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 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-11.1K- 2.14% |
$566K - $633K
|
507K
$26.1M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-12K- 4.16% |
$612K - $684K
|
276K
$14.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-12K- 6.7% |
$613K - $686K
|
167K
$8.62M
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-12.2K- 15.53% |
$623K - $697K
|
66.5K
$3.42M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-13K- 0.71% |
$662K - $741K
|
1.83M
$94.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-15.5K- 16.43% |
$791K - $885K
|
78.9K
$4.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-16.9K- 8.28% |
$861K - $964K
|
187K
$9.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-17.9K- 4.29% |
$912K - $1.02M
|
399K
$20.5M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.4K- 0.89% |
$937K - $1.05M
|
2.04M
$105M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-18.9K- 1.67% |
$965K - $1.08M
|
1.11M
$57.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-19K- 4.97% |
$971K - $1.09M
|
364K
$18.8M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-19.8K- 19.22% |
$1.01M - $1.13M
|
83.3K
$4.29M
|
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-22.3K- 1.84% |
$1.14M - $1.27M
|
1.19M
$61.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-23.5K- 1.41% |
$1.2M - $1.34M
|
1.63M
$84.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-25.2K- 2.87% |
$1.29M - $1.44M
|
854K
$44M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-27.5K- 28.76% |
$1.4M - $1.57M
|
68.1K
$3.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-31.1K- 86.21% |
$1.59M - $1.78M
|
4.98K
$256K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-33.5K- 31.13% |
$1.71M - $1.91M
|
74.1K
$3.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-47.2K- 50.34% |
$2.41M - $2.7M
|
46.6K
$2.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-50.6K- 15.05% |
$2.58M - $2.89M
|
286K
$14.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-53.7K- 6.06% |
$2.74M - $3.07M
|
833K
$42.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-62K- 19.42% |
$3.16M - $3.54M
|
257K
$13.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-65.9K- 15.47% |
$3.36M - $3.76M
|
360K
$18.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-76.8K- 16.28% |
$3.92M - $4.38M
|
395K
$20.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-85.5K- 30.99% |
$4.36M - $4.88M
|
190K
$9.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-99.6K- 26.51% |
$5.08M - $5.69M
|
276K
$14.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-107K- 0.75% |
$5.45M - $6.09M
|
14.1M
$728M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-109K- 2.94% |
$5.55M - $6.21M
|
3.59M
$185M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-116K- 36.64% |
$5.94M - $6.65M
|
201K
$10.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-138K- 1.83% |
$7.02M - $7.86M
|
7.37M
$379M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-225K- 98.24% |
$11.5M - $12.8M
|
4.04K
$208K
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-235K- 62.42% |
$12M - $13.4M
|
141K
$7.28M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-252K- 74.89% |
$12.9M - $14.4M
|
84.5K
$4.35M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-327K- 57.03% |
$16.7M - $18.7M
|
247K
$12.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-340K- 14.17% |
$17.3M - $19.4M
|
2.06M
$106M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-400K- 15.07% |
$20.4M - $22.8M
|
2.25M
$116M
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-532K- 89.77% |
$27.1M - $30.4M
|
60.6K
$3.12M
|