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
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.54K- 1.06% |
$65.6K - $81.5K
|
143K
$7.53M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.61K- 21.5% |
$68.9K - $85.7K
|
5.89K
$310K
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.63K- 6.9% |
$69.5K - $86.4K
|
22K
$1.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.66K- 1.5% |
$70.9K - $88.2K
|
109K
$5.73M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.67K- 0.3% |
$71.3K - $88.6K
|
561K
$29.5M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.7K- 13.54% |
$72.4K - $90K
|
10.8K
$569K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.8K- 0.64% |
$77K - $95.7K
|
281K
$14.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.81K- 0.54% |
$77.2K - $95.9K
|
335K
$17.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-2.06K- 1.14% |
$87.9K - $109K
|
179K
$9.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Claris Advisors, LLC
|
SELL
|
- |
-2.35K- 2.87% |
$100K - $125K
|
79.3K
$4.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-2.64K- 1.55% |
$113K - $140K
|
168K
$8.82M
|
|
|
Feb 02, 2024
Q4 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-2.8K- 2.56% |
$120K - $149K
|
106K
$5.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-2.82K- 5.49% |
$121K - $150K
|
48.6K
$2.56M
|
|
|
Feb 02, 2024
Q4 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-2.94K- 2.03% |
$125K - $156K
|
142K
$7.46M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3K- 35.41% |
$128K - $159K
|
5.47K
$288K
|
|
|
Jan 11, 2024
Q4 2023
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-3.03K- 1.58% |
$130K - $161K
|
189K
$9.96M
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-3.13K- 2.79% |
$134K - $166K
|
109K
$5.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-3.41K- 0.38% |
$146K - $181K
|
894K
$47M
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-3.59K- 10.59% |
$153K - $191K
|
30.3K
$1.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-3.85K- 0.61% |
$165K - $205K
|
631K
$33.2M
|
|
|
Oct 15, 2024
Q4 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-4.01K- 3.36% |
$171K - $213K
|
115K
$6.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.06K- 11.22% |
$173K - $215K
|
32.1K
$1.69M
|
|
|
Jun 10, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-4.13K- 34.3% |
$176K - $219K
|
7.91K
$416K
|
|
|
Feb 12, 2024
Q4 2023
|
Rs Crum Inc.
|
SELL
|
- |
-4.15K- 1.44% |
$177K - $220K
|
284K
$14.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-4.47K- 1.43% |
$191K - $237K
|
308K
$16.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-4.48K- 6.59% |
$192K - $238K
|
63.6K
$3.34M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-4.69K- 0.71% |
$200K - $249K
|
654K
$34.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.86K- 25.92% |
$207K - $258K
|
13.9K
$729K
|
|
|
Feb 12, 2024
Q4 2023
|
Schubert & CO
|
SELL
|
- |
-5.01K- 13.6% |
$214K - $266K
|
31.8K
$1.67M
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5.06K- 4.95% |
$216K - $269K
|
97.2K
$5.11M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-5.11K- 26.07% |
$218K - $271K
|
14.5K
$762K
|
|
|
Feb 12, 2024
Q4 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-5.14K- 1.96% |
$220K - $273K
|
257K
$13.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-5.2K- 0.95% |
$222K - $276K
|
544K
$28.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-5.8K- 28.23% |
$248K - $308K
|
14.7K
$775K
|
|
|
Jan 29, 2024
Q4 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-6.25K- 5.43% |
$267K - $332K
|
109K
$5.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-6.28K- 1.15% |
$268K - $333K
|
538K
$28.3M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-6.56K- 5.78% |
$280K - $348K
|
107K
$5.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-6.61K- 72.9% |
$282K - $351K
|
2.46K
$129K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-6.87K- 7.69% |
$293K - $365K
|
82.4K
$4.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.04K- 11.23% |
$301K - $374K
|
55.7K
$2.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-7.2K- 19.67% |
$308K - $382K
|
29.4K
$1.55M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-7.21K- 22.39% |
$308K - $383K
|
25K
$1.31M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-7.46K- 3.23% |
$319K - $396K
|
223K
$11.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-7.56K- 22.99% |
$323K - $401K
|
25.3K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.99K- 5.26% |
$341K - $424K
|
144K
$7.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-8.19K- 1.86% |
$350K - $435K
|
432K
$22.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.25K- 44.89% |
$352K - $438K
|
10.1K
$532K
|
|
|
Jan 18, 2024
Q4 2023
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-8.39K- 1.95% |
$358K - $445K
|
423K
$22.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-8.39K- 37.06% |
$358K - $445K
|
14.3K
$749K
|
|
|
Jan 29, 2024
Q4 2023
|
Libra Wealth LLC
|
SELL
|
- |
-8.53K- 2.82% |
$364K - $453K
|
294K
$15.4M
|