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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$54.5 - $61
|
7.09K
$406K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1- 0.01% |
$54.5 - $61
|
13.3K
$760K
|
|
|
Feb 06, 2025
Q4 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-4- 0.01% |
$218 - $244
|
60.9K
$3.49M
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-4- 0.02% |
$218 - $244
|
25.8K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-7- 0.06% |
$382 - $427
|
11.8K
$676K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-10- 0.07% |
$545 - $610
|
15.3K
$879K
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-13- 0.19% |
$709 - $794
|
6.81K
$390K
|
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
SELL
|
- |
-14- 0.03% |
$764 - $855
|
47.1K
$2.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-16- 0.14% |
$873 - $977
|
11.8K
$677K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-20- 0.13% |
$1.09K - $1.22K
|
15.9K
$908K
|
|
|
Jan 30, 2025
Q4 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-23- 3.06% |
$1.25K - $1.4K
|
729
$41.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-26- 0.13% |
$1.42K - $1.59K
|
19.8K
$1.13M
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-27- 0.03% |
$1.47K - $1.65K
|
84.4K
$4.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-35- 0.03% |
$1.91K - $2.14K
|
126K
$7.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-36- 0.12% |
$1.96K - $2.2K
|
29.2K
$1.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-53- 0.6% |
$2.89K - $3.24K
|
8.76K
$501K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-55- 2.27% |
$3K - $3.36K
|
2.37K
$136K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-59- 0.59% |
$3.22K - $3.6K
|
9.89K
$566K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-60- 2.99% |
$3.27K - $3.66K
|
1.95K
$111K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-63- 0.87% |
$3.44K - $3.85K
|
7.2K
$412K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-66- 3.44% |
$3.6K - $4.03K
|
1.86K
$106K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-72- 0.24% |
$3.93K - $4.39K
|
29.8K
$1.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-75- 0.65% |
$4.09K - $4.58K
|
11.4K
$652K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-100- 2.61% |
$5.45K - $6.1K
|
3.74K
$214K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-132- 0.16% |
$7.2K - $8.06K
|
84.8K
$4.85M
|
|
|
Feb 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-145- 0.7% |
$7.91K - $8.85K
|
20.6K
$1.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-151- 0.3% |
$8.24K - $9.22K
|
50.3K
$2.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-155- 3.08% |
$8.45K - $9.46K
|
4.88K
$279K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-157- 1.78% |
$8.56K - $9.58K
|
8.69K
$497K
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-160- 1.77% |
$8.73K - $9.77K
|
8.87K
$508K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-163- 0.3% |
$8.89K - $9.95K
|
54.4K
$3.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-167- 0.35% |
$9.11K - $10.2K
|
47.7K
$2.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Jentner Corp
|
SELL
|
- |
-175- 0.36% |
$9.54K - $10.7K
|
47.9K
$2.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-175- 0.37% |
$9.54K - $10.7K
|
47.2K
$2.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-180- 4.26% |
$9.82K - $11K
|
4.05K
$232K
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
SELL
|
- |
-181- 2.37% |
$9.87K - $11K
|
7.45K
$426K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-205- 1.34% |
$11.2K - $12.5K
|
15.1K
$864K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-209- 1.98% |
$11.4K - $12.8K
|
10.3K
$591K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-215- 1.66% |
$11.7K - $13.1K
|
12.7K
$729K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-221- 0.77% |
$12.1K - $13.5K
|
28.3K
$1.62M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-226- 0.01% |
$12.3K - $13.8K
|
2.04M
$117M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-247- 1.67% |
$13.5K - $15.1K
|
14.6K
$834K
|
|
|
Feb 07, 2025
Q4 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-267- 3.19% |
$14.6K - $16.3K
|
8.11K
$464K
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-268- 0.84% |
$14.6K - $16.4K
|
31.5K
$1.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-295- 1.09% |
$16.1K - $18K
|
26.7K
$1.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-300- 4.79% |
$16.4K - $18.3K
|
5.97K
$342K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-302- 6.79% |
$16.5K - $18.4K
|
4.15K
$237K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-304- 41.93% |
$16.6K - $18.6K
|
421
$24.1K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-310- 1.09% |
$16.9K - $18.9K
|
28.2K
$1.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-327- 0.98% |
$17.8K - $20K
|
33.2K
$1.9M
|