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 13, 2024
Q1 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-35.2K- 6.53% |
$1.74M - $1.91M
|
503K
$29M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-36.4K- 5.78% |
$1.8M - $1.98M
|
594K
$34.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-39.5K- 18.84% |
$1.96M - $2.15M
|
170K
$9.81M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
SELL
|
- |
-42.1K- 2.46% |
$2.08M - $2.29M
|
1.67M
$96.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-46.5K- 2.43% |
$2.3M - $2.53M
|
1.86M
$107M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-48.3K- 0.38% |
$2.39M - $2.63M
|
12.6M
$728M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-48.7K- 5.65% |
$2.41M - $2.65M
|
813K
$46.8M
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-51.5K- 3.17% |
$2.55M - $2.8M
|
1.57M
$90.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-54.7K- 92.82% |
$2.7M - $2.98M
|
4.23K
$243K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-56.9K- 25.91% |
$2.81M - $3.1M
|
163K
$9.37M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-68.5K- 2.35% |
$3.39M - $3.73M
|
2.85M
$164M
|
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-68.5K- 65.61% |
$3.39M - $3.73M
|
35.9K
$2.07M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-74.6K- 99.59% |
$3.69M - $4.06M
|
310
$17.8K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-82.3K- 0.9% |
$4.07M - $4.48M
|
9.09M
$523M
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-111K- 1.42% |
$5.5M - $6.05M
|
7.73M
$445M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-143K- 82.52% |
$7.09M - $7.81M
|
30.4K
$1.75M
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-228K- 75.19% |
$11.3M - $12.4M
|
75.1K
$4.33M
|
|
|
May 15, 2024
Q1 2024
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-572K- 46.77% |
$28.3M - $31.1M
|
651K
$37.5M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-616K- 11.34% |
$30.5M - $33.5M
|
4.82M
$277M
|
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-693K- 88.33% |
$34.3M - $37.7M
|
91.6K
$5.27M
|