025 Q4 2024
Harel Insurance Investments & Financial Services Ltd.

BUY
 -
810
+ 95.29%
$44.2K - $49.4K
1.66K $95K
Feb 14, 2025 Q4 2024
Aptus Capital Advisors, LLC

BUY
 -
808
+ 7.36%
$44.1K - $49.3K
11.8K $675K
Feb 14, 2025 Q4 2024
Qube Research & Technologies LTD

London, X0
BUY
 -
800
New
$43.6K - $48.8K
800 $45.8K
Jan 13, 2025 Q4 2024
Fiduciary Financial Group, LLC

San Rafael, CA
BUY
 -
778
+ 0.44%
$42.4K - $47.5K
177K $10.1M
Feb 14, 2025 Q4 2024
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
770
+ 0.21%
$42K - $47K
363K $20.8M
Feb 14, 2025 Q4 2024
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
711
New
$38.8K - $43.4K
711 $40.7K
Feb 05, 2025 Q4 2024
Plante Moran Financial Advisors, LLC

BUY
 -
693
+ 4.95%
$37.8K - $42.3K
14.7K $840K
Jan 30, 2025 Q4 2024
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
567
+ 27.0%
$30.9K - $34.6K
2.67K $153K
Jan 28, 2025 Q4 2024
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
556
+ 1.35%
$30.3K - $33.9K
41.9K $2.4M
Jan 24, 2025 Q4 2024
Sym Financial Corp

BUY
 -
546
New
$29.8K - $33.3K
546 $31.3K
Feb 04, 2025 Q4 2024
Oppenheimer & CO Inc

New York, NY
BUY
 -
516
+ 0.33%
$28.1K - $31.5K
157K $8.97M
Feb 03, 2025 Q4 2024
Tradewinds Capital Management, LLC

BUY
 -
512
New
$27.9K - $31.3K
512 $29.3K
Jan 23, 2025 Q4 2024
Capital Investment Advisory Services, LLC

BUY
 -
503
+ 18.34%
$27.4K - $30.7K
3.25K $186K
Feb 06, 2025 Q4 2024
Bedel Financial Consulting, Inc.

BUY
 -
472
+ 1.69%
$25.7K - $28.8K
28.4K $1.62M
Mar 12, 2025 Q4 2024
Centaurus Financial, Inc.

BUY
 -
456
+ 4.36%
$24.9K - $27.8K
10.9K $624K
Feb 06, 2025 Q4 2024
Live Oak Investment Partners

Austin, TX
BUY
 -
407
New
$22.2K - $24.8K
407 $23.3K
Jan 29, 2025 Q4 2024
Tfb Advisors LLC

Overland Park, KS
BUY
 -
397
+ 7.16%
$21.7K - $24.2K
5.94K $340K
Jan 29, 2025 Q4 2024
Tranquility Partners, LLC

BUY
 -
349
+ 7.12%
$19K - $21.3K
5.25K $300K
Feb 14, 2025 Q4 2024
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
336
+ 3.24%
$18.3K - $20.5K
10.7K $612K
Feb 03, 2025 Q4 2024
Aspect Partners, LLC

Fairfax, VA
BUY
 -
313
+ 151.94%
$17.1K - $19.1K
519 $29.7K
Feb 06, 2025 Q4 2024
Mason Investment Advisory Services, Inc.

Reston, VA
BUY
 -
297
+ 0.25%
$16.2K - $18.1K
119K $6.8M
Feb 05, 2025 Q4 2024
Private Capital Management LLC

BUY
 -
290
+ 13.02%
$15.8K - $17.7K
2.52K $144K
Feb 12, 2025 Q4 2024
Grand Wealth Management, LLC

Grand Rapids, MI
BUY
 -
281
+ 1.56%
$15.3K - $17.2K
18.3K $1.05M
Feb 07, 2025 Q4 2024
Claris Advisors, LLC

BUY
 -
261
+ 0.32%
$14.2K - $15.9K
80.9K $4.63M
Jan 28, 2025 Q4 2024
Lji Wealth Management, LLC

Indianapolis, IN
BUY
 -
242
+ 0.43%
$13.2K - $14.8K
56.2K $3.22M
Feb 12, 2025 Q4 2024
Conquis Financial LLC

Milbrae, CA
BUY
 -
200
New
$10.9K - $12.2K
200 $11.4K
Feb 14, 2025 Q4 2024
Regions Financial Corp

BUY
 -
196
+ 0.14%
$10.7K - $12K
137K $7.86M
Feb 12, 2025 Q4 2024
Frazier Financial Advisors, LLC

Columbus, OH
BUY
 -
194
+ 5.4%
$10.6K - $11.8K
3.79K $217K
Jan 30, 2025 Q4 2024
Valmark Advisers, Inc.

