Purchases and Sales Made in Q4 2023 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 2023. 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 17, 2024 Q4 2023
Rockwood Wealth Management, LLC

New Hope, PA
BUY
 -
476
+ 2.45%
$20.3K - $25.3K
19.9K $1.05M
Feb 01, 2024 Q4 2023
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
433
+ 0.65%
$18.5K - $23K
67.5K $3.55M
Feb 09, 2024 Q4 2023
Commerce Bank

Kansas City, MO
BUY
 -
422
+ 3.01%
$18K - $22.4K
14.4K $758K
Feb 12, 2024 Q4 2023
Richardson Capital Management LLC

Menomonee Falls, WI
BUY
 -
420
New
$17.9K - $22.3K
420 $22.1K
Feb 07, 2024 Q4 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
406
+ 12.05%
$17.3K - $21.6K
3.78K $198K
Feb 13, 2024 Q4 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
399
+ 3.85%
$17K - $21.2K
10.8K $566K
Jan 23, 2024 Q4 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
304
New
$13K - $16.1K
304 $16K
Jan 30, 2024 Q4 2023
Bear Mountain Capital, Inc.

Seattle, WA
BUY
 -
288
New
$12.3K - $15.3K
288 $15.1K
Feb 09, 2024 Q4 2023
Ever Source Wealth Advisors, LLC

BUY
 -
266
+ 0.49%
$11.4K - $14.1K
54.9K $2.89M
Jan 23, 2024 Q4 2023
Better Wealth, LLC

BUY
 -
241
+ 0.32%
$10.3K - $12.8K
76.4K $4.02M
Feb 15, 2024 Q4 2023
Aspect Partners, LLC

Fairfax, VA
BUY
 -
214
New
$9.14K - $11.4K
214 $11.2K
Jan 31, 2024 Q4 2023
Wetzel Investment Advisors, Inc.

Indianapolis, IN
BUY
 -
200
New
$8.54K - $10.6K
200 $10.5K
Mar 01, 2024 Q4 2023
Pineridge Advisors LLC

St. Charles, MO
BUY
 -
191
New
$8.16K - $10.1K
191 $10K
Jan 31, 2024 Q4 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
190
+ 33.39%
$8.11K - $10.1K
759 $39.9K
Feb 13, 2024 Q4 2023
Northern Trust Corp

Chicago, IL
BUY
 -
185
+ 0.57%
$7.9K - $9.82K
32.6K $1.71M
Jan 10, 2024 Q4 2023
Cypress Wealth Services, LLC

BUY
 -
155
+ 3.33%
$6.62K - $8.23K
4.81K $253K
Feb 13, 2024 Q4 2023
Lji Wealth Management, LLC

Indianapolis, IN
BUY
 -
155
+ 0.26%
$6.62K - $8.23K
60.2K $3.16M
Jan 23, 2024 Q4 2023
Applied Capital LLC

BUY
 -
133
+ 0.28%
$5.68K - $7.06K
46.9K $2.46M
Feb 14, 2024 Q4 2023
Semmax Financial Advisors Inc.

Winston Salem, NC
BUY
 -
120
New
$5.13K - $6.37K
120 $6.31K
Feb 12, 2024 Q4 2023
American Investment Services, Inc.

BUY
 -
103
+ 0.06%
$4.4K - $5.47K
174K $9.14M
Jan 22, 2024 Q4 2023
Werba Rubin Papier Wealth Management

San Jose, CA
BUY
 -
102
+ 0.25%
$4.36K - $5.42K
41.1K $2.16M
Jan 31, 2024 Q4 2023
Zhang Financial LLC

BUY
 -
85
+ 0.34%
$3.63K - $4.51K
25.4K $1.34M
Jan 22, 2024 Q4 2023
Iron Horse Wealth Management, LLC

BUY
 -
84
New
$3.59K - $4.46K
84 $4.42K
Feb 15, 2024 Q4 2023
Main Street Group, LTD

Glen Allen, VA
BUY
 -
83
New
$3.54K - $4.41K
83 $4.36K
Feb 20, 2024 Q4 2023
Able Wealth Management LLC

Lakewood, NJ
BUY
 -
79
New
$3.37K - $4.19K
79 $4.15K
Feb 12, 2024 Q4 2023
Blair William & CO

