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 |
|---|---|---|---|---|---|---|---|
|
Jul 03, 2024
Q1 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
3.17K+ 5.71% |
$157K - $172K
|
58.6K
$3.36M
|
|
|
May 08, 2024
Q1 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
3.03K+ 1.12% |
$150K - $165K
|
274K
$15.7M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.85K+ 19.73% |
$141K - $155K
|
17.3K
$989K
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2.74K+ 0.95% |
$135K - $149K
|
290K
$16.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2.57K+ 9.48% |
$127K - $140K
|
29.7K
$1.7M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.42K+ 327.91% |
$120K - $132K
|
3.16K
$181K
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
2.39K+ 33.38% |
$118K - $130K
|
9.54K
$546K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.37K+ 11.71% |
$117K - $129K
|
22.6K
$1.3M
|
|
|
May 10, 2024
Q1 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
2.37K+ 0.92% |
$117K - $129K
|
260K
$14.9M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.23K+ 20.61% |
$110K - $121K
|
13.1K
$748K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.17K+ 0.5% |
$108K - $118K
|
435K
$24.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.97K+ 3.68% |
$97.2K - $107K
|
55.4K
$3.17M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.9K+ 10.34% |
$93.8K - $103K
|
20.2K
$1.16M
|
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1.89K+ 2.2% |
$93.6K - $103K
|
87.9K
$5.04M
|
|
|
May 13, 2024
Q1 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
1.88K+ 1.12% |
$93.1K - $102K
|
170K
$9.72M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.85K+ 33.33% |
$91.4K - $101K
|
7.4K
$424K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.8K+ 16.22% |
$89K - $98K
|
12.9K
$739K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.68K+ 1.21% |
$83.1K - $91.5K
|
141K
$8.06M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.67K+ 42.79% |
$82.5K - $90.8K
|
5.57K
$319K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
1.66K+ 6.73% |
$81.9K - $90.2K
|
26.3K
$1.51M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.41K+ 0.16% |
$69.6K - $76.6K
|
880K
$50.4M
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.35K+ 2.01% |
$67K - $73.7K
|
68.9K
$3.94M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.31K+ 17.51% |
$64.9K - $71.5K
|
8.81K
$505K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.3K+ 40.72% |
$64.4K - $70.9K
|
4.5K
$258K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.24K+ 18.39% |
$61.3K - $67.5K
|
7.98K
$457K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.17K+ 7.65% |
$57.8K - $63.6K
|
16.5K
$943K
|
|
|
Apr 17, 2024
Q1 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
1.11K+ 0.58% |
$54.7K - $60.2K
|
191K
$10.9M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.01KNew |
$49.7K - $54.8K
|
1.01K
$57.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
993+ 2.77% |
$49.1K - $54K
|
36.9K
$2.11M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
979+ 0.84% |
$48.4K - $53.3K
|
117K
$6.7M
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
976New |
$48.3K - $53.1K
|
976
$55.9K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
975+ 3.92% |
$48.2K - $53.1K
|
25.8K
$1.48M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
963New |
$47.6K - $52.4K
|
963
$55.2K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
957+ 35.15% |
$47.3K - $52.1K
|
3.68K
$211K
|
|
|
May 09, 2024
Q1 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
942+ 0.21% |
$46.6K - $51.3K
|
454K
$26M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
927+ 2.55% |
$45.8K - $50.5K
|
37.3K
$2.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
863+ 12.37% |
$42.7K - $47K
|
7.84K
$449K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
847+ 5.6% |
$41.9K - $46.1K
|
16K
$915K
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
738+ 6.41% |
$36.5K - $40.2K
|
12.3K
$702K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
722+ 9.21% |
$35.7K - $39.3K
|
8.56K
$490K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
661+ 3.12% |
$32.7K - $36K
|
21.9K
$1.25M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
652+ 14.19% |
$32.2K - $35.5K
|
5.25K
$300K
|
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
600+ 7.48% |
$29.7K - $32.7K
|
8.62K
$494K
|
|
|
May 07, 2024
Q1 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
600+ 6.68% |
$29.7K - $32.7K
|
9.58K
$549K
|
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
586+ 1.84% |
$29K - $31.9K
|
32.4K
$1.86M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
573+ 3.15% |
$28.3K - $31.2K
|
18.7K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
556+ 2.29% |
$27.5K - $30.3K
|
24.9K
$1.43M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
556+ 0.4% |
$27.5K - $30.3K
|
140K
$8.03M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
496+ 6.1% |
$24.5K - $27K
|
8.62K
$494K
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
477+ 2.39% |
$23.6K - $26K
|
20.4K
$1.17M
|