Purchases and Sales Made in Q4 2023 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 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-443- 24.35% |
$18.9K - $23.5K
|
1.38K
$70.9K
|
|
|
May 23, 2024
Q4 2023
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-520- 6.47% |
$22.2K - $27.6K
|
7.51K
$387K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-520- 20.05% |
$22.2K - $27.6K
|
2.07K
$107K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-520- 20.05% |
$22.2K - $27.6K
|
2.07K
$107K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-529- 4.02% |
$22.6K - $28.1K
|
12.6K
$651K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-558- 3.08% |
$23.8K - $29.6K
|
17.6K
$905K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-575- 10.29% |
$24.6K - $30.5K
|
5.01K
$258K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-580- 5.39% |
$24.8K - $30.8K
|
10.2K
$524K
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-582- 0.93% |
$24.9K - $30.9K
|
62.3K
$3.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-590- 1.19% |
$25.2K - $31.3K
|
49K
$2.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-592- 3.62% |
$25.3K - $31.4K
|
15.7K
$811K
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-618- 2.67% |
$26.4K - $32.8K
|
22.5K
$1.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-643- 14.32% |
$27.5K - $34.1K
|
3.85K
$198K
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-650- 5.03% |
$27.8K - $34.5K
|
12.3K
$632K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-650- 5.03% |
$27.8K - $34.5K
|
12.3K
$632K
|
|
|
Feb 06, 2024
Q4 2023
|
Capital Performance Advisors LLP
|
SELL
|
- |
-666- 0.08% |
$28.4K - $35.4K
|
827K
$42.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-679- 0.86% |
$29K - $36K
|
78.6K
$4.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-703- 76.25% |
$30K - $37.3K
|
219
$11.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-739- 9.88% |
$31.6K - $39.2K
|
6.74K
$347K
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-819- 2.96% |
$35K - $43.5K
|
26.8K
$1.38M
|
|
|
Jan 09, 2024
Q4 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-871- 1.02% |
$37.2K - $46.2K
|
84.5K
$4.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-878- 0.76% |
$37.5K - $46.6K
|
114K
$5.88M
|
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-889- 2.64% |
$38K - $47.2K
|
32.8K
$1.69M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-913- 7.59% |
$39K - $48.5K
|
11.1K
$573K
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-920- 1.05% |
$39.3K - $48.8K
|
86.4K
$4.45M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-938- 84.81% |
$40.1K - $49.8K
|
168
$8.65K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1K- 29.35% |
$42.7K - $53.1K
|
2.41K
$124K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1K- 2.68% |
$42.8K - $53.2K
|
36.3K
$1.87M
|
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-1.03K- 4.02% |
$44K - $54.7K
|
24.6K
$1.27M
|
|
|
Feb 26, 2025
Q4 2023
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-1.03K- 5.2% |
$44.1K - $54.8K
|
18.8K
$969K
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.06K- 9.64% |
$45.3K - $56.3K
|
9.94K
$512K
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.07K- 6.46% |
$45.5K - $56.5K
|
15.4K
$794K
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-1.07K- 2.7% |
$45.6K - $56.6K
|
38.4K
$1.98M
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.07K- 1.51% |
$45.7K - $56.8K
|
69.9K
$3.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.1K- 22.02% |
$47K - $58.5K
|
3.9K
$201K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.19K- 17.08% |
$51K - $63.3K
|
5.79K
$298K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.22K- 2.62% |
$52.3K - $65K
|
45.4K
$2.34M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.23K- 3.03% |
$52.7K - $65.5K
|
39.4K
$2.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.24KClosed |
$52.9K - $65.7K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-1.26K- 0.42% |
$53.9K - $67.1K
|
301K
$15.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.28K- 9.87% |
$54.7K - $68K
|
11.7K
$602K
|
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-1.33K- 4.03% |
$56.9K - $70.7K
|
31.7K
$1.63M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.35K- 5.46% |
$57.7K - $71.7K
|
23.4K
$1.2M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.38K- 0.63% |
$58.9K - $73.3K
|
216K
$11.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Austin Asset Management CO Inc
|
SELL
|
- |
-1.41K- 0.77% |
$60.1K - $74.8K
|
181K
$9.32M
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-1.42K- 1.81% |
$60.5K - $75.2K
|
77K
$3.97M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.43K- 2.37% |
$61K - $75.8K
|
58.9K
$3.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.52K- 5.94% |
$65K - $80.8K
|
24.1K
$1.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.54K- 1.06% |
$65.6K - $81.5K
|
143K
$7.37M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.61K- 21.5% |
$68.9K - $85.7K
|
5.89K
$303K
|