Chicago, IL
BUY
 -
77
+ 2.91%
$3.29K - $4.09K
2.72K $143K
Feb 05, 2024 Q4 2023
Fiducient Advisors LLC

BUY
 -
76
+ 0.38%
$3.25K - $4.03K
19.8K $1.04M
Feb 13, 2024 Q4 2023
Prevail Innovative Wealth Advisors, LLC

Leawood, KS
BUY
 -
75
+ 0.62%
$3.2K - $3.98K
12.1K $635K
Feb 05, 2024 Q4 2023
Mc Ilrath & Eck, LLC

BUY
 -
67
+ 16.3%
$2.86K - $3.56K
478 $25.1K
Jan 18, 2024 Q4 2023
Gradient Investments LLC

BUY
 -
67
+ 24.63%
$2.86K - $3.56K
339 $17.8K
Feb 02, 2024 Q4 2023
Silver Oak Advisory Group, Inc.

Portland, OR
BUY
 -
62
+ 0.69%
$2.65K - $3.29K
9.04K $475K
Feb 12, 2024 Q4 2023
Warwick Investment Management, Inc.

BUY
 -
60
+ 0.38%
$2.56K - $3.19K
15.8K $828K
Apr 28, 2025 Q4 2023
Clark Asset Management, LLC

Stratham, NH
BUY
 -
47
+ 0.38%
$2.01K - $2.5K
12.3K $647K
Jan 05, 2024 Q4 2023
Bromfield Sneider Wealth Advisors

BUY
 -
40
+ 0.31%
$1.71K - $2.12K
13K $681K
Jan 30, 2024 Q4 2023
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
40
+ 0.48%
$1.71K - $2.12K
8.31K $437K
Jan 30, 2024 Q4 2023
Archer Investment Corp

BUY
 -
35
New
$1.49K - $1.86K
35 $1.84K
Feb 13, 2024 Q4 2023
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
33
+ 0.38%
$1.41K - $1.75K
8.7K $457K
Jan 16, 2024 Q4 2023
Exeter Financial, LLC

BUY
 -
32
+ 0.38%
$1.37K - $1.7K
8.44K $444K
Feb 12, 2024 Q4 2023
Staley Capital Advisers Inc

BUY
 -
27
+ 0.38%
$1.15K - $1.43K
7.12K $374K
Feb 14, 2024 Q4 2023
Greenline Partners, LLC

New York, NY
BUY
 -
27
+ 0.38%
$1.15K - $1.43K
7.06K $371K
Feb 06, 2024 Q4 2023
Lincoln National Corp

BUY
 -
22
+ 0.38%
$940 - $1.17K
5.87K $308K
Jan 10, 2024 Q4 2023
Harbor Group, Inc.

BUY
 -
22
+ 0.38%
$940 - $1.17K
5.81K $305K
Jan 16, 2024 Q4 2023
Lbmc Investment Advisors, LLC

BUY
 -
19
+ 0.23%
$811 - $1.01K
8.45K $444K
Feb 08, 2024 Q4 2023
Curi Wealth Management, LLC

BUY
 -
18
+ 0.1%
$769 - $956
18K $944K
Feb 13, 2024 Q4 2023
Running Point Capital Advisors, LLC

BUY
 -
17
+ 0.28%
$726 - $903
6.04K $318K
Feb 09, 2024 Q4 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
14
+ 0.38%
$598 - $743
3.69K $194K
Jan 11, 2024 Q4 2023
Ridgewood Investments LLC

BUY
 -
11
+ 0.24%
$470 - $584
4.51K $237K
Jan 18, 2024 Q4 2023
Cpa Asset Management LLC

West Palm Beach, FL
BUY
 -
9
+ 0.06%
$384 - $478
14.8K $780K
Feb 02, 2024 Q4 2023
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
8
+ 0.43%
$342 - $425
1.85K $97.2K

Track Institutional and Insider Activities on DFAT

Follow DIMENSIONAL ETF TR U S TARGET and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells DFAT shares.

Notify only if

Insider Trading

Get notified when an Dimensional ETF Tr U S Target insider buys or sells DFAT shares.

Notify only if

News

Receive news related to DIMENSIONAL ETF TR U S TARGET

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on DFAT