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 10, 2024
Q1 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
7.6K+ 3.63% |
$376K - $413K
|
217K
$12M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
7.54KNew |
$373K - $410K
|
7.54K
$418K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
7.54K+ 56.84% |
$373K - $410K
|
20.8K
$1.15M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.41K+ 4.71% |
$367K - $403K
|
165K
$9.15M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.41K+ 0.87% |
$367K - $403K
|
856K
$47.5M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.17K+ 6.66% |
$354K - $390K
|
115K
$6.36M
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
7.02K+ 10.45% |
$347K - $382K
|
74.2K
$4.12M
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
7K+ 38.87% |
$346K - $381K
|
25K
$1.39M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.94K+ 0.26% |
$343K - $378K
|
2.72M
$151M
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
6.84K+ 16.64% |
$338K - $372K
|
47.9K
$2.66M
|
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
BUY
|
- |
6.76KNew |
$334K - $368K
|
6.76K
$375K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.71K+ 37.19% |
$332K - $365K
|
24.8K
$1.37M
|
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
6.67K+ 10.49% |
$330K - $363K
|
70.3K
$3.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
6.64K+ 5.43% |
$328K - $361K
|
129K
$7.15M
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
6.44K+ 1.92% |
$319K - $351K
|
341K
$18.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
6.31K+ 2.36% |
$312K - $344K
|
274K
$15.2M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
6.24KNew |
$309K - $340K
|
6.24K
$346K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
6.21K+ 1.22% |
$307K - $338K
|
514K
$28.5M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.95KNew |
$294K - $324K
|
5.95K
$330K
|
|
|
Aug 01, 2024
Q1 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
5.93K+ 1.36% |
$293K - $323K
|
441K
$24.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
5.54K+ 66.65% |
$274K - $301K
|
13.8K
$768K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.52K+ 229.12% |
$273K - $300K
|
7.92K
$439K
|
|
|
Apr 12, 2024
Q1 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
5.46K+ 2.13% |
$270K - $297K
|
262K
$14.6M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.44KNew |
$269K - $296K
|
5.44K
$302K
|
|
|
May 13, 2024
Q1 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
5.36K+ 20.29% |
$265K - $292K
|
31.8K
$1.76M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.18K+ 27.01% |
$256K - $282K
|
24.3K
$1.35M
|
|
|
Apr 24, 2024
Q1 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
5.08K+ 100.0% |
$251K - $277K
|
10.2K
$564K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
5.02KNew |
$248K - $273K
|
5.02K
$278K
|
|
|
Apr 25, 2024
Q1 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
4.97K+ 3.31% |
$246K - $270K
|
155K
$8.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
4.87KNew |
$241K - $265K
|
4.87K
$270K
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
4.84KNew |
$239K - $263K
|
4.84K
$268K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.65KNew |
$230K - $253K
|
4.65K
$258K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
4.61KNew |
$228K - $251K
|
4.61K
$256K
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
4.61K+ 22.45% |
$228K - $251K
|
25.1K
$1.39M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
4.55KNew |
$225K - $247K
|
4.55K
$252K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
4.47KNew |
$221K - $243K
|
4.47K
$248K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
4.42K+ 2.48% |
$219K - $241K
|
182K
$10.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Chico Wealth Ria
|
BUY
|
- |
4.36KNew |
$216K - $237K
|
4.36K
$242K
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
4.19K+ 4.02% |
$207K - $228K
|
108K
$6.01M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.15KNew |
$205K - $226K
|
4.15K
$230K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
4.04KNew |
$200K - $220K
|
4.04K
$224K
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3.9K+ 4.01% |
$193K - $212K
|
101K
$5.61M
|
|
|
Apr 12, 2024
Q1 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
3.83KNew |
$189K - $208K
|
3.83K
$212K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
3.76K+ 29.07% |
$186K - $205K
|
16.7K
$927K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.71KNew |
$183K - $202K
|
3.71K
$206K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
3.62K+ 23.48% |
$179K - $197K
|
19K
$1.06M
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.56KNew |
$176K - $194K
|
3.56K
$197K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
3.52K+ 2.33% |
$174K - $192K
|
154K
$8.56M
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
3.19K+ 14.49% |
$158K - $174K
|
25.2K
$1.4M
|
|
|
Jul 03, 2024
Q1 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
3.17K+ 5.71% |
$157K - $172K
|
58.6K
$3.25M
|