Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
1.82MNew |
$89.9M - $98.9M
|
1.82M
$85.6M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.47M+ 262.39% |
$72.8M - $80.1M
|
2.03M
$95.7M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.04M+ 38.71% |
$51.6M - $56.7M
|
3.74M
$176M
|
|
|
Apr 10, 2024
Q1 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
411K+ 2816.68% |
$20.3M - $22.3M
|
425K
$20M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
299K+ 2775.98% |
$14.8M - $16.3M
|
310K
$14.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
287K+ 16.2% |
$14.2M - $15.6M
|
2.06M
$97.1M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
246K+ 376.63% |
$12.2M - $13.4M
|
312K
$14.7M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
218KNew |
$10.8M - $11.9M
|
218K
$10.3M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
188K+ 26.63% |
$9.31M - $10.2M
|
895K
$42.1M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
134K+ 45.62% |
$6.63M - $7.3M
|
428K
$20.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
113K+ 12.07% |
$5.57M - $6.13M
|
1.05M
$49.3M
|
|
|
Apr 02, 2024
Q1 2024
|
Avondale Wealth Management
|
BUY
|
- |
111K+ 761.97% |
$5.48M - $6.03M
|
125K
$5.91M
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
111K+ 42.08% |
$5.47M - $6.02M
|
373K
$17.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
109K+ 5.84% |
$5.41M - $5.95M
|
1.98M
$93.2M
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
101K+ 208.07% |
$4.99M - $5.49M
|
149K
$7.04M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
81.7K+ 17.23% |
$4.04M - $4.44M
|
555K
$26.2M
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
78.9K+ 508.64% |
$3.9M - $4.3M
|
94.4K
$4.45M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
75.7KNew |
$3.74M - $4.12M
|
75.7K
$3.56M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
66.1K+ 2.96% |
$3.27M - $3.6M
|
2.3M
$108M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
59.1K+ 45.24% |
$2.92M - $3.22M
|
190K
$8.94M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
58.9KNew |
$2.91M - $3.21M
|
58.9K
$2.77M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
57.2KNew |
$2.83M - $3.11M
|
57.2K
$2.69M
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
56.9K+ 50.49% |
$2.81M - $3.1M
|
170K
$7.99M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
56.3K+ 0.41% |
$2.78M - $3.06M
|
13.7M
$645M
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
55.3K+ 53.93% |
$2.74M - $3.01M
|
158K
$7.44M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
54.7K+ 4.33% |
$2.7M - $2.98M
|
1.32M
$62.1M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
50.1K+ 16.79% |
$2.48M - $2.73M
|
349K
$16.4M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
47.9K+ 1109.27% |
$2.37M - $2.61M
|
52.2K
$2.46M
|
|
|
Apr 17, 2024
Q1 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
47.9KNew |
$2.37M - $2.6M
|
47.9K
$2.25M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
47K+ 6.75% |
$2.32M - $2.56M
|
742K
$35M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
45.8KNew |
$2.26M - $2.49M
|
45.8K
$2.16M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
44.1K+ 15.99% |
$2.18M - $2.4M
|
320K
$15.1M
|
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
42.3K+ 43.77% |
$2.09M - $2.3M
|
139K
$6.54M
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
41.7K+ 19.3% |
$2.06M - $2.27M
|
258K
$12.1M
|
|
|
May 15, 2024
Q1 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
40.4K+ 1.6% |
$2M - $2.2M
|
2.56M
$121M
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
40.3K+ 6.52% |
$1.99M - $2.2M
|
659K
$31.1M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
37.3KNew |
$1.85M - $2.03M
|
37.3K
$1.76M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
37.1K+ 2.62% |
$1.84M - $2.02M
|
1.45M
$68.4M
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
36.8K+ 11.05% |
$1.82M - $2M
|
370K
$17.4M
|
|
|
May 06, 2024
Q1 2024
|
Concentrum Wealth Management
|
BUY
|
- |
36KNew |
$1.78M - $1.96M
|
36K
$1.7M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
35.1KNew |
$1.73M - $1.91M
|
35.1K
$1.65M
|
|
|
Apr 08, 2024
Q1 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
34.9K+ 7.99% |
$1.72M - $1.9M
|
471K
$22.2M
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
34.7K+ 17.99% |
$1.72M - $1.89M
|
228K
$10.7M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.7K+ 4.8% |
$1.57M - $1.72M
|
691K
$32.5M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
31.2K+ 9.03% |
$1.55M - $1.7M
|
377K
$17.8M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
30.1K+ 15.44% |
$1.49M - $1.64M
|
225K
$10.6M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
29.2K+ 12.48% |
$1.45M - $1.59M
|
264K
$12.4M
|
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
28.3K+ 4.41% |
$1.4M - $1.54M
|
670K
$31.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
28K+ 4.67% |
$1.38M - $1.52M
|
628K
$29.6M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
27.8K+ 16.23% |
$1.37M - $1.51M
|
199K
$9.37M
|