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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
434+ 1.8% |
$21.5K - $23.6K
|
24.5K
$1.41M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
416+ 6.82% |
$20.6K - $22.6K
|
6.51K
$375K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
357+ 2.49% |
$17.7K - $19.4K
|
14.7K
$846K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
355+ 5.44% |
$17.6K - $19.3K
|
6.88K
$396K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
350+ 7.34% |
$17.3K - $19.1K
|
5.12K
$295K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
338+ 7.94% |
$16.7K - $18.4K
|
4.6K
$265K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
323+ 2.67% |
$16K - $17.6K
|
12.4K
$716K
|
|
|
May 14, 2024
Q1 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
302+ 0.12% |
$14.9K - $16.4K
|
260K
$15M
|
|
|
Apr 05, 2024
Q1 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
301+ 0.95% |
$14.9K - $16.4K
|
32K
$1.84M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
300+ 857.14% |
$14.8K - $16.3K
|
335
$19.3K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
280+ 1.07% |
$13.8K - $15.2K
|
26.4K
$1.52M
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
279+ 0.75% |
$13.8K - $15.2K
|
37.3K
$2.15M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
259+ 2.38% |
$12.8K - $14.1K
|
11.2K
$643K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
232+ 1.22% |
$11.5K - $12.6K
|
19.2K
$1.11M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
200+ 1.96% |
$9.89K - $10.9K
|
10.4K
$598K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
170New |
$8.41K - $9.25K
|
170
$9.79K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
156+ 0.67% |
$7.71K - $8.49K
|
23.5K
$1.35M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
137+ 6.45% |
$6.77K - $7.46K
|
2.26K
$130K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
136New |
$6.73K - $7.4K
|
136
$7.83K
|
|
|
Sep 25, 2024
Q1 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
129+ 0.09% |
$6.38K - $7.02K
|
145K
$8.33M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
117+ 2.69% |
$5.79K - $6.37K
|
4.47K
$257K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
113New |
$5.59K - $6.15K
|
113
$6.51K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
110+ 0.69% |
$5.44K - $5.99K
|
16K
$922K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
102New |
$5.04K - $5.55K
|
102
$5.87K
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
BUY
|
- |
101+ 0.14% |
$4.99K - $5.5K
|
74.5K
$4.29M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
100+ 0.18% |
$4.95K - $5.44K
|
55K
$3.17M
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
83+ 0.14% |
$4.1K - $4.52K
|
60.3K
$3.47M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
78New |
$3.86K - $4.25K
|
78
$4.49K
|
|
|
Apr 23, 2024
Q1 2024
|
Applied Capital LLC
|
BUY
|
- |
70+ 0.15% |
$3.46K - $3.81K
|
46.9K
$2.7M
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
66New |
$3.26K - $3.59K
|
66
$3.8K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
59+ 0.05% |
$2.92K - $3.21K
|
122K
$7.04M
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
39+ 0.2% |
$1.93K - $2.12K
|
19.9K
$1.14M
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
38+ 1.78% |
$1.88K - $2.07K
|
2.18K
$125K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
38+ 7.95% |
$1.88K - $2.07K
|
516
$29.7K
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
31+ 0.2% |
$1.53K - $1.69K
|
15.8K
$909K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
31+ 0.03% |
$1.53K - $1.69K
|
114K
$6.57M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
20+ 0.34% |
$989 - $1.09K
|
5.91K
$340K
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
18+ 0.15% |
$890 - $980
|
11.7K
$676K
|
|
|
Dec 05, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
17+ 0.2% |
$841 - $925
|
8.72K
$502K
|
|
|
May 13, 2024
Q1 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
17+ 0.01% |
$841 - $925
|
118K
$6.78M
|
|
|
Apr 15, 2024
Q1 2024
|
Exeter Financial, LLC
|
BUY
|
- |
17+ 0.2% |
$841 - $925
|
8.46K
$487K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
17+ 0.04% |
$841 - $925
|
42.9K
$2.47M
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
17+ 0.2% |
$841 - $925
|
8.72K
$502K
|
|
|
May 15, 2024
Q1 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
14+ 0.2% |
$692 - $762
|
7.08K
$407K
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
14+ 0.2% |
$692 - $762
|
7.13K
$411K
|
|
|
Apr 16, 2024
Q1 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
13+ 0.11% |
$643 - $708
|
12.2K
$702K
|
|
|
Apr 25, 2024
Q1 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
13+ 0.05% |
$643 - $708
|
25.7K
$1.48M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
12+ 0.03% |
$593 - $653
|
40K
$2.3M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
12+ 0.2% |
$593 - $653
|
5.88K
$339K
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
11+ 0.2% |
$544 - $599
|
5.43K
$313K
|