BUY
 -
184
+ 2.76%
$10K - $11.2K
6.86K $392K
Jan 24, 2025 Q4 2024
Greenleaf Trust

Kalamazoo, MI
BUY
 -
149
+ 1.97%
$8.13K - $9.09K
7.71K $441K
Jan 13, 2025 Q4 2024
Marcum Wealth, LLC

BUY
 -
116
+ 0.3%
$6.33K - $7.08K
38.4K $2.2M
Feb 13, 2025 Q4 2024
Evensky & Katz LLC

BUY
 -
111
+ 0.15%
$6.05K - $6.78K
74.5K $4.26M
Feb 14, 2025 Q4 2024
Captrust Financial Advisors

Raleigh, NC
BUY
 -
103
+ 0.08%
$5.62K - $6.29K
130K $7.44M
Feb 05, 2025 Q4 2024
Qrg Capital Management, Inc.

Berwyn, PA
BUY
 -
102
+ 1.39%
$5.56K - $6.23K
7.45K $426K
Feb 04, 2025 Q4 2024
Financial Symmetry Inc

Raleigh, NC
BUY
 -
90
+ 0.84%
$4.91K - $5.49K
10.8K $621K
Jan 22, 2025 Q4 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
90
+ 0.96%
$4.91K - $5.49K
9.5K $544K
Feb 12, 2025 Q4 2024
Blair William & CO

Chicago, IL
BUY
 -
88
+ 2.5%
$4.8K - $5.37K
3.61K $207K
Jan 24, 2025 Q4 2024
Wealthspan Partners, LLC

Davenport, IA
BUY
 -
85
+ 0.4%
$4.64K - $5.19K
21.3K $1.22M
Feb 13, 2025 Q4 2024
Fiducient Advisors LLC

BUY
 -
75
+ 0.37%
$4.09K - $4.58K
20.1K $1.15M
Jan 24, 2025 Q4 2024
Mokosak Advisory Group, LLC

BUY
 -
73
+ 1.87%
$3.98K - $4.46K
3.97K $227K
Jan 13, 2025 Q4 2024
Brookstone Capital Management

BUY
 -
72
+ 1.77%
$3.93K - $4.39K
4.15K $238K
Jan 22, 2025 Q4 2024
Integrity Wealth Solutions LLC

Denver, CO
BUY
 -
71
+ 0.38%
$3.87K - $4.33K
18.9K $1.08M
Jan 31, 2025 Q4 2024
Schubert & CO

BUY
 -
68
+ 0.21%
$3.71K - $4.15K
31.9K $1.83M
Jan 22, 2025 Q4 2024
Better Wealth, LLC

BUY
 -
64
+ 0.1%
$3.49K - $3.91K
64.9K $3.71M
Feb 10, 2025 Q4 2024
Parallel Advisors, LLC

BUY
 -
63
+ 11.65%
$3.44K - $3.85K
604 $34.6K
Feb 07, 2025 Q4 2024
Warwick Investment Management, Inc.

BUY
 -
60
+ 0.38%
$3.27K - $3.66K
16K $914K
Jan 31, 2025 Q4 2024
Global Retirement Partners, LLC

BUY
 -
54
+ 3.62%
$2.95K - $3.3K
1.54K $88.4K
Jan 17, 2025 Q4 2024
Melfa Wealth Management, LLC

Westborough, MA
BUY
 -
53
+ 0.24%
$2.89K - $3.24K
22.5K $1.29M
Feb 05, 2025 Q4 2024
Passive Capital Management, Llc.

Baltimore, MD
BUY
 -
51
+ 0.04%
$2.78K - $3.11K
134K $7.69M

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