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 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
26.5K+ 157.7% |
$1.31M - $1.44M
|
43.3K
$2.48M
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
26.4KNew |
$1.31M - $1.44M
|
26.4K
$1.51M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
25.3K+ 9.16% |
$1.25M - $1.38M
|
302K
$17.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
25.1K+ 43.64% |
$1.24M - $1.37M
|
82.7K
$4.74M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
24.6K+ 48.09% |
$1.22M - $1.34M
|
75.7K
$4.33M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
23.5K+ 17.13% |
$1.16M - $1.28M
|
161K
$9.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
22.6KNew |
$1.12M - $1.23M
|
22.6K
$1.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
22K+ 6.16% |
$1.09M - $1.2M
|
380K
$21.7M
|
|
|
May 16, 2024
Q1 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
21.2K+ 5.45% |
$1.05M - $1.15M
|
410K
$23.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
20.7K+ 18.75% |
$1.02M - $1.13M
|
131K
$7.52M
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
20.3K+ 6.26% |
$1.01M - $1.11M
|
345K
$19.8M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
19.8K+ 28.55% |
$978K - $1.08M
|
89.1K
$5.1M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
19.6K+ 0.71% |
$970K - $1.07M
|
2.77M
$159M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
19.2K+ 185.27% |
$947K - $1.04M
|
29.5K
$1.69M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
19.1K+ 28.44% |
$944K - $1.04M
|
86.2K
$4.94M
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
18.5K+ 3.8% |
$916K - $1.01M
|
506K
$29M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.4K+ 5.04% |
$909K - $1M
|
383K
$21.9M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
18K+ 7.04% |
$891K - $981K
|
274K
$15.7M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
18K+ 168.83% |
$889K - $978K
|
28.6K
$1.64M
|
|
|
May 14, 2024
Q1 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
17.9K+ 43.61% |
$883K - $972K
|
58.8K
$3.37M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.1K+ 9.97% |
$844K - $929K
|
188K
$10.8M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16.2K+ 7.48% |
$799K - $879K
|
232K
$13.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
15.8KNew |
$784K - $862K
|
15.8K
$908K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
14.9K+ 2.12% |
$736K - $810K
|
718K
$41.1M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.5K+ 69.71% |
$718K - $790K
|
35.3K
$2.02M
|
|
|
Apr 03, 2024
Q1 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
14.4K+ 2.57% |
$710K - $782K
|
572K
$32.8M
|
|
|
May 15, 2024
Q1 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
14.2K+ 9.63% |
$703K - $773K
|
162K
$9.27M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
13.6K+ 1.58% |
$674K - $742K
|
877K
$50.2M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.5K+ 18.9% |
$669K - $736K
|
85.1K
$4.87M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.5K+ 18.9% |
$669K - $736K
|
85.1K
$4.87M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
13.4KNew |
$665K - $732K
|
13.4K
$770K
|
|
|
May 03, 2024
Q1 2024
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
12.8K+ 3.85% |
$632K - $696K
|
345K
$19.8M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.6K+ 22.65% |
$624K - $686K
|
68.3K
$3.91M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
12.5K+ 88.68% |
$620K - $682K
|
26.7K
$1.53M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.5K+ 4.44% |
$617K - $679K
|
294K
$16.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
12.4K+ 5.9% |
$615K - $677K
|
223K
$12.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
12.4KNew |
$611K - $672K
|
12.4K
$707K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
12K+ 55.18% |
$594K - $653K
|
33.8K
$1.93M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.7K+ 10.87% |
$578K - $636K
|
119K
$6.82M
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
11.5K+ 27.7% |
$568K - $625K
|
53K
$3.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Planning Center, Inc.
|
BUY
|
- |
10.6K+ 2.46% |
$522K - $575K
|
439K
$25.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
10.5KNew |
$519K - $571K
|
10.5K
$601K
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
10.2KNew |
$505K - $556K
|
10.2K
$585K
|
|
|
Apr 19, 2024
Q1 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
9.5K+ 35.57% |
$470K - $517K
|
36.2K
$2.07M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
9.34KNew |
$462K - $509K
|
9.34K
$535K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.18K+ 1.81% |
$454K - $499K
|
517K
$29.6M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
8.45K+ 21.82% |
$418K - $460K
|
47.2K
$2.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
8.42K+ 27.26% |
$416K - $458K
|
39.3K
$2.25M
|
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
8.03KNew |
$397K - $437K
|
8.03K
$460K
|
|
|
Feb 04, 2025
Q1 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
7.94K+ 27.33% |
$393K - $432K
|
37K
$2.12M
|